china energy market solution - icis energy market solution your trusted source for china energy...
TRANSCRIPT
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Supply and demand data
Local government
policies
Powerful oil and gas data and analysis to help you navigate through China’s changing marketplace
www.icis.com/request-chinaenergy
CHINA ENERGY MARKET SOLUTION Your trusted source for China energy prices, fundamentals, analysis and forecasts
Import and domestic
prices
Industry news and market
analysis
Refinery data
Shipping information
Future-proof your China investment strategies with the unique ICIS market solutions ICIS is the market intelligence leader for Chinese energy markets and to address your unique business requirements, we ensure you have the information you need to gain fi rst-mover advantage and secure investment opportunities in China, with tailored insights and support.
How can ICIS help you? TRADERS can stay on top of market changes as they occur and have the access they need, to the deepest granular level of data, to support decisions and prioritisation needs for identifying opportunities in China.
INTEGRATED ENERGY COMPANIES can be assured of robust, data-driven evidence to support decisions and plans in identifying potential growth segments and investment opportunities, with access to competitive intelligence.
FINANCIAL INSTITUTIONS can rely on ICIS for market-realistic projections and value-added market contexts from energy market experts. Acquire multi-annual projections on refi nery production as well as asses a company’s competitive position.
We offer the complete picture direct from experts in the country: The depth and breadth of our coverage on China’s energy industry provides for all your key information needs, not just one or two. Our on-the-ground staff ensure that our China reporting and support is fast, accurate, insightful and, most importantly, trusted.
We work alongside you: We are familiar with the challenges you face when entering, or operating in, the complex China energy market. Quite simply, we make life easier, by tailoring what we know to suit what you need to do to be profi table and sustain competitive advantage.
We are thorough: We collate information from various independent players, not just one perspective from one type of source. The only reason this is possible is because unlike others, we’ve had our own people, on the ground, for over 15 years.
We help increase productivity: We deliver the essential information you need to do business more effectively in the short and long term. That includes report formats that give useful insight and are easy to use, along with access to raw data in Excel format that can be embedded into your own internal models.
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www.icis.com/request-chinaenergy
China Independent Refinery Monthly Report A comprehensive coverage of more than 140 independent refi neries’ operating rates, capacity turnaround data and more.
China Refinery Operations Data Monthly Report Detailed data in Excel format of the state-owned refi nery sector for companies selling oil to China or forecasting China import/export.
China Independent Refinery Annual Report Gain access to historical statistics, market research and analysis of the signifi cant issues expected to shape the country’s independent refi ning sector over the next fi ve years.
Oil Solution
Refinery SolutionKeeping up with China’s fast-moving refi nery sector, which lacks transparency, remains labour-intensive and is challenging for many. ICIS addresses these with our unique refi nery solutions.
China Oil Market Report (Daily) Access short-term prices and news to guide you with your daily trading and decision-making.
China Petroleum Market Report (Weekly) Have a view of not only prices, but also policy changes and other fundamental data for short- to medium-term planning.
China Petroleum Annual Report Your source for longer-term supply and demand fundamentals with forecasts up to fi ve years, ensuring you have the information you need for your investment and commercial strategies.
Crucial data on Chinese oil and refinery markets As the world’s second largest oil consumer, China remains a key market of interest to global players. For the rapidly evolving oil and refi nery industry, we provide an end-to-end solution for China’s dynamic oil market.
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www.icis.com/request-chinaoil
Expert insight and powerful data relating to China’s oil industry
China Oil Market Reports We provide daily and weekly reports to give you the latest price assessments, plus key market information for China’s oil and petroleum markets. Use ICIS reports to understand price drivers, negotiate with confi dence and plan your short-term business decision-making.
