Michal Meidan
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China oil data – Oct 2019
Published 25 Nov 2019
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Users licensed for the data service can access our China crude data and our China products data.China’s implied oil demand in October hit 14.08 mb/d, up by 1.19 mb/d (9.2%) y/y, despite weakening economic indicators. Actual demand (adjusted for stock changes) was likely l.. -
Xi-Trump meeting at G-20 puts talks "back on track" giving near term demand and sentiment a small bump
Published 29 Jun 2019 by -
China
Published 25 Jun 2019
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China’s natural gas import growth continued to slow in May, with total arrivals reaching 7.56 Mt—a y/y increase of 2% and the lowest rate of growth since March 2017. LNG takes were up by 0.31 Mt (8%) y/y at 4.43 Mt. Higher LNG imports alongside rising domestic output of 14.4 bcm (+1.7.. -
China oil data – May 2019
Published 25 Jun 2019
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Implied demand in May hit 12.79 mb/d, up y/y by 0.55 mb/d (4.5%) despite economic uncertainties. Actual demand (adjusted for stock changes) was likely higher than implied data suggest, at 12.90 mb/d (+0.54 mb/d y/y), as refiners drew stocks during maintenance season. Apparent gasoline demand reac.. -
Chinese runs fell in May on peak maintenance and weak margins; only marginal recovery expected in June
Published 14 Jun 2019 by -
China's gas imports soft in May on a depreciating currency and cautious macroeconomic outlook
Published 10 Jun 2019 by -
China's diesel market tighter than expected on teapot run cuts
Published 6 Jun 2019 by -
China's LPG demand picked up in April but demand woes on the horizon as new capacity starts up
Published 31 May 2019 by -
China
Published 28 May 2019
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Our forecast for China’s LNG imports this year could be at risk following some mixed data for April. On the bullish side, Chinese buyers took advantage of a VAT cut that improved gas competitiveness and upped LNG imports to rebuild stocks. On the bearish side, however, initial NDRC data sug.. -
A broken market
Published 28 May 2019
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The physical market is taking a breather as expected, with light grades such as Murban easing from their highs amid refinery run cuts and weak light ends margins (yet again). Brent spreads are likely due for a period of consolidation too, though Dated Brent remains strong despite growing European.. -
China oil data – Apr 2019
Published 28 May 2019
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Implied demand in April reached 12.86 mb/d, up y/y by 0.50 mb/d (4%) despite a weakening economic outlook. Actual demand (adjusted for stock changes) was likely higher than implied data suggest, at 13.06 mb/d (+0.50 mb/d y/y) as refiners usually destock during maintenance. Apparent gasoline deman.. -
China issues 4.71 Mt of 'tolling' quotas, auguring higher jet exports
Published 21 May 2019 by -
China's second round of 2019 export quotas 23% higher y/y; export surge in Q3 19 to be gasoline-led
Published 17 May 2019 by -
Chinese runs at record high in April despite maintenance; weak margins to keep throughputs in check for now
Published 15 May 2019 by -
US-China trade war escalates though talks continue; imports of US LNG to fall
Published 10 May 2019 by
Recent alerts
- Xi-Trump meeting at G-20 puts talks "back on track" giving near term demand and sentiment a small bump 5 months ago
- Chinese runs fell in May on peak maintenance and weak margins; only marginal recovery expected in June 6 months ago
- China's gas imports soft in May on a depreciating currency and cautious macroeconomic outlook 6 months ago
- China's diesel market tighter than expected on teapot run cuts 6 months ago
- China's LPG demand picked up in April but demand woes on the horizon as new capacity starts up 6 months ago
- China issues 4.71 Mt of 'tolling' quotas, auguring higher jet exports 6 months ago
- China's second round of 2019 export quotas 23% higher y/y; export surge in Q3 19 to be gasoline-led 6 months ago
- Chinese runs at record high in April despite maintenance; weak margins to keep throughputs in check for now 7 months ago
- US-China trade war escalates though talks continue; imports of US LNG to fall 7 months ago
- US-China trade war escalates though talks continue; US crude will stop flowing to China 7 months ago
- China's natural gas imports recovered in April on lower costs, but energy security concerns rising 7 months ago
- China's LPG demand subdued in Q1 19 on PDH maintenance but new alkylation units support butane 7 months ago
- China's crude buying supported by refiners replacing Iranian barrels and teapots' new licences 7 months ago
- Chinese runs and demand picked up y/y in March as the economy is bottoming out 7 months ago
- China's gas imports slowed sequentially in March; cooling season to spur arrivals later this summer 8 months ago
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