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Oil: The cheapest oil exporter equity markets

Tellimer Research Hasnain Malik @ Tellimer Research
Hasnain Malik @
Tellimer Research
8 January 2021

Oil: Saudi takes one for the team, masking demand and compliance cracks

Hasnain Malik 6 January 2021

Turkey could join EU's net-zero plan in lieu of gas-hunt in East Mediterranean

Vahaj Ahmed 7 December 2020

Ukraine's winners and losers from the post-US election rally

Kiti Pantskhava 4 December 2020

Saudi Arabia is still fuelling global energy demand, but now via renewables

Vahaj Ahmed 30 November 2020
Latest articles in Energy

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...
Tellimer Research Ayobami Omole
Ayobami Omole @ Tellimer Research 19 January 2021
9 companies tackling Nigeria’s energy crisis
9 companies tackling Nigeria’s energy crisis

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...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 8 January 2021
Oil: The cheapest oil exporter equity markets
Oil: The cheapest oil exporter equity markets

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...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 6 January 2021
Oil: Saudi takes one for the team, masking demand and compliance cracks
Oil: Saudi takes one for the team, masking demand and compliance cracks

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...
ING Think
ING Think 6 January 2021
Saudi Arabia makes a surprise oil output cut
Saudi Arabia makes a surprise oil output cut

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...
Tellimer Research Paul Domjan
Paul Domjan @ Tellimer Research 12 December 2020
EMs best placed for renewable energy: Download the data, customise the index
EMs best placed for renewable energy: Download the data, customise the index

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...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 7 December 2020
Turkey could join EU's net-zero plan in lieu of gas-hunt in East Mediterranean
Turkey could join EU's net-zero plan in lieu of gas-hunt in East Mediterranean