Jonathan Waghorn discusses recent indications that US shale growth is starting to slow.Read more >
Christopher Moore, portfolio manager, explains why advances in shale technology are benefiting a wide range of companies in the energy sector, not just the obvious E&P and integrated plays.Read more >
According the US Energy Information Administration, shale gas will provide half of the United States’ domestic gas by 2035. Shale gas is also well developed in Canada and being developed in South America and China. The economic benefits of shale are likely to cause other countries to look at this energy source. But shale gas is extracted by hydraulic fracturing which frees the gas from the tight shale and is different in scale and technique from more traditional ways of extracting oil and gas. What can local people expect from these sorts of operations and what do local planners, environmental engineers and health professionals need to know?
In this webinar, Mike Stephenson will consider five important issues: noise and visual impact, truck traffic, air quality, groundwater contamination and induced earthquakes. He will look at the reasons why they occur, the effects they have, and aspects of their regulation – all explained in simple non-technical language.
Prof. Mike Stephenson is Chief Scientist at the British Geological Survey. He has advised the UK government on shale gas and carbon capture and storage issues, and spoken at parliamentary events including at the House of Lords Select Committee on Economic Affairs. He has also contributed to debates at the UK Royal Society and Royal Academy of Engineering, and the European Parliament.
Why you should attend this webinar:
•Understand the issues associated with oil and gas exploration
•Gain a realistic understanding of the growth opportunities for drilling
•Recognize the future for water treatment companies in the United States oil and gas industry
•Learn more about one of the most talked about industries in North America
John Dodd and Richard Hulf discuss the coming energy revolution that shale oil and gas is predicted to herald.Read more >
Sumit Bose and Chris Faulkner, CEO, Breitling Energy discuss fracking in the UK. Is the Shale Gas industry in the UK looking at good times just round the corner?Read more >
The Guinness Global Energy team will give their thoughts on the prospects for energy and energy equities amid the current weakness in crude oil prices.Read more >
Jonathan Waghorn gives a quick appraisal of OPEC's decision to maintain current production levels and the prospects for oil prices and energy equities.Read more >
The team will discuss:
1. Why we have raised our oil price forecast for this year
2. The oil market to 2020: the yin of emerging market demand versus the yang of US oil shale growth
3. US natural gas: green shoots appearing
4. The outlook for energy equities and how our fund is positioned today
The Guinness Global Energy team will discuss the recent 20% fall in crude oil prices, the implications for energy markets and the prospects for energy investors.Read more >
The Guinness Global Energy team will discuss recent energy market trends and address growing optimism in the sector:
•Energy sector has been on the turn recently.
•Valuations looks very attractive on a range of metrics.
•Reasons for years of underperformance have become clear.
•Global oil inventories are tight and demand has continued to grow.
We feel increasingly positive about the Energy Sector and look forward to sharing our thoughts with you.
Rapid growth in US natural gas production was underwritten by high yield debt markets which are now generally shut.
As the gas price fell to record lows, production growth transitioned to associated gas from booming oil shale. Subsequent to the oil price shock, new associated gas development has collapsed.
The industry has reached the stabilisation phase where production declines are now set to accelerate whilst demand growth is underwritten by US power generation and exports.
We have positioned our investment portfolios to benefit from a strong rebound in the US natural gas price to around $4.50/MMBtu, the cost of marginal supply, a rare case of a commodity price outcome largely not dependent on Chinese demand.
One year on – Christopher Moore explains why the performance of the Fidelity Funds Global Industrials fund has turned a corner and highlights themes for cyclicals looking ahead.Read more >
Shale gas has shaken up the US energy market and the impacts continue to ripple into other regions. The growth of renewables and localized generation has further impacted European markets, causing major headaches for incumbent utilities and regulators. In APAC, utilities continue to try to meet increased demand.
In this briefing, Frost & Sullivan highlights the key trends and challenges faced by the sector in the coming years.
Join MBR’s Tube & Pipe team on Tuesday 13th October as they discuss the small-diameter linepipe market in this exclusive, free webinar.
Taking a look at the global market for small-diameter linepipe, including ERW, seamless, clad and lined pipe, James Ley, Roman Filimonov and Kim Leppold will discuss:
•Small-diameter linepipe's share of both the global tube and pipe and global energy pipe markets
•Global historical trends
•The evolution of clad and lined pipe markets
•The outlook for the industry
Following recent analysis, the team will share their unique insight into this important market.
•How is it affected by volatile demand conditions, especially recent oil prices?
•What is the impact of increasing sour gas and shale drilling?
•Where do opportunities lie?
This webinar will be 25 minutes with extra time for Q&A.
Feel free to submit any questions in advance, simply email firstname.lastname@example.org and use the reference “T&P Webinar”.
European policymakers are renewing their attention to Europe’s energy sources.
Russia dominates the supply of gas to Europe, and Europe has looked to reduce its dependence on Russia by turning to the Middle East and Central Asia.
Now, new sources of gas from North America, Australia and even inside Europe offer the promise of increased diversity of supply. These include shale gas – both domestic and imported, and coal-bed methane deposits.
At the same time, Europe is looking to pipelines from the Middle East and Central Asia to bypass potential supply black-outs.
Join this European energy roundtable to assess the impact of European energy security concerns on infrastructure development and financing.
As MBR publishes its annual 5-year outlook for the Global OCTG industry, the group’s tube and pipe team will present their thoughts on how they see the market developing in the next few years. This will include our assessment of the outlook for key demand markets such as the USA, Russian and Central Asia and the Middle Eastern markets. The team will also examine key supply issues that the industry is facing, along with the development of both offshore and unconventional shale drilling worldwide.Read more >