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6 Pages

China's commodity markets - five policy outliers in 2016

China's commodity markets - five policy outliers in 2016

Report summary

Headlines in the first few weeks of 2016 have been dominated by hysteria over the slowdown in China and its impact on the global economy. Why are stock markets falling? China. Why are export-driven economies facing recession? China. Why has the oil price collapsed? China (or at least in part; for other commodities it really is China). The reality is inevitably more nuanced, as the government's announcement of 6.9% official GDP growth in 2015 highlights. However, what is not in doubt is that what happens in China in 2016 will have major consequences for commodity demand and pricing.  

What's included?

This report includes 1 file(s)

  • China's commodity markets - five policy outliers in 2016 PDF - 1.17 MB 6 Pages, 0 Tables, 4 Figures


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.

  • Executive summary
  • Macroeconomics
    • If all else fails, will China revert to spending money?
  • Industrial overcapacity
    • Getting serious about China's Achilles heel
  • Protectionism
    • Raising (non-tariff) barriers to imports
  • Environmental policy
    • Will 'air-pocalypse' finally turn China green?
  • NOC reform
    • Time for some tough love?

In this report there are 4 tables or charts, including:

  • Executive summary
  • Macroeconomics
    • Debt v. fiscal positions
  • Industrial overcapacity
  • Protectionism
    • City-gate prices v. oil products
    • Oil price floor
  • Environmental policy
    • Beijing PM2.5 Levels 30 November 2015
  • NOC reform
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