With this series of articles, BSIC will present the supply and demand dynamics of the oil industry which are most relevant to create well-grounded predictions of the future. This week’s article will focus on the supply side trends including supply disruption resulted from geopolitical issues, pipeline construction projects around the Read more…
Lately, prices of Copper have fallen below 50% of their peak price of 2011. Reasons are different, we will try to analyze the price-equilibrium motivations and then, look into some correlations of the red metal. As always, the variation in price is primarily driven by the relationship between supply and Read more…
Royal Dutch Shell plc.; market cap (as of 17/04/15): $200.1bn BG Group plc.; market cap (as of 17/04/15): $61.1bn Introduction On Wednesday 8, Royal Dutch Shell announced the acquisition of BG Group for $70.1bn for a mix of cash and stock, which would make Shell the largest producer of Read more…
Several investors have kept an eye open on oil this week putting all their hopes in the long-awaited OPEC meeting held on Thursday. Opening this week at $80.50 per barrel, the decisions of the OPEC meeting provoked an intraday drop of 6.65 percentage points in Brent crude prices on Thursday, Read more…
Halliburton Company; market cap (as of 21/11/2014): $43.1bn Baker Hughes Inc.; market cap (as of 21/11/2014): $27.5bn Introduction On November 17, Halliburton Company, the world’s second biggest oilfield service provider, announced a definitive agreement to acquire Baker Hughes Inc. in a stock and cash deal worth $34.6bn. The transaction is Read more…