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APAC Energy Buzz: China’s deteriorating air quality indicates a recovery is underway

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24 March 2020

APAC Energy Buzz: China’s deteriorating air quality indicates a recovery is underway

Report summary

Satellite imagery is showing an increase in the concentration of particulate matter across northern and eastern China. Rising levels of nitrogen dioxide, a useful indicator of economic activity, are being emitted from power plants, factories and vehicles following a significant reduction from late January as quarantine efforts intensified. Just when the world needs it most, China is going back to work.

Table of contents

  • China’s return to work is supporting a modest recovery in oil demand
  • Searching for the positives in China’s LNG market
  • Soft LNG spot prices and oil price crash easing the burden for Chinese LNG buyers
  • Recovery in China’s LNG demand requires a health warning
  • Thermal coal and recovery in electricity demand

Tables and charts

This report includes 2 images and tables including:

  • Falling oil prices are supporting China's LNG imports
  • China’s thermal coal demand is recovering, signalling stronger electricity output

What's included

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    APAC Energy Buzz: China’s deteriorating air quality indicates a recovery is underway

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