Wire · operational-macro
China bets on synthetic gas as geopolitical risk drives need for energy security
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Fusion42 · 25 August 2026 · Fusion42 review
China is expanding its coal-to-gas (CTG) synthetic gas industry as a strategic response to geopolitical risks affecting LNG supply chains. The 15th Five-Year Plan accelerates CTG capacity growth to 28 billion cubic meters per year by 2030, with new projects integrating carbon capture and environmental measures while impacting global LNG demand.
This Wire brief sits within Fusion42's coverage of Climate Tech.
◆ ◆ The Wire takeaway
You must factor China’s synthetic gas growth into your LNG demand forecasts as it shrinks import volumes structurally. This creates a persistent headwind for exporters relying on China’s market size.
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1 source · 10 Aug 2026
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