● Domestic and import spot prices for gasoil, gasoline,jet fuel and crude
● Commentary on policy changes, market trends anddevelopments
● Key fundamental data indicators – stock and margins
● Refi nery turnaround schedules
● Shipping fi xtures
● A detailed data fi le which includes all of the raw datafrom the weekly report
China Petroleum Annual Report To support both local and international oil players, ICIS publishes a detailed annual study with unparalleled data and analysis including all of the following:
● Critical supply and demand data and analysis for up to fi ve years ahead
● A review of China’s complex refi ning industry (both state-run andindependent) with import and export data
● An in-depth look at the infrastructure operations, capacity, ownershipand logistics of China’s oil industry
● Macroeconomics and policy changes and trends
● Supplementary maps showing refi nery capacities, pipeline and oildistribution at a glance, as well as data fi les to give you direct accessto raw data from the report
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www.icis.com/request-chinaoil
Further transparency of China’s refinery sector
China Independent Refinery Report This must-have resource provides you with the data and analysis you need to gain further clarity over China’s independent refi nery sector. Available in PDF and Excel data fi les, this monthly report gives you all of the following:
China Refinery Operations Data Report Available as a data Excel fi le, this monthly report provides you with immediate and clear access to raw data. Our refi nery operations report focuses on state-owned refi neries and gives you access to:
China Independent Refinery Annual Report The annual report captures the development of China’s independent refi ners with historical statistics, market research and analysis of the signifi cant issues expected to shape the industry over the next fi ve years. It will help you address all of the following issues:
● Crude imports and quotas of independent refi neries byspecifi cation and refi ner
● Crude inventories
● Shipment arrival information including volume, date, receiverand arrival ports
● Output, inventory of major independent refi neries
● Operating rates and refi nery turnarounds
● Refi nery turnaround schedules covering the major state-run refi neries
● Throughput lost and updates on throughput plans in China
● Updates on capacity expansion and analysis on potential feedstockspecifi cations
● Monthly operating rates
● Production margin for imported and domestic feedstock
After 2016Jingmen Petchem Sinopec
Feb/17 NVRO hydrogena0
4040
Hubei C. China
Y VRO hydrogenation 0
8080
YHydrocracker 0
4242
YRFCC 0
6666
YReformer 0
4848
YHydrogenation(G0
9292
YHydrogenation(G0
2828
YHydrogenation(J0
2828
YMTBE 0
1.61.6Y
Coker 024
24N VRO hydrogenation 0
8080
NVGO hydrogena0
5252
NRFCC 24
96120
NReformer 40
3676
NHydrogenation(G
68NHydrogenation(G
48NHydrogenation(J0
3838
NMTBE 1.2 2
3.2
Qingdao Refining & Chemical
SinopecEarly-2017 N
Reformer 3020
50Shandong Shandong
NHydrocracker 0
5858
NReformer 12
2638
NHydrogenation(G36
4480
H2-2017 NReformer 44
3074
H1-2017 NVGO hydrogena36
4076
H1-2017 NRFCC 92
12104
NReformer 36
3066
NVRO hydrogena36
4076
Yanshan Petchem Sinopec
2018 NReformer 28
3058
Beijing N. China
Aug-Sep 2018 NVRO hydrogena0
4848
Aug-Sep 2018 NRFCC 0
4444
Aug-Sep 2018 NHydrogenation(G20
2040
Aug-Sep 2018 NReformer 38
2058
Aug-Sep 2018 NIsomerisation 0
77
Aug-Sep 2018 NAlkylation 0
3.23.2
NHydrocracker 0
3030
NReformer 0
2020
NCoker 0
2020
2017 2018 NFCC
3236
68
2017 2018 NReformer 12
1224
2017 2018 N Hydrorefining(Gasoil) 2424
48
2017 2018 N Hydrorefining(Gasoline) 1420
34
2018 NFCC
040
40
2018 NMTBE 0
1.21.2
2018 NReformer 0
2020
2018 N Hydrorefining(Gasoil) 036
36
2018 N Hydrorefining(Gasoline) 018
18
YFCC 0
5858
YHydrocracker 0
7272
Y Hydrorefining(VRO) 072
72Y Hydrorefining(Gasoil) 0
8383
Sinopec
Zhanjiang Donghaidao Project 2019
Oil&Gas Taizhou
PetroChina
Qingyang Petchem
NW. China
Sep,2017
CNOOC
Zhonghai petchem
Mid-2018
CNOOC
Aug'2017
Zhejiang
Liaoyang Petchem
Region
Grassroot(Y/N) Units
Maoming Petchem
Mar/18
Newly-Added Capacity ('000bbl/da
y)
ShandongShandong
Mar'2017
PetroChina/Saudi Aramco/Yuntianhua
PetroChina
Hebei
Jiangsu E. China
2019-2020
Guangdong
E. China
Guangdong
N. China
S. China
Gansu
Sep-2017
S. China
Location
NE. China
Yunnan
Guangdong
S. China
SW. China
Liaoning
Sinopec
Huabei Petchem
Jinling Petchem
Updates on Secondary Units Projects
Refinery Owner Completion Date Start-up Date
CNOOC
156
Final Capacity ('000
bbl/day)
Dec-2016
Kunming Project
Sinopec
End-2016
Previous Capacity ('000bbl/day)
40
Eliminated Capacity ('000bbl/day)
PetroChina
Huizhou Refinery II
After 2016Jingmen Petchem Sinopec
Qingdaao Refiningng & Chemicaal
SinopecE
H2-2
H1-2
H1-2
Yanshan Petchem Sinopecpec
2018
Aug-Se
Aug-SepAug-Sep Aug-Sep Aug-Sep 2Aug-Sep 2
20117 201820177 2018
2017 20182017 2018
20200181882
220011888
220011888
