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Feb 8 2022, 07:10 GMT
Energy Transition
Energy markets – the drivers, the implications, and a change in political direction
- Sectors : Energy Transition
- Companies : Corre Energy | Tullow Oil | Greencoat Renewables | Barryroe Offshore Energy | ITM Power
Ratings
Ratings and price correct at time of issue
| Company | Rating | Date | Previous Rating | Date | Closing Price |
|---|---|---|---|---|---|
| Corre Energy | OUTPERFORM | 21/10/21 | N/A | N/A | 122c |
| Greencoat Renewables | OUTPERFORM | 24/08/17 | N/A | N/A | 118c |
| ITM Power | OUTPERFORM | 23/02/21 | N/A | N/A | 256p |
| Barryroe Offshore Energy | OUTPERFORM | 09/06/11 | N/A | N/A | 2.8p |
| Tullow Oil | OUTPERFORM | 15/01/20 | Under Review | 09/12/19 | 52.5p |
DAVY VIEW
Global energy prices continue to make new cycle highs. We outline some of the many drivers behind this. There are broad implications from rising energy prices and we also summarise some of these. This is now causing a shift in the political narrative, which is relevant to share price performance.
