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28

ML Rural Crafts Laboratory News

3e

From Biogas into Energy Sector

Small Scale Energy 9e

28b
Craft News

  • Scientists design graphene filter to purify methane from biogas
  • Biogas Market 2019-2023 | Evolving Opportunities with Ameresco ...
  • UNSW scientists design graphene filter to purify methane from biogas 3c
    October 10, 2019

    Top Longs Based on Momentum

    9ef
    tickernamecountrysectorPeriodChange
    BPCLBHARAT PETROLEUM LTDIndiaEnergy39.03
    SGTZYSURGUTNEFTEGAS PUBLIC JOINT ADRRussian FederationEnergy34.56
    SNGSSURGUTNEFTEGAZRussian FederationEnergy34.15
    SGGDSURGUTNEFTEGAS PUBLIC JOINT ADRRussian FederationEnergy33.09
    IOCINDIAN OIL CORP LTDIndiaEnergy22.22
    MPCMARATHON PETROLEUM CORPUnited StatesEnergy21.56
    OGDCOIL & GAS DEVELOPMENT COMPANY LTDPakistanEnergy19.40
    OGDCOIL & GAS DEVELOPMENT COMPANY LTDPakistanEnergy19.40
    HINDPETROHINDUSTAN PETROLEUM CORP LTDIndiaEnergy18.96
    SNGSPSURGUTNEFTEGAZ PREFRussian FederationEnergy18.75

    Top Shorts Based on Momentum

    991
    tickernamecountrysectorPeriodChange
    1138COSCO SHIPPING ENERGY TRANSPORTATIChinaEnergy-28.07
    FANGDIAMONDBACK ENERGY INCUnited StatesEnergy-17.60
    TOUTOURMALINE OIL CORPCanadaEnergy-15.89
    CXOCONCHO RESOURCES INCUnited StatesEnergy-15.31
    KAPJOINT STOCK COMPANY NATIONAL GDRKazakhstanEnergy-14.62
    NBLNOBLE ENERGY INCUnited StatesEnergy-13.82
    PVSPETROVIETNAM TEC CORPVietnamEnergy-12.22
    FTITECHNIPFMC PLCUnited StatesEnergy-10.02
    PVDPETROVIETNAM DRILLING & WELL SERVIVietnamEnergy-10.00
    TENTENARIS SAItalyEnergy-7.88
    194d
    MLIndexnameytd1monthFy1PE
    SPGTCLNT Index Standard & Poor's Index AlertS&P Global Clean Energy Net TR34.782.63-
    SPGSENTR Index Standard & Poor'sS&P GSCI Energy Tot Ret32.2215.93-
    SPGCEMTR Index Standard & Poor's Index AlertS&P GSCI Energy & Metals Offic26.6712.84-
    CELS Index NASDAQ Global MarketNDQ Clean Edg Gr Energy24.203.1724.7
    CMENTR Index #N/A Field Not ApplicableCMCI Energy USD Tot Ret20.4612.09-
    GWETR Index NASDAQ Global MarketISE Global Wind EnergyTR18.744.90-
    BCOMEN3T Index BloombergBBG Energy 3 M Fwd TR16.9613.68-
    XMECTR Index BloombergCMCI Energy TR Hdg CHF16.8110.37-
    SPTXHUTR Index Standard & Poor'sS&P/TSX Hi Energy TR USD13.7712.61-
    TTENAR Index Standard & Poor'sS&P/TSX CAP ENERGY TR IX13.1622.2112.5
    FTGEN Index FTSEFTSE GLOBAL ENERGY INDEX12.97#N/A N/A-
    M1EF5EN Index MSCIMSCI EM/Energy 25-50 Nt11.249.37-
    SPTRSC10 Index Standard & Poor'sS&P Comp 1500 Energy TR10.8311.3614.3
    NDWUENRG Index MSCIMSCI World Energy Indust9.9310.01-
    NDWUENR Index MSCIMSCI World Energy Sector9.9310.0112.6
    M1WO0EN Index MSCIMSCI WORLD/ENERGY NR9.9310.0112.6
    WNAIT Index S-Network Global Indexes LLCS-Net Nucl EnergyNTR USD8.929.00-
    MSGLENR Index MSCIMSCI World Energy Sector7.949.4012.6
    MXWO0EG Index MSCIMSCI WORLD ENERGY INDEX7.239.7712.6
    MXEF Index MSCIMSCI EM6.325.8611.4

