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ML Rural Crafts Laboratory News

From Biogas into Energy Sector

Small Scale Energy


Craft News

  • Cypark Resources buying Perak biogas plant for RM6m The Edge Markets MY
  • Biogas as a Blending Gas to Decarbonize Natural Gas Networks AltEnergyMag (press release)
  • First World Biogas eFestival a success | News | gasworld gasworld
  • Global Biogas Generator Market 2020-2026 Report and Imapct of ... Cole of Duty
    June 5, 2020

    Top Longs Based on Momentum

    tickernamecountrysectorPeriodChange
    OVVOVINTIV INCCanadaEnergy83.05
    TRGPTARGA RESOURCES CORPUnited StatesEnergy82.07
    YPFYPF SOCIEDAD ANONIMA ADR EACH REPRArgentinaEnergy49.39
    YPFYPF SOCIEDAD ANONIMA ADR EACH REPRArgentinaEnergy49.39
    CVECENOVUS ENERGY INCCanadaEnergy43.89
    MPCMARATHON PETROLEUM CORPUnited StatesEnergy39.24
    OSHOIL SEARCH LTDAustraliaEnergy37.50
    WORWORLEY LTDAustraliaEnergy36.50
    BANPU.RBANPU NON-VOTING DR PCLThailandEnergy35.29
    HALHALLIBURTONUnited StatesEnergy33.22

    Top Shorts Based on Momentum

    tickernamecountrysectorPeriodChange
    1138COSCO SHIPPING ENERGY TRANSPORTATIChinaEnergy-26.15
    1138COSCO SHIPPING ENERGY TRANSPORTATIChinaEnergy-26.15
    601872CHINA MERCHANTS ENERGY SHIPPING LTChinaEnergy-20.59
    HINDPETROHINDUSTAN PETROLEUM CORP LTDIndiaEnergy-13.19
    BPCLBHARAT PETROLEUM LTDIndiaEnergy-11.16
    KAPJOINT STOCK COMPANY NATIONAL GDRKazakhstanEnergy-9.09
    VPKKONINKLIJKE VOPAK NVNetherlandsEnergy-8.74
    RDSBROYAL DUTCH SHELL PLC CLASS BUnited KingdomEnergy-8.55
    000723SHANXI MEIJIN ENERGY LTD AChinaEnergy-8.25
    386CHINA PETROLEUM AND CHEMICAL CORPChinaEnergy-8.16
    MLIndexnameytd1monthFy1PE
    CELS Index NASDAQ Global MarketNDQ Clean Edg Gr Energy7.612.5529.7
    SPGTCLNT Index Standard & Poor's Index AlertS&P Global Clean Energy Net TR-0.0813.320.0
    GWETR Index NASDAQ Global MarketISE Global Wind EnergyTR-7.538.160.0
    KRXENCM Index KOSPI Stock MarketKRX ENERGY & CHEM INDX-12.088.2211.3
    WNAIT Index S-Network Global Indexes LLCS-Net Nucl EnergyNTR USD-15.075.440.0
    MXEF Index MSCIMSCI EM-16.873.511.4
    CHIE Index Solactive (Structured SolutionSolactive China Energy T-16.9-4.40.0
    SPGCLEP Index Standard & Poor's Index AlertS&P GSCI Light Energy Official-25.899.880.0
    M1EF5EN Index MSCIMSCI EM/Energy 25-50 Nt-28.769.210.0
    MSGLENR Index MSCIMSCI World Energy Sector-33.837.1623.2
    NDWUENRG Index MSCIMSCI World Energy Indust-34.138.610.0
    NDWUENR Index MSCIMSCI World Energy Sector-34.138.6123.2
    M1WO0EN Index MSCIMSCI WORLD/ENERGY NR-34.138.6223.2
    SPTRSC10 Index Standard & Poor'sS&P Comp 1500 Energy TR-34.1511.757.2
    BCOMEN3T Index BloombergBBG Energy 3 M Fwd TR-35.1211.060.0
    MXWO0EG Index MSCIMSCI WORLD ENERGY INDEX-35.57.6823.2
    STRQEN Index New York Stock Exchange (NYSE)STRATAQUANT ENERGY-36.121.840.0
    CMENTR Index CMCI Energy USD Tot Ret-38.0225.30.0
    XMECTR Index BloombergCMCI Energy TR Hdg CHF-38.3826.120.0
    SPTXHUTR Index Standard & Poor'sS&P/TSXHighIncomeEnergyTRUSD-42.4715.930.0

