Insight

China's commodity markets: 5 things to look for in 2017

Loading current market price

Get this report

Loading current market price

Get this report as part of a subscription

Enquire about Subscriptions

Already have subscription? Sign In

Further information

Pay by Invoice or Credit Card FAQs

Contact us

For further information about this report submit the form below.

Report summary

With the Chinese New Year holiday behind us we are looking ahead to what the year of the rooster could have in store for China's commodity markets. Undoubtedly maintaining stability in the run up to this year's 19th Communist Party Congress is the government s top priority and there will be no distractions from President Xi s efforts to consolidate his political power. More broadly while we believe China can meet its official GDP target this year we don t agree with the consensus view of stable commodity market development as we see multiple challenges ahead. In this insight we consider five factors that could surprise China's commodity market. We intend to look closely at each of these topics individually and share our view of their impact on commodity markets through a series of reports briefing sessions and follow up insights through the year.

What's included

This report contains

  • Document

    China's commodity markets: 5 things to look for in 2017

    PDF 254.10 KB

Table of contents

  • Introduction
  • Macro economy: where will the money come from?
  • Capacity rationalisation: running out of 'low-hanging fruit'
  • Energy market reforms: the art of balancing
  • Environmental policies: moving the needle
  • Trump administration: some threats, but more opportunities

Tables and charts

No table or charts specified

Questions about this report?

  • Europe:
    +44 131 243 4699
  • Americas:
    +1 713 470 1900
  • Asia Pacific:
    +61 2 8224 8898