Thematics

Connect the dots as we explore the trends which impact businesses, investors and global capital markets. The aim? To leave no sector or investor without actionable insight.

thematic

Energy & Resources

Ophir results – Acting counter-cyclically… or not?

insight

Energy & Resources

UK Election Budget: Impact on the UK oil & gas industry

thematic

TMT

Mobile ecosystems

thematic

Energy & Resources

Reserves – better not blink or they could be gone

thematic

Energy & Resources

Omne trium perfectum

thematic

Energy & Resources

Thoughts post Cairn FY14 results & India tax update

insight

Energy & Resources

African Petroleum – Initiation

insight

Energy & Resources

Five themes from oil majors’ 2015 updates

thematic

Energy & Resources

Exploration Watch – Falklands

insight

Energy & Resources

What’s going on with Saudi’s rig count?

thematic

Energy & Resources

Catalytic converter – Five themes from oil majors’ 2015 updates

thematic

Energy & Resources

Exploration watch – Drilling returns to the Falklands

thematic

Metals & Mining

Mining sector report: Gold: The value of gold and other metals

insight

Energy & Resources

Catalytic converter – Inertia in US shale continues

thematic

Energy & Resources

Oil & Gas – Macro Outlook: Current prices are not sustainable

Latest

Energy & Resources | insight

Deep dive into bp’s case for income investment

Energy & Resources | insight

The bull case deep dive: A closer look at bp’s cash flows

Energy & Resources | insight

Is bp a ‘classic dividend growth stock’?