Our View

Aramco Threat to Private Oil Firms

The Aramco IPO could slow or reverse even oil production increases from the US and other non-Opec countries, leaving Aramco with a bigger market share and, potentially, a higher equity value. Read more here.

Graph of the Week/IMO 2020 Watch™

Our GOTW shows how the combined market cap of seven major oil firms has almost been eclipsed by that of Microsoft alone.

 

To view the latest IMO 2020 Watch™, click here.

Implications of Kleptocratic US Energy Policy (August 19, 2019) -- The crony-oriented nature of the Trump energy policy may have significant long-term impacts on the global energy system and the world's largest energy companies.

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