    Commodities YTD Performance

    NameUnitsKeyLastPriceCurrencyYTDChange USDpct1month
    Rough Rice (CBOT)USD/cwtRough Rice16.08USD22.7515.19
    Orange Juice (ICE)USd/lb.Orange Juice1.2495USD20.204.47
    Gold SpotUSD/t oz.Gold1742.70USD16.889.92
    Oats (CBOT)USd/bu.Oats3.19USD10.3821.87
    Palladium SpotUSD/t oz.Palladium2069.57USD9.89-7.64
    Silver (Comex)USD/t oz.Silver17.71USD0.2325.96
    Cocoa (ICE)USD/MTCocoa2401.00USD-0.377.28
    Canola (ICE)CAD/MTCanola472.80CAD-0.711.46
    Wheat (CBOT)USd/bu.Wheat5.17USD-4.35-7.26
    SteelUSD/MTSteel400.5USD-9.49-3.49
    Soybean (CBOT)USd/bu.Soybean8.46USD-9.76-2.98
    Cocking CoalCNY/MTCocking Coal1114.5CNY-9.98-10.41
    Feeder Cattle (CME)USd/lb.Feeder Cattle1.29USD-10.258.95
    Platinum SpotUSD/t oz.Platinum840.93USD-10.5516.71
    3Mo Tin (LME)USD/MT3Mo Tin15459.00USD-10.645.87
    3Mo Zinc (LME)USD/MT3Mo Zinc2036.50USD-11.116.87
    Lumber (CME)USD/1000 board feetLumber367.50USD-12.9440.16
    Copper (Comex)USd/lb.Copper2.46USD-12.9713.76
    NickelUSD/MTNickel12335USD-14.289.79
    Cotton #2 (ICE)USd/lb.Cotton0.5787USD-15.6416.77
    Coffee 'C' (ICE)USd/lb.Coffee1.0565USD-16.02-10.84
    3Mo Aluminum (LME)USD/MT3Mo Aluminum1512.50USD-16.16-0.88
    Sugar #11 (ICE)USd/lb.Sugar0.1119USD-16.869.38
    Corn (CBOT)USd/bu.Corn3.1925USD-17.77-4.84
    Natural Gas (Nymex)USD/MMBtuNatural Gas1.76USD-19.279.32
    Rubber (Tokyo)JPY/kgRubber156.00JPY-20.0411.27
    Lean Hogs (CME)USd/lb.Lean Hogs0.5579999999999999USD-20.57-2.67
    Ethanol (CBOT)USD/gal.Ethanol1.08USD-22.3027.06
    Live Cattle (CME)USd/lb.Live Cattle0.9763USD-22.3210.40
    Brent Crude (ICE)USD/bbl.Oil36.09USD-45.8443.84

