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  • Article / 29 November 2016 at 13:03 GMT

    Mid-session Europe: Stocks struggle for direction as Opec looms

    Saxo Markets
    Denmark
    Mid-session Europe: Stocks struggle for direction as Opec looms
    European equity markets were mixed and FX markets were mostly calm by midday on Tuesday, with many investors sidelined ahead of a landmark Opec meeting on Wednesday. The US dollar index was steady around its Monday closing level. Brent crude oil has returned to the middle of its seven-month range amid nervousness and light volumes ahead of tomorrow’s Opec meeting.
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  • Editor’s Picks / 22 December 2015 at 10:54 GMT

    Big Oil transforming into Big Gas

    Reuters
    Big Oil is morphing into Big Gas as a growing number of international oil companies are producing -- or soon will produce -- more gas than oil because gas is more accessible than the black stuff and it is deemed cleaner than coal, says Reuters Breakingviews columnist Fiona Maharg-Bravo. "Companies are making a virtue out of a necessity," she says. Shell has already made the transition with its $70 billion acquisition of BG. French major Total’s production was 52% gas last year, up from 35% in 2005 "The dash to gas will accelerate in 2016," Maharg-Bravo says. But gas faces two big challenges: the first is competition from increasingly efficient renewable energy, and the second is that big gas projects, particularly LNG, require huge investment and projects are often dogged by cost overruns, the columnist says. "The plunging price of oil and other commodities mean that while gas is abundant, capital definitely isn’t."
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  • Article / 23 October 2015 at 10:10 GMT

    Earnings Watch: China should support Apple growth

    Head of Equity Strategy / Saxo Bank
    Denmark
    Apple reports FY15 Q4 earnings on Tuesday. Investors will be focusing a lot on China due to the ongoing uncertainty of China's economy but also the country's importance for Apple which accounted for 27% of revenue in the previous quarter. Nothing suggests that demand is slowing down and we maintain our bullish view on the stock. In addition 367 companies will report earnings.
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  • Editor’s Picks / 01 June 2015 at 23:28 GMT

    Big oil's plan to become big gas

    Bloomberg
    Oil companies that have pumped trillions of barrels of crude from the ground are now saying the future is in their other main product: natural gas, a fuel they’re promoting as the logical successor to coal. With almost 200 nations set to hammer out a binding pact on carbon emissions in December, fossil-fuel companies led by Royal Dutch Shell Plc and Total SA say they’re refocusing on gas as a cleaner alternative to the cheap coal that now dominates electricity generation worldwide. That’s sparked a war of words between the two industries and raised concern that Big Oil is more interested in grabbing market share then fighting global warming.
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