COMPETITIVE INTELLIGENCE ANALYSIS

The Inflation Reduction Act offers a $3/kg production tax credit that suppliers say will spur a boom in demand for equipment.

QatarEnergy’s choice of partners for its North Field Expansion is broadly in line with industry expectations, despite the absence of Asian firms expected to join the project’s first and largest phase. TotalEnergies, Exxon Mobil and Shell each received a greater equity stake in the larger expansion project than other partners, further underscoring the importance of Qatar’s existing relationships. For Qatar’s European joint venture partners, additional LNG equity capacity augments gas-centric transition strategies, while US firms get additional resource base diversification.

Based on S&P Global indexes, this dataset tracks the relative performance of different equity classes (clean energy, nuclear, oil and gas, and broad equities), weekly from 2010.