Alphavalue | Against growing environmental constraints, as well as an uncertain perspective on hydrocarbons, oil companies are modifying their strategy. The electrification of the energy mix appears as an opportunity for the mutation to integrated energy companies. The big oil companies want to be a part of the growing market of renewable energies, but they will compete against the powerful utilities.
Citi’s research analysts targets two significant issues on this recent decline: disinflation pressures and what would happen if oil prices don’t recover.
July 15, 2015 | UBS | Lifting sanctions would add more production to an already oversupplied market.
May 25, 2015 | BNP Paribas | Data highlights that there is more pain to come for Drillers for the foreseeable future…and the opportunity for further offshore deflation for E&Ps and Majors.
MADRID | By Ana Lopez Varela | Cutbacks and balance sheet losses at the British oil giant are indicative of a more widespread malaise afflicting the oil industry. While there has been a correction in profit forecasts, firms are likely to adjust their business model accordingly.