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

See all our China research >>

The evolution of China’s gas sector in 2015


Indications from China’s gas sector so far this year suggest that annual demand over the next 10 years is likely to grow less strongly than previously expected by most observers. Demand growth of 8.9 per cent last year was well below what is needed on a compound basis to reach the government’s 2020 target of 360 bcma. Gas output overall is likely to double over the next 25 years, although shale gas production could fall short. Pricing now looks much more market-based. PetroChina...

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