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491

ML Rural Crafts Laboratory News

From Biogas into Energy Sector

Small Scale Energy


Craft News

  • China vows industrial development of biogas in new guideline ...
  • Biogas Generator Market Forces Analysis, Revenue, Challenges ...
  • Global Biogas Market 2019 Swedish Biogas, Air Liquide Advanced ...
  • Govt planning to set up 100 biogas plants to tackle crop-burning pollution 3d
    December 20, 2019

    Top Longs Based on Momentum

    9ab
    tickernamecountrysectorPeriodChange
    SGGDSURGUTNEFTEGAS PUBLIC JOINT ADRRussian FederationEnergy34.00
    SGTZYSURGUTNEFTEGAS PUBLIC JOINT ADRRussian FederationEnergy32.79
    SNGSSURGUTNEFTEGAZRussian FederationEnergy32.73
    GAZPGAZPROMRussian FederationEnergy21.93
    GAZPGAZPROMRussian FederationEnergy21.93
    OGZDPJSC GAZPROM ADR CDIRussian FederationEnergy21.80
    VLOVALERO ENERGY CORPUnited StatesEnergy21.51
    APAAPACHE CORPUnited StatesEnergy21.09
    PETR3PETROBRASBrazilEnergy19.54
    PETR3PETROBRASBrazilEnergy19.54

    Top Shorts Based on Momentum

    993
    tickernamecountrysectorPeriodChange
    IRPC.RIRPC NON-VOTING DR PCLThailandEnergy-8.33
    IOCINDIAN OIL CORP LTDIndiaEnergy-6.22
    FTITECHNIPFMC PLCUnited StatesEnergy-6.17
    TUPRSTURKIYE PETROL RAFINERILERI ATurkeyEnergy-5.56
    TGSTRANSPORTADORA DE GAS DEL SUR ADRArgentinaEnergy-5.51
    TGSTRANSPORTADORA DE GAS DEL SUR ADRArgentinaEnergy-5.51
    BANPU.RBANPU NON-VOTING DR PCLThailandEnergy-4.88
    EXXEXXARO RESOURCES LTDSouth AfricaEnergy-4.66
    900948INNER MONGOLIA YITAI COAL LTD BChinaEnergy-4.40
    QFLSQATAR FUELQatarEnergy-3.48
    1958
    MLIndexnameytd1monthFy1PE
    SPGTCLNT Index Standard & Poor's Index AlertS&P Global Clean Energy Net TR30.08-3.00-
    CELS Index NASDAQ Global MarketNDQ Clean Edg Gr Energy26.536.1027.5
    SPGSENTR Index Standard & Poor'sS&P GSCI Energy Tot Ret22.567.02-
    GWETR Index NASDAQ Global MarketISE Global Wind EnergyTR20.162.90-
    SPGCEMTR Index Standard & Poor's Index AlertS&P GSCI Energy & Metals Offic19.476.12-
    M1EF5EN Index MSCIMSCI EM/Energy 25-50 Nt18.619.66-
    CMENTR Index #N/A Field Not ApplicableCMCI Energy USD Tot Ret15.846.80-
    FTGEN Index FTSEFTSE GLOBAL ENERGY INDEX12.97#N/A N/A-
    BCOMEN3T Index BloombergBBG Energy 3 M Fwd TR12.817.93-
    XMECTR Index BloombergCMCI Energy TR Hdg CHF12.026.99-
    WNAIT Index S-Network Global Indexes LLCS-Net Nucl EnergyNTR USD11.955.03-
    MXEF Index MSCIMSCI EM10.206.8212.1
    NDWUENRG Index MSCIMSCI World Energy Indust9.156.31-
    NDWUENR Index MSCIMSCI World Energy Sector9.156.3114.3
    M1WO0EN Index MSCIMSCI WORLD/ENERGY NR9.156.3114.3
    SPTRSC10 Index Standard & Poor'sS&P Comp 1500 Energy TR7.536.7317.1
    MXWO0EG Index MSCIMSCI WORLD ENERGY INDEX6.236.2314.3
    MSGLENR Index MSCIMSCI World Energy Sector5.944.9314.3
    CHIE Index Solactive (Structured SolutionSolactive China Energy T4.105.55-
    SPGCLEP Index Standard & Poor's Index AlertS&P GSCI Light Energy Official4.013.62-

