The third quarter of 2017 delivered stronger energy commodity and energy equity performance. During the webcast, our Global Energy Team discussed a number of the fundamental reasons for the recovery in oil prices and energy equities over the quarter:
Commodity prices strengthened as a result of Global oil demand growth being revised higher, increasing signs of lower US oil production growth potential and increased confidence in OPEC’s action
Energy equities were stronger as result of increasing capital discipline from the US E&P community and signs of increasing free cash flow generation from a range of global larger cap companies
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