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Coal-to-gas switch drives Asian demand
Countries in the region are turning to the cleaner-burning fuel for power generation, driving demand for imports
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The US has used booming shale production to massively expand its LNG infrastructure, but Canadian developments have not fare so well while in South America consumption outstrips production
In pipelines we trust
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Europe’s LNG buildout slows
The EU is still weaning itself off Russian gas, but the expansion of its import infrastructure has slowed while Russia and Kazakhstan push ahead with expanding production
Mideast plans big spending on gas to meet demand
The region’s gas producers are investing heavily in the fuel in order to satisfy burgeoning demand resulting from economic growth and a shift to cleaner fuels
Gas growth cools in 2025
The GECF has warned it may revise its projections for demand this year downwards in light of conflict in the Middle East, although it maintains its forecasts for 2027 and onwards
China’s secure energy transition
Alongside a rapid continued build-out of renewables, China’s latest five-year plan stresses the value of domestic hydrocarbon production for energy security and calls for increased Russian gas imports
Qatar’s Golden Pass dilemma
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Hormuz crisis delivers tailwinds for US LNG
Disruptions to Qatari LNG exports have highlighted the risks of concentrated supply, potentially strengthening the long-term position of US exporters despite limited near-term flexibility
Letter from the Middle East: LNG – the weak link the Gulf crisis just exposed
The crisis in the Middle East has put LNG’s ability to offer security and flexibility under uncomfortable scrutiny
Covid testing in the city of Nanjing
Opinion
China Covid-19 LNG
Shi Weijun
Beijing
3 August 2021
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Letter from China: Covid resurgence compounds economic concerns

China’s economy faces headwinds that go beyond than the arrival of the Delta variant

China’s worst Covid-19 outbreak since the virus first emerged is adding to the growing list of challenges facing the country’s economy, raising concerns about a slowdown in growth that could have consequences for domestic energy demand. The central city of Wuhan—synonymous with the coronavirus when the pandemic started 18 months ago—detected three new cases on Monday, which were the city’s first since May 2020. The cases add to an increasingly severe outbreak of the Delta variant that started at an airport in the eastern city of Nanjing last month and has now spread to more than 20 cities in nearly half of China’s 31 provinces. 7.9pc – China’s below-forecast April-June GDP growth Whi

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