Insight
China gas and power month in brief: April 2016
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Is Chinese gas demand now on a sustained recovery from the low levels of growth seen in late 2014 and 2015? The key word here is 'sustained'. Demand (and consequently imports) looks a lot healthier this year, but colder temperatures have been a feature of this. A shot of economic stimulus and rising oil prices have also helped. So for now it really is too early to tell if a resurgence in demand can be sustained. Elsewhere in this Month in Brief we also look at the uptick in power demand, consider coal/gas competition in power and question why China has been slow to join the FSRU bandwagon.
Table of contents
- Executive summary
-
Markets
- Data dashboard update
- Warming to the idea of a recovery in gas demand
- March power demand: temporary or a sign of recovery?
-
Policy
- A hard brake on coal-fired power building but could it fail?
- Pressure on coal offers more upsides to gas in eastern China
-
Infrastructure
- Why aren't FSRUs setting sail to China?
- Smog watch
Tables and charts
This report includes the following images and tables:
- Beijing AQI
- Monthly gas demand
- Monthly LNG demand
What's included
This report contains:
Other reports you may be interested in
Asset Report
Xiaoyi Xinfa alumina refinery
A detailed analysis of the Shanxi Xiaoyi alumina refinery.
$2,250
Asset Report
Lingshi (Alumina) alumina refinery
Lingshi was started in early 2016
$2,250
Asset Report
Jingxi Tiangui alumina refinery
Tiangui project was designed with three phases, 800-ktpa each.
$2,250
