Stephen O'Sullivan

Managing Director, Energy Research
+44 20 7246 7800

Trusted Sources China Team

Jonathan Fenby, Bo Zhuang and Fergus Naughton

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Recent China research

* China Watch: No surprises ahead of the Party Congress, Larry Brainard, Michelle Lam, Trey McArver, 21 Sep 2017
* China Watch: Slowing Chinese imports could hit EM, Jon Harrison, Michelle Lam, Trey McArver, 14 Sep 2017
* China Watch: No more debt escape, Michelle Lam, Trey McArver, Larry Brainard, 7 Sep 2017
* China cuts domestic gas prices – demand (and security concerns?) to rise further, Stephen O'Sullivan, 7 Sep 2017
* China Gas Reform: Softly, Softly, Stephen O'Sullivan, 5 Sep 2017

See all our China research >>

UPDATE: China gas: NOC and import case strengthened

Overview

Since publishing last September the inaugural report in our EM Energy Themes service, China gas: The price is becoming right, we have noticed fundamental developments in all the major areas covered in that report; and the most important of these developments have a direct bearing on equity investment strategy relating to Chinese national oil companies.

Key developments and updated...

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