    Country USD Yields Ordered By YTD Yield Change

    countryYieldYieldChange
    Ecuador39.7232.68
    Sri Lanka27.6022.44
    Zambia27.8321.44
    Argentina24.8518.76
    Switzerland25.2418.10
    Angola21.1314.15
    Jamaica16.4810.38
    India14.9410.22
    Canada13.317.66
    Iraq11.384.95
    Mongolia10.134.71
    Ghana10.804.59
    Kazakhstan9.454.56
    Ethiopia10.374.56
    El Salvador11.034.21
    Tunisia9.253.46
    Costa Rica9.503.34
    United States8.553.34
    Pakistan9.533.24
    Kenya8.723.03
    Nigeria8.662.75
    Bolivia7.722.74
    Oman7.872.35
    Turkey7.942.35
    South Africa7.032.01
    Senegal7.341.65
    Dominican Republic6.631.56
    Trinidad and Tobago5.701.50
    Singapore5.901.41
    Kuwait5.601.31
    Cote D'Ivoire (Ivory Coast)6.951.18
    United Kingdom5.351.08
    Ukraine8.111.05
    Mexico5.570.98
    Egypt7.240.90
    China5.580.77
    Macau5.510.76
    Jordan6.890.70
    Netherlands5.130.59
    Italy4.540.59
    Colombia4.910.42
    Brazil5.630.32
    Malaysia4.100.25
    Indonesia4.250.14
    Chile4.510.13
    Romania3.570.11
    Ireland5.230.10
    Australia4.760.06
    Guatemala6.210.01
    Hong Kong4.17-0.05
    United Arab Emirates4.13-0.06
    Paraguay5.08-0.08
    Morocco4.06-0.10
    Bahrain6.13-0.17
    Panama4.11-0.18
    Peru4.02-0.20
    Israel5.30-0.24
    Vietnam3.45-0.26
    Azerbaijan4.26-0.35
    Finland3.64-0.40
    Saudi Arabia4.26-0.44
    Uruguay3.16-0.55
    Thailand2.58-0.62
    Taiwan2.80-0.65
    Hungary2.53-0.72
    Philippines2.72-0.72
    Belgium4.59-0.81
    Croatia (Hrvatska)2.49-0.90
    Qatar2.87-0.97
    France5.98-1.03
    Luxembourg5.34-1.10
    Russian Federation3.19-1.13
    Poland1.35-1.43
    Sweden2.51-1.53
    Korea (South)2.34-1.58
    Lebanon0.00-7.39
    Venezuela0.00-54.35
  • Energy Performance By Subindustry Last Month

    Industrymonthchangepct
    Oil & Gas Drilling16.44
    Oil & Gas Exploration & Produc13.31
    Coal & Consumable Fuels10.13
    Integrated Oil & Gas10.00
    Oil & Gas Refining & Marketing9.17
    Oil & Gas Storage & Transporta6.78
    Oil & Gas Equipment & Services4.30

    Energy By Subindustry Performance YTD

    Industrymonthchangepct
    Coal & Consumable Fuels-15.54
    Oil & Gas Storage & Transporta-18.74
    Oil & Gas Refining & Marketing-21.76
    Integrated Oil & Gas-23.96
    Oil & Gas Exploration & Produc-24.72

    Energy Performance in Various Countries Last Month

    countryPeriodChange
    Argentina49.39
    Finland25.61
    Australia25.60
    Brazil23.47
    Canada22.20
    Pakistan20.69
    Norway19.68
    Vietnam19.38
    South Africa18.23
    Russian Federation17.26
    United States17.15
    Thailand16.89
    Austria15.45
    Romania14.62
    Spain11.69
    Portugal11.40
    Colombia10.42
    Korea (South)10.18
    Taiwan9.52
    Poland8.87
    Japan8.84
    Sweden8.48
    Greece8.43
    Indonesia8.13
    Malaysia8.09
    France4.86
    Hungary3.76
    Chile2.84
    Saudi Arabia2.38
    Qatar0.00
    Italy-1.28
    India-2.26
    China-2.27
    Turkey-2.77
    Jordan-2.96
    United Kingdom-5.79
    Netherlands-8.74
    Kazakhstan-9.09

    Energy Valuation and Growth in Various Countries (Simple Averages)

    CountryPEFy0PEFy12020Growth
    CYPRUS0.000.0081.74
    ROMANIA0.006.7552.36
    HONG KONG9.226.474.80
    KAZAKHSTAN0.000.000.00
    PAKISTAN0.000.000.00
    COLOMBIA0.000.000.00
    SWITZERLAND0.000.000.00
    MALAYSIA0.000.000.00
    LUXEMBOURG17.880.000.00
    TURKEY0.000.000.00
    PHILIPPINES0.000.000.00
    ITALY14.2012.95-1.13
    INDIA7.038.88-4.31
    UNITED STATES13.455.00-4.89
    CANADA12.084.55-5.96
    BRITAIN7.490.80-12.53
    INDONESIA6.945.84-15.39
    BRAZIL12.536.00-19.19
    THAILAND5.9515.60-22.21
    SOUTH AFRICA4.334.93-22.47
    SOUTH KOREA4.495.61-22.92
    AUSTRALIA9.4513.56-24.79
    JAPAN8.0219.66-28.82
    TAIWAN25.2633.25-30.11
    CHINA9.7412.25-32.26
    SPAIN6.4315.14-34.04
    RUSSIA3.909.24-34.82
    FRANCE13.8310.15-35.06
    AUSTRIA9.7415.49-61.47
    HUNGARY0.000.00-73.62
    NETHERLANDS15.0538.54-81.66
    SWEDEN0.000.00-90.71
    NORWAY0.000.00-93.93

