Recent Articles

Some thoughts about the current market situation - May 2022

Some notes and considerations about how we are dealing with the current situation. Ideas about industries which are literally printing money, similarities between Crypto and Lehman..

Is inflation coming? - You better have a plan

The debate about potential inflation around the corner has been around for a while. Both theories have their renowned supporters. Let’s have a look at the current situation to understand the repercussion of how Central Banks are acting.

Consequences of the Blue Wave for the markets

Analysis of the potential consequences that the Democrats Blue Wave can mean for the markets in the coming months

Offshore Wind Industry

The offshore wind industry is set to grow double digit for the next decade. The article goes through the industry, main players, different roles in the supply chain and it includes some small players to take advantage of the indsutry growth.

No Guts No Glory

The relationship between Risk & Return is maybe one of the basic principles of investing. We talk about the role of Small cap stocks in the portfolio 

Risk & Return

Renewable Energy in Spain

Because of the new policy related to the auctions of renewable energy published last 4th November. This is an analysis about how it will work and its effect in small companies (Spanish)

LNG Shipping industry

The LNG shipping industry has evolved considerably during the last 25 years. Now it faces the challange of COVID-19 reducing demand and the effects of “La niña”.

LNG outlook

The LNG industry has been expanding over the last years, and the pandemic has even accelerated this trend. We talk about the current situation for each part of the LNG value chain (upstream, liquefaction, shipping and downstream)

Air transportation sector and Covid-19

The air transport sector has been hugely impacted by the pandemic. In the last five months since the beginning of the lockdowns, the number of flights has been severely reduced.

What is happening in
the oil market?

Last 20th April, the world witnessed WTI trading at negative prices for the first time. That day the oil price fell more than 300%, reaching -35$/barrel. It means that people buying WTI got paid 35$ per barrel. How was that possible? 


The stimulus of Central Banks during the crisis

Central banks face the difficult task of helping governments to deal with the pandemic. Those are trying to reduce the impact on the private sector due to the lockdown and lack of demand, …

How COVID-19 affects the different sectors?

The change of scenario from completely freedom to be quarantine at home change our necessities as well as our consumer behaviour. This implies that somes sectors such as…

Economic consequences of COVID-19

COVID-19 pandemic is both a humanitarian tragedy and an economic challenge. At the time this report is written, there are more than 2 million people infected and more than 150´000…