    Commodities YTD Performance

    1f40
    NameUnitsKeyLastPriceCurrencyYTDChange USDpct1month
    NickelUSD/MTNickel17555USD59.373.42
    Palladium SpotUSD/t oz.Palladium1672.06USD33.245.09
    Silver (Comex)USD/t oz.Silver17.77USD19.10-1.33
    Gold SpotUSD/t oz.Gold1505.17USD18.21-0.20
    Brent Crude (ICE)USD/bbl.Oil58.13USD15.75-9.53
    Ethanol (CBOT)USD/gal.Ethanol1.44USD13.395.11
    Rough Rice (CBOT)USD/cwtRough Rice11.90USD13.33-3.72
    Platinum SpotUSD/t oz.Platinum891.93USD12.40-4.68
    Lean Hogs (CME)USd/lb.Lean Hogs0.674USD11.770.07
    Lumber (CME)USD/1000 board feetLumber362.00USD6.97-6.00
    Cocoa (ICE)USD/MTCocoa2448.00USD5.751.83
    Corn (CBOT)USd/bu.Corn3.955USD4.707.40
    Oats (CBOT)USd/bu.Oats2.8475USD3.261.97
    Soybean (CBOT)USd/bu.Soybean9.2225USD2.813.97
    Sugar #11 (ICE)USd/lb.Sugar0.1246USD0.482.89
    Feeder Cattle (CME)USd/lb.Feeder Cattle1.4125USD-2.952.54
    Wheat (CBOT)USd/bu.Wheat5.01USD-3.002.87
    Copper (Comex)USd/lb.Copper2.5705USD-3.15-1.72
    Canola (ICE)CAD/MTCanola465.30CAD-3.762.35
    Rubber (Tokyo)JPY/kgRubber158.50JPY-5.60-7.09
    Coffee 'C' (ICE)USd/lb.Coffee0.9570000000000001USD-6.36-4.49
    3Mo Zinc (LME)USD/MT3Mo Zinc2298.00USD-7.11-2.17
    3Mo Aluminum (LME)USD/MT3Mo Aluminum1751.50USD-7.47-2.26
    Live Cattle (CME)USd/lb.Live Cattle1.1085USD-9.725.24
    Cocking CoalCNY/MTCocking Coal1260CNY-10.06-6.67
    SteelUSD/MTSteel407USD-12.47-2.16
    3Mo Tin (LME)USD/MT3Mo Tin16395.00USD-15. 3ed 38-2.70
    Cotton #2 (ICE)USd/lb.Cotton0.6115999999999999USD-15.700.81
    Orange Juice (ICE)USd/lb.Orange Juice1.023USD-20.052.40
    Natural Gas (Nymex)USD/MMBtuNatural Gas2.29USD-35.67-13.26

