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China oil demand - downside risks to the outlook
Growing concerns regarding underlining weaknesses in China’s economy, have prompted us to develop a downside risk scenario for China. This lowers o...
China’s underground gas storage build has accelerated – what’s needed next?
Underground gas storage facilities construction has accelerated in the past two years thanks to policy mandates, renewed concerns over energy secur...
China's electric vehicle surge: a free market takeover
Since the second half of 2020, China’s EV sales are rising vigorously, with their shares in total car sales rising from 6% in 2020 to 24% in the fi...
Guangdong’s 14th five-year plan for energy firmly backs natural gas
Guangdong privince unveiled its 14th five-year plan for energy development in April 2022. The plan follows the national 14th five-year energy plan'...
Hurricane Ida aftermath still throwing a wrench in US Gulf Coast oil market
Hurricane Ida came and went in late August but is still affecting the crude oil and refined markets over three weeks later. The storm caused histor...
If you build it, will they come? Assessing the need for additional Permian crude pipeline investment
Crude production growth is grinding higher in the Permian once again, putting the basin in the driver's seat and leading overall US L48 production ...
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