Insight
China: 2017 in review and what to look for in 2018
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Report summary
Commodity markets performed well in 2017. The recovery was primarily driven by the implementation of environmental policies and supply side reforms. With the 19th National Party Congress behind us and President Xi's new team settled in, we are looking at what the year of the dog will mean for China's commodity markets in 2018. In this Insight, we discuss five key themes that will shape commodity markets in China and around the world.
Table of contents
- Executive summary
- Economic growth: quality versus quantity actions will intensify
- Environmental policies: a rebalanced market and the rise of cleaner fuels
- Upstream: spending bottoms out, gas production looks up
- Metals and mining: supply reforms to change demand patterns
- Coal, power and renewables: 'green revolution' and 'lean champions'
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What's included
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