April 2018

Oil prices have risen sharply over the past 12 months.  In our recent Global Energy webcast, we explore the reasons why.

 Click here for a PDF version of the webcast presentation slides.
Watch the webcast for some of the following explanations for the rise: 
  • Positive revisions for global demand growth
  • US shale growing but as expected
  • OPEC supply discipline
  • Weakness from Venezuela
  • Iranian supply tensions
We look at the implications for energy equities, and whether the lag in energy equities versus oil presents an opportunity for investors.