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The dynamics in China's energy markets: gas is now firmly back on the agenda
We recently presented our latest views on the role of natural gas in China's wider economic and energy policy context to clients. The presentation ...
The impact of El Niño and La Niña on Chinese commodity demand in 2016
In addition to the short-term impact on the Chinese commodity market of slowing GDP, industrial overcapacity and policy reform, another important f...
The impact of Russia's gas export strategy on US LNG
With European LNG imports, including from the US, set to grow over the next 5 years, there is much speculation about Russia’s likely response. Will...
The stampede returns: WCSB takeaway concerns resurface
WCSB natural gas production is projected to expand by 2-3 bcfd and rocket to over 19 bcfd in the next two years. Can domestic demand and export cap...
Update: Canadian wildfires disrupt oil production
Wildfires have engulfed Fort McMurray in the heartland of Canada's oil sands leading to Alberta's largest mass evacuation. Although the fires have ...
China gas and power month in brief: balancing acts are increasingly difficult
China maintained a strong appetite for both LNG and electricity. We saw LNG imports grow by 33% year-on-year in February, driven largely by the ram...
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