Product markets outlook reports
Discover the outlook for major product markets with short-term and long-term forecasts. Understand market fundamentals, emerging trends and opportunities with trusted data. Browse our product markets outlook reports to find the intelligence you need to maintain a competitive edge.
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Product markets outlook reports
China’s oil demand shows post-pandemic resilience, with risks skewed to the downside
China’s oil demand shows resilience after the Covid-19 shock in Q1, recovering largely to pre-crisis levels by Q2. Looking forward to post-pandemic...
China’s PTA market after recent capacity ramp-up: evolving into an oligopoly market
Investment in the PTA market has been gathering momentum after a tightly balanced 2019. In 2020-2026, the world is going to add a stunning 49.4 Mtp...
China’s strong domestic coal supply poses greater threat than import ban to seaborne prices
Since 25 October, Guangzhou and Fuzhou customs authorities have reportedly stopped clearing imports, as coal volumes through ports in the two custo...
China’s tightening environmental policy weighs on Hebei iron ore supply
China's environmental policies have reduced iron ore production in Hebei province. Production costs are likely to increase due to the new regulatio...
China’s underground gas storage build has accelerated – what’s needed next?
Underground gas storage facilities construction has accelerated in the past two years thanks to policy mandates, renewed concerns over energy secur...
China's closed iron ore mines unlikely to restart
Despite high iron ore prices, we do not expect closed Chinese mines to restart production. Based on costs alone, an iron ore price of US$80/tonne i...
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