Blogs - energy

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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.

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

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