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China and Covid-19: Returning lockdowns increase downside risk to demand
China's oil demand has been recovering since the severe hit of Omicron outbreaks in April. However, as Covid cases rebounded in late June/early Jul...
China gas and power in brief 2021
Our China gas and power in brief is a rolling coverage of events as they happen in gas and power markets. We add commentary on stories as they brea...
China gas and power month in brief: gas reforms keep rolling out while coal faces headwinds
The plummets in power and gas demand in January could be misleading. They are more down to the timing of the Chinese New Year in 2017 compared with...
Global short-term LNG supply tracker (Q1 2021)
Supplier price response is set to disappear, with focus turning to unplanned outages, maintenances and looming feedgas shortages. Global LNG supply...
Global short-term LNG supply tracker (Q2 2021)
Global LNG supply is expected to grow +20 Mt (+5.4%) in 2021. Year-on-year supply growth in April was the highest in a year, broadly on par with Ma...
Global short-term LNG supply tracker (Q3 2021)
Global LNG supply is still on track to grow +21 Mt in 2021. However strong differences in performance are emerging, particularly within the Atlanti...
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