    Commodities YTD Performance

    1f40
    NameUnitsKeyLastPriceCurrencyYTDChange USDpct1month
    NickelUSD/MTNickel15490USD40.63-11.76
    Palladium SpotUSD/t oz.Palladium1720.22USD37.082.88
    Brent Crude (ICE)USD/bbl.Oil62.50USD24.457.52
    Lean Hogs (CME)USd/lb.Lean Hogs0.7487999999999999USD24.1811.10
    Gold SpotUSD/t oz.Gold1464.01USD14.98-2.73
    Cocoa (ICE)USD/MTCocoa2658.00USD14.828.58
    Lumber (CME)USD/1000 board feetLumber386.40USD14.186.74
    Rough Rice (CBOT)USD/cwtRough Rice11.92USD13.520.17
    Silver (Comex)USD/t oz.Silver16.85USD12.94-5.18
    Ethanol (CBOT)USD/gal.Ethanol1.42USD11.81-1.39
    Oats (CBOT)USd/bu.Oats3.0525USD10.707.20
    Platinum SpotUSD/t oz.Platinum874.19USD10.17-1.99
    Coffee 'C' (ICE)USd/lb.Coffee1.101USD7.7315.05
    Rubber (Tokyo)JPY/kgRubber180.60JPY7.5613.94
    Sugar #11 (ICE)USd/lb.Sugar0.1283USD3.472.97
    Soybean (CBOT)USd/bu.Soybean9.155USD2.06-0.73
    Live Cattle (CME)USd/lb.Live Cattle1.2518USD1.9512.93
    Feeder Cattle (CME)USd/lb.Feeder Cattle1.4628USD0.503.56
    3Mo Zinc (LME)USD/MT3Mo Zinc2472.00USD-0.087.57
    Corn (CBOT)USd/bu.Corn3.76USD-0.46-4.93
    Copper (Comex)USd/lb.Copper2.6365USD-0.662.57
    Wheat (CBOT)USd/bu.Wheat5.1125USD-1.022.05
    Canola (ICE)CAD/MTCanola461.10CAD-4.63-0.90
    3Mo Aluminum (LME)USD/MT3Mo Aluminum1778.00USD-6.081.51
    Cotton #2 (ICE)USd/lb.Cotton0.6639USD-8.498.55
    SteelUSD/MTSteel417USD-10.322.46
    Cocking CoalCNY/MTCocking Coal1247CNY-10.9 3e1 9-1.03
    3Mo Tin (LME)USD/MT3Mo Tin16340.00USD-15.66-0.34
    Orange Juice (ICE)USd/lb.Orange Juice0.998USD-22.00-2.44
    Natural Gas (Nymex)USD/MMBtuNatural Gas2.59USD-27.2513.10

    Country USD Yields Ordered By YTD Yield Change

    1f40
    countryYieldYieldChange
    Argentina21.8716.05
    Lebanon18.7611.38
    Zambia14.137.74
    Jamaica13.337.18
    Switzerland9.482.34
    Tunisia7.812.02
    Ecuador8.721.85
    Turkey6.781.27
    Sri Lanka6.241.19
    Bolivia5.860.88
    Israel6.010.55
    China5.280.44
    Gabon6.300.25
    Costa Rica6.300.19
    India4.840.18
    Iraq6.560.17
    Oman5.120.17
    Kazakhstan4.920.16
    Nigeria5.770.16
    Cote D'Ivoire (Ivory Coast)5.890.11
    Senegal5.47-0.05
    Egypt5.95-0.08
    United States5.30-0.08
    South Africa4.81-0.18
    Ghana5.87-0.22
    Chile4.02-0.31
    Angola6.64-0.34
    Pakistan5.96-0.36
    Italy3.59-0.36
    Mexico4.25-0.37
    Ethiopia5.38-0.43
    Macau4.31-0.43
    Dominican Republic4.48-0.45
    Trinidad and Tobago3.70-0.46
    Kenya5.22-0.47
    Jordan5.71-0.47
    Romania2.86-0.48
    Hong Kong3.49-0.48
    Lithuania1.98-0.49
    El Salvador6.03-0.49
    Slovak Republic1.95-0.53
    Malaysia3.10-0.55
    Paraguay4.61-0.55
    Panama3.72-0.56
    Uruguay3.14-0.57
    Kuwait3.26-0.58
    Indonesia3.43-0.60
    Finland3.45-0.60
    Morocco3.33-0.63
    Hungary2.61-0.64
    Taiwan2.80-0.65
    Poland2.05-0.69
    Singapore3.33-0.70
    Peru3.40-0.71
    Saudi Arabia3.97-0.73
    Philippines2.67-0.75
    United Arab Emirates3.33-0.75
    Ukraine6.15-0.78
    Guatemala3.89-0.84
    Serbia2.32-0.85
    Mongolia4.56-0.86
    Colombia3.70-0.87
    Canada4.80-0.87
    Vietnam2.83-0.89
    Russian Federation3.58-0.90
    Thailand3.11-0.96
    Qatar2.89-0.99
    Korea (South)2.77-1.04
    Croatia (Hrvatska)2.28-1.06
    Belgium4.30-1.10
    Azerbaijan3.65-1.11
    Australia3.55-1.15
    Brazil3.85-1.21
    Sweden2.76-1.28
    Netherlands3.38-1.47
    Ireland2.79-1.62
    United Kingdom3.08-1.68
    Bahrain4.52-1.79
    France4.77-2.24
    Luxembourg6.24-3.60
    Venezuela0.00-53.98
    5f
  • 37

