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Energy Source
Oil and gas executives expect slower transition to net zero Premium content
...The IEA forecasts crude consumption to increase by 1.3mn barrels per day this year while Opec this week maintained its growth estimates of 2.25mn b/d for 2024....
March 14, 2024
Natural gas
AI revolution will be boon for natural gas, say fossil fuel bosses
...“We figured at some point over the next few years, we’d start to see a downturn [in gas use]....
April 1, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Warner Bros Discovery, Inc
Warner Bros Discovery aims for global market with Europe launch of Max
...Max will have more than double the amount of content available on HBO Max. The second series of House of the Dragon will be shown on Max in Europe in June....
March 21, 2024
LexHarbour Energy
Harbour Energy/Wintershall: minnow lands transformational deal
...From a 190,000 barrel a day (boe/d) minnow, it will swell into a 500,000 boe/d proper sized fish — a peer with Aker BP and the US’s Apache....
December 21, 2023
UnhedgedRobert Armstrong
Valuing Reddit is hard Premium content
...Suffice it to say that when Facebook IPO’d, the big worry in the analytic establishment was whether it could monetise on mobile devices....
March 27, 2024
Alice Ross
Time for investors to turn up the heat on climate governance
...However, I’d only be thinking about using the research in this way if I were a fund manager with a keen appetite for engagement....
March 29, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
News in-depthMining
US uranium miners resurrected by nuclear revival and Ukraine war
...“They’ve run into some ramp up issues,” said Ur-Energy Inc chief executive John Cash, which is restarting production at two mines in Wyoming....
March 10, 2024
LexBasic resources
Nippon Steel/US Steel: Japan Inc must recall lessons of history Premium content
...In recent decades it has suffered from the onslaught of cheap foreign producers, first from Japan, then China....
December 18, 2023
FT Magazine
The delivery rider who took on his faceless boss
...Because, at the time, Uber generally hid exact delivery locations from couriers after they’d completed their trips, it was hard for them to confirm how far they’d gone....
March 15, 2024
Zambia
Zambia’s $13bn debt stand-off an ‘indictment’ of global system, says president
...Even before the full effects of the drought, Zambian inflation surged back to double digits in recent months, forcing the central bank to raise interest rates....
March 20, 2024
Unhedged
Valuing Reddit, take 2 Premium content
...I’d bet, without much confidence, that it will be less than that. Yen: it’s all about US The Bank of Japan has left negative interest rates behind, yet yen weakness continues unabated....
March 28, 2024
Harbour Energy
UK’s Harbour Energy agrees $11.2bn deal for Wintershall Dea assets
...Harbour’s oil and gas production will rise from about 190,000 barrels a day to more than 500,000 b/d when the deal completes....
December 21, 2023
UnhedgedRobert Armstrong
Where increasing returns come from Premium content
...by doing” refers to the fact that as production volume increases, producers gain experience and discover efficiencies....
February 5, 2024
#techAsia
Huawei goes ‘007’ and TSMC gets a grant Premium content
...The response highlighted the intense — some might say excessive — work ethic that has helped Taiwan secure its position as the world’s most efficient chip producer....
April 11, 2024
Unhedged
America the possibly beautiful Premium content
...It is the largest producer of oil and gas in the world. It exports more agricultural commodities than any other country. It is the undisputed technological and research leader globally....
January 16, 2024
FT Live
Financial Times @COP
FT Live events coinciding with COP
Monday, 11 NovemberBaku, Azerbaijan
Campari International PLC
Campari buys Courvoisier Cognac from Beam Suntory
...Courvoisier is the fourth-largest cognac producer globally after LVMH-owned Hennessy, Rémy Martin and D’Ussé....
December 14, 2023
Oil & Gas industry
Oil market caught by surprise as US output surges
...Scott Sheffield, chief executive of Pioneer Natural Resources, the Permian’s biggest producer, said he was “very surprised” by the growth, which was almost double what he had estimated a year ago....
December 7, 2023
Working It
New workers’ rights incoming
...Working It producer Mischa Frankl-Duval guest hosts the podcast this week, and talks all things async with Scott Farquhar, co-founder and co-CEO of Atlassian, which makes workplace software....
March 25, 2024
Banks
Mike Mayo ❤️ Citi
...(d) Dividends provide an extra 10%+ return. This is based on est. $12B of cumulative dividends over 3 yrs. on market cap <$100B....
January 2, 2024
Sotheby's Inc
Russian oligarch faces off against Sotheby’s in trial over art sales
...Rybolovlev became a collector of valuable artwork after selling his holdings in Russian potash fertiliser producer Uralkali for $6.5bn in 2010....
January 9, 2024
The FT ViewThe editorial board
The race to be last man standing in Big Oil
...Vast capital is needed: the IEA forecasts total annual clean energy investment will reach $2tn by 2030 even under its pessimistic scenario — but must double to $4tn to meet the net zero goal....
October 24, 2023
The Big Read
How Germany’s steelmakers plan to go green
...“If one would say: ‘I’d like to turn the world into a better one and do it at my own cost’ the simple truth is you would have been way off [in terms of production costs] compared to any competition — that...
February 25, 2024
Palm oil
Malaysia to double palm oil exports to China in effort to dodge EU restrictions
...A version of this article was first published by Nikkei Asia on September 18. ©2023 Nikkei Inc. All rights reserved....
September 27, 2023
Fashion
John Singer Sargent: painter, dressmaker, creative director?
...Sargent wanted to paint the British artist because he’d admired his near ankle-length double-breasted coat. The portrait was painted in summer....
February 16, 2024
#techAsia
Telecom chips move in-house and the US takes aim at TikTok Premium content
...A subsequent labour arbitration case means he now owes the Pinduoduo around double the amount he earned during his year of working there....
March 14, 2024

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