Downstream Real Estate Reflects ‘Silver Lining’ In Oil and Gas

lweb.es/f2220 12.05.2016

iconThis 2016 Energy Outlook from the company JLL looks at global macroeconomic trends and considers the recovery timeline to expect once oil prices stabilize. The net effect on property markets of the structural changes that are currently redefining the energy industry is then discussed, focusing on the performance of office and industrial inventories in energy-centric cities. The influence of renewable energy on the health of real estate markets today and into the future is also covered. Lastly, U.S. and Canadian trends, deals and fundamentals are presented.

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Asian Fuel Margins Strong Despite Flood Of Products From China

lweb.es/f1838 11.11.2016

iconOne feature of crude oil and products pricing is the tug-of-war between long-term structural drivers and short-term factors, a scenario being played out in Asian fuel markets. Profit margins for both gasoline and diesel traded in Singapore have staged strong rallies in the past three months. The main factor behind this has been a tightening of the market, with seasonal maintenance at refineries across the region. This short-term factor has influenced pricing, and it appears to be outweighing the longer-term structural driver of steadily rising Chinese fuel exports.

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Renewables Beat Coal As Largest Source Of Power Capacity

lweb.es/f1836 11.11.2016

iconAccording to the International Energy Agency, in 2015 coal power plants produced close to 39% of the world’s power, whilst renewables – including hydroelectric dams – accounted for 23%. However the IEA expects that number to climb to 28% by 2021, when renewables will supply the equivalent of all the power produced currently in the US and the EU combined. The IEA sees renewables growing 13% more between 2015 and 2021 than it did in its previous year’s forecast, due mostly to “stronger policy backing in the United States, China, India and Mexico.”

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Strong Future For Transportation Fuels In Fast-Growing India

lweb.es/f1834 11.11.2016

iconGlobal oil majors BP and Rosneft are eyeing a piece of India’s $117 billion retail market for fossil fuels, threatening to shake up government-owned companies that have faced little competition for a decade. BP has already secured licenses to open as many as 3,500 fuel stations, and Rosneft has gained access to about 2,700 pumps through its acquisition of Essar Oil. Along with Reliance Industries and Shell, these players will compete with the three state-owned enterprises that control 90 percent of market volume.

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Civil Aviation To Clean Up The Skies

lweb.es/f1831 11.11.2016

iconThe International Civil Aviation Organization (ICAO) announced the Carbon Offsetting and Reduction Scheme for International Aviation (CORSIA), designed to serve as a global market-based measure to control increases in CO2 emissions from international aviation operations. CORSIA will increasingly require international airspace users and others to measure, verify and report their greenhouse gas emissions to ICAO. CORSIA’s main goal is to allow operators to offset unavoidable aircraft emission growth with a reduction in activities elsewhere by allowing operators to buy carbon credits and outsource the process of reducing emissions.

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Big Oil In Offshore Auctions In Mexico And Brazil

lweb.es/f1829 11.11.2016

iconMexico and Brazil want a slice from a shrinking pie as international drillers limit their investments during a time of depressed oil prices. Mexico will hold its first-ever deepwater auction December 5th, offering up 10 areas in the Perdido area, near its maritime border with the U.S.; in the southern gulf’s Cuenca Salina; and a separate bid for the joint-venture with Pemex in Trion field. Brazil’s tender, set for 2017, will include “unitized” blocks that extend from already discovered pre-salt areas previously awarded to concession holders.

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Tesla And Panasonic Plan Ties With Solar Parts Deal

lweb.es/f1827 11.11.2016

Tesla Motors has unveiled plans to collaborate with Panasonic to make solar-energy components for SolarCity Corp., bolstering Elon Musk’s final push to merge the automaker and solar company. Production of photovoltaic cells and modules for solar-energy systems used by SolarCity will begin in 2017 at SolarCity’s factory in Buffalo, New York. Musk, who is Tesla’s chief executive officer and chairman and chief financier of SolarCity, has proposed combining the two companies to give consumers one-stop shopping for an electric car as well as the solar-powered electricity that will power it.

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China: GDP Up Nearly 7% In First Three Quarters Of 2016

lweb.es/f1825 11.11.2016

iconAccording to the National Bureau of Statistics of China’s preliminary estimates, the country’s gross domestic product in the first three quarters of this year was 52,997.1 billion yuan, a year-on-year increase of 6.7 percent. The value added of primary industry was 4,066.6 billion yuan, up by 3.5 percent year-on-year; the value-added of secondary industry was 20,941.5 billion yuan, up by 6.1 percent; and that of tertiary industry was 27,989.0 billion yuan, up by 7.6 percent. Third quarter GDP rose by 1.8 percent on a quarter-on-quarter basis.

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U.S. Oil Inventories: A Mixed Picture

lweb.es/f1823 11.11.2016

iconCrude oil inventories are near record high levels and are rising on a year-on-year basis. Gasoline and ultra-low-sulfur diesel inventories are increasing to a lesser extent. Inventories of all three remain near seasonally-adjusted record highs. However, the pace of this increase – even though still growing – is slowing rapidly, and this is, on balance, welcome news for energy producers and those who have financial exposure to them. It’s a sign that energy supply and demand are moving more closely into alignment.

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The Permian Outstripping Rival U.S. Oil Producing Regions

lweb.es/f1821 11.11.2016

Very informative charts help illustrate the extent to which the Permian basin is outstripping its rivals in terms of investor interest and deal flow. Confidence is not only illustrated in merger and acquisitions activity but also in how much companies are currently willing to invest in their own future. Capital expenditure plans are lower and less bullish than a year before, but operators are still displaying a greater level of confidence in being able to fund robust capex spends.

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FuelCell Energy and ExxonMobil Plan Fuel Cell Carbon Capture

lweb.es/f1819 11.11.2016

iconThe James M. Barry Electric Generating Station, a 2.7 gigawatt mixed-use coal and gas-fired power plant operated by Alabama Power will host pilot plant tests of a fuel cell carbon capture technology, which uses carbonate fuel cells to concentrate and capture carbon dioxide streams from power plants. “The fuel cell carbon capture solution we are advancing with ExxonMobil could be a game-changer in affordably reducing carbon dioxide emissions from coal and gas-fired power plants globally,” said Chip Bottone, president and CEO of FuelCell Energy, Inc.

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