Managing Partner Adam Rozencwajg, CFA, was recently interviewed by Paul Chapman of HC Insider Podcast - Conversations in Commodities.During their conversation, they discuss how decarbonization is..
The article below is an excerpt from our Q4 2022 commentary.
“BP’s CEO Plays Down Renewables Push and Returns Lag”
“Mr. Looney [(BP’s CEO)] has said he is disappointed in the returns from some of the..
The article below is an excerpt from our Q4 2022 commentary.Crude oil fundamentals are very tight and risk getting considerably tighter. Investors continue to starve energy companies of much-needed..
“I do think that things have really fundamentally changed here, and I think the next number of years will be a little bit different. I think we have to let the dust settle to really understand the..