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China in transition: implications for commodity demand

China in transition: implications for commodity demand

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?

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  • China in transition Implications for commodity demand.pdf PDF - 4.96 MB


This Macroeconomics and Global Trends Insight report presents our research on this key topic, and draws out the implications for economies and commodity markets.

This report delivers a clear understanding of our unique global economic outlook and identify risks and uncertainties to watch out for.

Wood Mackenzie's global trends and macroeconomic analysis underpins all our commodity demand analysis, ensuring we continually deliver an integrated and consistent view.

Our comprehensive understanding of commodity markets gives us a unique insight into the pace of global development and the risks associated with it.

  • China in transition: implications for commodity demand
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