Insight
China gas and power month in brief: May 2016
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
More positive news for Chinese gas demand with April's (unofficial) data showing further growth, indicating a sustained recovery may be underway. In May's Month in Brief we also take a deep dive into recent power market reforms that could - directly or indirectly – change the demand profile for thermal coal, we update you on the continuing rise of the emerging Chinese LNG buyers and question just when we might see Russian pipeline gas arriving into northeast China.
Table of contents
- Executive summary
-
Markets
- Data dashboard update
- Power demand slows on the back of a strong March
-
Policy
- Electricity substitution: another route to cleaner air
-
Corporate activity
- China's emerging LNG buyers continue to enter the market
- but buyers are seeing mixed signals over TPA to infrastructure
-
Infrastructure
- Russian gas to China: still on schedule?
- 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:
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