Insights - energy

Our charts and insights showcase our thought-leadership on key issues in macro research, geopolitical investment and investment strategy. Visit our research services and request a trial to find out more.


TS Lombard has a 30 year track record of bold and incisive analysis of Economics, Politics and Markets. This brief video explains how and why our research is unique.
REQUEST A TRIAL

The undead fuel

25 Feb 2021 - Marcus Chenevix

The disappearance of coal from the global energy mix follows a set pattern: precipitate decline from the peak leads not to swift terminal extinction but, for a prolonged interim, a zombified plateau. After good spells.

#Energy #Decarbonomics #Climate Change

Chaotic election but clear market reactions to come

23 Oct 2020 - Marcus Chenevix

Amid a once-in-a-century pandemic, with new Covid cases surging to a third US peak, the Biden campaign has entered the final stretch of the presidential election with tailwinds at its back and a war chest flush with.

#Trade War #Technology #US Economy #Energy #US Election #ESG

Big Oil and the Energy Transition: Out of their comfort zone?

30 Jun 2020 - Stephen O'Sullivan

The Energy Transition is upon us and one of the key challenges facing today’s oil and gas companies is: how do they address the fundamental changes that are needed in their business to adapt to, take part in and thrive.

#Energy #Oil Price

Medium-term demand outlook bright, short-term very weak

28 Feb 2020 - Stephen O'Sullivan

The medium-term outlook for China’s gas demand remains bright. Most observers – companies, governments, consultants - see gas as a replacement for carbon-intensive coal in China’s energy mix or, at worst, as a bridge.

#Energy #Oil & Gas #Covid19

China focuses on increasing gas output in an era of trade wars

13 Feb 2020 - Stephen O'Sullivan

  Faced with rising gas demand – albeit now rising at a slower pace - China has been seeking to boost domestic gas production to stem its growing dependency on imports. Given the ongoing trade war with the US, energy.

#Trade War #Energy #Oil & Gas

Slowdown in Chinese gas demand growth linked to changing power

23 Jan 2020 - Stephen O'Sullivan

It’s the money, honey China’s gas demand growth has risen steadily – and rapidly – in recent years. There was particularly strong growth in 2017 and 2018 as the government’s coal-to-gas switching programme drove demand.

#China #Energy #Oil & Gas

VIDEO
Video

Video

View our summary videos on fast trending topics. To listen to a recording of our Conference Calls, please get in touch with zdl@tslombard.com

READ MORE
TRACK RECORD
Track Record

Track Record

We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

READ MORE
PRESS
Press

Press

To request an interview with a member of our team, please get in touch zdl@tslombard.com .

READ MORE