Our mission is to provide consistent, objective full-cycle economic analysis of energy companies based on actual business execution rather than company representations.
Our research encompasses the breadth of institutionally relevant U.S. energy producers, including those progressing carbon capture and storage (CCS), along with the principal U.S. and European major integrated energy companies. The evolution of our energy research practice contemplates increasing coverage of lower-carbon energy business models.
Comprehensive, objective crude oil and natural gas fundamental analysis is foundational to energy commodity-linked investing. Integral to our energy commodity outlook is rational analysis of market imbalances informed by consistent full-cycle analysis of the breadth of energy producers to assess the industry’s marginal cost of supply.
