Oil, Sanctions & SuperTankers: The Deals Driving Global Energy

<p>In this episode, Anthony Cheung and Stephen Barnett explore how geopolitics and soaring energy prices are reshaping some of the biggest deals in global markets.</p><p><br /></p><p>We look at Nigeria’s $1.6 billion Dangote Petroleum IPO and its ambition to build the world’s largest oil refinery, before unpacking Carlyle’s attempt to acquire Lukoil’s $20 billion portfolio of international assets amid Russian sanctions.</p><p><br /></p><p>We also break down why Trafigura is launching a new supertanker business as spot shipping rates surge towards $1 million a day, and how disruption in the Strait of Hormuz is transforming the economics of moving oil around the world.</p><p><br /></p><p>Finally, we examine KKR’s acquisition of DCC Energy and explain why private equity sees an opportunity in one of Europe’s biggest energy distributors.</p><p><br /></p><p>00:00 The Global Energy Shake-Up</p><p>02:08 Nigeria’s $1.6BN IPO</p><p>04:17 Inside the Dangote Refinery</p><p>07:10 How Do You Value African Companies?</p><p>12:12 Nigeria’s Energy Revolution</p><p>17:45 Lukoil’s $20BN Sale</p><p>24:29 Inside Trafigura</p><p>28:56 The Supertanker IPO</p><p>31:53 Why Shipping Rates Are Surging</p><p>37:24 KKR’s Acquisition of DCC Energy</p><p>40:23 How Private Equity Creates Value</p><p>43:04 The Deal Gets Approved</p>