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China creates two-tier oil dynamic
There is a bifurcation in the global oil market as China’s stockpiling contrasts with reduced inventories elsewhere
China’s oil output to scale new heights
New discoveries and stabilisation of legacy fields’ output have helped China reverse the decline and be a top-five producer in recent years
India to help Asia spearhead global refining
Shifting demand patterns leaves most populous nation primed to become downstream leader as China and the West retreat
US, Russia and China circle the Arctic
The strategic importance of vast untapped oil and gas reserves and key shipping routes has come in from the cold
Cheap gas key to unlocking new markets
Weaning poorer regions off coal means gas needs to be abundant and competitive longer term
Do not underplay China’s long-term gas growth narrative
A subdued market amid global trade tensions is just an aberration in gas’ upward trajectory
China’s critical gas position
China will play a huge role in driving gas demand, with its Qatar partnership crucial to this growth amid global structural challenges
Gas may be bridge fuel for centuries
Energy majors argue transition debate has started to factor in the complexities of demand shifts and the wider role for gas
China’s pragmatic coal-to-gas strategy
A cautious approach to coal-to-gas switching offers lessons to others who are looking to balance cost with cleaner energy
Asia proves a growing draw for Gulf players
A newly formed joint venture between Saudi Aramco and Sinopec signals rising Gulf interest in the Asian market
China Tight oil Shale
David Whitehouse
18 November 2019
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Data revolution before shale revolution

China needs to replicate the US approach of making more data available before it can hope for game-changing shale production growth

A September shale gas discovery by the PetroChina arm of China ‘big three’ oil firm CNPC, in the Sichuan basin, has been hailed as a breakthrough because of the shallower-than-usual depth at which it was made. But it will make little difference to China’s likelihood of hugely undershooting its 2020 shale gas production target.  Beijing remains hopeful that funding shale gas exploration will help reduce China’s growing reliance on gas imports, as part of a wider growing concern over the country’s energy security in the wake of geo-political tensions with the US and its significant Asian naval strength. But analysts argue that root-and-branch reform of the structure of the Chinese gas industry

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