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ML Rural Crafts Laboratory News

From Biogas into Energy Sector

Small Scale Energy


Craft News

  • Greenlane to provide turnkey biogas upgrading in Europe Biomass Magazine
  • Meridiam develops first US biogas project Biomass Magazine
  • Lethbridge Biogas undergoing $7-million expansion Lethbridge News Now
  • TOGO: Biogas reference laboratory to be built at Lomé University AFRIK 21
    July 23, 2020

    Top Longs Based on Momentum

    tickernamecountrysectorPeriodChange
    RELIANCERELIANCE INDUSTRIES LTDIndiaEnergy24.71
    RELIANCERELIANCE INDUSTRIES LTDIndiaEnergy24.71
    002353YANTAI JEREH OILFIELD SERVICES GROChinaEnergy24.59
    OXYOCCIDENTAL PETROLEUM CORPUnited StatesEnergy23.47
    BPCLBHARAT PETROLEUM LTDIndiaEnergy23.43
    COPECEMPRESAS COPEC SAChileEnergy23.05
    COPECEMPRESAS COPEC SAChileEnergy23.05
    HINDPETROHINDUSTAN PETROLEUM CORP LTDIndiaEnergy21.10
    PGNPOLSKIE GORNICTWO NAFTOWE I GAZOWNPolandEnergy20.41
    YPFYPF SOCIEDAD ANONIMA ADR EACH REPRArgentinaEnergy17.65

    Top Shorts Based on Momentum

    tickernamecountrysectorPeriodChange
    VLOVALERO ENERGY CORPUnited StatesEnergy-17.99
    HFCHOLLYFRONTIER CORPUnited StatesEnergy-15.73
    OKEONEOK INCUnited StatesEnergy-14.54
    PSXPHILLIPSUnited StatesEnergy-13.36
    1605INPEX CORPJapanEnergy-11.21
    5019IDEMITSU KOSAN LTDJapanEnergy-10.44
    PKIPARKLAND CORPCanadaEnergy-9.57
    010950S-OIL CORPKorea (South)Energy-9.19
    010950S-OIL CORPKorea (South)Energy-9.19
    COGCABOT OIL & GAS CORPUnited StatesEnergy-8.89
    MLIndexnameytd1monthFy1PE
    CELS Index NASDAQ Global MarketNDQ Clean Edg Gr Energy17.1513.2834.6
    SPGTCLNT Index Standard & Poor's Index AlertS&P Global Clean Energy Net TR5.459.50-
    GWETR Index NASDAQ Global MarketISE Global Wind EnergyTR-0.9111.47-
    KRXENCM Index KOSPI Stock MarketKRX ENERGY & CHEM INDX-2.4318.6912.2
    MXEF Index MSCIMSCI EM-10.1610.6212.5
    CHIE Index Solactive (Structured SolutionSolactive China Energy T-11.848.17-
    WNAIT Index S-Network Global Indexes LLCS-Net Nucl EnergyNTR USD-13.886.70-
    M1EF5EN Index MSCIMSCI EM/Energy 25-50 Nt-23.3211.15-
    SPGCLEP Index Standard & Poor's Index AlertS&P GSCI Light Energy Official-23.404.68-
    XMECTR Index BloombergCMCI Energy TR Hdg CHF-30.0915.38-
    CMENTR Index #N/A Field Not ApplicableCMCI Energy USD Tot Ret-31.2112.55-
    BCOMEN3T Index BloombergBBG Energy 3 M Fwd TR-31.447.36-
    NDWUENRG Index MSCIMSCI World Energy Indust-33.493.83-
    NDWUENR Index MSCIMSCI World Energy Sector-33.493.8322.9
    M1WO0EN Index MSCIMSCI WORLD/ENERGY NR-33.493.8322.9
    MSGLENR Index MSCIMSCI World Energy Sector-33.632.5322.9
    SPTRSC10 Index Standard & Poor'sS&P Comp 1500 Energy TR-34.043.2053.4
    STRQEN Index New York Stock Exchange (NYSE)STRATAQUANT ENERGY-34.676.00-
    MXWO0EG Index MSCIMSCI WORLD ENERGY INDEX-34.923.7522.9
    SPGCEMTR Index Standard & Poor's Index AlertS&P GSCI Energy & Metals Offic-41.8212.84-

