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A financial analyst’s Bloomberg keyboard layout.

Adani and what could be the world's coolest SLB

14/07/2021

In this report, we suggest an alternative coupon for Adani's SLB.

A financial analyst’s Bloomberg keyboard layout.

Enbridge oil sands SLB - participation trophy alert

23/06/2021

Enbridge's SLB looks like a step towards energy transition, but it is not.

Factories emitting pollution.

ESG engagement and XL AUM growth

10/06/2021

Keystone XL tar sand pipeline project finally ceases.

Factories emitting pollution.

California flarin'

09/06/2021

Ameredev leads the way in the sector in terms of methane flaring in the Permian Basin.

A financial analyst’s Bloomberg keyboard layout.

Pump. Dump. Socialism.

02/06/2021

Dalrymple Bay IPO continues to be an open wound for anyone invested.

An overhead photo of a road submerged by floodwater.

Big Oil's terrible day: Bond market (lack of) reactions

01/06/2021

Oil companies spreads hardly move following negative news flow.

An overhead photo of a road submerged by floodwater.

Exxon capital structure arbitrage/impact trade idea

21/05/2021

To reduce hydrocarbon capex and leverage up the balance sheet, buy Exxon equity, short the credit.

An overhead photo of a road submerged by floodwater.

Total/Equinor climate risk CDS trade: IEA update

19/05/2021

Spreads to widen further for Total/Equinor CDS trade

An overhead photo of a road submerged by floodwater.

Credit investors, rating agencies and climate: Exhibit 1

14/05/2021

Issuer credit ratings are vulnerable to refinancing risks.

Financial candles on a screen.

Petrochemicals: Major credits, carbon risks, green bonds

10/05/2021

In this report, we provide an analysis of chemical company bond exposures and benchmark credit.

Factories emitting pollution.

"Peak greenwashing"

06/05/2021

A review of Citigroup's decision to act as lead for largest coal operator's new bond

A financial analyst’s Bloomberg keyboard layout.

Lipstick on a pig: NAB's sustainability loan to coal

04/05/2021

NAB's sustainability loan exposes investors to coal financing

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