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  • nat gas industry
    Macroeconomy

    The natural gas industry explained 

    21 May 2023

    Natural gas industry explained talks about the current situation of the natural gas market, the economics of the industry, basic concepts...

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    morameu
  • IOG Southwark
    Investment decisions

    IOG Southwark – A never-ending terror story

    6 February 2023

    IOG announced that Southwark A2 is not commercially viable. It leaves IOG in a critical situation and its survival relies on coming decisions

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    morameu
  • Jadestone natural gas projects
    Investment decisions

    Jadestone’s natural gas projects

    25 January 2023

    Analysis of Jadestone 's natural gas portfolio. One recently acquired asset (Thailand) in production and two in development with huge upside

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    morameu
  • LNG Europe
    Macroeconomy

    The great shift: shipped natural gas to European Union

    22 January 2023

    Lessons and challenges for the European Union in the short and mid term Context – The relationship between the European Union and natural gas The European Union had historically relied heavily on Russian natural gas. For many decades, the flows from Yamal-Nenets, an autonomous district in Western Siberia, irrigated most of the eastern and central countries of the continent. In…

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    morameu
  • Golar LNG Mark II Moram
    Results of companies

    3Q22 Results – Golar LNG

    20 November 2022

    Comments about the 3Q22 results of Golar LNG. We also analyse in detail the potential FLNG projects that the company has in its pipeline

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    morameu
  • Natural gas prices in Europe Moram
    Macroeconomy

    So… are high natural gas prices over in Europe?

    7 November 2022

    Reasons behind the recent fall in European gas prices Since the TTF price peaked in the last week of August, European natural gas prices have fallen sharply due to a combination of several factors.The warmer-than-usual weather in Europe. The demand destruction in the industry due to the high prices and the increment in LNG imports (which received 70% of the…

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    morameu
  • IOG investment thesis
    Investment decisions

    IOG – Trick or treating in the North Sea

    23 October 2022

    Analysis of the delicate situation of IOG. We focus on liquidity after the RNS about the reduction in guidance and the change of CEO & COO

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    morameu
  • Serica Energy Moram
    Results of companies

    Serica 1H22 results – LSE:SQZ

    28 September 2022

    Analysis of Serica Energy situation after presenting the 1H22 results. We focus on hedges, North Eigg exploration and M&A options

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    morameu
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