Insight
China slowdown: why this time is different
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
China is now world's second largest economy. Its energy economy is twice the size it was in 2008 but faces a number of challenges which are compounded by the trade disputes with the US. In this insight, we discuss China's commodity demand, how it has changed since 2008 and the short-term impact on oil, gas and coal. We also discuss the longer-term issues that might arise due to the current slowdown.
Table of contents
- Executive summary
- 1. China 2008 vs China 2019: size matters
-
2. Old tricks to spur economic growth unlikely to work this time
- What options does the government have?
-
3. Short-term impact on commodities: not quite so simple
- Thermal coal
- Oils and refining
- Gas and LNG
- 4. Long-term implications: new demand patterns will emerge
Tables and charts
This report includes the following images and tables:
- China imports share in domestic demand
- China imports share in global trade
- Annual demand change for key commodities – base case vs low GDP, Mt
What's included
This report contains:
Other reports you may be interested in
Insight
American made: will the USTR's anti-China measures bring large-scale LNG shipbuilding to the US?
From 2028, at least 1% of all US LNG exports are required to be carried onboard US-built LNG carriers
$1,050
Insight
Déjà vu as Trump imposes tariffs on aluminium imports
Trump tariffs: A zero sum game
$1,050
Insight
China economic focus November 2024: impact of the potential Trump tariffs
China will take measures to offset the negative impact of the potential Trump tariff.
$1,150
