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Coal reports
China economic focus October 2021: what’s next after power rationing?
Power rationing has impacted China’s economic growth since mid-September. We expect that constraints on power supply to persist before the end of t...
China economic focus October 2023: a low case for 2024
China's GDP growth could slow to 3.9% in 2024, according to our analysis of a low-case scenario. This scenario assumes flat property sales and new ...
China economic focus September 2022: the 20th party congress - prioritising self-reliance and stability
The 20th National Congress of the Communist Party of China (CPC congress) will be held on 16 October. We expect the 20th CPC congress to emphasise ...
China energy markets long-term outlook
China's energy demand will undoubtedly keep growing as economic activities expand, despite efficiency gains. With increasing reliance on imported f...
China gas and power month in brief: balancing acts are increasingly difficult
China maintained a strong appetite for both LNG and electricity. We saw LNG imports grow by 33% year-on-year in February, driven largely by the ram...
China gas and power month in brief: demand growth gaining momentum
China’s gas and LNG demand remained impressive in June. Gas demand went up by 28% year-on-year and LNG imports grew by 38%. Such strong growth is p...
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