Will China’s latest moves to shore up the country’s ailing property sector prove effective? And if they do, how long will it take?

The answers to these questions are critical not only for China but also for global investors across multiple sectors, given their exposure to the world’s second-largest economy.

One sector particularly affected is commodities. China’s vast industrial base and large population require substantial amounts of energy, agricultural products, and metals.

Geoffrey Craig, Senior Product Strategist

This article is the sixth in a series that explores how satellite-based analytics can effectively monitor China’s energy sector for signs of military preparations.

Geoffrey Craig, Senior Product Strategist

This article is the fifth in a series that explores how satellite-based analytics can effectively monitor China’s energy sector for signs of military preparations.

China is not only the world’s largest coal producer, but also its biggest consumer. Although coal's share in China’s energy mix has declined, its overall consumption continues to grow.

Geoffrey Craig, Senior Product Strategist

This article is the fourth in a series that explores how satellite-based analytics can effectively monitor China’s energy sector for signs of military preparations.

Although many countries store crude oil in vast underground caverns, China is uniquely subject to an exceptional level of scrutiny for its storage practices.

Geoffrey Craig, Senior Product Strategist

This article is the third in a series that explores how satellite-based analytics can effectively monitor China’s energy sector for signs of military preparations.

In the event of a US-led naval blockade or embargo, where would China turn for oil imports if tankers could not arrive?

Geoffrey Craig, Senior Product Strategist

This article is the second in a series that explores how satellite-based analytics can effectively monitor China’s energy sector for signs of military preparations.

Geoffrey Craig, Senior Product Strategist

This article is the first in a series that explores how satellite-based analytics can monitor China’s energy sector for signs of military preparations.

A shortage of semiconductor chips and explosive growth of electric vehicles emerged as arguably the two biggest stories in the global auto industry in 2021. The odds are strong that they will dominate headlines again in 2022.

So, if you wanted to get ahead of the curve and know more about what’s happening, where would you look? Are there particular factories or inventory lots that could reveal major clues? 

Even before the data was released, a downturn was apparent in China’s automotive industry. 

Ursa Space’s China Auto Manufacturing Index (AMI) began falling in late May, and continued dropping through June.

The China AMI recovered from coronavirus lockdowns in early 2020, and stabilized for the remainder of the year and into 2021. In May 2021, before the decline began, China’s AMI was slightly above the average levels for 2016 to present.

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