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India energy: 2018 in review and what to look for in 2019
Policy decisions, particularly in an election year, and commodity prices will yet again dictate what happens in India's energy sector. Domestic sup...
India energy: 2020 in review and what to look for in 2021
The coronavirus pandemic caused India’s energy demand to fall for the first time in 20 years. We estimate a 2.5% year-on-year decline for 2020; how...
Investing in integrated refining and petrochemicals through uncertain times
Given the uncertainty in transportation fuels demand in the wake of energy transition and a growing appetite for petrochemicals, interest around re...
The energy transition’s toll on refining
Slower demand growth and diverging trends between products and between East and West will drive the capacity additions, refinery closures, changes ...
This time is different: India’s second wave impact to oil demand
The current Covid-19 pandemic is spreading through India at a much quicker pace than last year, accounting for almost 50% of global daily cases at ...
Tightening of policies: China's rising control over its oil market
China’s 5-year long-term plan outlines the country’s aim to move towards high-quality growth instead of high-quantity growth, to reduce energy inte...
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