Q2 2022 Research Theme: The Impact Of Western Sanctions On The Russian Oil Industry
When once confronted with a report that he had died, Mark Twain responded, "The rumors of my demise have been greatly exaggerated." The...
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Q1 2022 Research Theme: The Pivotal Role of Carbon Markets in the Energy Transition
Introduction A year ago (Q1 2021) we wrote a thematic research note providing an overview of the carbon capture, usage and storage (CCUS)...
Q4 2021 Research Theme: Energy Security & Reliability Are Paramount
Extraordinary Times Demand Extraordinary Measures – Yet Another Wake-Up Call “Hate to say it, but we need to increase oil & gas output...
Q3 2021 Research Theme: Energy Transition Cannot Risk Energy Security & Reliability
A Wake-Up Call As countries worldwide emerge from the Covid-19 health crisis, the global economy faces a fresh threat – an energy crisis...
Q2 2021 Research Theme: Macro Backdrop
Global oil market fundamentals have markedly improved this year, with Brent and WTI attaining 3-year highs of US$78/bbl and US$75/bbl...
Q1 2021 Research Theme: A Deep Dive on Carbon Capture, Usage and Storage
Innovation In Carbon Capture, Usage & Storage Consistent with PillarFour’s investment focus – scalable, proprietary, sustainable...
Q4 2020 Research Theme: A Deep Dive on Methane Emission Surveillance
Innovation In Methane Emission Surveillance Consistent with PillarFour’s investment strategy – scalable, proprietary, sustainable energy...