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Oil & Gas: OPEC+ Plays Let's Make a Deal

Sector Analysis: 07 Dec 2018, 11:38 AM ET - OPEC+ reportedly came together at the last minute for a 1.2 mmbd production cut although details are sparse at this point.

Oil & Gas: OPEC+ Struggling to Come Together

Sector Analysis: 06 Dec 2018, 2:02 PM ET - OPEC came away from its meeting in Vienna today empty-handed on an agreement, with plans to continue the discussion with OPEC+ tomorrow.

Oil & Gas: Slashing Oil Outlook, Downgrading E&Ps

Sector Analysis: 26 Nov 2018, 4:48 AM ET - We believe the recent 33% drop in oil prices is likely to be just the first leg of a deeper decline.  We are reducing our 2019 oil price view and recalibrating our IG and HY E&P investment recommendations to a more defensive position.

Oil & Gas: Bloodbath Over or Temporary Pause?

Sector Analysis: 15 Nov 2018, 5:11 AM ET - Oil prices finally turned north yesterday, with WTI closing up a scant $0.20/bbl to $55.89/bbl, following a record string of 12 straight down days which saw prices plunge $12/bbl, or 18%.  

Euro IG Sector Snapshots: October 2018

Sector Analysis: 22 Oct 2018, 9:31 PM ET - Our updated one page snapshots of the Euro IG sectors.

Oil & Gas: Mega-mergers Lead the Way in 2Q18

Sector Analysis: 16 Jul 2018, 10:24 PM ET - Global Oil & Gas M&A activity hit $97 bn in 2Q18, rising $31 bn, or 73%, sequentially and posting the highest quarterly total since 1Q17.

US IG Chart of the Day: Issuer Entrants and Exits

Strategy Analysis: 16 Jul 2018, 9:04 AM ET - In today's chart of the day we identify issuers that have moved into or out of the ICE / BAML IG index since the beginning of the year. 

Oil Markets: OPEC Leaves 'Em Guessing

Sector Analysis: 26 Jun 2018, 4:26 AM ET - OPEC and its non-OPEC partners in cooperation, collectively, OPEC+, threw the market a curveball over the weekend by failing to come up with any clear and concrete plans to bring production back online.

Oil & Gas: Market Tightens, Raising Price Forecast

Sector Analysis: 30 May 2018, 5:34 AM ET - Oil has come off the boil in the past week as the Saudis and Russia look to help ease tightening oil market conditions. However, we expect conditions will remain tight nonetheless - raising price forecasts.

European Integrated Oil: FY17 Wrap & Recs. Update

Sector Analysis: 19 Apr 2018, 11:32 PM ET - In this sector piece we review the European Integrated O&G’s 2017 results, outlook and recommendation. More specifically we move Statoil to U/P from M/P, and BP to O/P from M/P.

Oil Markets: IEA Remains Cautious due to Shale

Sector Analysis: 14 Feb 2018, 3:56 AM ET - The IEA released an Oil Market Report highlighted by an increased demand forecast and continued fears for downside price risk given its supply demand forecast for 2018.

Asian High Grade Relative Value: Oil & Gas

Strategy Analysis: 15 May 2017, 5:32 AM ET - 11 charts of Asian energy credits and our relative value observations. 

Oil Markets: OPEC Agrees to 1.2 mmbd Supply Cut

Worth Watching: 30 Nov 2016, 12:36 PM ET - Oil Markets OPEC concluded its ordinary meeting in Vienna and reached a deal to cut its oil supply, agreeing to a reduction in production of 1.2 mmbd to 32.5 mmbd.  This is the low-end of its 32.5-33.0 mmbd production target announced after its ..

CreditSights 12th Annual European Conference

Announcement: 29 Nov 2016, 8:54 PM ET - Download our Conference Mobile App for our upcoming event on Friday 9th December 2016.

Oil Markets: OPEC Loosely Agrees to Production Cut

Worth Watching: 28 Sep 2016, 9:56 PM ET - Oil Markets : OPEC concluded its extraordinary meeting in Algiers and put forth a 32.5-33.0 mmbd production target for the cartel, including all member countries, implying a 0.7-1.2 cut from August production of ~33.7 mmbd.  We view the move a ..

Climbing the 2017 Emerging Markets Maturity Wall

EM Themes: 14 Sep 2016, 8:32 PM ET - Given a massive spike in new issuance from 2010 to 2014 the large volume of maturities in EM corporate credit coming due over the next few years is an area increasingly worth looking at, particularly in HY where maturities in 2017 are high.

Euro Review the Recs: Enter the ECB

Strategy Outlook: 31 Aug 2016, 9:27 AM ET - 2016 euro credit has recovered after a bruising 1Q for returns. We maintain our constructive stance on euro credit and continue to like a reach for yield out along the curve and, selectively, down the credit spectrum. 

Oilfield Services, Equip. & Drillers: 2Q16 Review

Sector Analysis: 23 Aug 2016, 4:28 AM ET - The second quarter was another tough one for the Oilfield Services, Equipment & Drillers subsector.

Oilfield Services, Equip. & Drillers: 1Q16 Review

Sector Analysis: 27 May 2016, 4:12 AM ET - The Oilfield Services, Equipment & Drillers in our coverage posted weak results in 1Q16.  Ebitda and CFFO fell significantly and working capital moves continue to be a key driver of CFFO generation.

Euro Weekly: Commodities Fuel Credit Rally

Euro Weekly: 17 Apr 2016, 10:11 PM ET - Commodity sectors drove returns in the euro investment grade and high yield indices last week. Commodity prices rose in the first half of last week ahead of a meeting of oil producers in Doha and better data from China.

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