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Thematics

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

thematic

TMT

AUS – Edison talks tech

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

thematic

Energy & Resources

Finite storage capacity could call time on the financial demand currently supporting oil prices

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
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Latest

Financials | insight

Q226 reflections: Leadership swings back – the value case holds

Energy & Resources | insight

Managing geopolitical risk through global energy assets

Energy & Resources | insight

Regulation and pricing risk: What could shape bp’s long-term profitability?

Energy & Resources | insight

Closing the gap: bp’s strategic pivot targets improved returns at an attractive valuation
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