Commodity market report
| |
33 Pages

China power markets long-term outlook 2013


China power markets long-term outlook 2013

Report summary

In our H1 2013 update we have modelled the impact of slower economic growth on Chinese energy demand as the impact of both EU contagion and domestic macroeconomic challenges are felt in China. The impact is most keenly felt in the power sector, while overall demand for gas has largely shrugged off a slower GDP story, as we expected.

What's included?

This report includes 2 file(s)

  • China power markets long-term outlook 2013 PDF - 2.56 MB 33 Pages, 7 Tables, 50 Figures
  • China Power Data.xls XLS - 779.50 KB

Description

The power sector is rapidly transitioning to a cleaner generation mix supported by technological and regulatory changes. Regional markets and structures are adjusting to these new realities with implications on fuel demand, commodity pricing and asset values.

This Power Markets Long Term Outlook report provides a detailed analysis of supply, demand and price fundamentals, as well as the regulatory and market issues affecting regional power markets.

Use this report to examine key issues driving regulatory and economic trends and identify future growth opportunities in regional power markets.

Wood Mackenzie's detailed analysis and reliable market forecasts give you a strong foundation for your investment decisions and corporate planning. Our experienced power research analysts use high-quality proprietary gas, coal and oil markets research to help you unlock power market fundamentals and identify future growth opportunities.

  • Executive summary
    • Gas demand growth remains strong, despite economic slowdown
    • However, revised GDP assumptions materially impact power demand growth
    • Gas price reform announced in June 2013
    • Key facts and updates
    • Recent Changes
      • Macro Assumptions
      • Demand
      • Supply and Infrastructure
      • Pricing
  • Economic outlook
    • China GDP Forecast
    • Oil Price Forecast
    • Coal Price Forecast
  • Policy and regulation
    • Environmental policy
    • Market reform
    • Direct power sales
    • Market structure
  • Demand
  • Supply
    • Power generation
    • Coal
    • Gas
    • Hydro – run-of-river and reservoir
    • Hydro - pumped storage
    • Nuclear
    • Wind
    • Solar
    • Total power generation
    • Reserve margin
    • Power plant investment
  • Infrastructure
    • Power transmission
  • Prices
    • Coal-power price linkage mechanism
  • Risks and uncertainties

In this report there are 57 tables or charts, including:

  • Executive summary
    • Key facts
    • China gas demand by sector
    • China gas demand by province
    • China gas market balance
    • China power available capacity
    • China power market balance
    • Key changes to analysis from H2 2012 publication:
    • Executive summary: Image 1
    • Executive summary: Image 2
    • Executive summary: Image 3
    • Executive summary: Image 4
    • Executive summary: Image 5
    • Executive summary: Image 6
    • Executive summary: Image 7
    • Executive summary: Image 8
    • Executive summary: Image 9
    • Executive summary: Image 10
    • Executive summary: Image 11
    • Executive summary: Image 12
    • China Weighted Average Cost of Gas (H1 2013 v H2 2012)
  • Economic outlook
    • Economic outlook: Image 1
    • Economic outlook: Image 2
    • Economic outlook: Image 3
    • Economic outlook: Image 4
    • Economic outlook: Image 5
    • Economic outlook: Image 6
    • Economic outlook: Image 7
    • Economic outlook: Image 8
    • Economic outlook: Image 9
    • Economic outlook: Image 10
  • Policy and regulation
    • Pollutant discharge standards for coal-fired plant
    • Major players in China's power generation market 2011 (MW)
  • Demand
    • Demand: Image 1
    • Demand: Image 2
    • Forecast power demand by region
    • Demand: Image 4
    • Demand: Image 5
    • Historical monthly power demand by region
    • Demand: Image 7
    • Demand: Image 8
  • Supply
    • Supply: Image 1
    • Supply: Image 2
    • Supply: Image 3
    • Supply: Image 4
    • Gas demand in power by region
    • Supply: Image 6
    • Supply: Image 7
    • Supply: Image 8
    • Supply: Image 9
    • Supply: Image 10
    • Supply: Image 11
  • Infrastructure
    • China inter-regional key power transmission infrastructure by 2020
    • Power flows from major exporters
    • Power flows into major importers
  • Prices
    • Prices: Image 1
    • Prices: Image 2
  • Risks and uncertainties
    • Risks and uncertainties: Image 1
Requester's name : .............
Department : .............
Authoriser's Name : .............
Authoriser's signature : .............
Date : .............
Cost Centre : .............

Questions about this report?

Frequently Asked Questions

Mailenquiries@woodmac.com
  • Europe: +44 131 243 4699
  • Americas: +1 713 470 1900
  • Asia Pacific: +61 2 8224 8898
contact us

Why Wood Mackenzie?

As the trusted source of commercial intelligence for the world's natural resources sector for more than 40 years, we empower clients to make better strategic decisions with objective analysis and advice. Find out more...