In this issue
Tuesday, 01 April 2025
China’s LNG imports to reach more than 83 million in 2025 – greater than the previous record-high in 2021, as per Rystad’s base case scenario. Shipments rose more than 20 percent year-on-year…
Tuesday, 01 April 2025
Chinese electric utilities prefer solar and domestic coal over gas for power generation. Capital costs for solar at $1.65 billion of an exemplary project are less than half of the…
Tuesday, 01 April 2025
Free ReadComparing costs, the price of imported LNG to China is too high to materially displace coal. According to Chinese customs data, the average cost of imported LNG is nearly three…
Tuesday, 01 April 2025
Electricity demand in China approached the 10,000 TWh mark at the end of last year and keeps growing faster than GDP. Through to 2027, the IMF projects China’s GDP growth…
Tuesday, 01 April 2025
Australian oil and gas major Woodside has signed its maiden, long-term LNG sales agreement with China Resources. The Hong Kong-based company agreed to offtake 0.6 mtpa on a delivered basis for…
Tuesday, 01 April 2025
LNG demand growth east of Suez exceeds regional supply, so Asian buyers have pulled some flexible Atlantic cargoes to tighten the market. Energy Aspects is bullish against JKM-TTF spreads over the…
Tuesday, 01 April 2025
Free ReadThere were 1.94mmt of LNG on the water with destinations in China according to our market visibility at the time of writing on 31 March. These cargoes had an estimated…
Tuesday, 01 April 2025
LNG Demand: China's liquefied natural gas requirements, despite their previous robustness, appear to be tempering in 2025.
Tuesday, 11 February 2025
Standing firm in the face of US President’s 10 percent tariff on Chinese goods, the government in Beijing has retaliated by levying import duties on American goods: A 15 percent…
Tuesday, 11 February 2025
LNG demand growth east of Suez is expected to exceed regionals supply, so Asian buyers are looking to pull some flexible Atlantic cargoes to balance. Energy Aspects is bullish against…
Tuesday, 11 February 2025
Free ReadExpanded US LNG production and exports could be used as a bargaining chip by the Trump administration in trade negotiations with Europe, Russia and other major economies in Asia. “Europe…
Tuesday, 11 February 2025
Cracks loom large in the bullish picture for LNG demand in China as utility buyers turn away from ordering high-priced cargoes. Demand for spot LNG cargoes stayed moderate – even…
Tuesday, 11 February 2025
China’s rapid adoption and scale-up of LNG trucks sales is displacing the use of oil and oil products in road transport, lowering diesel demand. Based on the current order book and…
Tuesday, 11 February 2025
Free ReadFast build-out of renewable energy sources (RES) in China could meet the country’s entire new electricity demand this year, paving the way for the country’s power sector to achieve peak emissions…
News Nudges
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Korean gov’ mulls investment in US LNG The South Korean government is reviewing a project to build an LNG export terminal in Louisiana. Consultants Samil and Kim & Chang were reportedly assessing the project's feasibility. If the project's feasibility is confirmed, it will be finalised through talks with the US and then proceed to final approval by President Trump. The South Korean Government will cover part of the project cost using a South Korea to US investment fund. The US was said to have requested investment from South Korea from the outset. |
