Download PDF Introduction From the challenge of sustainably transitioning to renewable energy sources to having to step up production to provide energy security in a time of crisis, the Oil and Gas industry has constantly found itself in the spotlight in recent years. The importance of this industry stems from Read more…
Download PDF Introduction On the 28th of September 2022, Shell acquired the Nigerian-owned renewable energy company Daystar Power. This purchase represents a bold move for Shell since it is its first acquisition of a power company in Africa. This deal may be what Daystar Power needs to handle the recent Read more…
Download PDF Introduction The recent developments in the Russian invasion of Ukraine have led to an exponential increase in energy prices. This is due to the threat that Russia’s war poses to energy supply, as the country is one of the biggest worldwide players in crude oil, natural gas, and Read more…
Download PDF Introduction to Activism and Climate Activism Activist investing in the broad sense is the act of a shareholder using his equity stake in a corporation to push through change at the firm. This type of investing can also apply to other assets, such as defaulted Government bonds, but Read more…
Download PDF Introduction As of Q2 2021, Third Point began amassing a $750m position in the Anglo-Dutch oil giant Shell to capitalize on impending corporate change. With Shell facing increased pressures to both decarbonize as well as increase their current scanty annualized returns from governments and investors alike, Third Point Read more…
Download PDF Introduction Is the energy inflation in Europe transitory or structural? The plethora of factors that are affecting the energy market highlights the complexity of this question. The kind of inflation seen in energy is catching some Governments on their back foot, in need of rapid reactions. With many Read more…
Download PDF Introduction Green Finance and ESG investing are the answers of public capital markets to the climate crisis. Oftentimes they are reduced to buzzwords whose actual effectiveness is subject of fierce discussion. However, despite some criticism, these instruments have been incredibly successful in recent times and the appetite of Read more…
Download PDF Introduction It takes over 70bn kilowatt hours per year to power the internet, which means the tech titans leave behind a massive carbon footprint. This article will focus on the largest technology companies, most notably Amazon, Alphabet, Apple, Facebook, and Microsoft, and their growing impact on the Earth’s Read more…
Download PDF In the COVID-19 induced chaos and disarray, numerous industries have been hit even harder than others. The energy sector in particular looks certain to undergo a severe, general transformation. Throughout this year the energy sector’s indexes in the US and Europe (S&P 500 energy and MSCI Europe energy) Read more…
Introduction This is the second and last part on BSIC’s report about the oil industry. In this article, we set out to discuss the most relevant determinants of oil demand in the short to medium term. We analyze the effects that a predicted economic slowdown would have on the consumption Read more…
Oersted A/S [CPH:ORSTED] – Market Cap as of 06/10/2019 DKK 264.25bn (USD 38.85bn) Intro On September 18th 2019 Orsted, the largest energy company in Denmark, signed an agreement to sell its domestic utility business to SEAS-NVE, a customer owned Danish energy company. Orsted has announced its divestment plan over a Read more…
Sempra Energy (NYSE:SRE) – market cap as of 16/09/2017: $29.39bn Introduction On August 20, 2017, Sempra Energy announced an agreement to acquire the 80% stake that Energy Future Holdings Corporation holds in Oncor Electric Delivery Company. The deal agreement ends a series of bids from relevant players, with Sempra being Read more…
UIL Holdings Corp.; market cap (as of 27/02/15): US$2.86bn Iberdrola SA; market cap (as of 27/02/15): US$43.5bn Introduction On February 26, Iberdrola SA, Spain’s largest electricity company, agreed to buy UIL Holdings Corp. in a deal valued at about US$3bn in cash and shares. With the acquisition, Iberdrola plans Read more…