Supply Chain Research

China will become more reliant on Russian gas after the opening of the “Power of Siberia” pipeline that could meet 10% of demand. Importantly the new pipeline could limit the ability of U.S. exporters of liquefied natural gas (LNG) to access Chinese demand. That ability also depends on the signing a phase 1 trade deal between the U.S. and China. The deal could include commitments regarding Chinese imports of U.S. LNG. Chinese imports of natural gas climbed 23.3% year over year in the 12 months to Oct. 30, though they have reversed by 7.7% in November. U.S. exports meanwhile surged 105.5%...