This report takes a closer look at ASX listed oil producers. It is a small cohort of companies that have survived the oil downturn and are now beginning to thrive in the higher oil price and lower cost environment. We also have a look at the macro picture for oil and examine the drivers of crude oil demand as we believe that hydrocarbons will have a place in the global energy mix for some time to come. Our view is that the use of renewable energy will increase but not at the expense of hydrocarbon-based energy due to the growing demand from the emerging world. We believe the demand is being driven by the ongoing movement of people into the ranks of the middle class in emerging countries. Our key pick on the ASX is Otto Energy, and we review Australis Oil and Gas, Buru Energy, Byron Energy, Freedom Oil and Gas and Sundance Energy.
To access our review of Argonaut Limited Oil & Gas report please log in under the Client Area Log In at the bottom of this page.
Argonaut’s Client Area allows you to view delayed share prices, access Argonaut’s wealth of Research as well as create custom portfolios and set up company watch lists.
If you would like to access our research please contact us to create an account.
+61 8 9224 6888
+852 3557 4888