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Counting Cars: Rising Private Automobile Ownership in Chinese Cities Paves Road ...
June 23rd, 2013“Texas-sized” used to be the benchmark for large-scale car ownership, but “China-sized” is emerging as the new metric. We assembled statistical data for 36 cities that…
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Playing with Fire, Round 2: North Korea’s Potential Missile Threat to Asian Oi...
April 14th, 2013We first addressed the issue of potential North Korean threats to oil refining infrastructure in Northeast Asia in the fall of 2010. Unfortunately, the risk of…
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Central and Southwest China: The Key Battleground for Shale Gas and New Low-Cost...
September 28th, 2012Shale gas development plans in China have generated excitement throughout the energy community, and the Chinese Ministry of Natural Resources has just completed its second shale…
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Kings of Coal to Barons of Bling?
September 22nd, 2012So what do coal mines have to do with high-priced Bentley automobiles? In Chinese coal mining towns, a lot. The roster of Bentley dealerships in China…
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Xinjiang Poised to Become China’s Largest Coal Producer: Will Move Global Coa...
September 21st, 2012Key points: –In 2011, Xinjiang produced 120 million tonnes of coal. In our base case estimate, Xinjiang will produce ~240 million tonnes per year of coal…
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Wyoming and Montana Could Become Major New Coal Suppliers to China and the Asian...
September 4th, 2012Wyoming and Montana have the reserves and production to become significant coal suppliers to China and East Asia but need access to large port capacity on…