Race for Supply - The Future of China's Gas Markets

Products & Services:

China's rapidly rising gas demand and its efforts to secure LNG, import piped gas and domestic unconventional gas are drawing global attention and debates around the future of China's domestic gas markets.

How much gas can China consume? What is the shale gas potential within China? What will be the delivered cost to the consumer? How will demand respond to these pricing signals? And most importantly, what will this mean for gas market participants, for China and the global gas market?

Study Scope

Wood Mackenzie's latest Multi-Client Study 'Race for Supply - The Future of China's Gas Markets' examines the rapid development of China's gas sector and evaluates how it is likely to evolve. Scope of study includes:

Analysis of the market in detail at the provincial-level to fully understand the drivers of demand and where this demand will be strongest
Consideration of the ability of the consumer to pay and look at the cost of all competing gas supply options into China on a provincial basis
Review of the regional weighted average cost of gas and how this is expected to develop as China's gas supply mix expands over the coming two decades
Outlook on how demand for LNG is likely to evolve and how Chinese buyers' strategies and requirements will change over the forecast period
Assessment of the role unconventional gas will play and what opportunities this will present for companies with the relevant skills and experience

Study Deliverables

Study report accessible online and in PDF format including analyses, supporting data tables and graphics and individual summaries for each coastal province
Roundtable discussion in Beijing where we will present our findings and facilitate detailed discussion on key issues

For more information about the study, please contact Eileen Goh, eileen.goh@woodmac.com.