OilPrice

APRIL 3, 2025

Cypre is one of BPs 10 major projects expected to start up worldwide between 2025 and 2027, announced as part the reset strategy to grow upstream production. The Cypre development is the second major project to start up in two months, during which the UK-based supermajor sought to convince shareholders its investment case is now stronger

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Oil & Gas 360º

APRIL 3, 2025

Cypre is one of BPs 10 major projects expected to start up worldwide between 2025 and 2027, announced as part the reset strategy to grow upstream production. In the upstream, BP will aim for 10 new major projects to start up by the end of 2027, and a further 810 projects by the end of 2030. First gas from Ginger is expected in 2027.

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Oil and Gas Investments

NOVEMBER 27, 2024

from 2023 to 2027. Source: Brazil Potash Prospectus The biggest driver of worldwide potash growth is expected to be Latin America. The biggest driver within Latin America is expected to be Brazil. CRU Group expects Brazil potash demand to grow at 6.8% In Q3, Nutrien said they expect 70-72 million tonnes of potash to be shipped this year.

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True Energy

JANUARY 29, 2025

The revenue potential of vehicle-to-grid (V2G) varies widely based on location, fleet size, vehicle types, and use case. fleets will integrate V2G by 2027, and the market is expected to grow from $2.78 Laying the groundwork now ensures a smoother transition – and maximizes future returns. How much can V2G benefit EV fleets?

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True Energy

NOVEMBER 24, 2024

Industry analysis predicts that 10 to 20 per cent of US fleets will adopt V2G by 2027 , with other countries already continuing along the same trajectory. Many standard EVs have 75kWh batteries or larger, so they have the ability to provide local backup power in case of even multi-day outages. Make no mistake this is happening now.

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Oil and Gas Investments

OCTOBER 24, 2024

Case and point is ASP Isotopes (ASPI – NASDAQ). Morgan Stanley expects that to reach over 200 TWh in 2027. If its a raging bull market, where EVERYTHING is going upsometimes it doesnt pay to think too hard about an investment idea. There are reasons to be wary of this stock (I’ll list off a few shortly).

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Oil and Gas Investments

APRIL 7, 2025

REAL USE-CASES FOR AI When it comes right down to it, insurance is paperwork. Again at their Investor Day, Zaffino stepped through the case study of one of their businesses, their Lexington Insurance line. In their last Investor Day Lemonade took investors through the case-study of their most recent insurance line auto insurance.

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Oil & Gas 360º

MAY 28, 2025

(Investing) –LONDON/MOSCOW -OPEC+ agreed on Wednesday to establish a mechanism for setting baselines for its 2027 oil production, while OPEC+ sources said that separate talks on Saturday could agree a further accelerated oil output hike for July. Angola quit the group in 2024 over a disagreement on its production target.

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Oil and Gas Investments

FEBRUARY 15, 2025

The OEM doesn’t design the whole car, and Arteris doesn’t design the whole chip, but they are a key piece of the final product (in this case the semiconductor). We still believe that 2027 is really the right timing for introduction of these systems. What they do is akin to an auto-OEM that only designs transmissions.

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Enverus

MAY 30, 2025

And if thats the case, the wind, solar and storage technologies domination of the near-term queue composition, and state and corporate renewable goals, will continue. It is worthwhile to consider why this is the case when the ITC (48E) is at 30%. 9 This simple economic fact has several implications.

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Oil and Gas Investments

MAY 13, 2025

A GLP-1 will be good enough in some cases. Source: Akero Investor Presentation I understand that 2027 seems like a long-time, but thats the drug business folks, and its a lot better than 5 years. The dose that Novo Nordisk used (2.4mg) has discontinuation rates from 15% to 45% in the first year.

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Oil & Gas 360º

APRIL 17, 2025

“Proceeding with the project without any tax credit, is probably a worst-case scenario for Equinors shareholders, he said. The project was expected to start producing power in 2027. It is a key part of New York states efforts to reduce the use of fossil fuels and combat climate change.

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McKinsey

JUNE 30, 2025

While not all use cases require a bipedal form of robot, humanoid robots’ ability to navigate human environments—without needing a workspace redesign—is a real advantage. Our base case assumes moderate progress in training data, hardware affordability, and integration capabilities, as well as steady cultural and organizational adoption.

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McKinsey

JUNE 17, 2025

Conventional wisdom suggests that emerging markets would benefit from a diversification scenario, but our model shows that this isn’t necessarily the case. Under the fragmentation scenario, corridor growth would shift from a baseline scenario, in some cases drastically (Exhibit 3).

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