    European Gas
  • Russian gas exports to Europe drop as Nord Stream 2 nears ... WorldOil
  • Negative pricing seen spreading from oil to gas as European demand slumps Reuters
  • European wholesale gas prices fall to fresh record lows The Guardian
  • European gas prices could take a turn into negative territory Stockhead
  • LNG Imports and New Supply Challenge Russia's Hold on ... Geopoliticalmonitor.com /---/
    Central Asian Gas
  • Central Asian countries discussing shared cut in gas supplies to ... S&P Global
  • Bottled-up Gas [NGW Magazine] Natural Gas World (press release)
  • Kazakhstan reduces gas supplies to China by 12-15% New Europe
  • China's Gas Cuts Raise Pressure On Central Asia – Analysis Eurasia Review
  • Linking Pakistan to Central Asia seen as a way to boost Afghan peace DAWN.com /---/
    Oil Prices
  • Oil Prices Are Unlikely To Break $40 This Year OilPrice.com
  • Oil Prices Rebound Nearly 90% In May For Best Month On Record Forbes
  • Oil lower on US-China tensions but heads for huge monthly rise Economic Times
  • Crude oil prices see their best month on record, surging 88% Globalnews.ca
  • Stocks Fall with GDP, Oil Prices Baystreet.ca /---/
    Geophysics and Oil & Gas Exploration
  • 2020 Trending Geophysical Services Market Segmentation ... Cole of Duty
  • Global Geophysical Services Market 2020 Trending Technologies ... 3rd Watch News
  • Mark Wagley: The Largest Contiguous 3D Geophysical Project in ... Energy Industry Review (press release)
  • Talon Metals Identifies 1 km Long Geophysical Anomaly and ... EnerCom Inc. (press release) (blog)
  • Seismic Survey Market Size, Analytical Overview, Growth Factors ... News Distinct /---/

    Valuation and Growth of Various Sectors in Energy

  • Should Investors Sell or Buy Oil Stocks Now? U.S News & World Report Money
  • After oil's best month ever, these are the key levels to watch CNBC
  • 5 Top Canadian Oil Stocks To Buy In 2020 Forbes
  • Pictet chief strategist cautious on equities rebound, warning on UK ... HedgeWeek
  • Equities Fall Thursday MENAFN.COM
  • XLE: Energy Stock Comeback Has Begun Seeking Alpha
  • Why WEC Energy Stock Is Up 60% Despite No Revenue Growth Forbes
  • Is There More To The Story Than Enerflex’s (TSE:EFX) Earnings Growth? Simply Wall St
  • A Dicey Year for Dividends (and 4 Stocks for Solid Payouts) Kiplinger's Personal Finance
  • Enphase Energy (ENPH) Up 1.2% Since Last Earnings Report: Can It Continue? Yahoo Finance
  • 3 Top Renewable Energy Stocks to Buy in June Motley Fool
  • Inspired Energy PLC (LON:INSE) Just Released Its Annual Earnings: Here’s What Analysts Think Simply Wall St
  • With pre-IPO fund raising nearly done, all eyes now on Jio Platforms IPO Livemint
  • We're Hopeful That Valeura Energy (TSE:VLE) Will Use Its Cash Wisely Yahoo Finance
  • Chesapeake Energy: rise and fall of a US shale star Financial Times
  • Solar Stocks Are Leading The Energy Market Recovery OilPrice.com
  • Clean power stocks outperform fossil fuel peers during pandemic Financial Times
  • Offshore Wind Energy Market Trends and Dynamic Demand by 2025 Cole of Duty

    Link to Energy Macro Page

    Energy sector trades at 2020 simple average PE Fy1 of 21.2 x and 2021 PE Fy2 of 20.4 x

