Insight
APAC Energy Buzz: China’s deteriorating air quality indicates a recovery is underway
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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 the following images and tables:
- 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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