Dian Qu

Analyst, China Research
+44 (0)203 008 5764

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Recent China research

* China Watch: Q3 GDP, Party Congress and the IMF annual meetings, Michelle Lam, Jonathan Fenby, Larry Brainard, 19 Oct 2017
* China Perspective: Communist Party Congress - What Xi’s new era means, Jonathan Fenby, 18 Oct 2017
* China Perspective: Communist Party Congress - The flaws in Xi’s world order, Jonathan Fenby, 16 Oct 2017
* China Watch: Pressure on housing sales to grow, Bo Zhuang, Jonathan Fenby, Jon Harrison, 12 Oct 2017
* China Perspective: Communist Party Congress - All Xi’s men, Trey McArver, 10 Oct 2017

See all our China research >>

UPDATE: Independent power producers and coal producers in balance of power stalemate

Overview

After a particularly bad 2008, the performance of Chinese power generation companies should improve this year, driven by the decline in coal prices from peak 2008 levels and the recovery of power demand expected in H2/09. At the moment generation companies are engaged in a cat-and-mouse game with coal producers over pricing. This has led to an unusual stalemate in negotiations as the generation companies stand firm on their demands for cuts in the coal prices agreed in early 2008....

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