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  • Rising cost of capital and the challenge for energy companies

    The historically low interest rates that set root after the collapse in financial markets in 2008 was a boon to all capital intensive industries. The liquidity expansion and reduced cost of capital…

  • Crude oil prices 2015 at 35 USD/Bbl – An avoidable worst-case scenario

    This post is a follow-up of our November comments on OPEC thinking and market strategy.  We pointed to the need for oil prices to go significantly below 80 USD/Bbl (Brent) to restore market balance,…

  • Not enough LNG for China

    China’s supergrowth period to 2012 closely mirrors that of Korea and Japan 25 and 40 years ago.  With coal costs already at international levels, coal with its environmental problems may be seeing its limits. …