Hints and tips:
Related Special Reports
...“I never considered myself an activist investor,” Chris James, Engine No. 1’s founder and chief investment officer, said in an interview with the Financial Times....
...In oil, western sanctions such as the G7’s price cap on Russia’s exports have shrunk its market share in Europe....
...“It was an unprecedented leak of MI5’s secrets for government advantage,” said Tim Tate, author of an upcoming book on the Spycatcher affair....
...Please stay in touch: derek.brower@ft.com — Derek An energy editor’s farewell reflections I’ve had a lot of fun covering energy....
...The title comes from Derek Owusu’s book Safe: 20 Ways to Be a Black Man in Britain Today....
...Write in with your views: derek.brower@ft.com....
...But the cuts that Moscow promised months ago in response to the G7’s price cap, and which did not materialise during the Russian winter, may now be under way in earnest, said Viktor Katona, lead crude analyst...
...Devon was the first shale producer to introduce a variable dividend in 2021 when a near-doubling of its share prices made it the S&P 500’s best performer....
...’s best performer (up 96 per cent in 2022)....
...It’s no coincidence that the S&P 500 is also having a stellar run....
...US exporters have signed contracts for future supply amounting to more than 70mn t/y since the start of 2021, according to S&P Global....
...Or as Raoul LeBlanc, a vice-president at S&P Global Commodities Insights, told Myles: “Everyone built out the pipeline infrastructure for the shale revolution....
...(Derek Brower) Shale patch slowdown Earnings season is upon us again....
...Energy Source is written and edited by Derek Brower, Myles McCormick, Justin Jacobs, Amanda Chu and Emily Goldberg. Reach us at energy.source@ft.com and follow us on Twitter at @FTEnergy....
...(Amanda Chu) The US is tightening enforcement of the Russian price cap The goal of G7’s Russian price cap plan was to crimp Moscow’s oil export revenue while ensuring barrels kept flowing to the market...
...Lithium-ion battery imports from Beijing reached a record 165,000 tonnes last quarter, nearly double compared with last year, according to data from S&P Global Market Intelligence....
...Oil and gas producers (which make up the bulk of the S&P 500 Energy index) are still set up for healthy profits this year....
...As the Saudis and other producers cut crude exports between May and the end of the year, demand for the kind of oil sold by Russia will increase, says Roger Diwan, a veteran Opec-watcher at S&P Global Commodity...
...ENB began its sellout run at the Coliseum last weekend with Derek Deane’s satisfying, thoroughbred 2000 production....
...Derek, Tom and Anjli have a big scoop today: In 2021 Shell considered ditching Europe and shifting its listing and headquarters to the US....
...In early September, I spoke with Jeff Pope, the screenwriter of 2005’s Pierrepoint, a well-crafted biopic starring a winningly morose Timothy Spall in the title role....
...Solar panel manufacturers such as Enphase Energy and First Solar — beneficiaries of the Biden administration’s move to reshore clean energy supply chains in the US — are among the S&P 500’s leading performers...
...Wall Street expects the lower commodity prices to knock about $50bn off Big Oil’s combined profits this year compared to 2022, bringing it down to about $150bn, according to analyst estimates compiled by S&...
...S&P predicts Chinese energy demand will grow 3.3mn barrels of oil equivalent per day after virtually no growth in 2022....
...Please share your thoughts on this issue with me at derek.brower@ft.com....
International Edition