Posted on 03 October 2013. Tags: Energy Security, Global Commodities, Natural Gas, Upstream
The Diplomat Gabe Collins , “Can The US Solve Japan’s Energy Crisis?”,” The Diplomat, (3 October 2013). The U.S. offers Japan a stable LNG source with a much more secure physical, economic and political environment than any other Asia-focused global LNG exporter. Japan is first in line to reap a host of strategic benefits from […]
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Posted in Energy Security, Global Commodities, Natural Gas, Upstream
Posted on 27 May 2013. Tags: Energy Security, Global Commodities, Natural Gas
The Diplomat Gabe Collins , “Russia: Can The Gas Empire Strike Back?”,” The Diplomat, (27 May 2013). Russian gas exports face serious challenges…how many more market share points and rubles Gazprom must lose before it finally adapts to a changing global gas market? […] Full Article
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Posted in Energy Security, Global Commodities, Natural Gas
Posted on 07 May 2013. Tags: Energy Security, Global Commodities, Natural Gas, Overseas Investment, Upstream
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 […]
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Posted in Energy Security, Global Commodities, Natural Gas, Overseas Investment, Upstream
Posted on 14 April 2013. Tags: Energy Security, Global Commodities, Refining, Transport & Storage
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 […]
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Posted in Energy Security, Global Commodities, Refining, Transport & Storage
Posted on 02 April 2013. Tags: Energy Security, Global Commodities, Overseas Investment, Upstream
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, […]
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Posted in Energy Security, Global Commodities, Overseas Investment, Upstream
Posted on 28 January 2013. Tags: Energy Security, Global Commodities
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 […]
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Posted in Energy Security, Global Commodities
Posted on 20 November 2012. Tags: Energy Security, Oil Consumption
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 […]
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Posted in Energy Security, Oil Consumption
Posted on 01 October 2012. Tags: Energy Security, Natural Gas, Upstream
Quick Note #1 Xinjiang’s massive–and largely untapped–coal reserves offer China a way to continue using large volumes of coal and do so at a much lower cost than before. Xinjiang’s large and high-quality thermal coal seams often lie close to the surface and can be mined for US$25/tonne or less. This is much lower than […]
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Posted in Energy Security, Natural Gas, Upstream
Posted on 24 June 2012. Tags: Energy Security, Oil Consumption, Refining, Transport & Storage
Gabe Collins, “Chinese Oil Traders Will be Big Winners From EU Oil Embargo Against Iran,” China Oil Trader™, No. 5 (24 June 2012). CHINA’S OIL & GAS SECTOR FROM WELLHEAD TO CONSUMER China’s May 2012 crude oil imports from Iran hit 524,000 bpd, according to the General Administration of Customs. This is the highest level […]
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Posted in Energy Security, Oil Consumption, Refining, Transport & Storage
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