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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 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: industrial sector drives strong gas demand growth
China’s gas and power demand remains unscathed amid the rising US-China trade tensions. Overall gas demand and LNG imports in May grew by 17.8% and...
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...
Guarantees of Origin: prices, disruptors and impacts of RFNBO
Commentary on current volume and price dynamics in the GoO market, with specific attention given to supply, demand and trading in the EU's four lar...
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