China power and renewable markets long-term outlook H1 2016
China is facing significant overcapacity in the power generation sector just as demand growth slows. Combined with weaker industrial demand, environmental challenges, the rollout of reforms and carbon mitigation commitment are all reshaping China's power sector and redefining its fuel mix. How will China's power demand and supply mix adapt to these key drivers? What impact will the focus on clean energy from nuclear and renewables have on coal and gas demand? And what are the key risks facing the sector? In this report we address these questions through detailed analysis of China's power market and policies.