In the period leading up to and since the financial collapse of 2008, oil prices became dramatically more volatile, with swings surpassing three standard deviations an unprecedented 13 times, according to a recent paper. For context, the combined spectacular rise of oil just before the econo...
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News Commentary | February 04, 2021
Lux Research looked at the return on capital as reported by O&G companies and the average oil price in the same year. Unsurprisingly, the two show a quite strong correlation. The analysis shows that the industry needs an average oil price of at least $60/bbl to justify the current WACC of about ... Not part of subscription
News Commentary | February 26, 2021
This move is part of Vestas' ambition to cut carbon emissions across its supply chain and is expected to be a first step toward the eventual integration of timber towers in the company's product portfolio. Compared to steel, timber offers a set of qualities (e.g., strength, good fatigue resistance) ... Not part of subscription
News Commentary | February 18, 2022
New energy vehicle (NEV) sales in China surged in January, far exceeding expectations. NEV sales, which include battery electric, plug‑in hybrid, and fuel cell powertrains, typically increase ahead of subsidy drops as buyers rush to take advantage of expiring financial subsidies. In this case, that ... Not part of subscription