• 4 minutes Nord Stream 2 Halt Possible Over Navalny Poisoning
  • 8 minutes America Could Go Fully Electric Right Now
  • 11 minutes JP Morgan says investors should prepare for rising odds of Trump win
  • 1 day Permian in for Prosperous and Bright Future
  • 3 hours Daniel Yergin Book is a Reality Check on Energy
  • 1 day YPF to redeploy rigs in Vaca Muerta on export potential
  • 1 day Gepthermal fracking: how to confuse a greenie
  • 9 hours Famine, Economic Collapse of China on the Horizon?
  • 9 hours Oil giants partner with environmental group to track Permian Basin's methane emissions
  • 2 days US after 4 more years of Trump?
  • 1 day Top HHS official takes leave of absence after Facebook rant about CDC conspiracies
  • 2 days The Perfect Solution To Remove Conflict Problems In The South China East Asia Sea
  • 3 hours Open letter from Politico about US-russian relations
  • 2 days Surviving without coal is a challenge!!
  • 3 days Portuguese government confirms world record solar price of $0.01316/kWh

Global Intelligence Report - 2nd November 2018

-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 most…




Oilprice - The No. 1 Source for Oil & Energy News