Insight
Energy Snapshot: Industry Themes - April 2015
This report is currently unavailable
Report summary
This month we examine the M&A and LNG markets post Shell-BG. In M&A, buyers and sellers cannot agree on future oil prices, but opportunities are being weighed. In LNG, Shell re-enforces its position as global LNG leader at an interesting time for the LNG market. We also provide an update to our US L48 asset breakevens, oil price to 2016 and US refinery margins as the oil market seems to have found a bottom. Finally, we look at regional gas pricing and our company valuations against the market.
Table of contents
- Shell-BG, a trigger point?
Tables and charts
This report includes 1 images and tables including:
- Energy Snapshot: Industry Themes - April 2015: Image 1
What's included
This report contains:
Other reports you may be interested in
Asset Report
Dikuluwe Mashamba - Cobalt Mine
A detailed analysis of the Dikuluwe-Mashamba copper cobalt mine.
$2,250
Asset Report
Bou Azzer - Cobalt mine
A detailed analysis of Bou Azzer cobalt operation.
$2,250
Asset Report
Coral Bay - Cobalt mine
A detailed analysis of the Coral Bay nickel-cobalt operation.
$2,250