    Country USD Yields Ordered By YTD Yield Change

    1f40
    countryYieldYieldChange
    Argentina21.0915.27
    Jamaica14.508.35
    Zambia14.608.20
    Lebanon15.538.15
    Switzerland10.403.26
    Tunisia8.542.75
    Israel7.391.94
    Sri Lanka6.551.50
    Turkey6.791.28
    Kazakhstan6.021.25
    Ecuador7.590.72
    Gabon6.730.68
    China5.530.67
    Iraq6.860.47
    Oman5.310.36
    Nigeria6.180.36
    Angola7.280.30
    Senegal5.810.29
    Cote D'Ivoire (Ivory Coast)5.980.28
    United States5.600.27
    Costa Rica6.310.20
    Bolivia5.180.20
    Egypt6.200.17
    India4.730.13
    Ethiopia5.820.01
    Ghana6.08-0.01
    Pakistan6.25-0.07
    Kenya5.53-0.16
    South Africa4.81-0.19
    El Salvador6.28-0.24
    Dominican Republic4.67-0.26
    Mexico4.28-0.31
    Italy3.63-0.32
    Slovak Republic2.12-0.36
    Mongolia5.06-0.36
    Jordan5.81-0.37
    Trinidad and Tobago3.78-0.39
    Ukraine6.53-0.40
    Macau4.61-0.42
    Panama3.78-0.50
    Lithuania1.96-0.51
    Romania2.80-0.53
    Hong Kong3.42-0.55
    Morocco3.37-0.58
    Uruguay3.12-0.59
    Singapore3.41-0.62
    Paraguay4.53-0.63
    Indonesia3.31-0.67
    Kuwait3.17-0.67
    Chile3.65-0.69
    Canada4.98-0.69
    Malaysia2.96-0.70
    Hungary2.54-0.71
    Saudi Arabia3.98-0.72
    Serbia2.41-0.75
    Peru3.35-0.76
    Russian Federation3.71-0.77
    Poland1.97-0.77
    Guatemala3.95-0.78
    Finland3.26-0.78
    United Arab Emirates3.33-0.79
    Australia3.88-0.82
    Taiwan2.60-0.85
    Ireland3.54-0.87
    Belgium4.53-0.87
    Azerbaijan3.85-0.91
    Philippines2.51-0.91
    Vietnam2.79-0.93
    Colombia3.61-0.96
    United Kingdom3.82-1.01
    Croatia (Hrvatska)2.31-1.03
    Qatar2.83-1.05
    Thailand3.00-1.07
    Netherlands3.77-1.08
    Brazil3.95-1.10
    Korea (South)2.71-1.11
    Sweden2.79-1.25
    Bahrain4.89-1.42
    France4.92-1.76
    Luxembourg6.40-3.28
    Venezuela0.00-53.30
  • Energy Regional Performance Last Month

    487
    SubindustryEuropeEMUGEMWorld
    Energy: Oil, Gas & Consumable Fuels-4.22-4.89-1.40-4.86
    Energy Sector-4.26-4.90-1.38-5.01
    Energy Industry Group-4.26-4.90-1.38-5.01
    Energy: Energy Equipment & Services-7.81-5.22-0.12-7.71

    Energy Regional Performance YTD

    499
    SubindustryEuropeEMUGEMWorld
    Energy: Oil, Gas & Consumable Fuels-4.20-3.873.87-0.95
    Energy Sector-4.44-3.964.02-1.79
    Energy Industry Group-4.44-3.964.02-1.79
    Energy: Energy Equipment & Services-20.31-6.8017.80-15.39

    Energy Performance in Various Countries Last Month

    d6c
    countryPeriodChange
    Pakistan19.40
    India12.48
    Japan9.90
    Turkey9.71
    Netherlands9.70
    Argentina8.76
    Russian Federation8.08
    Poland7.04
    Qatar6.58
    Brazil6.08
    Norway5.90
    Austria5.60
    Colombia5.00
    Spain4.88
    Korea (South)4.42
    Chile4.31
    Romania3.69
    Taiwan2.27
    Jordan2.22
    United Kingdom1.76
    Australia1.75
    South Africa0.56
    Saudi Arabia0.38
    Finland0.03
    Indonesia-0.03
    China-0.65
    Malaysia-1.05
    Thailand-1.33
    United States-1.90
    Canada-2.32
    France-2.54
    Sweden-4.64
    Greece-4.70
    Italy-4.73
    Hungary-5.61
    Vietnam-9.17
    Kazakhstan-14.62

    Energy Valuation and Growth in Various Countries (Simple Averages)