    Energy Performance By Subindustry Last Month

    397
    Industrymonthchangepct
    Oil & Gas Drilling15.93
    Integrated Oil & Gas12.31
    Oil & Gas Equipment & Services11.56
    Oil & Gas Exploration & Produc10.90
    Oil & Gas Storage & Transporta8.76
    Coal & Consumable Fuels4.11
    Oil & Gas Refining & Marketing3.99

    Energy By Subindustry Performance YTD

    344
    Industrymonthchangepct
    Oil & Gas Exploration & Produc1.88
    Integrated Oil & Gas0.70
    Oil & Gas Storage & Transporta-0.88
    Oil & Gas Refining & Marketing-5.70
    Coal & Consumable Fuels-10.14
    Oil & Gas Equipment & Services-15.85

    Energy Performance in Various Countries Last Month

    d6b
    countryPeriodChange
    Russian Federation17.02
    Finland16.64
    Brazil15.74
    Sweden13.93
    Spain13.03
    Austria11.69
    France11.08
    Colombia10.71
    United States10.01
    Poland9.85
    Hungary9.83
    India8.83
    Italy7.98
    Canada7.70
    Australia7.16
    Norway6.51
    United Kingdom6.09
    Greece5.53
    Kazakhstan5.06
    Indonesia3.85
    Pakistan3.75
    Malaysia3.49
    Saudi Arabia2.83
    Japan2.42
    Taiwan2.22
    Netherlands1.70
    Romania1.53
    China1.44
    Korea (South)0.83
    Vietnam0.71
    Jordan0.43
    Thailand-1.18
    Chile-1.91
    Argentina-1.98
    Qatar-3.48
    South Africa-4.66
    Turkey-5.56

    Energy Valuation and Growth in Various Countries (Simple Averages)

    35
    1143
    European Gas
  • European gas market to be tight in 2020: ING
  • Russia, Ukraine, EU agree 'in principle' on new gas deal: EU official
  • EU: Russia, Ukraine agree 'in principle' on gas transit
  • What's ahead for European gas?
  • The Commodities Feed: European gas uncertainty/---/
    Central Asian Gas
  • A treasure trove of opportunities
  • Analysis Of Russia-China Gas Deal For Other Regions
  • Cooperation grows in Central Asia
  • China Looks to Central Asia as an Economic Alternative
  • Uzbekistan holds first legislative polls under pro-reform leader/---/
    Oil Prices
  • Aramco's Opening Rally Comes To An End
  • Oil posts 5th positive session in 6, fueled by US inventories and trade progress
  • Don't Bet On A Natural Gas Rebound
  • Why Oil Majors May Never Return To Canada's Arctic
  • From Boom To Bust Permian Shale Towns Face Exodus/---/
    Geophysics and Oil & Gas Exploration
  • US Oil & Gas plc - Final Results
  • Vanadian Energy Announces Ground Geophysics Program ...
  • Global Seismic Survey Market Forecast Overview 2020 – Fugro, BGP, Agile Seismic, Global Geophysical Services, Compagnie Generale De Geophysique, Alpine Ocean Seismic Survey, Dawson Geophysical Company
  • Exploration & Production Software Market is Thriving Worldwide | Schlumberger, Paradigm, ION Geophysical
  • Global Geophysical Services Market In-Depth Analysis 2020 – Spectrum Geophysics, Geotech Surveys, EON Geosciences, New Resolution Geophysics, Compagnie Generale de Geophysique (CGG), Dawson Geophysical, TGS/---/

