Stephen O'Sullivan

Managing Director, Energy Research
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Recent China research

* China Watch: Strong global growth a tailwind for China's deleveraging, Michelle Lam, Trey McArver, Larry Brainard, 14 Dec 2017
* China Watch: Outlook for 2018, Larry Brainard, Trey McArver, Michelle Lam, 7 Dec 2017
* China Perspective: North Korea scores, US stuck, Jonathan Fenby, 1 Dec 2017
* China Watch: The profit cycle – still some way to go, Michelle Lam, Trey McArver, Larry Brainard, 30 Nov 2017
* China Watch: China’s road to an automotive superpower, Michelle Lam, Trey McArver, Larry Brainard, Kingsmill Bond, 23 Nov 2017

See all our China research >>

China Monitor: Proposed national pipeline company could benefit gas demand

Overview

China’s infrastructure surge in the energy sector has produced capacity that is significantly underutilized, with obvious negative consequences for the companies that own the infrastructure and for China itself. However an important rationalization is in the offing. It is being reported in the Western energy media and being discussed publicly by PetroChina that the government will establish a national oil & gas pipeline company before year end and that the National Development &...

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