Slugcatcher on Woodside

Slugcatcher on Woodside's $22.7 billion value gap

Everything hangs on the end of month report

Slugcatcher

15 AUG 2022
LNG contracts could be broken as a price war breaks out

LNG contracts could be broken as a price war breaks out

Meanwhile, Woodside in good hands

Slugcatcher

08 AUG 2022
Slugcatcher on a government tax truce (more oil beats more tax revenue)

Slugcatcher on a government tax truce (more oil beats more tax revenue)

Prices will stay high as investment priorities change

Slugcatcher

01 AUG 2022
Slugcatcher on oil at US$380/bbl, J.P, Morgan

Slugcatcher on oil at US$380/bbl, J.P, Morgan's "stratospheric" price tip

Was gas a dummy run for what Russia could do to oil markets?

Slugcatcher

04 JUL 2022
Slugcatcher on the oil-price fall to come

Slugcatcher on the oil-price fall to come

In the longer term supply fundamentals will take over from a fractured, high priced market

Slugcatcher

27 JUN 2022
Slugcatcher on energy policy - Adventures in Wonderland

Slugcatcher on energy policy - Adventures in Wonderland

"The gas has already been sold"

Slugcatcher

20 JUN 2022
Slugcatcher feels entitled to say, "told you so" 

Slugcatcher feels entitled to say, "told you so" 

When one part of government backs up against another

Slugcatcher

06 JUN 2022
Reality bites in the global energy market

Reality bites in the global energy market

A blast of common sense as a fund manager returns to oil investment?

Slugcatcher

30 MAY 2022
Slugcatcher on "buy to close" the new energy investment strategy

Slugcatcher on "buy to close" the new energy investment strategy

Do Woodside shareholders care about the share price, or the emissions cost?

Slugcatcher

23 MAY 2022
Slugcatcher hears a BHP echo; Elliot

Slugcatcher hears a BHP echo; Elliot's Suncor raid

Are environmental concerns taking a backseat to energy security?

Slugcatcher

02 MAY 2022
Slugcatcher and Meg are singing from the same hymn sheet

Slugcatcher and Meg are singing from the same hymn sheet

Is the mega-project really back?

Slugcatcher

26 APR 2022
Slugcatcher hears the first shots in a gas war

Slugcatcher hears the first shots in a gas war

What energy source is Asia turning back to?

Slugcatcher

04 APR 2022