    Energy sector trades at 2020 simple average EV/EBITDA of 6.7 x and 2021 EV/EBITDA of 6.0 x

    In terms of Dividend yield Energy sector trades at 2020 Yield of 5.0 % and 2021 Dividend Yield of 4.1 %

    On ROE basis Energy sector trades at 2020 ROE of -5.6 % and 2021 ROE of -6.6 %

    Energy subindustries by 2020 EBITDA Margin %

    Industry2020 EBITDA Margin
    Oil & Gas Exploration & Produc37.7
    Coal & Consumable Fuels23.8
    Oil & Gas Drilling15.9
    Oil & Gas Storage & Transporta43.7
    Integrated Oil & Gas18.8
    Oil & Gas Refining & Marketing5.7
    Oil & Gas Equipment & Services12.0

    Energy most profitable companies by 2020 EBITDA Margin %

    Industrycompany2020 EBITDA Margin
    Oil & Gas Storage & TransportaEnagas SA83.6
    Oil & Gas Exploration & ProducLundin Petroleum AB82.5
    Oil & Gas Exploration & ProducQEP Resources Inc81.7
    Oil & Gas Storage & TransportaSnam SpA80.6
    Oil & Gas Exploration & ProducWoodside Petroleum Ltd79.7
    Oil & Gas Exploration & ProducEnergen Corp79.3
    Oil & Gas Exploration & ProducConcho Resources Inc72.4
    Oil & Gas Storage & TransportaTransCanada Corp72.1
    Oil & Gas Exploration & ProducPTT Exploration & Production PCL67.4
    Oil & Gas Exploration & ProducTullow Oil PLC66.9
    Coal & Consumable FuelsCONSOL Energy Inc66.6
    Oil & Gas Storage & TransportaWilliams Cos Inc/The65.3
    Oil & Gas Exploration & ProducContinental Resources Inc/OK62.3
    Oil & Gas Exploration & ProducBaytex Energy Corp61.4
    Oil & Gas Storage & TransportaKinder Morgan Inc/DE57.8

    Companies in Energy By Market Share %

    companymarketshare
    China Petroleum & Chemical Corp7.4
    PetroChina Co Ltd6.5
    Royal Dutch Shell PLC6.1
    BP PLC4.9
    Exxon Mobil Corp4.5
    TOTAL SA3.1
    Chevron Corp2.5
    Rosneft Oil Co PJSC2.4
    Marathon Petroleum Corp2.2
    Gazprom PJSC2.1
    LUKOIL PJSC2.0
    Phillips 661.9
    Valero Energy Corp1.8
    JXTG Holdings Inc1.6
    Reliance Industries Ltd1.5

    Countries Market Share in Energy %

    countrymarketshare
    RUSSIA19.9
    UNITED STATES19.4
    CHINA15.7
    NETHERLANDS12.2
    BRITAIN5.4
    INDIA5.2
    FRANCE3.4
    BRAZIL3.2
    CANADA3.0
    JAPAN1.8
    THAILAND1.8
    ITALY1.6
    SOUTH KOREA1.4
    NORWAY1.1
    SPAIN1.0
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    Largest Companies in Energy by Market Capitalisation mn$

