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In pipelines we trust
The addition of an oil pipeline to the Power of Siberia 2 gas project could ensure deliveries of Russian oil to China, materially shorten logistics lines between West Siberia and final customers, and—amid disruption in the Strait of Hormuz—offer a land-based export route that reduces exposure to maritime chokepoints
China’s secure energy transition
Alongside a rapid continued build-out of renewables, China’s latest five-year plan stresses the value of domestic hydrocarbon production for energy security and calls for increased Russian gas imports
China’s new oil position
OPEC, upstream investors and refiners all face strategic shifts now the Asian behemoth is no longer the main engine of global oil demand growth
Explainer: Inside China’s crude oil stockpiling black box
Energy security continues to evolve as a strategic priority amid growing geopolitical tensions highlighted by increased volumes, a new energy law and persistent secrecy
Outlook 2026: How critical mineral partnerships are shaping ASEAN’s energy transition
The global race for critical minerals has become a defining feature of energy geopolitics, presenting the ASEAN region with both opportunity and risk
Letter from London: Oil’s golden triangle
The interplay between OPEC+, China and the US will define oil markets throughout 2026
The curious case of oil-on-water
The market is facing being drowned in excess crude, but one caveat is that a large chunk is due to buyers reluctant to snap up sanctioned barrels
China’s oil plan comes together
The country’s rapid output growth is an example that other producers could learn from
China seizes oil security opportunity
A combination of geopolitical uncertainty and OPEC+ barrels has driven a renewed focus on building strategic oil stocks despite flagging demand
Arctic LNG comes in from the cold
Beijing now appears prepared to accept discounted Russian LNG, even at the cost of heightened sanctions risk
China Cambodia Thailand
James Gavin
13 March 2020
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Beijing maintains expansionist tendencies

China has not lost its interest in oil and gas assets around the South China Sea

China has not been distracted from its assertive agenda in the South China Sea despite its domestic focus on combating Covid-19. It continues to deploy oil and gas vessels and military muscle to bolster its position in the strategically vital region.   The major focus of China’s obstructive role in the area is where its claims overlap with both Malaysia and Vietnam, neither particularly friendly towards Beijing. Malaysian national oil company (NOC) Petronas is exploring in blocks ND1 and ND2, which are in waters also claimed by the Vietnamese and within China’s so-called nine-dash line boundary.  The Chinese elbowing into the bilateral dispute is described by US-based thinktank the Asia Mari

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