AFII research on the Bloomberg terminal. BRC <go>, Source: ANF, Set alerts
AFII research on the Bloomberg terminal. BRC <go>, Source: ANF, Set alerts
Fidelity is announcing board room engagements on climate and ESG. That is great news, as a key investor in the oil sands industry, they could really have some carbon emissions reduction impact. The proof will be in the oil sands pudding, as AFII would like to describe it.
(26 July 2021)
Korea National Oil Corporation has fully wiped out its equity. We analyze the credit scenario where the government lets the BlackGold tar sand project go and bets on the Blackpink COP26 trajectory instead. Includes flash views on the KNOC/KOROIL bond transaction in the market.
(29 March 2021)
ConocoPhillips's acquisition of the Surmont oil field, funded by its $2.7 bn debt issuance on 8 Aug, will likely bring it in scope of oil sand exclusion policies.
The subsequent divestment flows could be negative for COP bond prices.
(16 Aug 2023)
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