FGE’s CGLS provides a monthly assessment of the latest commercial activities and market intelligence for China’s gas/LNG business, complemented by fundamental analysis and near-term forecasts.
China holds a substantial position in the energy world, with the ability to drive prices through its policies and actions. The country has the potential to emerge as a major trader, price hub, and arbiter of the global LNG market, especially towards the end of this decade.
Given the sheer size of China’s gas/LNG requirements, anticipating trade developments and understanding how pricing dynamics work involves diving deeper into the operations of individual Chinese companies. What drives their transactions/trade? Incumbent and state-owned companies play a huge role, but there is a growing list of emerging/potential Chinese buyers that are looking to secure term LNG supply. Who are these players?
FGE’s CGLS is a concise report that caters to busy individuals that require a snapshot on evolving key themes, as well as providing companies with supporting information that will inform their decision-making process.