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.

Gas-to-gas competition emerging in China Gas-to-gas competition emerging in China, Stephen O'Sullivan, 17 Aug 2017
Chinese gas import dependency continues to increase Chinese gas import dependency continues to increase, Stephen O'Sullivan, 25 Jul 2017
China gas reform has not gone far enough China gas reform has not gone far enough, Stephen O'Sullivan, 18 Jul 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.

Gas-to-gas competition emerging in China Gas-to-gas competition emerging in China, Stephen O'Sullivan, 17 Aug 2017
Chinese gas import dependency continues to increase Chinese gas import dependency continues to increase, Stephen O'Sullivan, 25 Jul 2017
China’s gas reform – not as far or as fast as we had hoped China’s gas reform – not as far or as fast as we had hoped, Stephen O'Sullivan, 5 Jul 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.

The EM energy leapfrog: A new path to growth The EM energy leapfrog: A new path to growth, Kingsmill Bond, 28 Mar 2017
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