China Blog

What's going on in the world's second biggest economy

Topical analysis and comments from Jonathan Fenby - and an opportunity to discuss where China is heading.

Sino-French gas development in Iran under pressure from government to move ahead Sino-French gas development in Iran under pressure from government to move ahead, Stephen O'Sullivan, 10 Mar 2017
China moves ahead with more nuclear in 2017 China moves ahead with more nuclear in 2017, Stephen O'Sullivan, 7 Mar 2017
Gas to become more price-competitive in China – positive impact on demand Gas to become more price-competitive in China – positive impact on demand, Stephen O'Sullivan, 21 Feb 2017

Energy Blog

The impact of energy in emerging markets

Thoughts and insight from Stephen O'Sullivan on global energy issues and their relevance to the politics and economics of key emerging markets.

Iran ratchets up the pressure on Total (and CNPC) Iran ratchets up the pressure on Total (and CNPC), Stephen O'Sullivan, 9 Mar 2017
China moves ahead with more nuclear in 2017 China moves ahead with more nuclear in 2017, Stephen O'Sullivan, 7 Mar 2017
Optimism from Iran about oil & gas investment – Great Expectations, not entirely justified Optimism from Iran about oil & gas investment – Great Expectations, not entirely justified, Andrea Rutherford, Stephen O'Sullivan, 23 Feb 2017

New Energy Blog

What shifting energy foundations mean for the investment superstructure

Analysis of the new energy revolution, the implications for fossil fuels, and the impact on financial markets.

Energy return on investment: The dawn of the age of solar Energy return on investment: The dawn of the age of solar, Kingsmill Bond, 8 Mar 2017
The end of the ICE age The end of the ICE age, Kingsmill Bond, 3 Feb 2017
China: Leader of the new energy future China: Leader of the new energy future, Kingsmill Bond, 11 Jul 2016

Iran Blog

Analysis of one of the world's largest and most important frontier markets

Political, economic, sectoral and company analysis for Iran and its markets by Andrea Rutherford

Iran ratchets up the pressure on Total (and CNPC) Iran ratchets up the pressure on Total (and CNPC), Stephen O'Sullivan, 9 Mar 2017
Optimism from Iran about oil & gas investment – Great Expectations, not entirely justified Optimism from Iran about oil & gas investment – Great Expectations, not entirely justified, Andrea Rutherford, Stephen O'Sullivan, 23 Feb 2017
Turkmen gas supplies to Iran cut off – much ado about nothing Turkmen gas supplies to Iran cut off – much ado about nothing, Stephen O'Sullivan, 20 Jan 2017