    Commodities YTD Performance

    NameUnitsKeyLastPriceCurrencyYTDChange USDpct1month
    Orange Juice (ICE)USd/lb.Orange Juice1.239USD19.19-0.84
    Gold SpotUSD/t oz.Gold1751.94USD17.490.53
    Palladium SpotUSD/t oz.Palladium1931.32USD2.55-6.68
    Silver (Comex)USD/t oz.Silver17.97USD1.701.47
    Lumber (CME)USD/1000 board feetLumber424.10USD0.4715.40
    Canola (ICE)CAD/MTCanola476.20CAD0.000.72
    3Mo Tin (LME)USD/MT3Mo Tin16859.00USD-2.559.06
    Oats (CBOT)USd/bu.Oats2.8125USD-2.68-11.83
    SteelUSD/MTSteel417USD-5.764.12
    Cocoa (ICE)USD/MTCocoa2270.00USD-5.81-5.46
    Copper (Comex)USd/lb.Copper2.6545USD-6.097.91
    Cocking CoalCNY/MTCocking Coal1159CNY-6.383.99
    Soybean (CBOT)USd/bu.Soybean8.7475USD-6.693.40
    Rough Rice (CBOT)USD/cwtRough Rice12.15USD-7.25-24.44
    Feeder Cattle (CME)USd/lb.Feeder Cattle1.3175USD-8.342.13
    3Mo Zinc (LME)USD/MT3Mo Zinc2087.50USD-8.882.50
    Ethanol (CBOT)USD/gal.Ethanol1.26USD-9.3516.67
    Wheat (CBOT)USd/bu.Wheat4.87USD-9.90-5.80
    Sugar #11 (ICE)USd/lb.Sugar0.1206USD-10.407.77
    3Mo Aluminum (LME)USD/MT3Mo Aluminum1603.00USD-11.145.98
    NickelUSD/MTNickel12625USD-12.272.35
    Cotton #2 (ICE)USd/lb.Cotton0.5975USD-12.903.25
    Platinum SpotUSD/t oz.Platinum817.48USD-13.05-2.79
    Corn (CBOT)USd/bu.Corn3.2925USD-15.203.13
    Rubber (Tokyo)JPY/kgRubber157.20JPY-19.430.77
    Coffee 'C' (ICE)USd/lb.Coffee0.98USD-22.10-7.24
    Natural Gas (Nymex)USD/MMBtuNatural Gas1.66USD-23.85-5.68
    Live Cattle (CME)USd/lb.Live Cattle0.9512999999999999USD-24.31-2.56
    Lean Hogs (CME)USd/lb.Lean Hogs0.511USD-27.26-8.42
    Brent Crude (ICE)USD/bbl.Oil42.95USD-35.5519.01

