China's Third Plenum to Address Commodity Market Challenges

Expected policy adjustments could impact solar power, copper, steel, oil refining, and grains sectors.

China's commodities markets are facing overcapacity and weak demand, prompting anticipation of policy tweaks at the third plenum.
Solar power sector struggles with excess capacity and grid issues, potentially leading to increased spending on infrastructure.
Copper demand may rise if Beijing supports the grid and clean energy investments, despite recent price declines.
Steel market remains vulnerable due to reduced housing demand, with potential benefits from public works spending.
Oil refiners face challenges from China's shift to clean energy and possible tax reforms targeting independent refiners.