07 May 2013
Oil & Gas Journal Gabe Collins and Bo White, “Tajikistan: Pamir pipedream or new Central Asian exporter?”,” Oil & Gas Journal, Vol. 111, Issue 5, (06 May 2013). …this small impoverished country’s energy woes could become history. A recent deal that saw China National Petroleum Corp. (CNPC) and Total SA farm into Tethys Petroleum’s exploration [...]
Posted in Energy Security, Global Commodities, Natural Gas, Overseas Investment, Upstream0 Comments
14 April 2013
China SignPost™ (洞察中国) Gabe Collins and Andrew Erickson, “Playing with Fire, Round 2: North Korea’s Potential Missile Threat to Asian Oil Refining Infrastructure”,” China SignPost™ (洞察中国), No. 70 (14 April 2013). …North Korean threats against South Korean economic assets such as refineries would mark a new front in the countries’ conflict. The rising risk of [...]
Posted in Energy Security, Global Commodities, Refining, Transport & Storage0 Comments
02 April 2013
Gabe Collins, “Drilling Rig Containment: Iraq’s Postwar Oil Boom Helps Fuel U.S. Leverage Against Iran,”,” China Oil Trader™, No. 14 (2 April 2013). Operation Iraqi Freedom is often decried for having empowered Iran. For the first several years after the 2003 war, such dire assessments seemed justified. In the decade following U.S. intervention in Iraq, [...]
Posted in Energy Security, Global Commodities, Overseas Investment, Upstream0 Comments
29 March 2013
Gabe Collins, “Drillers vs. Distillers: Ethanol Motor Fuels Should Compete in a Free Market,”,” China Oil Trader™, No. 13 (29 March 2013). It’s time to end the Renewable Fuel Standard, which along other things, mandates that a specified volume of ethanol be included in the U.S. motor gasoline supply. The continuing rapid rise in U.S. [...]
Posted in Alternative Fuels, Global Commodities, Refining, Transport & Storage0 Comments
28 January 2013
Special Guest Contribution by Kevin Jianjun Tu, Senior Associate, Carnegie Endowment for International Peace, “China’s Plan to Cap Coal Consumption and Production Needs Political Accountability and Accurate Statistical Reporting to Succeed,”,” China Oil Trader™, No. 13 (28 January 2013). CHINA’S OIL & GAS SECTOR FROM WELLHEAD TO CONSUMER Key points: –China aims to cap both national [...]
Posted in Energy Security, Global Commodities0 Comments
17 January 2013
Gabe Collins, “Maquiladoras vs. the Pearl River Delta: A Snapshot of how Rising Wages in China Stand to Influence Global Oil Use Patterns by Moving Manufacturing Closer to Final Consumers,”,” China Oil Trader™, No. 12 (17 January 2013). CHINA’S OIL & GAS SECTOR FROM WELLHEAD TO CONSUMER Potential oil demand effects of changing trade patterns deserve [...]
Posted in Global Commodities, Oil Consumption0 Comments
19 December 2012
Special Guest Contribution Arthur Rodrigues, “Oil & Gas Bidding in Brazil and Opportunities for Foreign Investors,” China Oil Trader™, No. 11 (19 December 2012). CHINA’S OIL & GAS SECTOR FROM WELLHEAD TO CONSUMER Much is discussed about how China is investing in agriculture and mining in Brazil and South America, but little attention is paid [...]
Posted in Natural Gas, Overseas Investment, Upstream0 Comments
02 December 2012
Gabe Collins, “Profitability Drives Sinopec’s African Oil Investments,” China Oil Trader™, No. 10 (2 December 2012). CHINA’S OIL & GAS SECTOR FROM WELLHEAD TO CONSUMER It is important to focus on Chinese NOC’s economic motivations when analyzing their plans for overseas investment in destinations including Africa, Canada, the U.S, and elsewhere. Company managements (both commercial [...]
Posted in Overseas Investment, Upstream0 Comments
20 November 2012
Gabe Collins, “Oil Dependency and Military Strategy and Deployments—U.S. and China,” China Oil Trader™, No. 9 (20 November 2012). CHINA’S OIL & GAS SECTOR FROM WELLHEAD TO CONSUMER Trends that give the impression of changes in reliance on a foreign oil source can be powerful shapers of policy, particularly when changing budgets and perceptions of [...]
Posted in Energy Security, Oil Consumption0 Comments
29 October 2012
Gabe Collins, “Copper Conflict—Mongolia is Betting That Rio Tinto’s Resolve Will Crash Before Mongolian GDP Does,” China Oil Trader™, No. 8 (29 October 2012). CHINA’S OIL & GAS SECTOR FROM WELLHEAD TO CONSUMER Mongolia’s antagonistic stance toward foreign investors risks driving investment dollars into other regions, such as Chile for copper and making Mongolia even [...]
Posted in Global Commodities0 Comments
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