Blogs - stephen osullivan

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Is peak oil now behind us?

27 May 2020 - Stephen O'Sullivan

In the last blog on energy a couple of weeks ago A bad week for Big Oil... with worse to come?, I highlighted two different views about Peak Oil out in the market: those who thought that the moment of Peak Oil (as in.

#Stephen O'Sullivan #OPEC #Russia #Saudi Arabia #oil

A bad week for Big Oil... with worse to come?

07 May 2020 - Stephen O'Sullivan

The 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.

#Stephen O'Sullivan #Oil & Gas #OPEC #oil price #Russia

After oil at -$40, what next?

27 Apr 2020 - Stephen O'Sullivan

Last Monday we warned that oil prices could turn negative.  That evening they did just that, with the main US domestic grade WTI trading as low as -$40/bbl for the May contract (sellers were paying buyers to take the.

#Stephen O'Sullivan #OPEC #oil price #Russia #oil

OPEC+ agreement: A band-aid to delay the crisis

14 Apr 2020 - Stephen O'Sullivan

Over the past weekend OPEC+ (OPEC plus Russia - and now plus a few other countries as well) announced that it had reached an agreement to cut oil production in response to the dramatic falls in oil demand following the.

#Stephen O'Sullivan #OPEC #oil price #Russia #Saudi Arabia

Prospects for the recovery of the global oil market

03 Apr 2020 - Stephen O'Sullivan

On 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 #Stephen O'Sullivan #Oil & Gas #coronavirus #OPEC #oil price #Russia

Oil price declines and the impact on China’s energy complex

12 Mar 2020 - Stephen O'Sullivan

Oil 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 #Stephen O'Sullivan #Oil & Gas #coronavirus #OPEC #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.

#Stephen O'Sullivan #China gas #LNG #coronavirus #Sinopec

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 #Stephen O'Sullivan #China gas #Gas market #LNG #Oil & Gas #PetroChina

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 #Stephen O'Sullivan #China gas #Coal #Gas market #LNG #PetroChina

China’s new national pipeline company moves ahead

10 Dec 2019 - Stephen O'Sullivan

China 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..

#Stephen O'Sullivan #China gas #Oil & Gas

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