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.

China: Energy security trumps carbon emissions China: Energy security trumps carbon emissions, Stephen O'Sullivan, 2 May 2017
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

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.

China: Energy security trumps carbon emissions China: Energy security trumps carbon emissions, Stephen O'Sullivan, 2 May 2017
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

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