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China secures giant volumes of US LNG
In the last three months, Chinese buyers have contracted for some 130 million tonnes (Mt) of US LNG over the next 20-25 years. This sharp increase ...
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 coal mines resume operations slowly: what does this mean for prices in H2?
China’s domestic coking coal price soared in H1, primarily due to an import shortage and domestic supply decline. But market expectation of fast-gr...
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...
China’s PTA market after recent capacity ramp-up: evolving into an oligopoly market
Investment in the PTA market has been gathering momentum after a tightly balanced 2019. In 2020-2026, the world is going to add a stunning 49.4 Mtp...
North America gas markets new industrial capacity update 2019
Industrial demand averaged 22.7 bcfd, representing 1 bcfd of year-on-year growth. While the ongoing trade war between the US and China helped US st...
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