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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
Unhedged
Where Tesla departs from the Mag 7 Premium content
...of a libertarian/conservative flavour, and that (b) McKinsey is a consultancy with a strong incentive to say what its corporate clients want to hear....
April 3, 2024
FT Live
Accelerating the Energy Transition in Asia
Industrial strategies and policy drivers for sustainability
Tuesday, 30 JulyMandala Club, 31 Bukit Pasoh Rd, Singapore 089845
FT Magazine
The delivery rider who took on his faceless boss
...When a courier received a receipt, all they saw was an anonymised route from A to B, alongside the number of miles and what they were paid....
March 15, 2024
News in-depthFood & Beverage
Plant-based meat industry on a mission to rebrand itself as healthy option
...In 2020, the Center for Consumer Freedom, a non-profit group that has advocated for the meat, alcohol and tobacco industries, took aim at a new target: the plant-based meat industry Its Super Bowl television...
October 6, 2023
Banks
Mike Mayo ❤️ Citi
...(b) Returns implied by the stock market equal only est. half of Citi’s target. For those looking for a “margin of safety” for an investment—we believe Citi looks like a stock to own....
January 2, 2024
Television
Everything you don’t actually need to know about the economics of Succession
...A change of control needs a supermajority in the holding company. Mom got us that in the divorce. He’d need us on board....
April 21, 2023
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
Victoria PLC
How an alleged ex-gang member is tied to royal carpet maker Victoria
...You would think it was part of a script from a budget B-movie if it wasn’t so true”....
November 7, 2023
News in-depthNikkei Asia
Indian start-up valuations are slashed by global investors
...A version of this article was first published by Nikkei Asia on May 25 2023. ©2023 Nikkei Inc. All rights reserved....
May 31, 2023
The Weekend Essay
How will TV’s streaming wars end?
...It peaked in 2022 with 599 shows — meaning you’d have to watch 1.6 series a day to see all of them....
October 7, 2023
Berkshire Hathaway Inc
Quant funds snap up shares in Warren Buffett’s Berkshire Hathaway
...The funds have primarily purchased Berkshire’s class B stock, which carries fractional economic and voting rights compared with A shares....
September 2, 2022
FT Magazine
Welcome to the real farmers of TikTok
...Eventually the pair found a balance: Young accepts that the farm comes first, and a new dance routine to Cardi B’s hit “WAP” comes second. To date, Andrew has not yet made a cameo....
August 5, 2022
Shale Oil & Gas
US shale companies enjoy ‘tsunami of cash’ on high oil prices
...The number of rigs in operation has picked up in recent months, led largely by private companies, but oil output of 11.8mn barrels a day remains well below the 13mn b/d peak from before the pandemic....
May 16, 2022
Suncor Energy Inc
Elliott seeks overhaul at Suncor in bet on Canada’s oil sands
...Suncor produced 743,000 barrels of oil a day last year, about 15 per cent of the 4.7mn b/d produced in Canada, which is by far the US’s biggest source of foreign oil....
April 28, 2022
Energy Source
Our analysis of BP’s energy outlook Premium content
...80mn b/d by 2050....
March 15, 2022
Moral Money
Kicking the tyres on rising ESG scores Premium content
...Why does the same company get an AAA score from one provider but a B from another?...
May 6, 2022
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Enbridge Inc
Largest US crude oil export hub sold to Enbridge as part of $3bn deal
...Still, US exports have held up relatively well with about 3.4m b/d of oil shipped out in June, compared with 3.6m b/d in March 2020....
September 7, 2021
FT Magazine
The Englishman trying to save American bookstores from Amazon
...That’s what I’d really like to do.’ So he’s a book nerd, like us. That’s why we like him.” This bookishness is not an act. But it is easily misread as softness, especially by Americans....
June 3, 2021
Letter
Letter: Shipowners urge more countries to back move to ‘green’ fleets
...Recognising this, the industry has proposed a new, industry-funded research and development effort....
June 2, 2021
Commodities27 min
How energy transition is driving strong commodities prices
...And then I think over a period of time I'd like to think we'll excel in those areas....
June 30, 2021
News in-depthNikkei Asia
New wave of horror puts Indonesian cinema on map
...A version of this article was first published by Nikkei Asia on March 24 2021. ©2021 Nikkei Inc....
April 7, 2021
ETF HubLatest news on ETFs
Vanguard exit from China state fund mandates prompts speculation
...“If I do A, will that negatively impact B?” is very dated thinking, he added, “It’s 2020 and Chinese decision making has evolved greatly”....
October 21, 2020
Oil & Gas industry
Husky Energy considers scrapping Canadian offshore crude project
...Four eastern Canadian offshore projects produced about 260,000 b/d in 2019, according to the Canadian Association of Petroleum Producers....
September 9, 2020
Abu Dhabi National Oil Co
GIP and Brookfield among investors in $10bn Abu Dhabi pipeline deal
...Adnoc, which said the joint venture would unlock capital that can be deployed in growth initiatives, is accelerating plans to raise its 4m barrels a day oil output capacity to 5m b/d, and is targeting gas...
June 23, 2020
InterviewOil & Gas industry
Trump ally highlights US oil cuts as White House pushes for Russia-Saudi curbs
...Saudi Arabia has boosted its oil output by more than 20 per cent in the past month and says it is now producing above 12m b/d. Russian output is more than 11m b/d....
April 7, 2020
Harold Hamm
Continental Resources founder Harold Hamm steps down as CEO
...They succeeded in 2015, and this year US crude oil exports have averaged almost 3m b/d. In September, the US became a net exporter of oil and petroleum products for the first time since the 1940s....
December 11, 2019

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