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 the drastic decline in the energy industry’s share of the S&P 500 as measured by market capitalization since 1979.


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

The Saudi Gambit (August 12, 2019) -- If the Saudi Aramco IPO goes forward, it could put much of the shareholder-owned oil industry in jeopardy.

More >>