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This is just one of the themes we discuss within… In our recent conversations, consensus across energy and power has become unusually clear: Own the Permian buildout, LNG and (perceived) global-gas tightness, AI power, merchant…

A ‘flibbertigibbet ‘is a flighty chatterbox. In our view, that is the oil tape right now: Every new dispatch on Hormuz, Iran–Oman talks, Saudi exports, dark tankers or U.S. sanctions becomes the whole story for…

We have been pressure-testing the potential buyer universe for Shell’s reported U.S. chemicals process (see our initial note: Shell (N/R) U.S. Chemicals: The Natural-Owner Test Is Live… According to the Financial Times). In our opinion,…

We believe Shell’s ‘chattered’ U.S. chemicals process (see FT/ Bloomberg article out earlier this am) is a very clean extension of our recent work on integration, system control, and portfolio design. In case you missed…