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...An oil analyst at a US commodities trading house has been dismissed after a video that circulated on social media showed him in a tense exchange with an onlooker as he covered up what appeared to be posters...
...Koenigsberger added that investors in emerging markets should emulate allocators in developed markets and build up their private market holdings....
...All the Goldmanites need to do is “keep the oil tanker cruising”....
...And one smart listen: The FT’s Myles McCormick joins the FT’s Behind the Money podcast to discuss why Big Oil is betting on a dealmaking frenzy. Listen here....
...Trafigura said the ex-employee was a former consultant to DT Group, which was a joint venture formed in 2009 by Trafigura and Cochan Holdings LLC, an investment vehicle controlled by a former military adviser...
...The Pinault family’s holding company Artémis, whose other holdings include a controlling stake in luxury group Kering and auction house Christie’s, plans to use $2.8bn in equity and $425mn in debt to buy...
...The Arizona-based group known for its car “vending machines” was selling far fewer cars after interest rates jumped last year....
...The insurance units are required by state regulators to invest the vast majority of their holdings in investment-grade rated debt, to safeguard policyholders....
...Tiger’s largest private holdings as of mid-2022 were ByteDance, Shein, Stripe, Razorpay and Flipkart, according to documents seen by the Financial Times....
...And then you have the oil. And we may be criticising India about buying the oil, but they continue to buy the oil and China’s buying the oil and various other countries are buying the oil....
...Shell is under fire on several fronts after ABP, the Dutch pension fund, announced plans earlier in the week to divest all its holdings in fossil fuel companies, including Shell, because it saw insufficient...
...China spends as much money each year importing semiconductors as it spends importing oil....
...Our goal is to be kind of the midstream, downstream oil and gas company, in a sense....
...The new investment firm will manage a series of assets drawn from ADQ, Abu Dhabi Growth Fund and International Holding Company, a once small company that now dominates the emirate’s stock exchange after...
...Secondly, oil is a very different story. Prices could surge to $140....
...And while the EU is normally obsessed with holding to its standard model trade deal, surely there’s an argument for agreeing tweaks here for the prestige of getting Mercosur in the bag....
...They will be followed after the market closes by Qualcomm, Booking Holdings, MetLife, Allstate, Continental Resources, eBay, Marathon Oil, MGM Resorts, Etsy, Zillow, Hostess Brands and Vista Outdoor....
...The dispute holding up oil exports from Russia’s Black Sea ports has been resolved....
...Putin could not have invaded Ukraine without the profits from oil and gas, or [cowed] the west with threats of turning off the taps.”...
...For evidence, please see our first item today on the ESG backlash from the oil and gas industry’s political allies in some conservative US states....
...Among Firebird’s Russian investments were in the Tinkoff bank, the oil and gas company Lukoil and Yandex, a tech group. State-controlled Sberbank was its largest single holding....
...Oil prices have also climbed rapidly as many big consumers shun Russian crude....
...the numbers, according to FT sources (markets have continued to fall, so DD’s best guess is that these figures have taken a further turn for the worse since they were gathered): One of the most painful holdings...
...Just last week ABP, the huge Dutch pension fund, said it was dumping €15bn in fossil fuel holdings, including Shell, because it no longer saw the point of working with such companies on decarbonisation....
...The comments by Ben van Beurden follow a decision this week by one of the world’s largest pension funds to sell its entire holdings in fossil fuel companies and come a day after it was revealed that Daniel...
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