Hydraulic fracturing in the U.S. has shown that cheap, abundant natural gas can be a reality worldwide, with significant shale reserves on every inhabited continent. While government subsidies currently insulate solar from competition from gas, cheap gas could end the dream of unsubsidized grid pari...
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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 | March 31, 2021
While the U.S. Gulf Coast's (USGC) gasoline and crude oil production has returned to nearly pre‑blizzard levels, the recovery of chemical plants has been much slower. Though some shutdowns have only caused local issues – USGC ethylene spot prices are 10% above those in Asian markets – others, such ... Not part of subscription
Case Study | April 11, 2022
Amid ongoing turmoil and news surrounding Russia's invasion of Ukraine, nations are scrambling to implement emergency strategies to help mitigate the situation. The impact of the invasion and resulting sanctions will be felt first in supply disruptions, particularly for key commodities, often ... Not part of subscription