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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.

insight

Energy & Resources

Shell posts a blowout quarter in downstream

insight

Energy & Resources

Review of US onshore – Inventories, rig productivity and production rates

insight

Energy & Resources

BP’s 1Q results show refining strength + tax one-offs

insight

Energy & Resources

A look at sentiment

thematic

Energy & Resources

First Falklands well in two years looks positive

thematic

Energy & Resources

Nigerian elections 28th March

insight

Energy & Resources

Hit guidance and stocks fly – the crazy world of junior E&Ps

thematic

TMT

NZ – Edison talks tech

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
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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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