• 4 minutes Trump has changed into a World Leader
  • 7 minutes China's Economy and Subsequent Energy Demand To Decelerate Sharply Through 2024
  • 8 minutes Indonesia Stands Up to China. Will Japan Help?
  • 10 minutes US Shale: Technology
  • 13 minutes Which emissions are worse?: Cows vs. Keystone Pipeline
  • 17 minutes Shale Oil Fiasco
  • 4 hours Boris Johnson taken decision about 5G Huawei ban by delay (fait accompli method)
  • 12 hours We're freezing! Isn't it great? The carbon tax must be working!
  • 2 hours Phase One trade deal, for China it is all about technology war
  • 5 hours Angela Merkel take notice. Russia cut off Belarus oil supply because they would not do as Russia demanded
  • 9 hours Environmentalists demand oil and gas companies *IN THE USA AND CANADA* reduce emissions to address climate change
  • 11 hours Might be Time for NG Producers to Find New Career
  • 12 hours Prototype Haliade X 12MW turbine starts operating in Rotterdam
  • 1 day Beijing Must Face Reality That Taiwan is Independent
  • 11 hours Wind Turbine Blades Not Recyclable
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  • 10 hours Denmark gets 47% of its electricity from wind in 2019

Global Intelligence Report - 2nd November 2018

Putin Erdogan

-Geopolitical analyst for global consulting firm
-China-focused consultant for Fortune 500 companies and major international institutions
-High-level Turkish government sources in Ankara
-Top aide to Turkish deputy foreign minister
-Turkish presidential chief advisor

Containing China, Destroying American LNG

For investors, the biggest bet to make right now is on LNG. And what happens next will be key, right ahead of mid-term elections. Trump needs a win in this war against China—hence all the speculation that we will see some sort of deal come out before elections. But in order to even begin to speculate on what that deal might be, we have to understand that the trade war has become about something much bigger than tariffs meant to boost U.S. manufacturing. This is about containing China’s growth, and LNG plays a massive roll in this. It’s a game the US absolutely must win.

From where we stand, Exxon Mobil is positioned to be the biggest beneficiary of the trade war in terms of LNG. The supergiant is harvesting Chinese LNG demand and avoiding China’s tariffs on U.S. natural gas imports at the same time.

China’s strategy is now changing. Most significantly, the trade war is making big foreign investors a part of the Chinese strategic element. Exxon is taking full advantage of this. According to an intelligence expert at a China-focused consultancy in Europe, and it’s this move that has hedge funds…




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