Latest news with #ICIS
Time of India
2 days ago
- Business
- Time of India
Oil markets seen bearish after Trump-Putin Alaska meeting
Oil markets are set for a muted price reaction when they open on Sunday after US President Donald Trump's and Russian leader Vladimir Putin's meeting in Alaska, at which Trump said a fully-fledged peace deal was the aim for Ukraine rather than a ceasefire. Trump said he had agreed with Putin that negotiators should go straight to a peace settlement - not via a ceasefire, as Ukraine and European allies, until now with US support, have been demanding. Trump said he would hold off imposing tariffs on countries such as China for buying Russian oil following his talks with Putin. He has previously threatened sanctions on Moscow and secondary sanctions on countries such as China and India that buy Russian oil if no moves are made to end the Ukraine war. "This will mean Russian oil will continue to flow undisturbed and this should be bearish for oil prices," said ICIS analyst Ajay Parmar . "It is worth noting that we think the impact of this will be minimal though and prices will likely see only a small dip in the very near term as a result of this news." The oil market will wait for developments from a meeting in Washington on Monday between Trump and Ukrainian President Volodymyr Zelenskiy. European leaders have also been invited to the meeting, a source familiar with the matter told Reuters. "Market participants will track comments from European leaders but for now Russian supply disruption risks will remain contained," said Giovanni Staunovo, analyst at UBS. Brent settled at $65.85 a barrel on Friday, and US West Texas Intermediate at $62.80 - both down nearly $1 before the talks in Alaska. Traders are waiting for a deal, so until that emerges, crude prices are likely to be stuck in a narrow range, said Phil Flynn, a senior analyst with Price Futures Group. "What we do know is that the threat of immediate sanctions on Russia, or secondary sanctions on other countries is put on hold for now, which would be bearish," he said. After the imposition of Western sanctions, including a seaborne oil embargo and price caps on Russian oil, Russia has redirected flows to China and India.
Express Tribune
2 days ago
- Business
- Express Tribune
Oil markets bearish after Alaska summit
Oil prices are up more than 10% this year on concerns over tightening supplies. PHOTO: REUTERS Oil markets are set for a muted price reaction when they open on Sunday after US President Donald Trump's and Russian leader Vladimir Putin's meeting in Alaska, at which Trump said a fully-fledged peace deal was the aim for Ukraine rather than a ceasefire. Trump said he had agreed with Putin that negotiators should go straight to a peace settlement – not via a ceasefire, as Ukraine and European allies, until now with US support, have been demanding. Trump said he would hold off imposing tariffs on countries such as China for buying Russian oil following his talks with Putin. He has previously threatened sanctions on Moscow and secondary sanctions on countries such as China and India that buy Russian oil if no moves are made to end the Ukraine war. "This will mean Russian oil will continue to flow undisturbed and this should be bearish for oil prices," said ICIS analyst Ajay Parmar. "It is worth noting that we think the impact of this will be minimal though and prices will likely see only a small dip in the very near term as a result of this news." The oil market will wait for developments from a meeting in Washington on Monday between Trump and Ukrainian President Volodymyr Zelenskiy. European leaders have also been invited to the meeting, a source familiar with the matter told Reuters. "Market participants will track comments from European leaders but for now Russian supply disruption risks will remain contained," said Giovanni Staunovo, analyst at UBS. Brent settled at $65.85 a barrel on Friday, and US West Texas Intermediate at $62.80 - both down nearly $1 before the talks in Alaska. Traders are waiting for a deal, so until that emerges, crude prices are likely to be stuck in a narrow range, said Phil Flynn, a senior analyst with Price Futures Group. "What we do know is that the threat of immediate sanctions on Russia, or secondary sanctions on other countries is put on hold for now, which would be bearish," he said. After the imposition of Western sanctions, including a seaborne oil embargo and price caps on Russian oil, Russia has redirected flows to China and India.
Yahoo
21-06-2025
- Business
- Yahoo
RELX PLC (RELX): A Bull Case Theory
We came across a bullish thesis on RELX PLC (RELX) on FluentInQuality's Substack. In this article, we will summarize the bulls' thesis on RELX. RELX PLC (RELX)'s share was trading at $52.97 as of 10th June. RELX 's trailing and forward P/E were 38.02 and 29.94 respectively according to Yahoo Finance. A data analyst using cutting-edge analytics to accurately interpret complex sets of data. RELX Plc (REL) has quietly transformed itself from a traditional publishing house into an indispensable data and analytics powerhouse embedded in the workflows of scientists, lawyers, regulators, and financial professionals. Its crown jewels—Elsevier, LexisNexis, ICIS, and FlightGlobal—don't chase headlines; they provide deeply validated, mission-critical information that professionals rely on daily. RELX doesn't sell news or trend-driven content—it sells trust, insight, and operational confidence. Whether diagnosing a rare disease or modeling global trade flows, its tools are often the first—and only—stop for users. This embedded relevance creates a business model with powerful economics: subscription-based revenue, high renewal rates, low marginal costs, and 30 %+ operating margins. Once inside an institution, RELX is rarely replaced. Behind its steady exterior, RELX is a stealth acquirer, layering AI, predictive analytics, and risk-scoring capabilities through targeted tuck-ins and bolt-ons that enrich its data ecosystems. These acquisitions are rarely flashy but sharply focused, reinforcing pricing power and customer retention across its segments. Each division amplifies the others—legal workflows benefit from real-time risk data, compliance platforms pull from dynamic regulatory feeds, and scientific research is elevated through AI-driven insights. The result isn't a fragmented portfolio but a deeply integrated web of solutions that are difficult to replicate or displace. With mid-single-digit organic growth, high-margin reinvestment, and an unyielding grip on high-stakes workflows, RELX stands out as a quiet compounder. It doesn't ride hype cycles or make splashy pivots—it wins by embedding itself where complexity, regulation, and trust converge. In a world obsessed with noise, RELX thrives on necessity. Previously, we covered a bullish thesis on SAP SE (SAP) by FluentInQuality, which framed the company as foundational infrastructure for global business, quietly evolving into a cloud-first, AI-augmented platform with remarkable customer stickiness and operational leverage. The stock price has appreciated by roughly 4% since our coverage. FluentInQuality's thesis on RELX PLC (RELX) echoes this theme of indispensable enterprise software; RELX operates behind the scenes, embedding itself deeply in mission-critical workflows across legal, scientific, and regulatory domains. Both companies are quiet compounders thriving on necessity, not novelty, with RELX paralleling SAP's durability through high-margin, subscription-based models and integrated data ecosystems that are nearly impossible to replace. RELX PLC (RELX) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 18 hedge fund portfolios held RELX at the end of the first quarter which was 16 in the previous quarter. While we acknowledge the risk and potential of RELX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.
