OIL News & Analysis

Santos’ disappointing returns over the past twenty years are mostly a result of bad timing. The timing of its potential departure from the ASX could...

Unless regulators step in, the ASX looks set to lose another icon.

A reader asks whether the tendency of Santos shares to move with oil prices suggests a misunderstanding of its business.

Markets seem overly bearish on this ASX oil and gas heavyweight, which appears to have overlooked secular tailwinds in its favour.

If a widely held view turns out to be wrong or exaggerated, investors taking the other side of the bet can be rewarded.

The ASX is near all-time highs but one sector stands out as cheap. 

The debate on energy and the environment seems dominated by divergent views, from climate change denial to ending fossil fuels now. Here’s an attempt...

Our view after Woodside and Santos walk away from merger talks. 

The US tech sector looks frothy, yet broader markets don't seem expensive and some other sectors seem downright cheap. 

Bonds are potentially heading for a third straight year of losses, something that hasn't happened over the past 100 years. Is this the beginning of a...