China Energy Sector Analysis

Table of Contents

1. Analyst View

2. Research Overview

3. Global Energy Statistics

• 3.1 Energy Statistics by Region
• 3.2 Energy Statistics by Source
  • 3.2.1 Petroleum
  • 3.2.2 Coal
  • 3.2.3 Natural Gas
  • 3.2.4 Nuclear Energy

4. China Energy

• 4.1 Coal
• 4.2 Petroleum
• 4.3 Natural Gas
• 4.4 Photovoltaic Industry
• 4.5 Wind Industry
• 4.6 Biofuel
  • 4.6.1 Ethanol
    • 4.6.1.1 Raw Materials for Ethanol Production
  • 4.6.2 Biodiesel
    • 4.6.2.1 Raw Materials for Biodiesel Production

5. China Electricity Supply

6. Industry Analysis

• 6.1 Renewable Energy Demand Drivers
  • 6.1.1 Continuous Economic Growth
  • 6.1.2 Environmental Policies
  • 6.1.3 Energy Security & Diversity
• 6.2 Opportunities
  • 6.2.1 Energy Mix - Investing in Solutions
  • 6.2.2 Potential Electricity Demand
  • 6.2.3 Rise in Natural Gas Imports
• 6.3 Challenges
  • 6.3.1 Carbon Emissions
  • 6.3.2 Energy Efficiency
  • 6.3.3 Competitiveness of Renewable Sources Compared with Coal at Consumption Level
• 6.4 Future Outlook (2007-2011)
  • 6.4.1 Energy Consumption will Grow Steadily
  • 6.4.2 China' s Oil will Come from Imports
  • 6.4.3 Increasing Importance of Gas

7. Key Players

• 7.1 PetroChina
• 7.2 Sinopec
• 7.3 CNOOC
• 7.4 SunTech

List of Figures:

• Figure 3-1: Global - Energy Consumption (in Billion Tons of Oil Equivalent), 2002-2011F
• Figure 3-2: Global - Energy Mix (%), 2004
• Figure 4-1: China - Energy Consumption (in Million Tons of Oil Equivalent), 2001-2006E
• Figure 4-2: China - Energy Mix (%), 2005
• Figure 4-3: China - Coal Consumption (in Million Metric Tons), 2001-2006E
• Figure 4-4: China - Petroleum Consumption (in Thousand Barrels/day) 2001-2006E
• Figure 4-5: China - Natural Gas Consumption (in Million Cubic Meter), 2001-2006E
• Figure 4-6: China - Solar Cell Production (in MWp), 2000-2005
• Figure 4-7: China - Cumulative Installed Capacity of Wind Energy (in MW), 2000-2005
• Figure 4-8: China - Ethanol Production (in Million Metric Tons), 2004, 2005 & 2010F
• Figure 4-9: China - Livestock Statistics (in Million), 2004-2006
• Figure 5-1: China - Electricity Consumption (in Billion Kwh), 2001-2006E
• Figure 6-1: China - GDP Growth (%), 1990-2005
• Figure 6-2: China - Oil Imports (in Million Tons), 2005 & 2006
• Figure 6-3: China - Electricity Consumption Comparison with US & Japan (in kWh/Head), 2002-2006E
• Figure 6-4: US & China - Projected Carbon Emissions (in Million Metric Tons Carbon), 1990 to 2030
• Figure 6-5: China - Forecast for Carbon Emissions from Coal (in Million Metric Tons Carbon), 2010, 2015, 2020 & 2025
• Figure 6-6: China - Forecast for Energy Consumption (in Million Tons of Oil Equivalent), 2007-2011
• Figure 6-7: China - Forecast for Petroleum Consumption (in Thousand Barrels/day), 2007-2011
• Figure 6-8: China - Forecast for Natural Gas Consumption (in Billion Cubic Meters), 2007-2011

List of Tables:

• Table 3-1: Global - Energy Consumption by Region (in Million Tons of Oil Equivalent), 2002-2011F
• Table 3-2: Global - Energy Consumption by Region (in Kg Oil Equivalent/Head), 2002-2011F
• Table 3-3: Global - Petroleum Consumption by Region (in Barrel/day), 2002-2011F
• Table 3-4: Global - Coal Consumption by Region (in Million Metric Tons), 2002-2011F
• Table 3-5: Global - Natural Gas Consumption by Region (in Billion Cubic Meters), 2002-2011F
• Table 4-1: China - Supply & Demand of mc-Si (in Tons), 2004-2006E
• Table 4-2: China - Production & Capacity of SG-Si Ingots (in Tons), 2005
• Table 4-3: China - Solar Cell Production Capacity (in MW), 2005
• Table 4-4: China - Solar Cell Manufacturing Capacity (in MW), 2006E
• Table 4-5: China - Assembly Capacity of Solar Module (in MW), 2005
• Table 4-6: China - Distribution of Wind Energy (in MW) & Number of Turbines, 2005
• Table 4-7: China - Wind Turbine Market (in Million US$), 2003, 2004 & 2005
• Table 4-8: China - Current & Future of Denatured Ethanol Production (in Million Tons/year), 2005 & 2007F
• Table 4-9: China - Ethanol Import & Export (in Thousand Tons), 2001-2005
• Table 4-10: China - Ethanol Export by Destination (in Thousand Liters), 2001-2005
• Table 4-11: China - Ethanol Import by Destination (in Thousand Liters), 2001-2005
• Table 4-12: China - Corn Statistics (Oct. 2001 to Oct. 2006)
• Table 4-13: China - Sugar Statistics (in Thousand Metric Tons), Oct. 2001 to Oct. 2006
• Table 4-14: China - Wheat Statistics (July 2001 to July 2006)
• Table 4-15: China - Sorghum Statistics (July 2001 to July 2006)
• Table 4-16: China - Rapeseed Statistics (Oct. 2001 to Oct. 2006E)
• Table 7-1: PetroChina - Financial Overview (in Million US$), 2003-2005
• Table 7-2: Sinopec - Financial Overview (in Million US$), 2003-2005
• Table 7-3: CNOOC - Financial Overview (in Million US$), 2003-2005
• Table 7-4: SunTech - Financial Overview (in Million US$), 2003-2005