    15be
    CountryPEFy0PEFy12019Growth
    CYPRUS0.000.0081.74
    BRITAIN13.385.9434.72
    SWEDEN36.8525.5633.91
    HONG KONG12.707.6327.64
    RUSSIA3.344.9611.76
    CANADA10.909.837.05
    AUSTRIA8.699.165.68
    LUXEMBOURG14.600.003.06
    INDIA7.438.872.43
    AUSTRALIA9.5810.231.14
    CHINA8.977.590.11
    KAZAKHSTAN0.000.000.00
    PAKISTAN0.000.000.00
    SWITZERLAND0.000.000.00
    PHILIPPINES0.000.000.00
    COLOMBIA4.714.70-1.92
    SPAIN12.1810.29-6.58
    FRANCE13.593.45-7.34
    NETHERLANDS16.9515.64-9.74
    ITALY12.6513.40-9.78
    UNITED STATES11.9810.33-10.11
    JAPAN10.6710.68-11.19
    THAILAND12.8014.47-11.92
    ROMANIA0.0010.81-13.66
    INDONESIA6.505.82-15.67
    TURKEY3.946.28-16.28
    NORWAY0.000.00-18.46
    HUNGARY0.000.00-20.52
    MALAYSIA10.3310.57-20.68
    BRAZIL14.0213.08-20.76
    TAIWAN17.2720.69-25.91
    SOUTH KOREA8.5110.17-29.62
    CHILE14.5721.60-34.50
    a35
    European Gas
  • European gas prices could crash to EUR 6 – analysts
  • Europe's Natural Gas Glut Turns LNG Tankers Toward Asia
  • EU rethinks future gas strategy in light of 'European Green Deal'
  • Natural Gas Price Fundamental Daily Forecast – Weakening as .../---/
    Central Asian Gas
  • What Drives Chinese Arms Sales in Central Asia?
  • Turkmenistan, Kazakhstan to expand business partnership
  • Hungary's MOL in talks for Chevron's $2 billion stake in giant Azeri ...
  • Kazakhstan gas stretched by commitments to China/---/
    Oil Prices
  • Oil prices dip despite latest US-China trade talks
  • Syria Fears Send Oil Prices Higher
  • Big Oil Tries To Buy Back Investors
  • Oil prices up as US-China trade talks loom, supply issues mount/---/
    Geophysics and Oil & Gas Exploration
    /---/

    Valuation and Growth of Various Sectors in Energy

    35
    47e
  • GUSH For A Short-Term Bounce In Energy Equities
  • Beleaguered US energy shares soar after attacks on Saudi facilities
  • Jason Kenney to meet institutional investors in New York as ...
  • Energy, financial stocks soar: Oversold bounce or the beginning of a ...
  • CannTrust and eight energy stocks get booted out of the TSX ...
    430
  • Stocks to Buy as Earnings Growth Slows, According to Goldman Sachs
  • NextEra Energy, Inc. (NYSE:NEE): Spotlight on The 75.60 ...
  • How Does Contura Energy's (NYSE:CTRA) P/E Compare To Its ...
  • Has A Multiplier potential On Earnings Growth? Cleveland-Cliffs Inc ...
  • Top Strategist: The Earnings 'Recession' Isn't Going To Happen 4
    352
  • 3 Energy Stocks To Watch Out For – BPT, WOR, CTX
  • 3 Stocks to Play a Rebound in Natural Gas Prices
  • Germany's Climate Change Policy
  • We're A Little Worried About Protean Energy's (ASX:POW) Cash ...
  • NextEra becomes 1st US power company to join $100B market cap ... 65

    Link to Energy Macro Page 34

    Energy sector trades at 2019 simple average 13 PE Fy1 of 11.3 x a and 2020 13 PE Fy2 of 10.2 x 34

    Energy sector trades at 2019 simple average 16 EV/EBITDA of 5.5 x a and 2020 15 EV/EBITDA of 4.9 x 41

    In terms of Dividend yield Energy sector trades at 2019 12 Yield of 3.8 % a and 2020 1a Dividend Yield of 3.9 % 33

    On ROE basis Energy sector trades at 2019 10 ROE of 5.7 % a and 2020 f ROE of 7.6 % 36

