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BG: “Short of production growth, many E&Ps are cum-downgrades”
Which is why we would continue to sell/avoid BG. Note this morning they see production growth to be flat in 2013 vs. expectations of up +5%. This and the street is already 8% ABOVE the forward curve in...
View ArticleLNG, growing rhetoric with next catalyst within weeks
Remain a seller of Statoil, and buy more Linde/Wartsila, and time to re-think on BG. ExxonMobil and Qatar Petroleum have agreed a deal making it possible for the UK to import Liquefied Natural Gas from...
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LNG/Gas
Friday’s decision to green light the Freeport LNG terminal is an important harbinger for the remaining 19 applications to export Gas to non-FTA countries. That is because, by law, gas exports are...
View ArticleThe dash for gas continues
Total is considering bidding for rights to explore for shale Gas in Britain. The company is also understood to have held talks with several companies about buying a stake in their existing exploration...
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