In the shaping of the new global order, economic power will count. The Indian and Chinese economies stand to be two of the world's biggest drivers of demand and supply by 2040. Other nations will need to determine how to play in an arena where the mindset of these two nations will have a major influence on how the world works

	NEW YORK		LONDON		DELHI		BEIJING		TOKYO

Global middle class to increase from 430 million in 2000 to 1.15 billion in 2030.  World Bank

Over 5 billion or 60% of world population are expected to be city inhabitants by 2030.  UN Population Fund

800m cars in active use in 2008/9 to grow to 3.25bn by 2050.  US Department of Energy

US corporations' median financial leverage stood in 2008 at 4.9 time's common equity. Western European corporations' were at 3.5 and China and India at 2.2 and 2.1 respectively.  (1)

Bear in mind that ...

Total world Proved (P95) plus Probable (P50) oil reserves to be between 854 and 1,255 Gb - 30 to 40 years of supply if demand growth were to stop immediately.  (2)

c200million people are estimated to earn over US$15,000 in 2025 in BRIC nations.  Goldman Sachs

1 in 3 chance that a Silicon Valley technology company started since 1995 was founded by Indian or Chinese immigrants.  Harpers

China has 64 billionaires and India has 49, which collectively is over already 28% of the 403 in the US.  Forbes

Companies in emerging economies continue to lead R&D spend growth, China at 40%, India at 27%; R&D spend by companies in mature economies grew at a much lower pace, EU companies at 8%, US companies at 6% and Japanese companies at 4%.  

Double the number of resources available in the world will be required just to cater India's and China's demand if they reach US per-capita consumption levels.  World Bank

China alone to consume nearly 5 times as much gasoline as it did in 2000, mainly due to auto use.  JD Power

And ...

India and China would need to consume 80% of Africa's total oil production over the next 20 years to meet their demand-supply gap.  (3)

If China starts consuming food grains at European per-capita consumption levels, 40% of the world's food production will be required for China.  (4)

China is estimated to produce 95% of the world's Rare Earth Metals and has 37% of the world’s known reserves.  Reuters

Calculations based on data from:
1. "Crude Oil: The Supply Outlook" , Energy Watch Group, Jul-2008
2. EIA
3. Nationmaster.com
4. Bloomberg; Reuters; US Geological Survey, EnvironmentalChemistry.com, Asian Metals