Drawing on a large number of diverse sources, How China Disrupted Global Commodities comprehensively and systematically evidences the trends in the prices of different sets of commodities, analyses the drivers of China’s demand for commodities the factors constraining global supply and in the role which the financialisation of commodities is playing in constraining commodity production. It also documents and the growing role of China as a foreign investor in the commodities sectors. All of these trends are woven together to explore the fabric of strategic choices confronting public and private sector decision-makers.
1. Back to Centre Stage 2. A New Driver in the Global Economy 3. Commodities and Economic Growth 4. China as a Driver of Demand for Commodities 5. A Lagged Supply Response and the Impact on Commodity Prices 6. The Financialisation of the Commodities Sectors 7. How are Stakeholders Responding to the Commodities Super Cycle? 8. The Reshaping of the Natural Resources Sector