Archive | Global Commodities

Fukushima and Fracking: US Natural Gas Exports Can Underpin Japan’s Energy Security

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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Singapore Creates A New Asian LNG Trading Model

The Diplomat Gabe Collins , “Singapore Emerges as LNG Trading Hub”,” The Diplomat, (17 September 2013). Singapore LNG’s adoption of an innovative new trading model and investment in the necessary supporting infrastructure may put the Lion City in the position to significantly re-shape Asia’s burgeoning LNG market  […]  Full Article

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Russia: Can The Gas Empire Strike Back?

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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Tajikistan: Pamir pipedream or new Central Asian exporter to China?

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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North Korea’s Potential Missile Threat to Asian Oil Refining Infrastructure

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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Drilling Rig Containment: Iraq’s Postwar Oil Boom Helps Fuel U.S. Leverage Against Iran

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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Drillers vs. Distillers: Ethanol Motor Fuels Should Compete in a Free Market

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. […]

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Posted in Alternative Fuels, Global Commodities, Refining, Transport & Storage0 Comments

China’s Plan to Cap Coal Consumption and Production Needs Political Accountability and Accurate Statistical Reporting to Succeed

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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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

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 […]

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Copper Conflict—Mongolia is Betting That Rio Tinto’s Resolve Will Crash Before Mongolian GDP Does

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 […]

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