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Recent China research

* China Watch: Strong global growth a tailwind for China's deleveraging, Michelle Lam, Trey McArver, Larry Brainard, 14 Dec 2017
* China Watch: Outlook for 2018, Larry Brainard, Trey McArver, Michelle Lam, 7 Dec 2017
* China Perspective: North Korea scores, US stuck, Jonathan Fenby, 1 Dec 2017
* China Watch: The profit cycle – still some way to go, Michelle Lam, Trey McArver, Larry Brainard, 30 Nov 2017
* China Watch: China’s road to an automotive superpower, Michelle Lam, Trey McArver, Larry Brainard, Kingsmill Bond, 23 Nov 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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