Stephen O'Sullivan

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James Henderson

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Jonathan Fenby

Chairman, China team and Managing Director, European Political Research
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Christopher Granville

Managing Director, EMEA and Global Political Research
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Recent China research

* China Perspective: Communist Party Congress - The flaws in Xi’s world order, Jonathan Fenby, 16 Oct 2017
* China Watch: Pressure on housing sales to grow, Bo Zhuang, Jonathan Fenby, Jon Harrison, 12 Oct 2017
* China Perspective: Communist Party Congress - All Xi’s men, Trey McArver, 10 Oct 2017
* China Watch: China’s new growth paradigm, Larry Brainard, Bo Zhuang, Trey McArver, 5 Oct 2017
* China Perspective: Communist Party Congress - What to expect from Xi’s power show, Jonathan Fenby, 4 Oct 2017

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China: Financing confirmation improves Yamal LNG outlook


China’s interest in Russian gas is clearly in a state of flux, as slowing demand growth in the People’s Republic and falling international gas prices call into question the need for imports from expensive projects. However, Novatek’s Yamal LNG project remains, in our view, a priority for China. It offers LNG supplies linked to market prices and the upside of 30 per cent equity ownership in the project if prices recover. With project financing from China of US$12 billion agreed and...

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