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9 Pages

China's GDP and energy demand decoupling: temporary or structural?


China's GDP and energy demand decoupling: temporary or structural?

Report summary

China is in a key phase of transition. In 2014, the relationship between GDP growth and energy demand growth diverged sharply. While GDP grew by 7.4%, power demand expanded by only 3.8% and diesel demand actually contracted for the first time in a decade. One of the most critical questions now facing global energy markets is whether this decoupling is temporary or structural?

What's included?

This report includes 1 file(s)

  • China's GDP and energy demand decoupling: temporary or structural? PDF - 358.21 KB 9 Pages, 0 Tables, 10 Figures

Description

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
  • Introduction
  • China’s GDP: the rise of the consumer
  • Power: a barometer of economic growth or a measure of structural change?
  • Coal demand: still king, but under pressure
  • Gas demand: cyclical factors playing a bigger role than structural changes
  • Oil demand: a tale of two products
  • Conclusion

In this report there are 10 tables or charts, including:

  • Executive Summary
  • Introduction
    • Disproportionate fall in China's energy demand
    • China's GDP rebalancing
  • China’s GDP: the rise of the consumer
    • Urban China population by region
    • China's geographical rebalancing
  • Power: a barometer of economic growth or a measure of structural change?
    • China power elasticity
    • China power demand by sector
  • Coal demand: still king, but under pressure
    • Coastal China generation
    • China gas demand growth 2011-2014*
  • Gas demand: cyclical factors playing a bigger role than structural changes
  • Oil demand: a tale of two products
    • China 2014 diesel demand by sector
    • China GDP, gasoline and diesel demand growth
  • Conclusion
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