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China and Covid-19: Returning lockdowns increase downside risk to demand
China's oil demand has been recovering since the severe hit of Omicron outbreaks in April. However, as Covid cases rebounded in late June/early Jul...
Fate sealed? Western Canadian supply loses Eastern Canada to the Northeast supply in 2018
The Northeast pipeline projects that have received their certificates will unleash the low-cost Utica and Marcellus gas and intensify supply compet...
China's 14th five-year energy plan focuses on stability and cost control amid global energy crisis
On 22 March, China unveiled its 14th five-year plan for the modern energy system. The plan’s title deviates from previous naming convention (five-y...
Can China’s SPR dampen crude price escalation?
China announced to auction stocked crude oil in its Strategic Petroleum Reserve (SPR) for the first time in history. These SPR sales aim to help th...
Can cushion gas cushion the blow of winter?
European gas storage has been struggling to fill this summer for a variety of well documented reasons. As a result, storage will only be 75% full a...
Can Europe cope if Russian gas supply is disrupted?
Since the Russia-Ukraine conflict started, skyrocketing gas prices in Europe have weighed a risk premium of a total interruption of Russian gas flo...
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