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Russia-Ukraine war: Initial market take
25 Feb 2022 - Andrea CicioneMarkets normally react negatively to geopolitical risks but soon lose interest. The North Korea crisis of 2017-18 is a prime example of this: since it’s impossible to put a price on a nuclear war, markets simply decided.
#Federal Reserve #Oil & Gas #Oil Price #Russia #Commodities #Ukraine #War
Geopolitical Spotlight shifts to semiconductors - the new oil
10 Feb 2021 - Rory GreenThe structural shift in demand for semiconductors moves the focus of global geopolitics and finance from the Persian Gulf to the South China Sea. The rapid acceleration of the “internet of things”, to-date and to-come,.
#China #Oil & Gas #OPEC #Semiconductors #Geopolitics
A bad week for Big Oil... with worse to come?
07 May 2020 - Stephen O'SullivanThe last week was quieter in the oil markets as far as prices were concerned and there was a steady drift upwards on the back of some economies partially reopening. It was, however, reporting week for the oil companies.
#Oil & Gas #OPEC #Oil Price #Russia
Prospects for the recovery of the global oil market
03 Apr 2020 - Stephen O'SullivanOn January 1 Brent crude oil was trading above $66/bbl. Three months later, it had fallen by more than 60% from that level. A coronavirus-driven decline was followed by a collapse when the three-year old agreement.
#China #Oil & Gas #Covid19 #OPEC #Oil Price #Russia
Oil price declines and the impact on China’s energy complex
12 Mar 2020 - Stephen O'SullivanOil prices have been steadily declining in recent weeks as the impact of the coronavirus on energy demand in China and the rest of the world has become evident. This slide accelerated significantly at the beginning of.
#China #Oil & Gas #Covid19 #OPEC #Oil Price
Medium-term demand outlook bright, short-term very weak
28 Feb 2020 - Stephen O'SullivanThe 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'SullivanFaced 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'SullivanIt’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
China’s new national pipeline company moves ahead
10 Dec 2019 - Stephen O'SullivanChina announced the formal creation of a state-owned enterprise to manage the country’s oil and gas pipelines. This is a reform that has been under discussion for some time and has long been rumoured to be imminent..
#Oil & Gas
