Insight
China metals and mining: 5 things to look for in 2018
Report summary
2018 will likely see China's metal demand slow further as the government tries to discourage speculation in the property market and constrains infrastructure investment. Even with slow growth, however, companies should continue to benefit from better margins by producing less, a result of efforts to rationalise capacity and meet stricter environmental standards. And with better margins, 2018 could see a reverse in the previous investment downward trend and more investment outside China.
Table of contents
- Executive summary
- Further slowdown in metals demand
- Supply-side reform continues, but focus shifts
- Environmental pressure likely to intensify
- Good margins will persist
- Potential for outbound investment
Tables and charts
This report includes 6 images and tables including:
- Forecasted slower demand growth in 2018 (year-on-year growth)
- China steel consumption (Mts)
- China metals demand growth (year-on-year, %)
- Margins (%) have turned around for Chinese metals and mining companies
- So, their balance sheets improve –liability/asset ratios (%)
- A turning point in the investment cycle (FAI % year-on-year growth)
What's included
This report contains:
Other reports you may be interested in
Insight
China's commodity markets: 5 things to look for in 2017
We look ahead to what 2017 could have in store for China's commodity markets and discuss five factors that could surprise the markets.
$950
Insight
Metals and mining - scrap research
Wood Mackenzie's scrap research - a simple way to access our insights on the circular economy for metals.
$1,050
Insight
2024 guidance: upstream companies' capital budgets and production targets
Rolling company guidance tracker with 2024 investment plans and volume targets
$1,350