Tag: US-China

  • When China sneezes…

    By: Michal Meidan

    2020 looked to be off to a good start for China. But as the Year of the Pig ended, celebrations to welcome the Year of the Rat were marred by the outbreak of the novel coronavirus (2019-nCoV). Beijing’s efforts to control the spread of the virus are set to weigh on economic activity as well […]

  • China: Key Themes for 2020

    By: Michal Meidan

    In 2019, markets focused on China’s slowing GDP growth and on the trade war with the US. In the meantime, bilateral relations soured, highlighting the structural nature of competition between the US and China with the Trump administration working, for example, to limit Huawei’s role in Western telecom networks. Washington’s ‘zero tolerance’ campaign on Iran […]

  • China’s Natural Gas Development Report – Reality Check

    By: Stephen O'Sullivan

    China recently released its Natural Gas Development Report for 2019, a document which sets outs its plans for the sector in the years ahead.  The past two years of stellar gas demand growth have framed a narrative, at least in western markets, that China’s future demand growth will remain in double-digit percentage rates and be […]

  • China’s energy security at 70

    By: Michal Meidan

    As China celebrated the 70th anniversary of the founding of the People’s Republic of China (PRC) on 1 October 2019, it seems to have gone full circle back to its 1949 assessments of the US: “a greedy and violent nation, struggling to remain the wealthiest and strongest on earth”. For the first two decades of […]

  • US-China: The Great Decoupling

    By: Michal Meidan

    Markets have been watching with bated breath the ups and downs in bilateral negotiations between the US and China as the two sides seek to resolve a tariff tit-for-tat that has escalated into a trade war. But what many observers may have failed to notice is that the negotiating process has also laid bare a […]