China Economic Focus November 2023: China, energy transition and deglobalisation

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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:

  • Document

    China Economic Focus November 2023: China, energy transition and deglobalisation

    PDF 1.07 MB