China’s Strategic Need to Open Doors for Foreign Investment in Upstream EP
Per Xinhua news agency, on Jan. 9, 2020, China’s Ministry of Mineral Resources announced today the opening of exploration and production to private investment. Domestic and foreign companies with local net assets of at least 300 million yuan ($43 million) can apply for licenses. The reform will take effect on May 1, 2020. This announcement […]
A Reality Check in the Wave of LNG Projects
As LNG trade becomes the fastest-growing segment of global gas and fuels much enthusiasm in investing in LNG facilities, it also presents a new concern to many participants in the market: with many competing LNG projects, do we have an oversupplied LNG market at hand? Two recent news in the past week was particularly interesting […]
How big is the deal – Impact of Trade War on LNG between the US and China
This is the first post in my mini-series of “track what matters” – a knowledge share for natural gas market analysis crowd. In this post, I discuss the logic to answer this question. I like to iterate – when you see the charts and numbers below, keep this in mind: this is not intended to […]
Who provides the greatest value for US LNG – A deep dive into LNG imports for Asia
I shared with you the Asian gas balance chart last week and promised to continue this story. Here this goes. When we look into LNG imports in Asia, we need to get a closer look at the various importing markets, as they have different needs and hence characteristics for LNG demand. It is a critical […]
