Hints and tips:
Related Special Reports
...L’Occitane trades at 15 times next year’s earnings; Paris-listed L’Oréal is above 30, according to S&P Capital IQ....
...What is striking is that shares in US-listed gas-focused exploration and production companies have performed surprisingly well year to date....
...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....
...Thanks for reading — Jamie Woodside struggles to balance E&P and ESG “The world is not prepared to live without energy.”...
...“Gas is the only cost-efficient energy generation capable of providing the type of 24/7 reliable power required by the big technology companies to power the AI boom,” said Doug Kimmelman, ECP founder and...
...Admission to US equities indices such as the S&P 500 isn’t a given....
...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?...
...That’s really problematic for the rest of us,” said John Duncan, co-lead for the Business Coalition for a Global Plastics Treaty, a group of more than 200 companies including Walmart, PepsiCo, and L’Oréal...
...S&P Global Commodity Insights estimates approximately 6-10 per cent of European industrial gas consumption is gone forever due to demand destruction....
...The US accounts for about 20 per cent of global demand, driven by the country’s reliance on big, gas-guzzling vehicles....
...Steve Hill, head of liquefied natural gas trading at Shell, will depart the company after eight years....
...“It comes down to weather and record levels of production that we ended up the year with,” said Luke Larsen, director of research at S&P, of the price collapse, noting that gas producers would soon have...
...(Alphaville believes that using L’Oréal as an O is cheating, even if it makes your acronym look nicer.)...
...As such the buyout does not look too shabby at 20 times this year’s operating profit on S&P Capital IQ estimates. But with more effort management might be able to double these earnings....
...But what’s most entertaining is that the government goes ahead and shows the professor’s ongoing work calculating Alameda’s historical balances with FTX — basically the firm’s net P&L — from last year:...
...“Natural gas is needed to process sugar beets into sugar, and so the cost of production went through the roof.”...
...S&P said it expected funding to become more difficult for smaller oil and gas players as global demand for oil and gas falls, but said that borrowing would remain simpler for longer for larger companies....
...Goldman estimates that the median short interest in S&P 500 companies is still remarkably low at 1.7 per cent, but is up from 1.5 per cent at the end of 2021....
...But some European investors and green campaigners argue that gas should be avoided....
...The rules should provide a basis for EU companies to break contracts with Russian gas providers without paying hefty compensation, EU officials have said....
...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....
...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....
...Gas demand from Europe’s industrial sector was down 24 per cent last year from 2019 levels, according to S&P Global Commodity Insights....
...S&P noted in a March 5 note that the company had just $44mn left of cash on hand and it expected Equinox “to be unable to generate sufficient cash flow over the next year to cover fixed charges” if it were...
...It noticed further emissions nearby, which turned out to be an oil and gas facility. The company contacted SRON, the Dutch space research institute, which verified the findings using an ESA satellite....
International Edition