Insight
China in transition: implications for commodity demand
This report is currently unavailable
Report summary
Wood Mackenzie's Chief Economist, Ed Rawle, recently presented to several CEO conferences organised by Wells Fargo in the US. Ed focused his presentation on China, specifically what the transition from an industrial, investment led economy to more of a consumer based economy means for commodity demand. The presentation addresses the following key questions: Why is China's economy slowing, and how fast? What is China doing to create sustainable economic growth into the future? What do we expect China's renminbi to do into the long term? Which commodities win/ lose from China's transition? Have we reached peak steel? If so, what does this mean for iron ore? Why is oil demand in China holding up while other commodity demand falters? Will it last? Finally, will the wave of chemical output from the US find a home in China?
Table of contents
- China in transition: implications for commodity demand
Tables and charts
No table or charts specified
Other reports you may be interested in
Insight
China slowdown: why this time is different
Not a reply of 2008 and nor will be the consequences
$950
Commodity Market Report
LNG short-term analytics: Demand tracker
Frequently updated short-term LNG demand forecasts (by regas terminal)
$4,000
Insight
Coronavirus impact briefing: week ending 15 May
How the pandemic is affecting energy and natural resources
$1,050