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China Economic Focus November 2023: China, energy transition and deglobalisation
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The recent meeting between Xi and Biden offers limited upside for China’s challenging position in deglobalisation. China needs to nurture the markets in developing economies to fulfil its ambitions in the energy transition. At the same time, the country will see increased trade barriers for new energy-related products from developed countries. Exporting energy-intensive products to developing or developed countries goes against China’s emission and economic growth targets. Is China better off investing in the energy-intensive sectors in developing economies?
Table of contents
- Executive summary
- China faces adverse changes in global trade and investment
- Growth and barriers come together for energy transition products
- Supplier turned investor in energy-intensive products
- Appendix
Tables and charts
This report includes the following images and tables:
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China’s manufacturing capacity share of global totalChina’s auto export risesChina’s EV export by region, Jan-Sep 2023
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Top 10 destinations for China’s steel exportsWood Mackenzie's proprietary China dataManufacturing PMIIndustrial production and retail salesTradeInflationPropertyInvestmentMoney supply (M2)
- 1 more item(s)...
What's included
This report contains:
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