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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 oil demand - downside risks to the outlook
Growing concerns regarding underlining weaknesses in China’s economy, have prompted us to develop a downside risk scenario for China, which reduces...
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’s underground gas storage build has accelerated – what’s needed next?
Underground gas storage facilities construction has accelerated in the past two years thanks to policy mandates, renewed concerns over energy secur...
China's electric vehicle surge: a free market takeover
Since the second half of 2020, China’s EV sales are rising vigorously, with their shares in total car sales rising from 6% in 2020 to 24% in the fi...
Clear skies for now, but a storm on the horizon: What does recent pricing volatility say about future Gulf Coast gas markets?
The past few years have witnessed periods of separation between Henry Hub and Haynesville price points. Interestingly, these have occurred during p...
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