IndiaTopArticles

FRI,SEP19,2014

USJapanEmergesasNewLNGTradeAxis
PetroleumIntelligenceWeekly:Mon,Sep22,2014

Theswathofnewliquefactionplantscomingonstreamoverthenextdecadepromisestoredrawthemapof
globalLNGtrade,witharguablythemostsignificantnewsupplylineemergingbetweentheUSandtheworld's
biggestLNGimporter,Japan.Japanesebuyershavealreadycommittedtotakemorethan19milliontons/yrof
USLNG,andcouldexpandthesevolumesfurtherfollowinganagreementsignedthismonthbetweenTokyoand
theAlaskastategovernment.

MarketForces:SaudisTopEurope'sJetSupplies
EnergyCompass:Fri,Sep19,2014

SaudiArabiahasleapfroggedKuwait,IndiaandtheUAEtobecomeEurope'sbiggestoverseasjetfuelsupplier
sofarthisyearatatimewhenEuropeanrefineryclosuresandrecoveringairlinedemandmeanEuropeis
growingincreasinglyreliantonjetimports.

India'sFuelShortagesStokeFearsofNewPowerCrisis
WorldGasIntelligence:Wed,Sep17,2014

Shortagesofnaturalgasandcoal,alongwiththeSupremeCourt'srecentrulingthatprivatefirms'leasesforover
200coalminingblockswereawardedillegally,havesparkedconcernsthatIndiaisheadingforanotherpower
crisis.

INDIA
JetFuelIntelligence:Mon,Sep15,2014

CivilAviationMinisterAshokGajapatiRajuPusapatiplanstovisitallofIndia's29statesinthecomingyearto
urgelocalgovernmentstojoinanationwideefforttorationalizetaxesonjetfuel,coordinateinfrastructure
investment,andimproveflightconnectivity.

JubailRefineryPropelsSaudiJetFuelChargeonEurope
JetFuelIntelligence:Mon,Sep15,2014

SaudiAramcoandTotal's400,000barrelperdayjointventureSatorprefineryatJubailhelpedSaudiArabia
snatchthetopspotinthelistofEurope'soverseasjetfuelsuppliersinthefirsthalfof2014.Jettrafficfromthe
kingdomhassurged70%to2.05millionmetrictons(108,000b/d)sofarthisyear,comparedtolastwhenSaudi
ArabiawasdowninfourthplacebehindKuwait,IndiaandtheUnitedArabEmirates.

NigerianSellersContinuetoStruggleAmidAtlanticBasinSurplus,Weak
Demand
EnergyIntelligenceBriefing:Mon,Sep15,2014

SellersofOctoberloadingWestAfricancrudereportamixedmonth,withlight,sweetNigerianfareclearing
slowly,andheavierAngolangradesmovingmoreeasilywithdifferentialsfirmingfromthefloorreachedin
September.NigeriansellersarestrugglingtoplacetheremainingbarrelsagainstcompetitionfromtheNorthSea
andMediterraneangradeswhoseprogramsappearedlastweek.
Copyright2014,EnergyIntelligenceGroup.Allrightsreserved.
ReproductionorredistributioninanyformwithoutpriorwrittenpermissionofEnergyIntelligenceGroupisprohibited.

GasoilMarketFacesHeadwindsAheadofWinter
PetroleumIntelligenceWeekly:Mon,Sep15,2014

Foranoilmarketthathaslookeddecidedlywobblyinrecentweeks,theusualseasonalsupportprovidedby
gasoilaheadoftheNorthernHemispherewintercan'tcomesoonenough.Theproblem,however,isthatthisyear
gasoilmaynotgivetheoilcomplexmuchofaboost.

India:ModiMakesaPlayforRegionalPower
EnergyCompass:Fri,Sep12,2014

IndianPrimeMinisterNarendraModi,whothismonthcompletedthefirst100daysofhisfiveyeartenure,faces
adelicateregionalbalancingactashesetsouttoshapeIndia'sforeignpolicyaroundspurringeconomic
development.Modi'sbusinessfocusedforeignpolicyseekstobuildregionalcooperationintradeandenergy
evenasitalsoaimstogiveIndiagreatercloutinitsownbackyardasrivalChinabecomesmoreassertive.

MarketForces:IndianExportLeap
EnergyCompass:Fri,Sep12,2014

OilproductexportsfromIndia,oneofAsiaPacific'smostimportantexporters,arepoisedtojumpinthesecond
halfofnextyear,liftedbyanupcomingwaveofrefineryexpansionsthatcouldseesome420,000barrelsperday
ofnewcapacitycomeonlineasearlyasnextyear.Gasoilexportscouldspikeby75,000b/dif,asexpected,
IndiaOilCorp.'snew300,000b/dParadiprefineryrampsupfullybythethirdorfourthquarterof2015.

IndiaonAlert
EnergyCompass:Fri,Sep12,2014

IndialastweekputstategovernmentsonhighalertafterAlQaedaleaderAymanZawahiriannouncedthe
formationofawinginIndia.ManyanalystsdismissedAlQaeda'sIndiathreatasattentionseekingbehavior,but
withUSforcessettowithdrawfromAfghanistanbyendyear,regionalrisksaresettorise.

INDIA
NuclearIntelligenceWeekly:Fri,Sep12,2014

StateownedUraniumCorpofIndiaLtd.stoppedminingatitsJadugudamineineasternJharkhandstateearlier
September,astepthatcouldaggravatedomesticfuelshortageandhurtgenerationatprojectsthataren'tunder
nuclearsafeguards.

BritishColumbia'sPivottoIndia?
LNGIntelligence:Fri,Sep12,2014

AfterrackingupthemilestravelingtovisitmajorLNGimportersinNortheastAsia,BritishColumbiaPremier
ChristyClarkisnowturningherattentiontoenergyhungryIndia.

Copyright2014,EnergyIntelligenceGroup.Allrightsreserved.
ReproductionorredistributioninanyformwithoutpriorwrittenpermissionofEnergyIntelligenceGroupisprohibited.