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China Economic Focus November 2023: China, energy transition and deglobalisation
The recent meeting between Xi and Biden offers limited upside for China’s challenging position in deglobalisation. China needs to nurture the marke...
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: demand growth meets seasonal slowdown
China's energy sector transitioned into off-season mode in March. Gas and power demand growth dropped compared with the first two months. LNG impor...
China gas and power month in brief: high gas demand, but no supply crunch so far
China can breathe a sigh of relief. Accelerated domestic production and improved Central Asian pipeline imports put an end to concerns about tight ...
China gas and power month in brief: LNG imports hit new record
China's LNG market is getting used to new record-high imports as demand soars. LNG regas terminals in north China have been operating up to 50% hig...
China gas and power month in brief: winter gas market looking more balanced
As we entered the winter heating season in November, more evidence emerged to support our view that moderate gas demand will reduce the threat of w...
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