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Spot the difference
A US technological breakthrough is reshaping the global natural gas market and threatening pricing models
Royal Dutch Shell
Both Shell and Exxon pumped out fewer profits in the third quarter than bullish earnings from BP and ConocoPhilips had led investors to expect
European IPOs
Interest from institutional and retail investors in Poland’s PGE shows that Europe’s IPO drought may be ending
BP
Compared with last year, profits may have crumpled but over the summer the oil major still made almost $100,000 every three minutes
KNOC / Harvest Energy
Korea’s gadget-producing facilities may be the envy of the world, but the resource-poor nation still needs to heat and light them
Anglo American
The mining giant is knocking itself into shape, stripping out management clutter and restructuring the remainder. But it still faces internal challenges
Oilfield services
When the bubble burst, the letdown for oilfield service companies was brutal but awful quarterly earnings are not denting investor enthusiasm
Xstrata / Anglo
Now that Xstrata has retreated from a formal bid for Anglo-American, how should the two miners spend the next six months or so?
Rio / BHP
The thin pretence that Rio and BHP are anything other than sworn enemies in the ore-rich Australian outback may be dropped now
Xstrata / Anglo
Anglo’s and Xstrata’s share prices suggest the market no longer expects an offer. Xstrata may well take a six-month breather



