Senior Research Analyst
Rogan Quinn is a Senior Research Analyst with Rhodium Group’s China practice, focusing on macroeconomics and capital markets.
ChinaPrior 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.
Report
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.
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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.
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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.
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We explain what is holding back household consumption in China and examine the policy debate over how to catalyze consumer spending.
