Author: David Whitehouse
China faces refinery consolidation challenge
30 June 2020
A new mega-refinery is meant to concentrate rather than expand capacity. But it may not work out that way, and may have other knock-on effects
Solar supply chains need to be localised
30 June 2020
The pandemic has demonstrated the downside of relying on one global centre of production and long-distance supply chains
Chaebols may hinder Green New Deal progress
2 June 2020
South Korea’s conglomerates do not appear enthusiastic about curtailing carbon emissions, and their dominance crowds out more innovative contributors
Engie commits to offshore wind
27 May 2020
The French firm is moving decisively away from its gas roots
Japan needs scale to make hydrogen imports viable
27 May 2020
The lack of capacity to generate renewable energy in the densely populated island nation means it will need to rely on imports to fulfil its multi-decade hydrogen strategy
Covid-19 strains French nuclear model
26 May 2020
Workplace restrictions could hasten the decline of France’s fleet of baseload generators
Thai petchems await China rebound
28 April 2020
Diversified PTTGC is strong enough to wait for Chinese product demand but others may suffer
Southeast Asian project plans scale back
23 April 2020
Only developments with both low breakeven costs and favourable locations are likely to proceed for the foreseeable future
PTTEP faces margin pressure on gas plan
20 February 2020
As the Thai NOC embarks on its record five-year investment programme, analysts wonder how it will maintain profitability
AI takes aim at shale margins improvement
7 February 2020
Poor levels of profitability in shale are prompting a search to use artificial intelligence (AI) to improve the efficiency of production and improve the bottom line
US-China deal to drive HK bunkering role
21 January 2020
The phase one trade agreement signed between the US and China can revive Hong Kong’s standing as an international trading port, and points to its potential re-emergence as a supplier of bunker fuel
China targets Singapore bunkering
14 January 2020
Chinese tax reform will trigger a gradual shift in the bunker fuel market away from Asia’s dominant hub
Japan oil demand cut could be swift
11 December 2019
The Asian nation’s consensus culture means renewable energy could very quickly take a substantial chunk out of conventional hydrocarbons requirements
Data revolution before shale revolution
18 November 2019
China needs to replicate the US approach of making more data available before it can hope for game-changing shale production growth
Plastic recycling threatens oil demand growth
15 November 2019
Technology developments could take a chunk out of demand forecasts, but the impact may be just to moderate growth rather than shrink overall demand
Cost could curb China’s gas appetite
30 September 2019
The post-Tiananmen Square compact of rising living standards in return for political obedience may prioritise affordable residential energy over blue skies
China spearheading EV adoption
5 September 2019
The country leads the world in embracing electric vehicles, but this does not necessarily mean domestic demand for oil will decline anytime soon
Chinese refiners to flood the market
23 August 2019
Chinese exports from its refinery overcapacity to increase Asian market disruption