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China gas and power month in brief: industrial sector drives strong gas demand growth
China’s gas and power demand remains unscathed amid the rising US-China trade tensions. Overall gas demand and LNG imports in May grew by 17.8% and...
Coal indexation in LNG pricing: why it matters
In April, Tokyo Gas announced a 10-year non-binding HOA with Shell Eastern Trading Pte Limited for supply of 0.5 mmtpa of LNG from 2020. The contra...
Sending mixed signals: WECC power and renewables short term outlook March 2019
The month of March has highlighted many of the resiliency issues the North American power grid is grappling with as renewable penetration continues...
Coronavirus impact briefing: week ending 24th April
Energy and natural resources sectors are having to deal with the combined forces of the coronavirus pandemic, the oil price crash and an impending ...
The climate neutrality conundrum for heavy duty transportation
The European Green Deal has set a new trajectory for climate change policy in the European Union. The focus on net zero emissions by 2050 has resul...
How are power shortages affecting the copper market in China?
Since mid-2021, power rationing has hit at least 18 different provinces in China, across a broad range of sectors. The focus of provincial governme...
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