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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 markets long-term outlook H1 2015
Demand growth in China's gas market – averaging c. 15% for the past 5 years – slumped to under 3% year-on-year in the first 6 months of 2015, drivi...
China slowdown: why this time is different
China is now world's second largest economy. Its energy economy is twice the size it was in 2008 but faces a number of challenges which are compoun...
China’s oil demand is recovering, while external risks ramp up
China’s oil demand will recover to 13 million b/d in Q2 2020, still 2.5% below Q2 2019. The pace of recovery will vary by products. • Gasoline dema...
China’s oil demand shows post-pandemic resilience, with risks skewed to the downside
China’s oil demand shows resilience after the Covid-19 shock in Q1, recovering largely to pre-crisis levels by Q2. Looking forward to post-pandemic...
Coal indexation in LNG pricing: why it matters
In April, Tokyo Gas announced a 10-year non-binding HOA with Shell Eastern Trading Pte Limited for supply of 0.5 mmtpa of LNG from 2020. The contra...
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