What drives Chinese demand?

What drives Chinese demand? Stimulus packages, property markets, and consumer confidence shape the engine of global commodity demand. Each row traces a chain of real events that pushed demand higher or lower, month by month.

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FEB 1 – FEB 28, 2026
🇨🇳 infrastructure investment rise
▲ DEMAND
🇨🇳 charging capacity expansion
▲ DEMAND
🇨🇳 holiday period
▼ DEMAND
🇨🇳 inflation decline
▼ DEMAND

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JAN 1 – JAN 31, 2026
🇨🇳 money supply decline
▼ DEMAND
🇨🇳 producer price decline
▼ DEMAND
DEC 1 – DEC 31, 2025
🇨🇳 home value decline
▼ DEMAND
NOV 1 – NOV 30, 2025
🇨🇳 policy support
▲ DEMAND
🇨🇳 tariff rise
▼ DEMAND
🇨🇳 tax incentive removal
▼ DEMAND
OCT 1 – OCT 31, 2025
🇨🇳 political support rise
▲ DEMAND
SEP 1 – SEP 30, 2025
🇨🇳 property crisis
▼ DEMAND
🇨🇳 industrial production decline
▼ DEMAND
🇨🇳 property downturn
▼ DEMAND
🇨🇳 property sector decline
▼ DEMAND
🇨🇳 property price decline
▼ DEMAND
AUG 1 – AUG 31, 2025
🇨🇳 transport restriction
▼ DEMAND
🇨🇳 manufacturing decline
▼ DEMAND
🇨🇳 manufacturing contraction
▼ DEMAND
JUL 1 – JUL 31, 2025
🇨🇳 infrastructure investment rise
▲ DEMAND
🇨🇳 property crisis
▼ DEMAND
🌍 protectionism rise
▼ DEMAND
🌍 trade uncertainty
▼ DEMAND
🇨🇳 manufacturing decline
▼ DEMAND
🇨🇳 construction decline
▼ DEMAND
JUN 1 – JUN 30, 2025
🇨🇳 construction rise
▲ DEMAND
MAY 1 – MAY 31, 2025
🇲🇽 anti-dumping probe
▼ DEMAND
🇰🇷 anti-dumping probe
▼ DEMAND
🇿🇦 anti-dumping probe
▼ DEMAND
🇻🇳 anti-dumping probe
▼ DEMAND
🇧🇷 anti-dumping probe
▼ DEMAND
🇨🇳 policy rate cut
🇨🇳 interest rate decline
▲ DEMAND
🇨🇳 trade decline
▼ DEMAND
APR 1 – APR 30, 2025
🇺🇸 tariff talks
🇺🇸 tariff imposition
▼ DEMAND
🇨🇳 trade war escalation
▼ DEMAND
🇺🇸 tariff rise
▼ DEMAND
MAR 1 – MAR 31, 2025
🇨🇳 stimulus measure
▲ DEMAND
🇨🇳 spending rise
▲ DEMAND
FEB 1 – FEB 28, 2025
🇲🇽 tariff rise
🇺🇸 tariff rise
🇨🇳 tariff rise
🇺🇸 tariff rise
▼ DEMAND
🇰🇷 tariff rise
▼ DEMAND
🇧🇷 tariff rise
▼ DEMAND
🇻🇳 tariff rise
▼ DEMAND

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JAN 1 – JAN 31, 2025
🇺🇸 tariff threat
▼ DEMAND
🇨🇳 iron ore import rise
▲ DEMAND
🇨🇳 manufacturing decline
🇨🇳 economic decline
▼ DEMAND
DEC 1 – DEC 31, 2024
🇨🇳 import investigation
▼ DEMAND
🇨🇳 stimulus rise
▲ DEMAND
🇨🇳 monetary easing
▲ DEMAND
🇨🇳 construction rise
▲ DEMAND
NOV 1 – NOV 30, 2024
🇨🇳 subsidy introduction
▲ DEMAND
🇨🇳 economic slowdown
▼ DEMAND
🇨🇳 economic data decline
▼ DEMAND
🇨🇳 stimulus absence
▼ DEMAND
🇨🇳 stimulus measure
🇨🇳 manufacturing rise
▲ DEMAND
OCT 1 – OCT 31, 2024
🇨🇳 housing policy announcement
▼ DEMAND
🌍 demand decline
🇨🇳 export growth decline
▼ DEMAND
🇨🇳 credit growth decline
▼ DEMAND
🇨🇳 monetary stimulus
▲ DEMAND
🇨🇳 housing policy easing
▲ DEMAND
🇨🇳 stimulus policy implementation
▲ DEMAND
SEP 1 – SEP 30, 2024
🇨🇳 stimulus expectation
▲ DEMAND
AUG 1 – AUG 31, 2024
🇨🇳 economic slowdown
▼ DEMAND
🇨🇳 stimulus absence
▼ DEMAND
JUL 1 – JUL 31, 2024
🇨🇳 stimulus absence
▼ DEMAND
🇨🇳 manufacturing contraction
▼ DEMAND
JUN 1 – JUN 30, 2024
🇨🇳 housing investment decline
▼ DEMAND
🇨🇳 fiscal revenue decline
▼ DEMAND
🇨🇳 housing oversupply
▼ DEMAND
🌍 tariff threat rise
▼ DEMAND
🇺🇸 tariff rise
▼ DEMAND
MAY 1 – MAY 31, 2024
🇨🇳 inventory decline
▲ DEMAND
🇨🇳 policy stimulus
▲ DEMAND
🇨🇳 bond issuance rise
▲ DEMAND
🇨🇳 policy easing
▲ DEMAND
🇨🇳 home value decline
🇨🇳 construction decline
▼ DEMAND
🇨🇳 home value decline
▼ DEMAND
APR 1 – APR 30, 2024
🌍 order rise
🇨🇳 manufacturing rise
🌍 copper price rise
▼ DEMAND
🇨🇳 economic stimulus
▲ DEMAND
🌍 order rise
🇨🇳 manufacturing rise
▲ DEMAND
🇨🇳 export rise
▲ DEMAND
MAR 1 – MAR 31, 2024
🇨🇳 investment rise
▲ DEMAND
🇨🇳 stimulus absence
▼ DEMAND
🇨🇳 home value decline
▼ DEMAND
FEB 1 – FEB 29, 2024
🇨🇳 economic slowdown
▼ DEMAND
JAN 1 – JAN 31, 2024
🇨🇳 consumer price decline
▼ DEMAND
🇨🇳 electric vehicle sales pessimism
▼ DEMAND

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