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Verisk Maplecroft: Geopolitics in Asian Gas Markets
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Report summary
Geopolitics has always been important to energy markets, but the risk profile is changing. Border disputes, like those in the South China Sea, make upstream investments more difficult. Since the Paris Climate accord came into force in November 2016, investors need to the potential for carbon policies to impact returns on investments. And with the Trump administration in the US focused on reducing the trade deficit, we've seen US LNG exports become politicised. In this presentation, Verisk Maplecroft, assesses some of the key geopolitical factors impacting Asian gas markets.
Table of contents
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Summary
- South China Sea: Block 136 highlights geopolitical risks around O&G development
- Carbon policy risks: Which countries are more likely to impose tough carbon policies?
- US-China relations: More US LNG exports to China?
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