Author: Shi Weijun
Letter from China: China clings to coal
25 November 2021
The fuel is too strategically important for China to give it up entirely
Chinese policy limits refining sector growth
23 November 2021
The country’s refining capacity will peak below a government-set cap
China’s winter gas outlook remains cloudy
22 November 2021
Government policies and unpredictable weather patterns mean supply and demand will be on a knife edge
LNG industry urges carbon offset caution
10 November 2021
The sector must curb emissions, not merely rely on offsets
Letter from China: LNG deals show pragmatism in US-China ties
29 October 2021
A US LNG project developer has signed the first long-term supply contracts with a Chinese buyer in nearly four years
Beijing strives to balance security and decarbonisation
15 October 2021
The ongoing global energy crunch underlines the difficult task facing China’s leaders in balancing energy supply security while reaching net zero in the next 40 years
Petrochina squeezed between markets and regulated prices
11 October 2021
China’s energy supply crunch is contributing to mounting losses at the state-controlled firm
China scrambles to meet energy demand
5 October 2021
The country is turning to gas to plug the gap in its energy supplies, but it will have to pay a hefty price
Letter from China: Beijing’s stability focus threatens climate goals
22 September 2021
The Chinese government’s renewed focus on centralised control and economic pressure may undermine decarbonisation efforts
China flexes SPR in oil market show of force
20 September 2021
China’s upcoming release of crude from its strategic petroleum reserve may signal more measured buying ahead for the world’s top importer
Chinese gas demand growth to slow
14 September 2021
Consumption will continue to rise over winter, but a stalling post-Covid recovery will put a brake on the market’s expansion
LNG shipbuilding capacity to tighten
9 September 2021
Shipyards are nearing their limits due to strong demand for carriers
Letter from China: Covid resurgence compounds economic concerns
3 August 2021
China’s economy faces headwinds that go beyond than the arrival of the Delta variant
China’s NOCs take varying decarbonisation routes
2 August 2021
The three biggest state-controlled firms are pursuing divergent strategies towards a lower carbon future
Asian LNG market embraces short-term contracts
13 July 2021
Buyers are becoming less keen on being locked in for the long term amid a rapidly evolving market and rising demand
Letter from China: Gas boom comes with an expiry date
12 July 2021
China’s gas market is poised for rapid expansion, but decarbonisation efforts may end the party sooner than previously expected
China’s LNG imports set for summer spike
1 June 2021
Volumes will rise along with temperatures amid rising demand and storage requirements
Letter from China: Beijing targets Australian spot LNG
18 May 2021
LNG is the latest Australian export targeted by China in its trade spat with Canberra. Even limited moves represent an escalation in the standoff
China poised for rapid LNG expansion
17 May 2021
New and existing domestic players are investing in regasification infrastructure to help meet surging demand
Letter from China: Coal phase-out raises energy security risk
28 April 2021
Coal’s long goodbye means Beijing will need to brace for reduced energy security
China’s carbon trading offers little gas-to-power help
26 April 2021
Generation from the cleanest fossil fuel looks set to struggle to expand in China despite the start of carbon trading
Letter from China: Five-Year Plan puts energy over decarbonisation
28 March 2021
China’s reluctance to ease back on fossil fuels highlights the contrasting narratives of energy security and decarbonisation
China’s NOCs look to the future
22 March 2021
The three state-controlled heavyweights are gearing up to announce 2020 earnings, with attention focused on addressing near-term challenges and opportunities
More Chinese firms enter global LNG market
5 March 2021
Niche buyers in China are starting to make waves in the global LNG market, spurred by reforms that have opened up the country’s vast pipeline network
Letter from China: State firms stay committed to hydrocarbons
15 February 2021
Beijing has made big promises on emissions, but China’s NOCs are still going for gas
China’s downstream gas sector ready for take-off
11 February 2021
City gas firms will be benefit from policy support and a recovery in construction
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