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China economic focus October 2021: what’s next after power rationing?

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28 October 2021

China economic focus October 2021: what’s next after power rationing?

Report summary

Power rationing has impacted China’s economic growth since mid-September. We expect that constraints on power supply to persist before the end of the winter heating season, but disruptions to economic activity will moderate. This round of power rationing will spur domestic inflation in the short term with the deregulation of the power markets. It will also expedite the offshoring of China’s energy-intensive sectors in the long term.

Table of contents

  • Highlights
  • How long will the power shortages last?
  • What does it mean for prices?
  • What does it mean for China’s industrial sector in the long term?
  • Appendix

Tables and charts

This report includes 12 images and tables including:

  • Power raioning has impacted most manufacturing centres in China
  • Power price will impact a wide range of industries
  • Wholesale power prices for Asia Pacific economies, 2019
  • Wood Mackenzie's proprietary China data
  • Manufacturing PMI
  • IP and retail sales
  • Trade
  • Inflation
  • Property
  • Investment
  • Money supply (M2)
  • Required reserve ratio

What's included

This report contains:

  • Document

    China economic focus October 2021: what’s next after power rationing?

    PDF 973.17 KB