    Country USD Yields Ordered By YTD Yield Change

    countryYieldYieldChange
    Ecuador31.1724.13
    Zambia21.6915.30
    Sri Lanka18.3713.20
    Switzerland19.1912.05
    Jamaica14.758.65
    Angola14.727.74
    India9.524.81
    Kazakhstan8.793.90
    Canada9.353.71
    Iraq9.913.48
    Tunisia8.262.47
    El Salvador9.172.35
    Costa Rica8.332.17
    Bolivia6.941.96
    Nigeria7.451.54
    Ghana7.721.51
    United States6.411.30
    Turkey6.691.11
    Ethiopia6.811.00
    Oman6.390.90
    Kenya6.320.63
    Egypt6.940.60
    Dominican Republic5.650.59
    Senegal6.250.56
    South Africa5.540.52
    Pakistan6.800.51
    Kuwait4.840.45
    Cote D'Ivoire (Ivory Coast)6.130.36
    Mexico4.960.31
    China4.840.16
    Macau4.870.12
    Mongolia5.430.01
    Singapore4.39-0.10
    Trinidad and Tobago3.99-0.21
    Argentina5.88-0.22
    Jordan5.81-0.37
    Italy3.58-0.37
    Colombia4.11-0.38
    Hong Kong3.83-0.39
    Ukraine6.48-0.41
    Paraguay4.72-0.44
    Brazil4.82-0.46
    Malaysia3.38-0.47
    United Arab Emirates3.68-0.51
    Romania2.93-0.53
    Panama3.70-0.59
    Chile3.77-0.60
    United Kingdom3.65-0.62
    Indonesia3.47-0.63
    Guatemala5.55-0.65
    Peru3.54-0.68
    Netherlands3.70-0.75
    Saudi Arabia3.88-0.82
    Israel4.72-0.85
    Morocco3.52-0.91
    Philippines2.46-0.97
    Belgium4.40-1.00
    Uruguay2.70-1.02
    Thailand2.15-1.05
    Vietnam2.63-1.08
    Azerbaijan3.50-1.13
    Hungary2.01-1.24
    Bahrain4.98-1.32
    Finland2.69-1.35
    Taiwan2.04-1.41
    Australia3.21-1.49
    Russian Federation2.78-1.54
    Qatar2.28-1.56
    Croatia (Hrvatska)1.77-1.62
    Sweden2.30-1.74
    Poland0.97-1.81
    Korea (South)1.57-1.81
    Luxembourg4.42-2.09
    France4.75-2.26
    Lebanon0.00-7.39
    Venezuela0.00-54.35
  • Energy Performance By Subindustry Last Month

    Industrymonthchangepct
    Oil & Gas Refining & Marketing8.12
    Oil & Gas Drilling5.88
    Coal & Consumable Fuels5.40
    Oil & Gas Storage & Transporta4.41
    Integrated Oil & Gas2.21
    Oil & Gas Equipment & Services1.28
    Oil & Gas Exploration & Produc-0.83

    Energy By Subindustry Performance YTD

    Industrymonthchangepct
    Oil & Gas Refining & Marketing-17.04
    Oil & Gas Storage & Transporta-17.78
    Coal & Consumable Fuels-20.06
    Oil & Gas Exploration & Produc-23.89
    Integrated Oil & Gas-25.87

    Energy Performance in Various Countries Last Month

    countryPeriodChange
    Chile23.05
    Argentina17.65
    India16.93
    South Africa13.62
    Brazil12.18
    Indonesia8.33
    Turkey7.63
    Colombia7.55
    Thailand7.52
    France6.74
    Italy6.41
    Malaysia5.36
    Australia4.62
    Poland4.53
    Portugal3.41
    Kazakhstan3.33
    Taiwan2.01
    Netherlands1.28
    United Kingdom1.15
    Finland0.89
    China0.77
    Austria0.69
    Korea (South)0.39
    Qatar0.23
    Sweden0.04
    Saudi Arabia-0.17
    Romania-0.70
    Jordan-0.76
    Russian Federation-2.24
    Canada-2.30
    Norway-2.72
    Pakistan-2.86
    Spain-4.65
    Vietnam-4.82
    Hungary-6.31
    Greece-8.09
    Japan-9.31
    United States-74.78

    Energy Valuation and Growth in Various Countries (Simple Averages)

    CountryPEFy0PEFy12020Growth
    ROMANIA0.007.1424.32
    HONG KONG9.226.915.35
    ITALY14.2013.630.34
    CYPRUS0.000.000.00
    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
    UNITED STATES13.134.71-5.28
    CANADA10.634.23-5.74
    INDIA7.6911.88-9.92
    INDONESIA6.945.98-17.25
    SOUTH AFRICA4.335.28-21.20
    AUSTRALIA9.4512.05-21.22
    BRITAIN7.491.04-21.67
    BRAZIL12.5310.12-23.53
    SOUTH KOREA4.496.40-26.11
    THAILAND9.2918.47-26.48
    SPAIN6.4313.94-31.08
    CHINA9.7412.05-33.19
    TAIWAN25.2638.60-34.22
    JAPAN8.0224.95-35.48
    RUSSIA3.9011.46-35.63
    FRANCE13.8311.57-36.24
    AUSTRIA9.7416.51-60.82
    HUNGARY0.000.00-76.99
    NORWAY0.000.00-88.78
    SWEDEN0.000.00-92.16

