Michal Meidan

Michal Meidan profile image

Michal leads analysis of Asian energy policies and geopolitics, with a particular focus on China. Before joining Energy Aspects in January 2016, she headed China Matters, an independent research consultancy providing analysis on the politics of energy in China. Prior to that, Michal held senior analytical roles at Eurasia Group in New York and London, and at Asia Centre-Sciences Po, Paris. She has authored numerous academic articles and edited the book Shaping China's Energy Security: The Inside Perspective. Michal also regularly provides comments for a wide variety of media outlets and is featured as a speaker at industry conferences.

Michal holds a PhD in Political Science and East Asian studies from Sciences Po, Paris. She is an associate fellow at Chatham House and at the Oxford Institute for Energy Studies. She is fluent in Mandarin, Hebrew and French.

Recent publications

  • | China oil data – May 2017

    Energy Aspects estimates that Chinese implied demand in May reached around 12 mb/d, higher y/y by a massive 0.7 mb/d (6.1%), from a low base last year. Actual demand growth was likely lower at 0.3-0.4 mb/d y/y, as stocks seem to have built counter-seasonally due to limited product export quotas. Im..

    5 days ago - Read more

  • | China – May 2017

    China continued to record impressive LNG import growth in May, with takes rising by a huge 1.49 Mt y/y to 2.91 Mt. This 104% y/y expansion is the largest incremental LNG growth on record for China. Over the first five months of the year, Chinese LNG imports have performed strongly, with total import..

    5 days ago - Read more

  • | The death of the bulls

    Nearly every single data release last week was bullish—be it the massive upward revision to March US demand, the m/m increase in March US supply underwhelming and, most notably, EIA weekly data showing a 10 mb draw in combined crude and clean products stocks. US crude stocks have fallen by 25.6 mb s..

    3 weeks ago - Read more

  • | Propane, no gain

    Waterborne LPG markets are hitting choppy seas, but US propane exports have only slowed modestly despite tight domestic stocks. US propane supplies and inventories are still too low to support recent export levels of around 0.9 mb/d all the way through summer. However, global LPG demand growth has s..

    3 weeks ago - Read more

  • | China – Apr 2017

    Chinese LNG demand remained strong in April, with imports rising by 0.28 Mt y/y to 2.17 Mt, which is 15% higher y/y. The growth was driven primarily by stronger imports from Qatar and Malaysia, as Australian volumes unexpectedly fell y/y, for the first time since May 2015, by 6% to 1.0 Mt. Given the..

    1 month ago - Read more