Margin Notes

China backtracked on almost all aspects of U.S. trade deal - sources

China cannot give in to US demands. Their entire existence is…

France's Total to invest 10 pct in Northern Sea Route hubs in Russia

The gas is produced in one of the most inhospitable places on…

China to promote using wind energy to power heating

We just read a piece from Bloomberg that China is expanding coal…

U.S. is brazenly meddling in Nord Stream 2 gas project: Russia

I am sure Russians would recognize when meddling happens - they…

LNG prices linked to coal are innovative, not game-changing

The problem is neither the oil link - the solution is not the…

Sempra wants to become one of North America's biggest LNG exporters

Road diesel consumption in the US is almost the equivalent of…

China bucking global shift from coal-fired power

What fool does believe numbers from China? Of course, they will…

Asian LNG prices fall to near three-year low as buyers shun spot cargoes

The Asian sucking sound has become an Asian hissing sound. No…

Vitol's head of LNG expects supply shutdowns due to market glut

Unprecedented - maybe. But most certainly not unexpected. Most…

LNG supply glut, price slump should raise questions over future projects

There is a hype bubble on the Asian LNG market. Pakistan seems…

China's February LNG imports fell from January record as winter demand eased

China is - like its Asian peers - a flexibility taker. This means…

More shale, who cares? Saudi Arabia pushes for at least $70 oil

OPEC is between two hard realities that are grinding down on…