Commodity Market Report
China gas strategic planning outlook
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Report summary
China's gas demand grew by 1.4% year-on-year in 2025, weighed down by a fragile property sector and weak consumer confidence. Chinese buyers did not rush into the spot market to replace the lost Middle East supply, owing to multi-pronged domestic measures that successfully stabilised the market. China’s LNG demand dropped approximately 12 Mt in 2025, with further declines expected in 2026. Nevertheless, long-term fundamentals remain positive, though near-term weakness leaves China over-contracted in LNG until 2030. Read our latest China Gas Strategic Planning outlook to discover: • Key drivers and risks shaping China's gas and LNG demand trajectory • How China's gas sector has navigated Middle East supply shocks • 15th Five-Year Plan implications and 14th Five-Year Plan achievements • PipeChina's pipeline strategy to accommodate future supply sources • Features of China's regional balance, launching soon in Lens Gas & LNG • Market evolution through 2060
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