Prices, data and news on the China Bunker Oil Market

Navigate the strategic reconfiguration of China's energy and chemical industry and capture emerging investment opportunities through the 15th Five-Year Plan.

• Proprietary "Risk Filter": Pinpoint policy directions & exact investment focus.
• Traditional Upgrades: Navigate supply chain security in refining & coal chemicals.
• Green Commercialization: Clear roadmaps for Green Methanol, Ammonia, SAF, Bio-diesel, H2 & CCUS.
•  Stakeholder Landscape: Map new opportunities across SOEs, Private Firms & Foreign Investors
• Actionable Data Hub: Standardized PDF + Excel datasets tracking capacity, scale, and intensity targets.

Semi-Annual Updates: Track dynamic 15th FYP regional and sectoral rollouts.

Navigate turmoil and thrive in China’s oil market with forward-looking analysis, data-driven forecasts, and actionable insights through 2030.

• Extensive Product Coverage Across the Petroleum Value Chain: Covers crude, refined oil, naphtha, and fuel oil across multiple dimensions, including supply-demand balance, import/export trends, profitability, and downstream demand outlook.
• Macroeconomic Forecasts & Energy Demand: Examines China’s GDP growth, primary energy consumption, and energy mix trends to illustrate how the policy will impact oil demand through 2030.
• Crude Oil Supply-demand Balance & Import Dynamics: Provides a forward-looking view of China’s crude oil supply–demand balance, including domestic production and consumption trends, evolving import dependence, and import quota impacts on supply security through 2030.
• Refining Capacity & Utilization: Analyzes new refining capacity additions, utilization rate trends, and independent refiners’ performance (profitability and feedstock use), highlighting evolving refining dynamics.
• Refined Products & Feedstocks Outlook: Offers granular supply–demand forecasts for refined fuels (gasoline, diesel, jet) and key feedstocks (naphtha, fuel oil), covering demand drivers (e.g. EV adoption), export outlooks, and shifts in consumption patterns for a full view of product balances through 2030.
• Value Chain Margins & Profitability: Examines profitability across the petroleum value chain, covering crude price trends, refining crack spreads (gasoline, diesel, jet fuel), refined export margins, retail fuel margins, petrochemical spreads (naphtha-to-PP/PX), and fuel oil margins.
• Policy & Regulatory Insights: Highlights implications of China’s 20th Third Plenary (focus on "development and security") and “Two New Areas” initiatives, detailing upcoming regulations (consumption tax reform, independent refinery feedstock rules, export rebate cuts) and new green fuel policies shaping the oil market.

Publishing date: May, 2025

Including — Monthly PDF covering

• Monthly subscription and exclusive in-house presentation, extended consultation upon request
• Navigate through China's fast-evolving energy policies with an organized roadmap
• Identify emerging investment opportunities under China's decarbonization initiative with economic competitiveness analysis
• Focused study from the national and regional levels on specific markets
• Spotlight research on updated energy transition market regulations and policy orientation

Including – Weekly EXCEL covering

• Feedstock Price, including
  • Feedstock DES China Prices, Premiums and Discounts by type
  • Refined oil ex-refinery Price
• Refinery Relative Data, 100% coverage, including
  • Maintenance Schedule
  • Feedstock Throughput
  • Feedstock Port Inventory
  • Feedstock Arrivals & Shipping Schedule
  • Imported Crude Oil Quota Usage
  • Output, Sales Volume and Inventory of Refined oil
• Domestic Refined Oil Trade Flow
• Production Cost & Profit
• New Commissioning Schedule of Refining Capacities

Including – Weekly EXCEL covering

• CFR & China Domestic Price
• China LPG Supply, Data coverage >95%
  • Output by Region
  • Unit Maintenance Schedule
  • Imports & Shipping Arrivals
• China LPG demand, 100% Data Coverage
  • Feedstock Demand from Downstream Industries (Total, PDH, Butane)
  • Olefin Deep Processing Unit Maintenance Schedule
  • Olefin & Alkanes Deep Processing Units Operating Rate
• Inventory of Producers, Ports (100% Data Coverage), and Distributors
• Importers' Profits
  • Primary Importers' Gross Import Profits
  • Production Profits of PDH & Isobutane Dehydrogenation Units
• Alkane Processing Units Maintenance Schedule
• Existing & Upcoming PDH Units