    Valuation and Growth of Various Sectors in Energy

    35
    499
  • Energy Stocks Entering 'Fight For Sustainability': Goldman's Singer
  • Finding Hope for Energy Shares
  • Outlook 2020: Here's where the experts think the TSX will end up one year from now
  • Is now the time to buy energy stocks?
  • RIL, TCS push Sensex 115 pts higher; Nifty hits fresh record high
  • What to Expect From Markets in 2020
    575
  • Has A Multiplier potential On Earnings Growth?: Tallgrass Energy ...
  • Has A Multiplier potential On Earnings Growth?: Patterson-UTI Energy, Inc., (NASDAQ: PTEN)
  • Has A Multiplier potential On Earnings Growth? Southwestern Energy Company, (NYSE: SWN)
  • Energy Stocks On The Rise In 2020 – OpEd
  • Why You Might Be Interested In Petra Energy Berhad (KLSE:PENERGY) For Its Upcoming Dividend
  • Earnings Growth Research: Infinera Corporation (INFN), Suncor Energy Inc. (SU)
    500
  • Apple worth more than US stock index’s energy sector
  • Is NextEra Energy a Great Dividend Stock?
  • Upside, Well-Positioned For Growth - Enphase Energy, Inc., (NASDAQ: ENPH)
  • Is Galilee Energy (ASX:GLL) In A Good Position To Invest In Growth?
  • Wait and see is the best criteria - Patterson-UTI Energy, Inc., (NASDAQ: PTEN)
  • Norwest Energy (ASX:NWE) gains some confidence for its Lockyer prospect

    Link to Energy Macro Page

    Energy sector trades at 2019 simple average 1d PE Fy1 of 17.3 x and 2020 47 PE Fy2 of 15.2 x

    Energy sector trades at 2019 simple average 20 EV/EBITDA of 5.8 x and 2020 56 EV/EBITDA of 5.4 x

    In terms of Dividend yield Energy sector trades at 2019 1c Yield of 3.8 % and 2020 4d Dividend Yield of 3.8 %

    On ROE basis Energy sector trades at 2019 1a ROE of 5.8 % and 2020 45 ROE of 4.1 %

    Energy subindustries by 2019 EBITDA Margin %

    3a1
    Industry2019 EBITDA Margin
    Oil & Gas Equipment & Services0.4
    Oil & Gas Refining & Marketing0.0
    Coal & Consumable Fuels0.0
    Oil & Gas Storage & Transporta0.0
    Oil & Gas Exploration & Produc3.3
    Oil & Gas Drilling0.0
    Integrated Oil & Gas0.0

    Energy most profitable companies by 2019 EBITDA Margin %

    a2e
    Industrycompany2019 EBITDA Margin
    Oil & Gas Exploration & ProducCabot Oil & Gas Corp66.7
    Oil & Gas Exploration & ProducApache Corp59.7
    Oil & Gas Exploration & ProducCrescent Point Energy Corp57.3
    Oil & Gas Equipment & ServicesAmec Foster Wheeler PLC7.0
    Oil & Gas Refining & MarketingS-Oil Corp0.0
    Oil & Gas Refining & MarketingGS Holdings Corp0.0
    Oil & Gas Refining & MarketingSK Innovation Co Ltd0.0
    Coal & Consumable FuelsChina Shenhua Energy Co Ltd0.0
    Coal & Consumable FuelsYanzhou Coal Mining Co Ltd0.0
    Oil & Gas Storage & TransportaKunlun Energy Co Ltd0.0
    Oil & Gas Exploration & ProducInpex Corp0.0
    Coal & Consumable FuelsChina Coal Energy Co Ltd0.0
    Oil & Gas DrillingChina Oilfield Services Ltd0.0
    Integrated Oil & GasChina Petroleum & Chemical Corp0.0
    Oil & Gas Refining & MarketingJXTG Holdings Inc0.0

    Companies in Energy By Market Share %

    634
    companymarketshare
    China Petroleum & Chemical Corp7.2
    Royal Dutch Shell PLC6.5
    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
    551
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    Largest Companies in Energy by Market Capitalisation mn$

