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Recent China research

* China Perspective: Communist Party Congress - What Xi’s new era means, Jonathan Fenby, 18 Oct 2017
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* 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

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China Monitor: Decision time approaches for gas pricing as demand in southern provinces weakens



The slowing pace of Chinese gas demand growth is having consequences around the Asian natural gas industry – for LNG sellers, pipeline exporters to China, Chinese gas consumers and, not least, China’s national oil companies. In H1/15 demand rose at the slowest rate in a decade – just 2.1 per cent year on year (see our 6 August 2015 note Gas demand flattens, with nasty implications for Russia). Pricing is once again a hot topic at the national levels: a potentially...

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