Key Analysis

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Leviathan Inches Closer To FID

The Leviathan partners have secured a new gas sales agreement to support progress on Israel's largest gas project, though FID remains heavily dependent on finalising the MoU with Shell/BG.

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Market Naturally Favours Three-Operator Mix

South Korea has failed to license a fourth operator for the seventh time. This result confirms our view that the existing operators' value creation through converged services and connected objects,...

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Revenue Growth To Be Supported By Weakened Yen

The weakness of the Japanese yen will be an overall positive for Daiichi Sankyo's performance over the coming quarters. With the yen set to depreciate further after the introduction of negative...

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Inching Forward With Unconventional Oil

Gazprom Neft's shale exploration continues as a weak rouble is supporting sustained domestic investment. Domestic capacity in the unconventional space remains insufficient, though progress towards...

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