    Energy subindustries by 2019 EBITDA Margin %

    365
    Industry2019 EBITDA Margin
    Oil & Gas Exploration & Produc46.5
    Coal & Consumable Fuels25.5
    Oil & Gas Drilling23.4
    Oil & Gas Storage & Transporta41.0
    Oil & Gas Equipment & Services15.1
    Integrated Oil & Gas23.1
    Oil & Gas Refining & Marketing7.7
    42

    Energy most profitable companies by 2019 EBITDA Margin %

    a4f
    Industrycompany2019 EBITDA Margin
    Oil & Gas Exploration & ProducWoodside Petroleum Ltd81.5
    Oil & Gas Storage & TransportaSnam SpA80.8
    Oil & Gas Storage & TransportaEnagas SA80.4
    Oil & Gas Exploration & ProducEnergen Corp79.3
    Oil & Gas Exploration & ProducLundin Petroleum AB79.2
    Oil & Gas Exploration & ProducTullow Oil PLC75.4
    Oil & Gas Exploration & ProducContinental Resources Inc/OK74.1
    Oil & Gas Exploration & ProducPTT Exploration & Production PCL71.4
    Oil & Gas Storage & TransportaTransCanada Corp66.9
    Oil & Gas Exploration & ProducConcho Resources Inc66.6
    Oil & Gas Exploration & ProducCabot Oil & Gas Corp66.5
    Oil & Gas Exploration & ProducTourmaline Oil Corp64.4
    Oil & Gas Exploration & ProducPioneer Natural Resources Co63.7
    Oil & Gas Exploration & ProducWhiting Petroleum Corp63.5
    Oil & Gas Exploration & ProducCimarex Energy Co62.3

    Companies in Energy By Market Share %

    634
    companymarketshare
    China Petroleum & Chemical Corp7.2
    Royal Dutch Shell PLC6.6
    PetroChina Co Ltd5.5
    BP PLC5.0
    Exxon Mobil Corp4.7
    TOTAL SA3.1
    Chevron Corp2.7
    Gazprom PJSC2.2
    Rosneft Oil Co PJSC2.2
    LUKOIL PJSC2.0
    Phillips 661.9
    Valero Energy Corp1.9
    JXTG Holdings Inc1.7
    Marathon Petroleum Corp1.6
    Petroleo Brasileiro SA1.6

    Countries Market Share in Energy %

    57f
    countrymarketshare
    RUSSIA19.6
    UNITED STATES19.1
    CHINA14.4
    NETHERLANDS13.1
    BRITAIN5.7
    INDIA4.8
    BRAZIL3.7
    FRANCE3.3
    CANADA3.0
    JAPAN1.8
    THAILAND1.7
    ITALY1.7
    SOUTH KOREA1.5
    NORWAY1.3
    SPAIN1.0
    550
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    Largest Companies in Energy by Market Capitalisation mn$

    16ec
    TickerCompanyCountryIndustrySubIndustryMarketCapUSDmn
    XOM USExxon Mobil CorpUNITED STATESEnergyIntegrated Oil & Gas285345.8
    RDSA LNRoyal Dutch Shell PLCNETHERLANDSEnergyIntegrated Oil & Gas226968.8
    RDSB LNRoyal Dutch Shell PLCNETHERLANDSEnergyIntegrated Oil & Gas226968.8
    CVX USChevron CorpUNITED STATESEnergyIntegrated Oil & Gas214787.1
    857 HKPetroChina Co LtdCHINAEnergyIntegrated Oil & Gas149159.5
    FP FPTOTAL SAFRANCEEnergyIntegrated Oil & Gas132497.9
    BP/ LNBP PLCBRITAINEnergyIntegrated Oil & Gas126155.6
    RIL INReliance Industries LtdINDIAEnergyOil & Gas Refining & Marketing121509.3
    RIGD LIReliance Industries LtdINDIAEnergyOil & Gas Refining & Marketing119967.9
    PETR3 BZPetroleo Brasileiro SABRAZILEnergyIntegrated Oil & Gas88456.9
    PETR4 BZPetroleo Brasileiro SABRAZILEnergyIntegrated Oil & Gas88456.9
    GAZP RMGazprom PJSCRUSSIAEnergyIntegrated Oil & Gas81891.9
    386 HKChina Petroleum & Chemical CorpCHINAEnergyIntegrated Oil & Gas81856.7
    OGZD LIGazprom PJSCRUSSIAEnergyIntegrated Oil & Gas81271.2
    ENB CNEnbridge IncCANADAEnergyOil & Gas Storage & Transporta71284.8
    ROSN RMRosneft Oil Co PJSCRUSSIAEnergyIntegrated Oil & Gas66715.6
    ROSN LIRosneft Oil Co PJSCRUSSIAEnergyIntegrated Oil & Gas66196.2
    883 HKCNOOC LtdCHINAEnergyOil & Gas Exploration & Produc65453.8
    NVTK LINovatek PJSCRUSSIAEnergyOil & Gas Exploration & Produc61333.4
    COP USConocoPhillipsUNITED STATESEnergyOil & Gas Exploration & Produc60991.2

