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Insight

Commodity markets performed well in 2017. The recovery was primarily driven by the implementation of environmental policies and supply side reforms...

Insight

Despite unique challenges, China managed expectations in 2019. Trade tensions with the US, declining car sales, rising pork prices and unrest in Ho...

Insight

China’s gas demand has been under pressure since Q4 2021 due to the economic slowdown, higher import prices, coal-friendly policy and a warmer past...

Insight

China's ban on Australian coal gained some more teeth last week, as authorities declared a moratorium on coal ships arriving after November 6th. Th...

Insight

On 22 March, China unveiled its 14th five-year plan for the modern energy system. The plan’s title deviates from previous naming convention (five-y...

Insight

Since early 2016, the Chinese government has initiated wide-scale supply-side reform in the coal industry by enacting a series of supportive polici...

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