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Coal reports
China East Grid (S) aluminium smelter
China East Grid (S) is a generic costing of Søderberg technology smelters in the provinces of Anhui, Fujian, Jiangsu and Zhejiang that are not cost...
China economic focus August 2022: property recession
China’s property market is in recession and could potentially develop into a systematic financial and economic crisis. However, we expect a managed...
China economic focus July 2021: slowing growth ahead
China’s economy will slow from the second half of 2021. Slower export growth, rising commodity prices, lacklustre infrastructure investment and exp...
China economic focus October 2021: what’s next after power rationing?
Power rationing has impacted China’s economic growth since mid-September. We expect that constraints on power supply to persist before the end of t...
China economic focus October 2023: a low case for 2024
China's GDP growth could slow to 3.9% in 2024, according to our analysis of a low-case scenario. This scenario assumes flat property sales and new ...
China economic focus September 2022: the 20th party congress - prioritising self-reliance and stability
The 20th National Congress of the Communist Party of China (CPC congress) will be held on 16 October. We expect the 20th CPC congress to emphasise ...
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