(Investing) – Bernstein told investors in a note on Thursday that it sees $75 per barrel as a reasonable long-term oil price assumption for equity valuation, citing a new survey of the 50 largest listed oil and gas companies globally that points to rising marginal costs and a declining reserves outlook. Analyst Neil Beveridge estimated that the global oil marginal
(Investing) – Liquefied natural gas (LNG) prices are set to come under sustained pressure in 2026 as the market absorbs the largest supply wave in the industry’s history, Bernstein analysts said in a note published on Friday. Analysts led by Neil Beveridge forecast global LNG demand to rise to around 441 million tonnes per annum (mtpa) in 2026, up about
(Investing) – Bernstein analysts laid out their view for a coming US gas supercycle, projecting a significant shift in the domestic gas landscape through 2030. The firm has raised its long-term Henry Hub gas price deck to $5/mcf, which they believe is a conservative estimate, considering robust demand growth and constrained supply. Given its bullish stance, the investment bank upgraded EQT
