by @GoldfingerEarlier in the week I wrote about one of my main themes for 2018, a rising inflation/interest rate environment. In this post I will lay out which sector I believe will do well against a backdrop of rising inflation and rising bond yields (including offering some stock picks), and I will also specify which sectors and asset classes you will want to avoid in 2018. Let's start with wh...Read More
At the outset, 2018 seems to be a year full of opportunity for upstream companies.After three years of fighting to survive the price collapse, companies are ready to deliver and to continue rebuild in anticipation of a new era of lower prices. We identify five key strategic themes for the new year that point to a turning point in the evolution from 'survive' to 'thrive'.1. Building, bolstering, de...Read More
Oil and gas companies are set to enter 2018 in their best shape since oil prices collapsed. In its 2018 Upstream Outlook, released today, global natural resources consultancy Wood Mackenzie believes many will now focus on demonstrating they can thrive at low prices.Tom Ellacott, Senior Vice President, said: "Now that the belt-tightening is done, companies are looking to deliver profitable growth a...Read More
At the outset, 2018 seems to be a year full of opportunity for upstream companies.After three years of fighting to survive the price collapse, companies are ready to deliver and to continue rebuild in anticipation of a new era of lower prices. We identify five key strategic themes for the new year that point to a turning point in the evolution from 'survive' to 'thrive'.1. Building, bolstering, de...Read More
Oil and gas companies are set to enter 2018 in their best shape since oil prices collapsed. In its 2018 Upstream Outlook, released today, global natural resources consultancy Wood Mackenzie believes many will now focus on demonstrating they can thrive at low prices.Tom Ellacott, Senior Vice President, said: "Now that the belt-tightening is done, companies are looking to deliver profitable growth a...Read More
At the outset, 2018 seems to be a year full of opportunity for upstream companies.After three years of fighting to survive the price collapse, companies are ready to deliver and to continue rebuild in anticipation of a new era of lower prices. We identify five key strategic themes for the new year that point to a turning point in the evolution from 'survive' to 'thrive'.1. Building, bolstering, de...Read More
At the outset, 2018 seems to be a year full of opportunity for upstream companies.After three years of fighting to survive the price collapse, companies are ready to deliver and to continue rebuild in anticipation of a new era of lower prices. We identify five key strategic themes for the new year that point to a turning point in the evolution from 'survive' to 'thrive'.1. Building, bolstering, de...Read More
Oil and gas companies are set to enter 2018 in their best shape since oil prices collapsed. In its 2018 Upstream Outlook, released today, global natural resources consultancy Wood Mackenzie believes many will now focus on demonstrating they can thrive at low prices.Tom Ellacott, Senior Vice President, said: "Now that the belt-tightening is done, companies are looking to deliver profitable growth a...Read More
At the outset, 2018 seems to be a year full of opportunity for upstream companies.After three years of fighting to survive the price collapse, companies are ready to deliver and to continue rebuild in anticipation of a new era of lower prices. We identify five key strategic themes for the new year that point to a turning point in the evolution from 'survive' to 'thrive'.1. Building, bolstering, de...Read More
Oil and gas companies are set to enter 2018 in their best shape since oil prices collapsed. In its 2018 Upstream Outlook, released today, global natural resources consultancy Wood Mackenzie believes many will now focus on demonstrating they can thrive at low prices.Tom Ellacott, Senior Vice President, said: "Now that the belt-tightening is done, companies are looking to deliver profitable growth a...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.At the outset, 2018 seems to be a year full of opportunity for upstream companies.After three years of fighting to survive the price collapse, companies are ready to deliver and to continue rebuild in anticipation of a new era of lowe...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Oil and gas companies are set to enter 2018 in their best shape since oil prices collapsed. In its 2018 Upstream Outlook, released today, global natural resources consultancy Wood Mackenzie believes many will now focus on demonstratin...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.At the outset, 2018 seems to be a year full of opportunity for upstream companies.After three years of fighting to survive the price collapse, companies are ready to deliver and to continue rebuild in anticipation of a new era of lowe...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Oil and gas companies are set to enter 2018 in their best shape since oil prices collapsed. In its 2018 Upstream Outlook, released today, global natural resources consultancy Wood Mackenzie believes many will now focus on demonstratin...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Oil and gas companies are set to enter 2018 in their best shape since oil prices collapsed. In its 2018 Upstream Outlook, released today, global natural resources consultancy Wood Mackenzie believes many will now focus on demonstratin...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Oil and gas companies are set to enter 2018 in their best shape since oil prices collapsed. In its 2018 Upstream Outlook, released today, global natural resources consultancy Wood Mackenzie believes many will now focus on demonstratin...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Oil and gas companies are set to enter 2018 in their best shape since oil prices collapsed. In its 2018 Upstream Outlook, released today, global natural resources consultancy Wood Mackenzie believes many will now focus on demonstratin...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.At the outset, 2018 seems to be a year full of opportunity for upstream companies.After three years of fighting to survive the price collapse, companies are ready to deliver and to continue rebuild in anticipation of a new era of lowe...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Oil and gas companies are set to enter 2018 in their best shape since oil prices collapsed. In its 2018 Upstream Outlook, released today, global natural resources consultancy Wood Mackenzie believes many will now focus on demonstratin...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Oil and gas companies are set to enter 2018 in their best shape since oil prices collapsed. In its 2018 Upstream Outlook, released today, global natural resources consultancy Wood Mackenzie believes many will now focus on demonstratin...Read More