IHS ENERGY
China Services
UNPARALLELED INSIGHTS INTO
CHINA’S ENERGY FUTURE
IHS Energy China Services
China is the world’s largest and fastest-growing energy market.
As demand for oil, gas, power, and coal continues to surge
ahead, so do opportunities for companies along the entire
energy value chain.
As players—both domestic and
international—proliferate in an
increasingly dynamic marketplace and
reforms create further space for nonstate players, the Chinese energy market
is also becoming highly complex and
difficult to decipher.
Differences among the 31 Chinese
provinces—many of which are the
same size as a European country or a
large US state—are more pronounced
today than ever. The sheer size of China
also means that events in a particular
province can often have important global
repercussions, in ways that were hard to
imagine just a few years ago.
IHS Energy China Services provide
critical insight for companies investing in
China and for those who must anticipate
China’s impact on energy markets around
the globe. Together, these services
bring unparalleled expertise providing
integrated analysis covering gas, power,
coal, and oil, coupled with regulatory and
competitive insight.
Our China experts and analysts have
been locally based in Beijing since the
1990s, witnessing and, indeed, being
deeply involved in the phenomenal
growth of the Chinese energy sector. Our
China energy research is fully embedded
in IHS Energy’s extensive network of
global expertise and databases, with
over 600 energy researchers based in
more than 15 locations around the world.
The research also benefits from IHS
world-leading capabilities in economics,
chemicals, automotive, and supply chain
research, all of which have China-based
teams providing research and analysis.
IHS Energy China Services comprise
two modules, underpinned by
integrated cross-fuel fundamentals
and competition analysis.
IHS China
Gas, Power
& Coal
IHS China
Oil & Gas
IHS China Oil & Gas Service
China has now overtaken the United States to become the
world’s largest net oil importer. Consumption patterns are
changing, with consumer-driven growth in gasoline outpacing
investment-driven growth in diesel, radically changing the
landscape for refiners. China also sits on one of the world’s
largest resources of shale gas—if even a small proportion of this
enormous potential is realized, the market can be transformed.
Other gas supply sources are also entering the market and
competing for market share.
Deliverables
The IHS China Oil and Gas Service
provides comprehensive, integrated
insights into key trends driving oil and
natural gas markets in China, covering
fundamentals, company strategy,
Natural gas market (overview):
overview of national demand outlooks,
citygate gas price outlooks, data tables
and quarterly market briefings, and
strategic reports
regulation, and policy.
National Oil Company analysis:
detailed profiles of each NOC updated
annually including; strategic analysis and;
LNG procurement insights
Oil market analysis:
monthly briefings, quarterly briefings and
outlooks, data tables, product price data
tables, and strategic reports;
Oil infrastructure: detailed reports on
Chinese oil infrastructure (bi-annual)
Provincial-level analysis:
Provincial oil and gas insight; profiles
covering regional oil and gas sectors
Natural gas upstream: Supply and cost
outlooks (by source: key producing basins
of conventional and unconventional gas,
coal-to-gas, import sources)
Semi-annual China Services Workshops:
half-day event conducted in a “roundtable”
format, limited to 50 participants to
maximize on discussions and exchanges
GIP by geological age for shale gas plays
in China (trillion cubic feet)
Carboniferous
1,202
Permo–Carb
630
Ordovician
4,871
Ordos–Qinshui
900
Songliao
663
Junggar
314
Mesozoic
987
Permian
2,671
Silurian
1,636
Shale gas GIP by regionfor shale
gas plays in China (trillion cubic feet)
Bohai
2,843
Tertiary
1,299
Other
18%
Tarim
6,336
Sichuan
5,413
Cambrian
3,175
Yanchang 3%
Songliao
Junggar
Turpan
Erlian
Qaidam
Ordos
Sinopec
42%
ChemChina 4%
CNOOC 5%
Bohai
Tarim
Qinshui
CNPC
28%
Hefei
Sichuan
Source: IHS Energy
Yunnan-Guizhou
© 2014 IHS
Qiannan Depression
China unconventional gas resources
China’s oil refining capacity share by
company, 2013
Key questions investigated:
• What are the key factors driving China’s oil demand?
• What are China’s gas supply sources for the future?
• How far and how quickly will the oil and gas market
liberalization progress?
• How will the global gas market influence China’s
gas imports?
Who will benefit from the service?
Integrated oil and gas companies – Key insight in
oil and gas upstream and refined product markets,
integrated with national oil company insights and
policy analysis
E&P companies – Understanding the evolving political
landscape, the strategies of NOCs and other key players,
evolution in pricing mechanism, as well as midstream
and downstream dynamics
Energy equipment and services – Upstream E&P and
downstream refining sector analysis and market sizing
for oil and gas equipment and services and insights on
key players
Automotive companies – Key factors impacting gasoline
and diesel demand, including policy changes, regulatory
issues, and critical questions facing fuel suppliers.
Considering future automotive energy sources and how
they will interact with conventional fuels
Financial institutions – Short- and long-term
market analysis and policy impact assessment on
specific companies
IHS China Gas, Power & Coal Service
The Chinese electricity market is already the largest in the
world and is expected to double in size again by 2030. In natural
gas, China is now the 3rd largest LNG buyer in the world, even
though the fuel still represents only 5% of primary energy—
enormous growth potential remains. Over half of the world’s
coal is consumed in China, but growth has been slowing as
policymakers seek to diversify primary energy supply and tackle
pollution challenges.