    Number of Companies in Energy by Country by SubIndustry and Market Capitalisation mn$

    12a2
    CountryIndustrySubIndustryNumber of companiesMarketCapUSDmn
    SOUTH KOREAEnergyOil & Gas Refining & Marketing326049.1
    CHINAEnergyCoal & Consumable Fuels364724.9
    HONG KONGEnergyOil & Gas Storage & Transporta17097.6
    JAPANEnergyOil & Gas Exploration & Produc112507.6
    CHINAEnergyOil & Gas Drilling17442.6
    CHINAEnergyIntegrated Oil & Gas2231016.2
    JAPANEnergyOil & Gas Refining & Marketing115023.7
    TAIWANEnergyOil & Gas Refining & Marketing129818.1
    CHINAEnergyOil & Gas Exploration & Produc165453.8
    INDONESIAEnergyCoal & Consumable Fuels511420.0
    BRITAINEnergyOil & Gas Equipment & Services311706.9
    UNITED STATESEnergyOil & Gas Exploration & Produc23222176.2
    CANADAEnergyOil & Gas Exploration & Produc944226.9
    RUSSIAEnergyOil & Gas Exploration & Produc7206517.6
    MALAYSIAEnergyOil & Gas Equipment & Services2511.8
    THAILANDEnergyCoal & Consumable Fuels12256.2
    UNITED STATESEnergyOil & Gas Equipment & Services666529.4
    BRITAINEnergyIntegrated Oil & Gas1126155.6
    INDIAEnergyOil & Gas Refining & Marketing3256424.9
    INDIAEnergyOil & Gas Exploration & Produc324455.7

    Top Companies Energy by Dividend Yield

    6cd
    TickerCompanyCountryIndustrySubIndustryDividendYld_fy1
    EXX SJExxaro Resources LtdSOUTH AFRICAEnergyCoal & Consumable Fuels18.0
    ITMG IJIndo Tambangraya Megah Tbk PTINDONESIAEnergyCoal & Consumable Fuels17.3
    1171 HKYanzhou Coal Mining Co LtdCHINAEnergyCoal & Consumable Fuels14.2
    VET CNVermilion Energy IncCANADAEnergyOil & Gas Exploration & Produc14.2
    BANE RMBashneft PJSCRUSSIAEnergyOil & Gas Exploration & Produc14.2

    Cheapest Companies in Energy on FY1 PE

    b11
    TickerCompanyCountryIndustrySubIndustryPE_fy1
    DNR USDenbury Resources IncUNITED STATESEnergyOil & Gas Exploration & Produc2.6
    BANE RMBashneft PJSCRUSSIAEnergyOil & Gas Exploration & Produc2.8
    BANEP RMBashneft PJSCRUSSIAEnergyOil & Gas Exploration & Produc2.8
    BUMI IJBumi Resources Tbk PTINDONESIAEnergyCoal & Consumable Fuels2.9
    SWN USSouthwestern Energy CoUNITED STATESEnergyOil & Gas Exploration & Produc3.1
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