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X @Bloomberg
Bloomberg· 2025-07-03 11:46
Canada LNG is the first sign of a tidal wave of new production that could transform the global gas market, writes @sstapczynski https://t.co/zkm6JclOg0 ...
X @Bloomberg
Bloomberg· 2025-07-02 13:55
Project Development & Security - Mozambican government and private companies to collectively ensure security for a $20 billion gas project [1] Government & Industry Collaboration - President Daniel Chapo emphasizes the need for joint efforts between the government and private sector [1]
Top oil analyst Paul Sankey: Actual energy impact has been on Israel, not the Gulf
CNBC Television· 2025-06-20 21:55
says the commodity oil may be topping out at current levels. Paul Sankey lead research, Sankey Research. So topping out Paul welcome, by the way.Thank you very I would assume with a giant asterisk which implies we don't have a, you know, a bunker buster bomb taking out the Fordo nuclear site. >> Yeah. I mean, I think that or a mine.>> Laid in the Persian Gulf. >> No, I think look, Brian, what happened was we got chopped up. We were we were talking short down at 60, you know, and it's gone up to 75.And I thi ...
高盛:海湾合作委员会将成为全球人工智能中心
Goldman Sachs· 2025-06-19 09:46
V i e w p o i n t | 12 Jun 2025 00:28:47 ET │ 22 pages MENA Natural Resources & ClimateTech GCC Set To Become Global AI Hub CITI'S TAKE Building on our global data center outlook, we explore the emerging opportunity in the Middle East. In our view, advantaged energy costs – and low cost of capital – means that the GCC can grow faster than global peers, taking a potential 5% market share this decade and with significant opportunity to scale beyond. We upgrade ADNOC Gas to Buy (4 AED TP) as our higher gas-to- ...
Vermilion Energy: Gas Company Trading Like An Oil One--Seize The Opportunity
Seeking Alpha· 2025-05-08 10:22
Group 1 - Vermilion Energy (NYSE: VET) is a gas company that is trading near its 52-week low, despite the fact that gas companies are trading near their 52-week highs [1] - Two-thirds of Vermilion's funds from operations (FFO) come from gas, indicating a significant reliance on this segment [1] Group 2 - The article highlights the disparity in trading performance between Vermilion Energy and other gas companies, suggesting potential undervaluation [1]