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China gas and power month in brief: positive dynamics for gas, LNG and coal
Driven by coal-to-gas switching in the industry sector, China’s gas demand performed strongly in May. Overall demand was up by 18.5% and LNG import...
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...
Red Sea crisis leads to stronger bunker demand
The Red Sea remains one of the critical global chokepoints for international trade. For oil, an average 8.5 million b/d of crude oil and refined pr...
Russia and Ukraine tension: Oil and refining implications
Oil prices have climbed higher on the growing tension between the West and Russia over its movement of about 100,000 troops and equipment near the ...
Seasonality of stock changes
Stock builds in early 2015 and 2016 has overshadowed a stronger than average draw for the last four months as the oil price correction could be ent...
Shanghai gas markets long-term outlook H1 2015
The municipality of Shanghai is among China’s most economically developed regions, with the country’s highest per capita GDP. Backed by the local g...
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