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...Frankfurt-based asset manager Deka, which is a top 10 shareholder in Munich Re and a top 20 shareholder in BASF according to data from S&P Global, last year adopted a similar voting policy to ISS....
...Liquid natural gas prices rose 300 per cent, but they are now back down at pre-invasion levels. The S&P 500 fell 18 per cent in 2022 but recovered quickly in 2023....
...Elsewhere in the US, a combination of warm winter weather and surging production from gas wells has filled up gas storage well above long-term averages....
...“Shale has redrawn the map of world oil in a way most people don’t seem to understand,” said Daniel Yergin, vice-chair of S&P Global and a Pulitzer Prize-winning energy historian....
...These power-hungry operations will together consume more than 480 terawatt hours of electricity, or almost a tenth of total US power demand, by 2035, up from 4.5 per cent in 2025, according to S&P Global...
...S&P Global Commodity Insights estimates approximately 6-10 per cent of European industrial gas consumption is gone forever due to demand destruction....
...The writer is chief strategist global gas at S&P Global Commodity Insights Will Europe go back to Russian gas? The EU has vowed to give up once and for all its “addiction” to Russian gas, but will it?...
...S&P Global Commodity Insights estimates that production rose to a record of more than 105bn cubic feet per day in December....
...Oil and gas executives were the most likely to share this view....
...Its credit rating was downgraded by S&P Global last week....
...While there has been a fall in new bond issuance from oil and gas companies since 2021, S&P attributed this to firms’ high cash levels, which have also helped them pay down debt....
...Oil markets are set to become “extremely tight” in the second half of this year, according to hedge fund giant Citadel, as Opec+’s control of the market allows it to keep prices high....
...The Barossa Project — which counts South Korea’s SK E&S and Japan’s Tokyo Electric Power and Chubu Electric Power as sizeable investors alongside Santos — intends to pipe gas almost 300km from the Timor...
...The chart below from Goldman nicely illustrates, with actual results in light blue and prior estimates in dark green: Binky Chadha of Deutsche Bank has recently put out a more optimistic S&P earnings forecast...
...“Governments and policymakers are feeling more relaxed about the gas situation, which I continue to suggest is a false comfort,” said Michael Stoppard, global gas strategy lead at S&P Global Commodity Insights...
...These could be widely deployed in many applications — for example, providing a few megawatts for remote operations, right up to 300MW to displace current coal- and gas-fired stations....
...“The stock pullback has very little to do with [interest] rates,” said Parag Thatte, a strategist at Deutsche Bank. “It’s more to do with investors pricing in slower earnings growth [for Big Tech].”...
...Chesapeake produced 3.4bn cubic feet of gas a day in the third quarter of 2023, according to S&P Capital IQ; Southwestern produced 4bn cu ft/d....
...Yet, since before COP28’s agreement to move away from fossil fuels, oil and gas companies have been telling a different story, full of sound and fury, of the demise of the clean energy transition....
...Combined, the companies will produce about 7.4bn cubic feet of gas a day, according to S&P Capital IQ, overtaking the current number-one producer EQT, which produces about 5.4bn cu ft/d....
...Centuri, a carve-out from utility Southwest Gas, raised $260mn after pricing its shares at the top of the range it had suggested, and gained 10 per cent on debut....
...Economists expect the German economy to slowly recover this year, helped by recent falls in gas prices, lower inflation and continued strong growth in wages....
...The liquefied natural gas industry is about to enter a boom....
...(Zoomable version) Rocky Fishman — a former crack derivatives analyst at Deutsche Bank and Goldman Sachs who now runs his own research outfit Asym500 — strikes a somewhat different note in his own examination...
...It costs less than $3 per kilogramme for “grey” hydrogen production from fossil fuels, S&P said in a report this year....
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