Q2 2025 Summary Companies in the petroleum sector continue to deal with headwinds posed by a weaker U.S. dollar and rangebound oil prices (the WTI spot has stayed mostly within a USD 65 to 80 range on a trailing twelve-month basis from the end of July). Integrated companies in the Transition Tracker portfolios continue to […] The post Oil & Gas Trackers Commentary July 2025 appeared first on FFI Solutions.| FFI Solutions
Explore how bio-stimulated hydrogen production leverages microbes and existing oil infrastructure to produce low-cost clean hydrogen.| FFI Solutions
Crosswashing lets firms tout green goals while hiding climate risks. See how selective ESG spins mislead investors and regulators.| FFI Solutions
Q1 2025 Summary Reporting on business activities showed continuing strong operational and financial results across the petroleum sectors. Exploration and production companies are adhering to sound financial and operational management. Permian Basin properties remain the focus of acquisitions in the United States. The Integrated Leaders portfolio produced better results than the broad market as measured […] The post Oil & Gas Trackers Commentary April 2025 appeared first on FFI Solutions.| FFI Solutions
Q4 2024 Summary The oil and gas industry continued to return capital to shareholders through the end of 2024. More than $300 billion was paid globally (IHS Markit) with further capital returns via buybacks exceeding $136 billion (Deloitte). Corporate combinations continued through the fourth quarter with the support of rising public equity markets. Integrated Oil […] The post Oil & Gas Trackers Commentary January 2025 appeared first on FFI Solutions.| FFI Solutions
Executive Summary The global energy transition is unfolding, but not in the linear, substitutional pattern many investors and analysts predicted. Rather than renewables rapidly displacing fossil fuels, what we have witnessed to date is an “additive” transition where clean energy primarily serves new demand growth while traditional energy sources remain resilient. This reality requires investors […] The post Reality Check: The Energy Transition Is Happening, But Not How We Thought appear...| FFI Solutions
The Feb. 26 announcement by BP p.l.c. (BP) CEO Murray Auchincloss that “…we have fundamentally reset BP’s strategy,” did not surprise capital markets. BP’s share price has run-up since a February 10 report that activist hedge fund Elliott Investment Management (Elliot) built what is now a reported ~5% stake in the company. BP has […] The post BP is Pivoting… Again appeared first on FFI Solutions.| FFI Solutions
Over 80% of US companies with revenues exceeding $500 million are advancing their net-zero programs, new survey shows.| Impakter