China Energy

China Energy
Advisory Service helps you discover opportunities and mitigate risk in China's energy topography. Our experts provide cutting-edge knowledge of market forces and political developments, backed by hard data from our market outlooks, to give you the latest, most accurate picture of energy in China.

As a subscriber, you will be able to:

• Receive the latest on fundamentals:
  • China Watch
  • Market Briefings
• Investigate regional happenings with our Provincial Profiles
• Receive our strategic reports on the Big Questions, such as:
  • What will be the impact of the Twelfth Five Year Plan on the energy sector?
  • How will pricing reforms in the oil, gas, power, and coal sectors affect sector players? 
  • What will be the future role of natural gas in China's energy sector?
  • How will supply source diversification affect coal’s dominant position in the Chinese energy sector?
• Download key industrial statistics from our data center:
  • Continually updated and historical figures for oil, gas and power supply, demand, production capacity and many more
• Call our research staff to interpret complex data and find answers to uncommon questions

Benefits:

China Energy
Advisory Service enables you to:

• Make educated investment decisions based on a sound  understanding of China's energy market and related political issues
• Identify the impact of regional and geopolitical issues on regulatory and fiscal terms for existing assets
• Analyze the implications of energy price reforms for your investments and determine an optimal course of action
• Anticipate key trends that prefigure new investment opportunities 
• Structure investments to anticipate China's new infrastructure needs
  

Subscribers to China Energy receive:

Fundamental reports:

• China Watch:
  • Biannual
  • Integrated view of China's entire energy value chain, including oil, gas, power and coal 
  • Combined expert insight and analysis 
  • Short-term energy supply and demand outlooks
• Market Briefing:
  • Short-term energy sector developments

Provincial profiles:

• Focus on 12 to 15 key provinces of client interest
• Economic and policy analysis 
• Energy balance and sector trends in oil, natural gas, coal, and power 
• Key provincial projects

Strategic reports:

• Private Reports and Decision Briefs based on research driven by the Service's Big Questions. Corporate leaders, investors, policymakers and energy users rely on our answers to these questions to guide decisions that shape the industry's strategic future.

Data center:

• Monthly, quarterly and annual energy supply and demand figures
• Key economic indicators and short-term outlooks for all energy markets

 Event invitations: 

• Exclusive client-IHS CERA expert gatherings
• Seats at the IHS CERA spring and fall Executive Roundtables 
• CERAWeek, IHS CERA Executive Conference, held annually in Houston - for an additional fee
  

Related products and services:

• China Regional Service (IHS Global Insight)
• China Coal Monthly (IHS McCloskey)  

Subscribers receive Private Reports and Decision Briefs based on research driven by the Advisory Service's Big Questions including:

• What are the themes of the Twelfth Five Year Plan and how will they impact energy markets?
• How will power tariff, natural gas price, and oil product price reforms progress? 
• Where will additional gas supply come from, and at what price levels?
• Will China's oil demand continue to grow, and at what pace?
• What will be the future role of coal in light of the diversification in supply sources?

Subscribers also receive access to our extensive research archives, available in English, Russian and Chinese, including:

• China's New Five-Year Period Begins with Tight Energy Markets and Increasing Pressure for Energy Price Reforms: For China’s electric power, coal, and even certain oil product markets, recent supply tightness has led to shortages and underscored the need to continue energy price reforms and supply diversification to ensure secure and reliable supply. These strategies have been written into the Twelfth Five-Year Plan outline released in March, but implementation remains uncertain. Meanwhile, supply diversification is accelerating, highlighting the role of previously marginal supply sources, including natural gas (both conventional and unconventional), renewables, and even coal-based fuels and chemicals.
• Chinese Power Regulator Caught Between Inflationary Pressure and Supply Reliability: As coal prices in China steadily increased during the past two years and the government held power tariffs unchanged for more than a year, the country’s power generators reported heavy losses again. This year the price distortion in the Chinese power sector is going head to head with a new factor: high inflation. Unable to pass through the increased fuel cost, some generators are cutting supply, and some regions are already rationing power. Caught in the middle, the government decided in mid-April to raise the tariffs paid to generators ("on-grid tariff") but did not change those paid to the grid companies ("retail tariff").
• Nonpetroleum Fuel Substitutes Bring Uncertainty to China's Oil Markets: In China a wide range of non–oil-based transportation fuel substitutes are being considered and internally debated, or have already been introduced. These substitutes include electric vehicles technologies, methanol, ethanol, compressed natural gas, liquefied natural gas, and biodiesel, among others. This IHS CERA Market Briefing summarizes China’s non–oil-based gasoline and diesel substitutes and discusses their possible impact on China’s oil demand.
• The Unfolding Of China’s Nuclear Power Fleet: Rapid Growth Ahead Despite Setbacks in Japan and Europe: Already home to a third of the world’s new nuclear power stations under construction, China appears on course to build one of the largest nuclear fleets in the world with some of the newest technologies despite the recent setbacks in Japan and Europe. This upcoming wave of nuclear power additions is part of Beijing’s effort to promote higher value-added industries while addressing supply security and climate change with low-carbon technologies. Active research, development, and deployment programs combined with a steady pipeline of new projects will position China as an exporter in the future.
• Carbon Tax in China: Long-term Game Changer, but Limited Near-term Impact. A carbon tax is potentially imminent in China. The National Development and Reform Commission and Ministry of Finance recently completed an interministerial study on a nationwide carbon tax, with concrete recommendations. IHS CERA analysis indicates that the initial low tax rate will have minimal impact on industries and the energy sector, although low-margin, energy-intensive sectors may feel pressure in the future. Players should prepare for this tax and the likely increases that may impose more signifcant burdens.

• Energy policy, regulations and pricing trends and in-depth analysis on the implications for sector players
• Oil, gas, power and coal supply and demand fundamentals
• Regional and provincial level research and analysis
• Corporate advisory, investment strategy and risk assessment and mitigation.

Research Experts:

• Mark Hutchinson, Senior Director, Asia Energy (Singapore)
• Ke Feng Yan, Senior Director, Oil Markets (Beijing)
• John Harris, Director, Global Liquefied Natural Gas (Perth)
• David Price, Director, Global Steam Coal (Petersfield, UK)
• Xiaomin Liu, Associate Director, Asia Coal (Beijing)
• Xizhou Zhou, Associate Director, Asia Gas & Power (Beijing) 
• Heather Hausladen, Associate, Oil Markets (Beijing)
• Brendan Mrosak, Associate, Asia Gas & Power (Beijing)
• Caitlin Pollock, Associate, Asia Renewables (San Francisco)
• Adam Wang, Associate, Aisa Gas & Power (Beijing)
• Alex Whitworth, Associate, Asia Gas & Power (Beijing)
• Jenny Yang, Senior Associate, Asia Gas & Power (Beijing)