Commodity market report
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25 Pages

China power markets long-term outlook H2 2014

China power markets long-term outlook H2 2014

Report summary

In the last half of 2014, power demand grew at the slowest pace in the last 10 years largely due to a significant slowdown in industrial power demand.  The environment continues to be a top political priority, creating a set of fast moving policy developments that add further uncertainty to China's long term fuel mix.

What's included?

This report includes 2 file(s)

  • China power markets long-term outlook H2 2014 PDF - 6.83 MB 25 Pages, 3 Tables, 28 Figures
  • China Power Data.xls XLS - 849.00 KB


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
    • Medium-term power demand growth remains 'soft' on the back of weak GDP
    • Transmission bottlenecks play a key role in reducing renewable generation
  • Economic outlook
  • Policy and regulation
    • Environmental and energy policies
      • Market reform
    • Direct power sales
    • Market structure
      • Regional grids
      • Generation
  • Demand
  • Supply
    • Coal
      • Gas
    • Hydro-- run-of-river and reservoir
    • Hydro-- pumped storage
    • Nuclear
    • Wind
    • Solar
    • Total power generation
    • Reserve margin
    • Power plant investment
  • Infrastructure
    • Power Infrastructure
      • Power transmission
      • Power flows
  • Prices
    • On-grid tariffs
    • Coal-power pricing indexation mechanism
  • Risks and uncertainties

In this report there are 31 tables or charts, including:

  • Executive summary
    • Executive summary: Table 1
    • Executive summary: Table 2
  • Economic outlook
    • Economic indicators
  • Policy and regulation
    • Pollutant discharge standards for coal-fired plants
    • Major players in China's power generation market 2013 (MW)
  • Demand
    • Forecast power demand vs. GDP
    • Forecast power demand vs. elasticity
    • Forecast power demand by region
    • Historical power consumption by region
    • Historical power consumption by sector
    • Historical monthly power demand by region
    • Forecast monthly power demand by region
    • Forecast monthly power demand by fuel
  • Supply
    • 2013 installed capacity by region
    • 2013 installed capacity by fuel
    • Installed capacity by fuel 2013-2035
    • Installed capacity by region 2013-2035
    • Gas demand in power by region
    • Power generation by fuel
    • Power generation by region
    • Installed capacity grid reserve margin
    • De-rated grid reserve margin with transmissions
    • Incremental capacity by fuel
    • Power plant investment by fuel
  • Infrastructure
    • China inter-regional key power transmission infrastructure by 2020
    • Power flows from major exporters
    • power flows into major importers
  • Prices
    • Historical on-grid tariff by fuel
    • Historical on-grid tariff by region
  • Risks and uncertainties
    • China key power demand uncertainties
    • China key power supply uncertainties
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