    TickerCompanyCountryIndustrySubIndustryMarketCapUSDmn
    XOM USExxon Mobil CorpUNITED STATESEnergyIntegrated Oil & Gas192256.8
    CVX USChevron CorpUNITED STATESEnergyIntegrated Oil & Gas171201.9
    RIL INReliance Industries LtdINDIAEnergyOil & Gas Refining & Marketing128760.6
    RIGD LIReliance Industries LtdINDIAEnergyOil & Gas Refining & Marketing128664.4
    RDSA LNRoyal Dutch Shell PLCNETHERLANDSEnergyIntegrated Oil & Gas121620.1
    RDSB LNRoyal Dutch Shell PLCNETHERLANDSEnergyIntegrated Oil & Gas121581.4
    857 HKPetroChina Co LtdCHINAEnergyIntegrated Oil & Gas104760.3
    FP FPTOTAL SAFRANCEEnergyIntegrated Oil & Gas98346.0
    BP/ LNBP PLCBRITAINEnergyIntegrated Oil & Gas77195.3
    GAZP RMGazprom PJSCRUSSIAEnergyIntegrated Oil & Gas67890.6
    386 HKChina Petroleum & Chemical CorpCHINAEnergyIntegrated Oil & Gas67686.2
    OGZD LIGazprom PJSCRUSSIAEnergyIntegrated Oil & Gas67209.1
    ENB CNEnbridge IncCANADAEnergyOil & Gas Storage & Transporta66144.4
    ROSN RMRosneft Oil Co PJSCRUSSIAEnergyIntegrated Oil & Gas57746.6
    ROSN LIRosneft Oil Co PJSCRUSSIAEnergyIntegrated Oil & Gas57039.4
    LKOH RMLUKOIL PJSCRUSSIAEnergyIntegrated Oil & Gas52978.0
    LKOD LILUKOIL PJSCRUSSIAEnergyIntegrated Oil & Gas52948.8
    883 HKCNOOC LtdCHINAEnergyOil & Gas Exploration & Produc52010.1
    PETR3 BZPetroleo Brasileiro SABRAZILEnergyIntegrated Oil & Gas50422.9
    PETR4 BZPetroleo Brasileiro SABRAZILEnergyIntegrated Oil & Gas50422.9

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

    CountryIndustrySubIndustryNumber of companiesMarketCapUSDmn
    SOUTH KOREAEnergyOil & Gas Refining & Marketing318936.7
    CHINAEnergyCoal & Consumable Fuels355550.5
    HONG KONGEnergyOil & Gas Storage & Transporta15462.2
    JAPANEnergyOil & Gas Exploration & Produc110089.0
    CHINAEnergyOil & Gas Drilling17060.6
    CHINAEnergyIntegrated Oil & Gas2172446.5
    JAPANEnergyOil & Gas Refining & Marketing112390.9
    TAIWANEnergyOil & Gas Refining & Marketing128609.1
    CHINAEnergyOil & Gas Exploration & Produc152010.1
    INDONESIAEnergyCoal & Consumable Fuels58858.2
    BRITAINEnergyOil & Gas Equipment & Services34068.2
    UNITED STATESEnergyOil & Gas Exploration & Produc23155893.9
    CANADAEnergyOil & Gas Exploration & Produc928203.0
    RUSSIAEnergyOil & Gas Exploration & Produc7154086.0
    MALAYSIAEnergyOil & Gas Equipment & Services2313.7
    THAILANDEnergyCoal & Consumable Fuels11024.7
    UNITED STATESEnergyOil & Gas Equipment & Services640796.6
    BRITAINEnergyIntegrated Oil & Gas177195.3
    INDIAEnergyOil & Gas Refining & Marketing3267380.0
    INDIAEnergyOil & Gas Exploration & Produc315338.0

    Top Companies Energy by Dividend Yield

    TickerCompanyCountryIndustrySubIndustryDividendYld_fy1
    GAZ LIGazprom Neft PJSCRUSSIAEnergyIntegrated Oil & Gas129.9
    SIBN RMGazprom Neft PJSCRUSSIAEnergyIntegrated Oil & Gas129.3
    ITMG IJIndo Tambangraya Megah Tbk PTINDONESIAEnergyCoal & Consumable Fuels14.7
    OXY USOccidental Petroleum CorpUNITED STATESEnergyIntegrated Oil & Gas12.2
    PTBA IJTambang Batubara Bukit Asam Persero Tbk PTINDONESIAEnergyCoal & Consumable Fuels12.1

    Cheapest Companies in Energy on FY1 PE

    TickerCompanyCountryIndustrySubIndustryPE_fy1
    OINL INOil India LtdINDIAEnergyOil & Gas Exploration & Produc3.1
    1171 HKYanzhou Coal Mining Co LtdCHINAEnergyCoal & Consumable Fuels4.0
    ONGC INOil & Natural Gas Corp LtdINDIAEnergyOil & Gas Exploration & Produc4.5
    1898 HKChina Coal Energy Co LtdCHINAEnergyCoal & Consumable Fuels4.7
    BAB MKBumi Armada BhdMALAYSIAEnergyOil & Gas Equipment & Services4.7