China Oil & Gas Demand
Above-Consensus Forecasts for Medium-Term Growth, but Electric Vehicles Loom Large for OilConsensus is missing the boat on China’s medium- and...
325 Views
LNG Industry Insight: New Entrants Gaining Market Share Amid a Tightening LNG Market (Part 1)
After a period of low investments and declining LNG prices, the LNG industry is enjoying a new phase of growth characterized by radical changes, as...
507 Views
Weekly Oil Views: Rising Supply and Trade Wars Weigh on Crude but Lull May Not Last
Two big bearish influences have yanked Brent and WTI down by $5-6/barrel from their 42-month peaks, but they may be overturned by a supply shock as...
308 Views
TSLA: Top Beneficiary of US-China Trade War Truce
In our coverage universe, Tesla Motors Inc (TSLA US) is likely to be the top beneficiary when the Chinese market access improves. TSLA’s China...
122 Views
Renegotiation of LNG Contracts Will Be More Evident in Coming Years Amidst Depressed Spot Prices
LNG buyers are seeking to renegotiate their long-term LNG contracts by capitalising on the supply glut to overcome oil-based pricing, destination...
398 Views