20018188 N201188 N
Y
Y
Y
Y
Sinopec
Zhanjiang Donghaidao Project 2019
Oil&Gas Taizhou
PetroChina
Qingyang Petchem
CNOOC
Zhonghai petchem
Mid-2018
CNOOC
Aug'20
Liaoyang Petchem
Maoming Petchem
Ma
Mar'2017
PetroChina/Saudi Aramco/Yuntianhua
PetroChinna
2019-2020
Sinoopec
Huabei Petchem
Jinling Petchem
Refinery Owner Com
CNOOC
Dec-2016
Kunming Project
SinopecS
End-2016
PetroChina
Huuizhou Refefinery II
● Refi ning units and capacity with regional breakdowns
● Feedstock mix by region plus origin, specifi cation and destination data
● Analysis of margins and operating rates
● Storage and transportation facilities used by independent refi ners
● The impact of quotas, taxes and policies
● The expansion plans and outlook for independent refi ners for2018-2022
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www.icis.com/request-chinaoil
Unrivalled intelligence for Chinese gas/LNG markets China’s infl uential role in the natural gas and liquefi ed natural gas (LNG) markets is set to grow in the coming years, as the government relaxes its policy towards imports and private companies. This presents a wealth of opportunities for global gas and LNG industry players.
The ICIS China Gas and LNG Solution is an essential source of market intelligence for international players looking to enter and participate in the evolving gas and LNG sector that provides all of the key information you need when planning and making business decisions in the short- to long-term.
China Gas Market Report WeeklyA must-have for pricing and news, guiding you when tracking and staying on top of China’s pipeline and LNG markets.
China Gas Markets Monthly Gain further insights on market changes and price trends with access to deeper analysis of the market and other fundamental data for short- to medium-term planning.
China Natural Gas Annual ReportYour source for longer-term supply and demand fundamentals with forecasts up to fi ve years to help you in strategic planning and investment decisions.
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www.icis.com/request-chinagas-lng
A one-stop solution for your Chinese gas and LNG market intelligence needs
China Gas Market Reports Published weekly and monthly, the China Gas Market Reports give you the latest prices, supply-demand data and analysis to navigate through the current market developments in gas and LNG
● China’s domestic prices broken down by key regions, including prices fortrucked LNG
● Import prices, including a 2-month spot LNG price forecast for China DES
● Retail and city gate prices
● Local supply – domestic production, liquefaction operating rates and cost- effectiveness
● Supply from overseas – imports by delivery, source and customs, pipelineimport data, LNG shipment arrivals
● Demand fundamentals – commentary and trends per key consuming sector
● China’s policy developments and their impact on local and global markets
● Industry news, developments, company news, including progress oninfrastructure projects
China Natural Gas Annual ReportThis in-depth annual study provides key insights into the current state of the Chinese gas markets, with supply/demand forecasts up to fi ve years, imports/exports, prices and government policies. The annual study is a valuable tool to help you identify opportunities and manage risks in the emerging LNG/gas industry.
● Natural gas supply/demand analysis for the previous year
● Supply and demand forecast data for up to fi ve years ahead
● Industry chain analysis and insights into key developmentsaffecting the China markets
● China natural gas price analysis – domestic prices, import prices,long-term contracts
● China LNG margins – from domestic production and imports
● China’s top 10 LNG producers and import terminals
● Analysis of China’s gas policies and their impact on gas/LNG anddownstream sectors
● LNG and pipeline gas logistics
● Unconventional gas production and outlook
● Competing fuel analysis
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www.icis.com/request-chinagas-lng
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To find out more about our products and services,
www.icis.com/request-chinaenergy
Or call our regional offi ces: Asia Pacifi cTel: +65 6588 3955
Europe, Middle East and Africa Tel: +44 20 8652 3335
Toll free US & CanadaTel: +1 888 525 3255 or +1 713 525 2613
Pioneers and world leaders in China market intelligence
ICIS is at the forefront of the market, providing independent pricing intelligence, round-the-clock news and data-driven analysis and bespoke consulting services for China.
A voice of authority on China’s energy industry, our locally based experts work closely with the global ICIS team to ensure we deliver quality data to our customers – in a timely manner and straight from the country. From comprehensive data on historical trends to reliable forecasting, our reports equip global players with the information they need to successfully navigate the Chinese markets.