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Obama's Speech in Beijing Promoting Shale Gas Development in China

November 20, 2009

Analysis of:Shale gas is part of US-China clean energy accord | www.ogj.com

Sino-US collaboration to develop shale gas resources in China was included in both the two countries joint statement and President Obama's speech at the press conference. All the driving elements are now gaining sufficient strength to vigorously and quickly push shale gas development forward in China. Those unconventional gas supplies would significantly change the current conventional view on China’s gas future with totally different future gas scenarios.

Chinese Downstream Oil Sector Entering a New Stage of Multi Player Competition

November 12, 2009

Analysis of:Exxon, Prospecting for Growth, Flips the Switch on Chinese Plant | online.wsj.com

The Chinese downstream oil sector began entering a new stage of development since early 2009, when CNOOC turned its first world-class refinery into operation in Guangdong Province. And Increasing market competition is also opening opportunities to active international oil companies. The new multi player competition scenario will no doubt produce significant influences on the Chinese downstream oil sector.

An Unconventional Source May Change Conventional View of China Energy Strategy

October 19, 2009

Analysis of:Natural Gas from Shale: Emerging Plays | seekingalpha.com

China is becoming a big natural gas consumer. Much dwarfed domestic gas production has driven a common expectation that China has to increasingly rely on international resources for its gas supply for the next decade or so just like the situation of oil. Will the emergency of unconventional shale gas overturn the conventional view, placing substantial influences on China's energy strategy?

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