    16ce
    TickerCompanyCountryIndustrySubIndustryMarketCapUSDmn
    XOM USExxon Mobil CorpUNITED STATESEnergyIntegrated Oil & Gas289830.8
    RDSA LNRoyal Dutch Shell PLCNETHERLANDSEnergyIntegrated Oil & Gas235033.4
    RDSB LNRoyal Dutch Shell PLCNETHERLANDSEnergyIntegrated Oil & Gas235009.4
    CVX USChevron CorpUNITED STATESEnergyIntegrated Oil & Gas230610.8
    FP FPTOTAL SAFRANCEEnergyIntegrated Oil & Gas144905.5
    857 HKPetroChina Co LtdCHINAEnergyIntegrated Oil & Gas136977.4
    BP/ LNBP PLCBRITAINEnergyIntegrated Oil & Gas132693.0
    RIL INReliance Industries LtdINDIAEnergyOil & Gas Refining & Marketing129550.3
    RIGD LIReliance Industries LtdINDIAEnergyOil & Gas Refining & Marketing129160.4
    PETR3 BZPetroleo Brasileiro SABRAZILEnergyIntegrated Oil & Gas95364.5
    PETR4 BZPetroleo Brasileiro SABRAZILEnergyIntegrated Oil & Gas95364.5
    GAZP RMGazprom PJSCRUSSIAEnergyIntegrated Oil & Gas92547.4
    OGZD LIGazprom PJSCRUSSIAEnergyIntegrated Oil & Gas92066.3
    386 HKChina Petroleum & Chemical CorpCHINAEnergyIntegrated Oil & Gas80531.8
    ENB CNEnbridge IncCANADAEnergyOil & Gas Storage & Transporta76391.8
    ROSN RMRosneft Oil Co PJSCRUSSIAEnergyIntegrated Oil & Gas75738.6
    ROSN LIRosneft Oil Co PJSCRUSSIAEnergyIntegrated Oil & Gas75331.9
    LKOH RMLUKOIL PJSCRUSSIAEnergyIntegrated Oil & Gas68238.9
    LKOD LILUKOIL PJSCRUSSIAEnergyIntegrated Oil & Gas68168.1
    883 HKCNOOC LtdCHINAEnergyOil & Gas Exploration & Produc68098.8

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

    12a2
    CountryIndustrySubIndustryNumber of companiesMarketCapUSDmn
    SOUTH KOREAEnergyOil & Gas Refining & Marketing326096.5
    CHINAEnergyCoal & Consumable Fuels359969.2
    HONG KONGEnergyOil & Gas Storage & Transporta17643.2
    JAPANEnergyOil & Gas Exploration & Produc113834.6
    CHINAEnergyOil & Gas Drilling18743.7
    CHINAEnergyIntegrated Oil & Gas2217509.1
    JAPANEnergyOil & Gas Refining & Marketing114983.1
    TAIWANEnergyOil & Gas Refining & Marketing130012.6
    CHINAEnergyOil & Gas Exploration & Produc168098.8
    INDONESIAEnergyCoal & Consumable Fuels512382.5
    BRITAINEnergyOil & Gas Equipment & Services310551.0
    UNITED STATESEnergyOil & Gas Exploration & Produc23233968.6
    CANADAEnergyOil & Gas Exploration & Produc949047.2
    RUSSIAEnergyOil & Gas Exploration & Produc7219638.9
    MALAYSIAEnergyOil & Gas Equipment & Services2743.1
    THAILANDEnergyCoal & Consumable Fuels11916.4
    UNITED STATESEnergyOil & Gas Equipment & Services674420.9
    BRITAINEnergyIntegrated Oil & Gas1132693.0
    INDIAEnergyOil & Gas Refining & Marketing3273972.4
    INDIAEnergyOil & Gas Exploration & Produc326165.0

    Top Companies Energy by Dividend Yield

    6cd
    TickerCompanyCountryIndustrySubIndustryDividendYld_fy1
    EXX SJExxaro Resources LtdSOUTH AFRICAEnergyCoal & Consumable Fuels18.2
    1171 HKYanzhou Coal Mining Co LtdCHINAEnergyCoal & Consumable Fuels17.7
    ITMG IJIndo Tambangraya Megah Tbk PTINDONESIAEnergyCoal & Consumable Fuels17.5
    VET CNVermilion Energy IncCANADAEnergyOil & Gas Exploration & Produc14.4
    BANE RMBashneft PJSCRUSSIAEnergyOil & Gas Exploration & Produc13.2

    Cheapest Companies in Energy on FY1 PE

    b07
    TickerCompanyCountryIndustrySubIndustryPE_fy1
    DNR USDenbury Resources IncUNITED STATESEnergyOil & Gas Exploration & Produc2.6
    BUMI IJBumi Resources Tbk PTINDONESIAEnergyCoal & Consumable Fuels2.7
    BANE RMBashneft PJSCRUSSIAEnergyOil & Gas Exploration & Produc3.0
    BANEP RMBashneft PJSCRUSSIAEnergyOil & Gas Exploration & Produc3.0
    1171 HKYanzhou Coal Mining Co LtdCHINAEnergyCoal & Consumable Fuels3.3
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