Hints and tips:
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...Baselines for Saudi Arabia and Russia will both rise to 11.5m b/d (from 11m b/d today) while Iraq and Kuwait had their baselines raised by 150,000 b/d to 4.8m b/d and 3m b/d respectively....
...Trump et al v....
...“If I think of the amount of pressure I’m under as a deposit taker and the care and attention I have to take when providing unsecured lending to younger people, it is staggering me that Klarna et al are...
...“It was unanimously agreed by Opec and Opec+ countries to extend the current reduction to the end of July,” said Suhail Al Mazrouei, the United Arab Emirates’ energy minister, after the meeting....
...Et cetera, ad nauseam. The numbers seem to back up the thesis....
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
...The country was pumping around 1.3m b/d previously....
...Whichever shape the recovery takes — V, W or L — any emissions decline flattens out by the middle of the decade....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...al, with just $9bn on legacy oil and gas....
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
...al), which improves SONG’s negotiating position. . . . . uh, great?...
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
...Many French cinema owners, who are putting pressure on Cannes to resist Netflix et al, see the streamers’ disruptive attitude as an incursion into their territory....
...He added that the cut could be as high as 1.3m b/d with Russia’s contribution....
...But if 3m b/d disappears, we cannot cover this volume.” Analysts have said they see the risk of Saudi Arabia cutting oil output over the Khashoggi affair as unlikely....
...Deutsche bankers beware: if German public opinion hardens further from its already hostile view of banks and bankers, Mr Sewing, Mr Ritchie et al could well find themselves the butt of calls for a “Deutschmerz...
...Even with the waivers, analysts at consultancy FGE forecast a further drop to 1.3m b/d in the next six months....
...“We could lose 2.3m b/d in a worst-case scenario if Libya went through a sustained period of supply insecurity.”...
...Per Starr et al., a 10 per cent increase in the number of non-competes leads to 6 per cent lower wages in states that enforce the agreements versus those that do not....
...“Amazon” Cuomo et al will hope not. In Wisconsin, considerable effort was expended to woo Foxconn — a Taiwan-based company which makes, among other things, roughly half of the world’s iPhones....
...Nor has Britain seen the emergence of any new production companies to match Working Title, the Universal-backed but proudly British outfit behind Four Weddings, Bridget Jones, Darkest Hour et al, or independent...
...In December Opec’s oil output was 33.1m b/d, down slightly from a record 33.3m b/d hit in November....
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