    European Gas
  • Gas grid operators unveil plan for European hydrogen infrastructure ... EURACTIV
  • European 2020 gas trading volume may surpass 2019 record – research Hellenic Shipping News Worldwide
  • Gazprom's Hold On European Gas Market Slips OilPrice.com
  • European Gas Grid Operators Present Hydrogen Plan Natural Gas World
  • Uniper to work with GE to decarbonise European gas plants Reuters /---/
    Central Asian Gas
  • China Launches 5+1 Format Meetings With Central Asia The Diplomat
  • Expensive pipeline gas to support China's LNG demand ICIS
  • Landlocked central Asian nations show potential beyond commodities UNCTAD
  • Wang Yi: The Establishment of a Collective Dialogue Mechanism ... MFA China
  • Russia Eyes Another Massive Gas Pipeline To China OilPrice.com /---/
    Oil Prices
  • Low Oil Prices Force Saudi Arabia To Consider Privatizing State-Held Assets OilPrice.com
  • Oil Holds At 4-Month High Despite Jump In COVID-19 Cases OilPrice.com
  • Halliburton Looks Beyond Shale As Fracking Remains Unprofitable OilPrice.com
  • Oil prices end with a slight loss after unexpected build in U.S. supplies MarketWatch
  • The World's Newest Oil Boom Is Facing A Major Problem OilPrice.com /---/
    Geophysics and Oil & Gas Exploration
  • The Right Tools for Oil and Gas Exploration: SimActive and Dawson ... DroneLife
  • TGS Quarterly Dividend Oslo Stock Exchange:TGS GlobeNewswire
  • Offshore Oil and Gas Seismic Equipment and Acquisitions Market Is expected to Witness Significant Growth between 2020 to 2025| Top Key Players Cole of Duty
  • SimActive Software Used for Oil and Gas Seismic Exploration sUAS News
  • Global Exploration and Production (EandP) Software Market expected to grow USD XX.X million by 2025: Schlumberger, Paradigm, ION Geophysical, Ikon Science, INT, Exprodat Consulting Cole of Duty /---/

    Valuation and Growth of Various Sectors in Energy

  • The close: Stocks end choppy session higher on mixed earnings The Globe and Mail
  • Shocked at Expensive Stocks? Bonds Might Be Worth a Look Wall Street Journal
  • US STOCKS-S&P 500, Dow rise after positive earnings, stimulus bets Yahoo Finance
  • Oil prices shrugging off surprise inventories rise, energy stocks still ... Seeking Alpha
  • 3 Energy Stocks Primed for Bearish Trades Investorplace.com
  • Sensex Gains Over 150 Points From Day's Low Amid Choppy Trade NDTV Profit
  • NextEra Energy (NEE) Reports Next Week: Wall Street Expects Earnings Growth Yahoo Finance
  • Tesla’s Megapack powers its small, but growing energy storage business TechCrunch
  • Suncor Energy reports second quarter 2020 results NYSE:SU GlobeNewswire
  • DTE Energy (DTE) to Report Q2 Earnings: What's in the Cards? Yahoo Finance
  • Do Alliant Energy's (NASDAQ:LNT) Earnings Warrant Your Attention? Yahoo Finance
  • Top-Rated Stocks Near Buy Point With Earnings Due: Advanced ... Investor's Business Daily
  • Six tech stocks now make up half the value of the Nasdaq 100 CNBC
  • The oil industry has less time to decarbonize than it thinks World Economic Forum
  • EU plans flurry of rule changes to boost market recovery Financial Times
  • Tesla Market Cap Crosses $300 Billion — Has Tesla Reached Escape Velocity? CleanTechnica
  • Global Molten Salt Solar Energy Thermal Storage and Concentrated Solar Power (CSP) Market Key Drivers and Statistics Analysis 2020-2024 | BrightSource Energy, Abengoa, Areva, Acciona Cole of Duty
  • Chevron agrees to buy Noble, key player in Israeli energy sector, for $5 billion Haaretz