Yahoo
21-06-2025
- Business
- Yahoo
RELX PLC (RELX): A Bull Case Theory
We came across a bullish thesis on RELX PLC (RELX) on FluentInQuality's Substack. In this article, we will summarize the bulls' thesis on RELX. RELX PLC (RELX)'s share was trading at $52.97 as of 10th June. RELX 's trailing and forward P/E were 38.02 and 29.94 respectively according to Yahoo Finance. A data analyst using cutting-edge analytics to accurately interpret complex sets of data. RELX Plc (REL) has quietly transformed itself from a traditional publishing house into an indispensable data and analytics powerhouse embedded in the workflows of scientists, lawyers, regulators, and financial professionals. Its crown jewels—Elsevier, LexisNexis, ICIS, and FlightGlobal—don't chase headlines; they provide deeply validated, mission-critical information that professionals rely on daily. RELX doesn't sell news or trend-driven content—it sells trust, insight, and operational confidence. Whether diagnosing a rare disease or modeling global trade flows, its tools are often the first—and only—stop for users. This embedded relevance creates a business model with powerful economics: subscription-based revenue, high renewal rates, low marginal costs, and 30 %+ operating margins. Once inside an institution, RELX is rarely replaced. Behind its steady exterior, RELX is a stealth acquirer, layering AI, predictive analytics, and risk-scoring capabilities through targeted tuck-ins and bolt-ons that enrich its data ecosystems. These acquisitions are rarely flashy but sharply focused, reinforcing pricing power and customer retention across its segments. Each division amplifies the others—legal workflows benefit from real-time risk data, compliance platforms pull from dynamic regulatory feeds, and scientific research is elevated through AI-driven insights. The result isn't a fragmented portfolio but a deeply integrated web of solutions that are difficult to replicate or displace. With mid-single-digit organic growth, high-margin reinvestment, and an unyielding grip on high-stakes workflows, RELX stands out as a quiet compounder. It doesn't ride hype cycles or make splashy pivots—it wins by embedding itself where complexity, regulation, and trust converge. In a world obsessed with noise, RELX thrives on necessity. Previously, we covered a bullish thesis on SAP SE (SAP) by FluentInQuality, which framed the company as foundational infrastructure for global business, quietly evolving into a cloud-first, AI-augmented platform with remarkable customer stickiness and operational leverage. The stock price has appreciated by roughly 4% since our coverage. FluentInQuality's thesis on RELX PLC (RELX) echoes this theme of indispensable enterprise software; RELX operates behind the scenes, embedding itself deeply in mission-critical workflows across legal, scientific, and regulatory domains. Both companies are quiet compounders thriving on necessity, not novelty, with RELX paralleling SAP's durability through high-margin, subscription-based models and integrated data ecosystems that are nearly impossible to replace. RELX PLC (RELX) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 18 hedge fund portfolios held RELX at the end of the first quarter which was 16 in the previous quarter. While we acknowledge the risk and potential of RELX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.
Business Recorder
18-06-2025
- Business
- Business Recorder
Qatar says its output at South Pars field steady
LONDON/DUBAI: Qatar's gas production at the South Pars field is steady and supply is proceeding normally, it said on Tuesday, after the world's largest gas field was hit by an Israeli airstrike on Saturday, prompting Iran to partially suspend its production. Qatar, the world's third-biggest liquefied natural gas exporter after the US and Australia, shares the South Pars gas field with Iran. 'So far, gas supplies are proceeding normally. However, the ill-advised targeting raises concerns for everyone regarding gas supplies,' Qatar foreign ministry spokesperson Majed Al-Ansari said. 'This is a reckless move ... The companies operating in the fields are international, and there is a global presence, especially in the North Field,' he said during a weekly press briefing in Doha. The South Pars field is located offshore in Iran's southern Bushehr province and accounts for the bulk of production in Iran, the world's third-largest gas producer after the United States and Russia. Loading of LNG from Qatar's Ras Laffan LNG Terminal, which usually loads about 90 cargoes a month, remains within the usual range so far, according to shipping data from ICIS LNG Edge. 'There appear to be more than a dozen vessels in ballast (not carrying any cargo) waiting outside the port. These would ordinarily be expected to load quickly, but it remains to be seen if these will be delayed,' said ICIS' LNG analyst Robert Songer. LNG tanker, HLAITAN, which delivered a cargo to India earlier this month, was on its way back to Ras Laffan but is idling away from the Strait of Hormuz.
