Stephen O'Sullivan

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

Overview

Overview

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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