    Link to Energy Macro Page

    Energy sector trades at 2020 simple average PE Fy1 of 33.6 x and 2021 PE Fy2 of 16.4 x

    Energy sector trades at 2020 simple average EV/EBITDA of 6.8 x and 2021 EV/EBITDA of 6.1 x

    In terms of Dividend yield Energy sector trades at 2020 Yield of 3.3 % and 2021 Dividend Yield of 3.6 %

    On ROE basis Energy sector trades at 2020 ROE of -1.7 % and 2021 ROE of -64.3 %

    Energy subindustries by 2020 EBITDA Margin %

    Industry2020 EBITDA Margin
    Oil & Gas Exploration & Produc38.8
    Coal & Consumable Fuels23.3
    Oil & Gas Drilling12.3
    Oil & Gas Storage & Transporta43.4
    Integrated Oil & Gas18.7
    Oil & Gas Refining & Marketing6.7
    Oil & Gas Equipment & Services12.0

    Energy most profitable companies by 2020 EBITDA Margin %

    Industrycompany2020 EBITDA Margin
    Oil & Gas Storage & TransportaEnagas SA84.4
    Oil & Gas Exploration & ProducLundin Petroleum AB83.8
    Oil & Gas Exploration & ProducQEP Resources Inc81.8
    Oil & Gas Storage & TransportaSnam SpA79.9
    Oil & Gas Exploration & ProducWoodside Petroleum Ltd79.7
    Oil & Gas Exploration & ProducEnergen Corp79.3
    Oil & Gas Exploration & ProducConcho Resources Inc72.3
    Oil & Gas Storage & TransportaTransCanada Corp71.5
    Oil & Gas Exploration & ProducPTT Exploration & Production PCL67.6
    Oil & Gas Storage & TransportaWilliams Cos Inc/The66.8
    Coal & Consumable FuelsCONSOL Energy Inc65.8
    Oil & Gas Exploration & ProducPioneer Natural Resources Co65.2
    Oil & Gas Exploration & ProducTullow Oil PLC65.2
    Oil & Gas Exploration & ProducContinental Resources Inc/OK61.3
    Oil & Gas Exploration & ProducBaytex Energy Corp59.9

    Companies in Energy By Market Share %

    Countries Market Share in Energy %

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    Largest Companies in Energy by Market Capitalisation mn$

    TickerCompanyCountryIndustrySubIndustryMarketCapUSDmn
    XOM USExxon Mobil CorpUNITED STATESEnergyIntegrated Oil & Gas184942.0
    RIGD LIReliance Industries LtdINDIAEnergyOil & Gas Refining & Marketing164458.5
    CVX USChevron CorpUNITED STATESEnergyIntegrated Oil & Gas162669.9
    RIL INReliance Industries LtdINDIAEnergyOil & Gas Refining & Marketing159908.7
    RDSA LNRoyal Dutch Shell PLCNETHERLANDSEnergyIntegrated Oil & Gas124537.5
    RDSB LNRoyal Dutch Shell PLCNETHERLANDSEnergyIntegrated Oil & Gas124528.2
    857 HKPetroChina Co LtdCHINAEnergyIntegrated Oil & Gas116171.3
    FP FPTOTAL SAFRANCEEnergyIntegrated Oil & Gas101653.7
    BP/ LNBP PLCBRITAINEnergyIntegrated Oil & Gas78353.4
    386 HKChina Petroleum & Chemical CorpCHINAEnergyIntegrated Oil & Gas68912.4
    GAZP RMGazprom PJSCRUSSIAEnergyIntegrated Oil & Gas66016.9
    OGZD LIGazprom PJSCRUSSIAEnergyIntegrated Oil & Gas65244.2
    ENB CNEnbridge IncCANADAEnergyOil & Gas Storage & Transporta60833.6
    PETR4 BZPetroleo Brasileiro SABRAZILEnergyIntegrated Oil & Gas55906.9
    PETR3 BZPetroleo Brasileiro SABRAZILEnergyIntegrated Oil & Gas55896.3
    ROSN RMRosneft Oil Co PJSCRUSSIAEnergyIntegrated Oil & Gas54537.1
    ROSN LIRosneft Oil Co PJSCRUSSIAEnergyIntegrated Oil & Gas54050.7
    SE USSpectra Energy CorpUNITED STATESEnergyOil & Gas Storage & Transporta53890.9
    LKOH RMLUKOIL PJSCRUSSIAEnergyIntegrated Oil & Gas53258.3
    LKOD LILUKOIL PJSCRUSSIAEnergyIntegrated Oil & Gas53142.8

