October 2017


 

https://vimeo.com/241839583/0d1ab814c9

Click here to download a PDF of the webcast presentation slides.

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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