Stephen O'Sullivan

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Recent China research

* China Watch: Resilience as headwinds are building, Michelle Lam, Trey McArver, Jon Harrison, 17 Aug 2017
* China Perspective - Korea, China, US: Edging towards Brink, Jonathan Fenby, 14 Aug 2017
* China Watch: Why the growth path will be bumpier after the Party Congress, Bo Zhuang, Jon Harrison, Trey McArver, 10 Aug 2017
* Korean crisis grows more dangerous, Jonathan Fenby, 9 Aug 2017
* China Watch: Corporate earnings recovery boosts sentiment, Bo Zhuang, Larry Brainard, Trey McArver, 3 Aug 2017

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China Monitor: H1 gas statistics bear out tale of decline – expect a price cut soon

Overview

Overview

Beijing’s hold on China’s regulated natural gas prices, amid falling international energy prices, has meant that gas in China is significantly overpriced and therefore uncompetitive against other fuels. Demand growth has collapsed and both producers and gas distributors will fail to meet their targets this year. In addition, the government’s hopes that gas will drive a sharp improvement in the country’s pollution problems are likely to be dashed unless the pricing issue is...

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