Commodity Market Report

China power and renewable markets long-term outlook H2 2018

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28 December 2018

China power and renewable markets long-term outlook H2 2018

Report summary

China’s power and renewables space never lacks dynamism. Year-to-date power demand growth until November posted a five-year high but future growth is clouded by the US-China trade row. The government has been keen to lower power tariffs and speed up market liberalisation. Gas-fired power could see more constraints due to gas supply tightness, and captive coal-fired power plants will have to pay more fees to become eligible power market players. Pricing of renewables is moving from a feed-in tariff system to competitive auctions. But one thing remains unchanged – China is serious about energy transition, which offers more opportunities for clean fuels, while coal is set to face more downward pressure. In this report, we have enriched our offerings by adding GDP sensitivity analysis. This enables you to explore how inter-fuel competition will play out in response to power demand profiles changes (as a result of different GDP assumptions).

Table of contents

  • Power demand reaches five-year high but next year looks uncertain
  • Gas-fired power to feel short-term pain
  • Coal-fired captive power plants face more headwinds
  • New policies to boost renewables but challenges remain
  • NDRC urges local governments to lower power tariffs
  • Power sector reforms continue but spot-trading pilots will be delayed until mid-2019
    • China power available capacity

Tables and charts

This report includes 5 images and tables including:

  • China gas demand
  • China power market balance
  • Key facts in power market regulation
  • Key changes to power analysis from H1 2018 publication

What's included

This report contains:

  • Document

    2018_h2_china_power_data_h2_2018_update.xlsx

    XLSX 586.79 KB

  • Document

    China power and renewable markets long-term outlook H2 2018

    PDF 773.63 KB

  • Document

    China power and renewable markets long-term outlook H2 2018

    ZIP 1.19 MB

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