Commodity market report

China power markets long-term outlook 2013

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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 contains

  • Document

    China Power Data.xls

    XLS 779.50 KB

  • Document

    China power markets long-term outlook 2013

    PDF 2.56 MB

  • Document

    China power markets long-term outlook 2013

    ZIP 3.92 MB

  • Document

    Executive summary

    PDF 668.89 KB

  • Document

    Economic outlook

    PDF 460.11 KB

  • Document

    Policy and regulation

    PDF 279.57 KB

  • Document

    Demand

    PDF 318.84 KB

  • Document

    Supply

    PDF 403.67 KB

  • Document

    Infrastructure

    PDF 952.30 KB

  • Document

    Prices

    PDF 198.07 KB

  • Document

    Risks and uncertainties

    PDF 226.51 KB

Table of contents

    • 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
      • Macro Assumptions
      • Demand
      • Supply and Infrastructure
      • Pricing
    • China GDP Forecast
    • Oil Price Forecast
    • Coal Price Forecast
    • Environmental policy
    • Market reform
    • Direct power sales
    • Market structure
  • Demand
    • Power generation
    • Coal
    • Gas
    • Hydro – run-of-river and reservoir
    • Hydro - pumped storage
    • Nuclear
    • Wind
    • Solar
    • Total power generation
    • Reserve margin
    • Power plant investment
    • Power transmission
    • Coal-power price linkage mechanism
  • Risks and uncertainties

Tables and charts

This report includes 57 images and tables including:

Images

  • 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
  • Prices: Image 1
  • Prices: Image 2
  • Risks and uncertainties: Image 1
  • 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
  • Pollutant discharge standards for coal-fired plant
  • Major players in China's power generation market 2011 (MW)
  • 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
  • China inter-regional key power transmission infrastructure by 2020
  • Power flows from major exporters
  • Power flows into major importers
  • 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)

Tables

  • 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:

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