Events
/
Webinar
China Webinar | From upstream to downstream: What we might miss about China
When
2:00 pm - 2:30 pm CST
Information
China’s oil story is far from straightforward. Is demand already peaking, or are we misreading the signals? How does a hidden balance of deficits, imports, and inventories reshape the market? And can China’s stockpiling quietly set the “price floor” for the world? Join us as we navigate these questions and debate what the future holds for China, this pivotal energy player.
Description
China oil demand peaking: details and disagreements
Opaque balance: deficits, imports, and inventories
Upstream evolution: production growth amidst transition
Storage fill creates new demand – China’s role as “price floor”
Dueling transitions: accelerated electrification vs. petrochemical growth
Global implications: trade tensions, sanctions and policy intervention