China: 2018 in review and what to look for in 2019

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14 December 2018

China: 2018 in review and what to look for in 2019

Report summary

China has been the driving force behind the commodity market revival since 2016 when it implemented a series of supply-side reforms and environmental policies. The measures received a boost in 2018 with the restructuring of the Ministry of Environment Protection into a new ministry – the Ministry of Ecology and Environment (MEE). The department of Climate Change is also moved from NDRC to the MEE. The reorganisation is a sign of the government commitment to turn pollution control policies into an action plan. The environmental policies are now becoming a new growth driver in China by helping to eliminate inefficient capacity and in improving sector profitability. In this Insight, we review 2018 and discuss how this year’s events will influence commodity markets next year.

Table of contents

  • Power and renewables: strong demand growth despite trade turbulence with the US
  • Gas and LNG: China becomes world’s largest importer in 2018
  • Coal: supply recovery driving import controls
  • Crude oil and tackling overcapacity in refining
  • Electric vehicles: well begun is half done
  • How are Chinese companies responding to the energy transition?
  • Conclusion

Tables and charts

This report includes 1 images and tables including:

  • China commodity supply-demand summary (history and outlook)

What's included

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    China: 2018 in review and what to look for in 2019

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