China's gas demand has boomed through 2017. Winter demand will stretch China's gas supplies to the limit. While the national balance is tight, the balance in the highly seasonal north is even tighter. Critically, the area incorporating China's capital Beijing, Tianjin and Hebei province (the BTH region, known in China as Jing-Jin-Ji) faces the highest risk of gas shortage. Policies are already in place to prioritise heating over industrial demand. Can LNG save China from a winter shortfall? ? In this report, we look at: China's gas supply-demand balance this winter Gas supply availability and risks in the BTH region Opportunities and constraints for LNG imports this winter.
Why buy this report?
The study presents a detailed analysis of the Chinese gas market as it faces a winter supply crunch. If you need to stay on top of China's continued appetite for gas, our report will help you to:
Spot the upside for LNG suppliers and identify opportunities for imports into China this winter
Understand the supply sources that are needed to balance demand, to alleviate anticipated gas shortages
Compare trends in the market this winter to previous years, and track what's contributing to the looming supply crunch
This report offers a comprehensive analysis of the Chinese gas market as it heads into a winter supply crunch. It includes:
Data on the dynamics driving gas demand in China this winter
Detailed analysis of the highly seasonal North China market, where demand grows on a massive scale