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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
Drone power: Ukraine escalates its war on Russian oil
Sustained strikes on ports, terminals and refineries are testing the resilience of Russia’s oil export system, yet rapid repairs, rerouting and surging prices mean the campaign has yet to deliver a decisive blow
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
How Russia gains from the Hormuz supply shock
The US may be systemically stripping Russia of key geopolitical allies, but Moscow can reap rewards from the Hormuz crisis, both in the short and long term
Letter from Asia: The nuanced India-Russia oil picture
The South Asian consumer’s next move could tighten the Middle East oil market overnight
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
Arctic LNG 2 adds Arc7 to its shadow fleet
Having found a steady buyer in China for its sanctioned gas, the Russian project is positioned for nearly year-round operations, yet its 11-vessel ‘shadow fleet’ is still insufficient to achieve anywhere near capacity utilisation.
Explainer: What do Russia’s oil giants own overseas?
Time is running out for Lukoil and Rosneft to divest international assets that will be mostly rendered useless to them when the US sanctions deadline arrives in mid-December
Letter from London: Oil’s golden triangle
The interplay between OPEC+, China and the US will define oil markets throughout 2026
Urumqi in Xinjiang province
China Kyrgyzstan Russia
Shi Weijun
Shanghai
20 October 2022
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China boosts Central Asian gas links

Beijing’s decision to expand the gas pipeline network linking it to Central Asia may threaten Russia’s eastern pivot

Pipechina has started construction on the fourth trunk of China’s West-East Pipeline (WEP) system, the state-owned company says. The route forms the backbone of the country’s gas supply infrastructure, including underpinning China’s ability to bring supply from Central Asia. The segment being built will run 1,745km from the Xinjiang regional capital of Urumqi to a terminal in Zhongwei county in China’s Ningxia region, where the three existing WEP trunks converge. WEP 4 will eventually be extended from Zhongwei to the financial hub of Shanghai, covering a total of 3,340km once all segments are completed. The WEP system is designed mainly to transport gas imported from Central Asia to the ener

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