The IHS China Gas, Power & Coal
Service provides a comprehensive,
integrated insight into key trends
driving the evolution of China’s natural
gas, power, and coal markets, covering
fundamentals, company strategy,
regulation, and policy.
Deliverables
Xinjiang and Northwest:
coal and gas
and renewables
Coal Country: Coal and renewables
• 47% of potential coal
resources
• Over one-third of shale
gas-in-place resources
• 25% of onshore wind
resources
• Solar resources about
40% higher than on
coast, among highest
in China
• 60% of current coal production
• 40% of potential coal resources
• Inner Mongolia has largest onshore
wind resources (25–60% national)
Ningxia
Xinjiang
• One-third of shale
gas-in-place resources
in Sichuan Basin
Largest wind
resources
Xinjiang
olia
Sh
Tibet
Shanxi
Mong
Shangong
Shanxi
aa
nx
i
Inner
Southwest hydro
• 300+ GW of potential
hydro resources, with
only one quarter
developed
Electric power: Data tables; quarterly
market briefings; wholesale and retail
price data; outlooks for provincial
demand by sector, supply by technology,
and system reserve margins; regional
cost of generation; transmission
infrastructure outlook; retail tariff
outlooks (wholesale and retail for select
provinces); and strategic reports
Gangsu
Offshore wind
Sichuan
Henan
Jiangsu
Hubei
Sichuan
Coastal:
Demand center
Yunnan
Largest solar
resources
Hydro
• 50+% of power
demand
• Imports 17% of
power from inland
provinces
• Imports 77%
of coal
31142-13
Notes: Coastal includes Liaoning, Hebei, Beijing, Tianjin, Shandong, Jiangsu, Shanghai, Zhejiang, Fujian, Guangdong,
and Hainan. Power demand and installed capacity data from 2012, coal production from 2011, and hydro and coal resource
figures released in 2005 and 2010, respectively.
Sources: IHS CERA, China electricity council, NBS, NDRC
China’s resource imbalance
is creating challenges for
power supply
© 2013 IHS
Zhejiang
Important long-distance transmission
lines in China: Operating and
Yunnan
under construction
Xiangjiaba-Shanghai
Jindongnan-Jingmen
Guangdong
Jinping-Sunan
Nuozhadu-Guangdong
Pu'er (Yunnan)–Jiangmen
Xiluodu–Western Zhejiang
Ningdong-Shandong
North Zhejiang–Fuzhou
South Hami–Zhengzhou
Huainan-Shanghai
Operating
Under
construction
31142-14
Sources: IHS CERA
Current state of power
transmisson
1,000 kV AC
800 kV DC
500/660 kV DC
750 kV AC
Natural gas: data tables; quarterly
market briefings; outlooks for provincial
demand by sector and regional supply
by source; long-term citygate price
outlooks; long-term industrial retail price
outlooks; and strategic reports
Coal: supply and demand data tables,
quarterly market briefings, price
data tables, supply cost database
(by production unit), price outlooks
(Qinhuangdao and Guangzhou delivered),
and strategic reports
Company analysis: gas and power utility
profiles updated annually; strategic
analysis; LNG procurement insights;
company profiles include large power
generators, e.g, Huadian Group and
Guodian Group, as well as gas utilities,
e.g., ENN Group and Beijing Gas.
Policy and geopolitics: carbon policy
and carbon price outlooks; politics,
policy, and regulatory strategic reports
Provincial-level analysis: Provincial-level
long-term outlooks for gas and power;
provincial gas, power, and coal insights;
and provincial profiles (gas/power/coal)
© 2013 IHS
Semi-annual China Services Workshops:
half-day event conducted in a “roundtable”
format, limited to 50 participants to
maximize discussions and exchanges
Key questions investigated:
• What are the fuel choices in China’s future
power system?
• How will China’s natural gas midstream infrastructure
develop to meet future demand?
• How will gas and power price reforms progress?
• How will resource imbalance and cost differential
shape future power supply?
Who will benefit from the service?
Integrated oil and gas companies – Key insight in
gas market fundamentals with a focus on regional and
provincial gas demand drivers, policy trends, and
utility insights
Energy equipment and services – Market sizing for key
equipment and services in power, gas midstream and
coal; utility insights to help identify key customers
Mining companies – Coal market analysis and outlooks
and the role of coal in the overall energy mix and impacts
on the global market
Large energy consumers – Understanding pricing trends
and reforms to formulate energy procurement strategies
Power developers – Power market fundamentals and
analysis: demand analysis, fuel mix, cost and tariff
regulations, policy drivers and transmissions trends
Financial institutions – Short-and long-term market
analysis and policy impact assessment on specific
companies
Access to
Experts and
Member Events
IHS Energy China Services members
may access our lead researchers and
global network of experts directly by
e-mail, phone or in person to address
inquiries. Members are also invited
to participate in our semi-annual
China Services Workshops, as well as
interactive webinars and other member
events including the IHS Forum held
several times a year around the world,
where IHS experts present findings, lead
discussions, and respond to questions.
Webinars are recorded and remain online
available for later reference.
IHS Connect, our innovative business
and market intelligence platform.
Contact your Account Manager for more
information or any of the following:
About IHS ENERGY
Asia Pacific:
Tel: +65 6439 6000
Email: [email protected]
Europe, Middle East, and Africa
Tel: +44 (0) 1344 328 300
Email: [email protected]
Americas:
Tel: +1 800 447 2273
Email: [email protected]
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