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.
The research on Building Management Systems (BMS) in Southeast Asia provides comprehensive insights on a relatively new market for end users, solution providers and other market participants. The research highlights key market trends, competitive structure, value chain analysis, and a distribution channel overview for a fast-growing market poised to impact the way our buildings operate. It also offers strategic guidance and actionable ideas on key growth opportunities that pack maximum potential to fuel innovation, spawn innovative products and services, and drive commercial growth in the next few years.Read more >
Think “smart water” only applies to the drinking water sector? The wastewater sector of the North American water industry is experiencing unique challenges that smart-water, data-centric solutions can address. Whether dealing with combined sewer overflows (CSOs), climate change, aging infrastructure, or suboptimal customer service, smart-water solutions are poised to deliver a range of benefits. These include accurate monitoring and management, activity prioritization and preventative maintenance, and innovative solutions such as robotic cleaning tools.Read more >
Developing Asia, which has significant peak power shortages and substantial electrification gaps, offers abundant opportunities for developers or independent power plants (IPPs). Increasing energy demand due to economic growth, an increase in population, and urbanization have necessitated that governments of all countries develop policies opening up and attracting private investments in the power generation sector. Despite current economic conditions, the IPP growth outlook is still optimistic, considering that South Asia and many Southeast Asian countries are expected to have some of the highest GDP growth rates in the world. The governments are putting in place policy framework and institutional mechanisms to attract investment and facilitate development of IPPs to power their growth.Read more >