China gas markets long-term outlook H1 2018
Report summary
Table of contents
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Executive summary
- Introduction
- Infrastructure development has become priority
- Gas pricing reform moving in the right direction
- Strong momentum in signing additional contracted LNG
- Downside risks remain to Central Asian gas imports
- Russian gas imports will be a stronger competitor against LNG in northern China
- Domestic conventional gas production outlook upgraded in the long term
- Unconventional gas development sees stronger momentum, yet challenges remain
- Key data tables
- Economic outlook
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Policy and regulation
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Gas sector policy and regulation
- Pricing reform blueprint for gas and power
- Winter Clean Heating Policy for Northern China
- Annual guidance for energy sector development
- NDRC merges residential and non-residential city-gate gas prices
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Regulatory structure
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Gas sector policy and regulation
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Demand
- Gas demand overview
- Industrial sector (including feedstock)
- Residential and commercial sector (including space heating)
- Transport sector
- Power sector
- Appendix - Provincial demand data
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Supply
- Domestic conventional supply
- Unconventional supply: tight gas
- Unconventional supply: CBM and CMM
- Unconventional supply: synthetic natural gas (coal-to-gas)
- Unconventional supply: shale gas
- Appendix: Domestic supply
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Costs
- Supply cost stack
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Trade
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Gas imports - pipeline
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Central Asia imports
- Turkmenistan
- Uzbekistan
- Kazakhstan
- Myanmar Imports
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Russian imports
- Russia East
- Russia West
- Russia Far East
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Central Asia imports
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Gas imports - pipeline
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Infrastructure
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Domestic gas infrastructure
- Existing
- Under development and proposed
- Domestic gas infrastructure - underground storage facilities
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Gas import infrastructure - LNG
- CNOOC and its JVs
- CNPC-PetroChina
- Sinopec
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Private entrants
- China LNG terminal map
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Domestic gas infrastructure
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Supply-demand balances
- Contracted supply
- LNG supply-demand balance
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Prices
-
Introduction
- City-gate gas pricing structure
- The role of SHPGX in gas pricing
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Prices at end user level
- Power
- Industry and commercial
- Residential
- Transport
- Appendix - Provincial end user prices
-
Introduction
- Risks and uncertainties
Tables and charts
This report includes 36 images and tables including:
- Economic Indicators
- China Supply and Demand Balance
- China gas demand by sector
- Executive summary: Table 2
- China gas market balance
- China power market balance
- China energy policy making and regulatory structure
- Total China gas demand by sector
- China demand by province
- Industrial gas demand by province
- Fertilisers and Chemicals gas demand by province
- Residential/commercial gas demand by province
- Demand: Image 6
- Winter heating gas demand by province
- Demand: Image 8
- Demand: Image 9
- Gas demand in power generation by region
- Power generation mix
- China supply outlook by region/basin
- Supply: Image 2
- China conventional/unconventional supply
- Supply growth by region/basin
- China supply cost by project – full life breakeven vs import contract price
- China supply cost by basin - remaining breakeven plus tariff assumption to Shanghai
- China underground gas storage map
- LNG Receiving Capacity by Status and by Company, as of June 2018 (mmtpa)
- LNG Demand (Contracted vs Uncontracted)
- Additional key policy events in H1 2018
- Summary of 13th five year plan energy targets
- Infrastructure: Table 1
- End-user prices vs. competing fuel (as of June 2018)
- Trans-Asia gas pipeline route map
- Trade: Table 1
- Contracted LNG by import company
- Contracted LNG by exporting country
- Infrastructure: Image 3
What's included
This report contains:
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