Insight
China Economic Focus November 2023: China, energy transition and deglobalisation
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 13 images and tables including:
- China’s manufacturing capacity share of global total
- China’s auto export rises
- China’s EV export by region, Jan-Sep 2023
- Top 10 destinations for China’s steel exports
- Wood Mackenzie's proprietary China data
- Manufacturing PMI
- Industrial production and retail sales
- Trade
- Inflation
- Property
- Investment
- Money supply (M2)
- Required reserve ratio
What's included
This report contains:
Other reports you may be interested in
Insight
China economic focus April 2024: what does a strong Q1 mean?
The green economy has become China’s biggest growth driver
$950
Insight
China economic focus March 2024: how to achieve the 5% growth target?
Equipment and auto renewal and exports could pose upside surprises for the Chinese economy in 2024.
$950
Insight
The energy transition outlook for lithium
The outlook for the lithium market is strongly linked to energy transition and to electric vehicles in particular
$1,050