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 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
Chinese gas in 2016: Better outcomes than expected Chinese gas in 2016: Better outcomes than expected, Stephen O'Sullivan, 13 Feb 2017
Chinese gas demand in 2017: Forecasts remain up in the air Chinese gas demand in 2017: Forecasts remain up in the air, Stephen O'Sullivan, 18 Jan 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 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
Chinese gas in 2016: Better outcomes than expected Chinese gas in 2016: Better outcomes than expected, Stephen O'Sullivan, 13 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

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 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
 Consensus views on future energy supply and demand:  The emperor has no clothes Consensus views on future energy supply and demand: The emperor has no clothes, Kingsmill Bond, 20 Apr 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

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
Iran prioritises LNG over pipeline gas exports Iran prioritises LNG over pipeline gas exports, Stephen O'Sullivan, 23 Nov 2016
The facts on the US$100 billion supposedly paid to Iran The facts on the US$100 billion supposedly paid to Iran, Andrea Rutherford, 15 Nov 2016