Exploring China’s oil demand drivers 

China is the key player in global crude oil demand. Its industries are adapting as war and blockades send energy prices soaring.

Our latest chart pack tracks down the key datasets that will show how airlines, factories and drivers in China change their behavior.

Investment managers, corporate strategists and market intelligence professionals can deploy our unique datasets to identify signals from key sectors:

• Aviation: flight schedule changes will lead jet-fuel demand
• Steel: capacity use signals changing margins for different refined products
• Real estate: land prices & cement shipments give high-frequency signals for diesel used in construction
• E-commerce: highway traffic & online sales data anticipate delivery vehicles’ fuel needs
• EVs:  rising adoption increasingly decouples mobility from gasoline demand

From signals to strategy
Detect turning points, refine forecasts and sharpen your positioning in the oil markets.

Unmatched coverage
With a 30+ year track record on the ground in China, we track more than 1m time series and 24 local industries.

Timely supply and flow data
Combine our demand data with supply and logistics indicators. Monitor oil tankers and refinery inventories to spot imbalances and margin shifts.

Leverage CEIC’s structured, high-frequency datasets to get ahead of the trends.

• Strategy and research teams:
  Understand which sectors are driving oil demand in China; identify turning points using high-frequency indicators. Take a deep dive into industrial activity, mobility patterns and the energy transition to inform long-term planning.
• Commodity traders:
  Inform your short-term positioning with forward-looking signals such as flight schedules, freight flows and refinery activity. Spot emerging supply-demand imbalances before they appear in official statistics.
• Portfolio managers:
  Incorporate these demand signals to support investment decisions and risk management. Use granular indicators on margins, inventories and pricing to stress-test your positions.

Ready to power your strategies on China and the oil market with unmatched global intelligence?