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Metals reports
China drives respite for prices: Coronavirus impact on bulks week ended 15th May
Positive price moves were seen across the bulks sector this week as Chinese steel production, inventory trends and power demand signals set a const...
China economic focus April 2023: a lacklustre recovery for industry
The industry sector and related commodity demand had a weak Q1 despite solid GDP growth. A strong industrial production rebound could be delayed to...
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 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 ...
China power markets long-term outlook H1 2019
China’s energy market never falls short of big changes. In the past year we have seen renewable pricing moved from feed-in tariffs to competitive a...
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