Note
Resource Nationalism and Inflation
As China and other countries engage in new forms of resource nationalism—attempting to control key industrial inputs at home—the results are strained global supply chains and new constraints on China’s growth.
Rogan Quinn
Senior Research Analyst
Rogan Quinn is a Senior Research Analyst with Rhodium Group’s China practice, focusing on macroeconomics and China’s role in global energy and commodity markets.
ChinaRogan’s research examines China’s role in global energy and commodity markets, including how industrial policy, electrification, and trade reshape supply and demand.
Prior to joining Rhodium Group, Rogan assumed an array of roles within the asset management and investment consulting space. His experience also includes implementing and evaluating economic development and social programs across emerging and developed countries. He remains actively involved with The Resolution Project, an organization that aims to empower responsible young leaders and their respective social ventures.
Rogan received his MBA in finance from China Europe International Business School in Shanghai and his BA in economics from Union College in New York.
Research by Rogan Quinn
Report
Minerals, Metals, and Megawatts: How China’s Power Generation Drives Its Industrial Metals Ecosystem
China's rapid expansion of electricity and concentration of upstream materials production has created a strong pro-cyclical environment that is difficult to compete with and almost impossible to replicate.
Note
Electric Trucks and the Future of Chinese Oil Demand
We estimate China's total electric vehicle fleet is already displacing over 1 million barrels per day in implied oil demand. That level is likely to rise by around 600,000 barrels per day over the next year.
Note
After the Fall: China’s Economy in 2025
By our estimates, China’s GDP growth in 2024 improved modestly to around 2.4% to 2.8%, well below target. If it stimulates domestic demand with some urgency and ramps up debt, we think China could get to 3-4.5% growth in 2025.