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Latest research

Liquefied Natural Gas

Political impacts on global gas trade

Update | Oil & Gas | 15/08/2018

Potential Chinese tariffs on US LNG and European concerns over the security of gas supply have the potential to alter forecast global gas flows materially.…

Vermilion Energy

Q2 FFO in line; oil price upgrade drives valuation

Update | Oil & Gas | 31/07/2018

Vermilion Energy (VET) reported Q2 fund flows from operations (FFO) of C$193m, in line with consensus estimates and a 23% increase q-o-q. The acquisition…

AJ Lucas Group

Consent received for fracturing first horizontal well

Flash note | Oil & Gas | 25/07/2018

Cuadrilla becomes the first UK operator to have been awarded final consent to hydraulically fracture an onshore horizontal shale exploration well in the…


Low-cost, high-impact onshore oil exploration

Initiation | Oil & Gas | 04/07/2018

Petro Matad offers investors exposure to a fully funded exploration campaign targeting near-field, low-risk prospects as well as basin opening, high-impact…

SDX Energy

Looking ahead at 2019 work programme

Outlook | Oil & Gas | 03/07/2018

In this note, we revisit SDX’s 2017/2018 gas discoveries in Morocco and Egypt and look ahead at the company’s plans to leverage this success…