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9 companies tackling Nigeria’s energy crisis
Although Nigeria has failed to solve its energy crisis (despite the power sector’s privatisation in 2013), various companies are now rising to the challenge providing unique solutions across the value chain. Nigeria received US$203.3mn (according to...


Oil: The cheapest oil exporter equity markets
Covid-19 second waves, the reliance on Saudi unilaterally shouldering the burden of marginal output restraint, and the fragile nature of Saudi-Russia cooperation tempers our optimism on oil relative to other commodities with secular demand drivers (e...


Oil: Saudi takes one for the team, masking demand and compliance cracks
The Saudi unilateral output cut is obviously positive for oil price short-term and most other oil exporters: Russia in large EM, Qatar in small EM, and Kazakhstan in FM (for those unable to repatriate from Nigeria) are our top oil exporter picks. Oil...


Saudi Arabia makes a surprise oil output cut
Heading into the OPEC+ meeting, expectations were that the group would agree on either maintaining current output cuts at 7.2MMbbls/d or easing them by a further 500Mbbls/d over February. By the end of the meeting it was decided that Russia and Kazak...


EMs best placed for renewable energy: Download the data, customise the index
I’ve previously argued that the list of emerging markets that benefit from foreign energy investment will change with the transition to renewables. The downloadable model below will allow you to choose between using the weighted average of the resour...


Turkey could join EU's net-zero plan in lieu of gas-hunt in East Mediterranean
Turkey is better placed (than Saudi Arabia, Ukraine and North Africa) to help the EU achieve carbon-neutrality given its proximity to the region. In this report, we look at Turkey's potential to support clean energy technologies in the region, analys...