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

    CountryIndustrySubIndustryNumber of companiesMarketCapUSDmn
    SOUTH KOREAEnergyOil & Gas Refining & Marketing319233.2
    CHINAEnergyCoal & Consumable Fuels358218.9
    HONG KONGEnergyOil & Gas Storage & Transporta15999.7
    JAPANEnergyOil & Gas Exploration & Produc18911.5
    CHINAEnergyOil & Gas Drilling17774.8
    CHINAEnergyIntegrated Oil & Gas2185083.7
    JAPANEnergyOil & Gas Refining & Marketing111599.4
    TAIWANEnergyOil & Gas Refining & Marketing128719.7
    CHINAEnergyOil & Gas Exploration & Produc151272.6
    INDONESIAEnergyCoal & Consumable Fuels59279.2
    BRITAINEnergyOil & Gas Equipment & Services34082.5
    UNITED STATESEnergyOil & Gas Exploration & Produc23157024.8
    CANADAEnergyOil & Gas Exploration & Produc926517.7
    RUSSIAEnergyOil & Gas Exploration & Produc7151449.6
    MALAYSIAEnergyOil & Gas Equipment & Services2316.7
    THAILANDEnergyCoal & Consumable Fuels11049.6
    UNITED STATESEnergyOil & Gas Equipment & Services641329.6
    BRITAINEnergyIntegrated Oil & Gas178353.4
    INDIAEnergyOil & Gas Refining & Marketing3335384.9
    INDIAEnergyOil & Gas Exploration & Produc315220.9

    Top Companies Energy by Dividend Yield

    TickerCompanyCountryIndustrySubIndustryDividendYld_fy1
    ITMG IJIndo Tambangraya Megah Tbk PTINDONESIAEnergyCoal & Consumable Fuels15.3
    OKE USONEOK IncUNITED STATESEnergyOil & Gas Storage & Transporta13.5
    HP USHelmerich & Payne IncUNITED STATESEnergyOil & Gas Drilling12.3
    REP SMRepsol SASPAINEnergyIntegrated Oil & Gas12.2
    PTBA IJTambang Batubara Bukit Asam Persero Tbk PTINDONESIAEnergyCoal & Consumable Fuels11.5

    Cheapest Companies in Energy on FY1 PE

    TickerCompanyCountryIndustrySubIndustryPE_fy1
    1171 HKYanzhou Coal Mining Co LtdCHINAEnergyCoal & Consumable Fuels4.4
    BAB MKBumi Armada BhdMALAYSIAEnergyOil & Gas Equipment & Services4.7
    1898 HKChina Coal Energy Co LtdCHINAEnergyCoal & Consumable Fuels4.9
    EXX SJExxaro Resources LtdSOUTH AFRICAEnergyCoal & Consumable Fuels5.3
    SNGSP RMSurgutneftegas OJSCRUSSIAEnergyIntegrated Oil & Gas6.0