China Remains a Mystery to Citigroup's Ed Morse

The video discusses the unpredictability of the Chinese market, highlighting government interventions that have caused significant fluctuations in commodity prices. It predicts value increases in oil and copper due to supply-demand imbalances. The video also explores investment opportunities in Russian commodities, noting Glencore and the Qatar Investment Authority's stake in Rosneft, indicating a shift in global trading dynamics.

What was the effect of the Chinese government's intervention in the coal market?

• A decrease in coal prices

• A 100 to 300% rise in coal prices

• Stabilization of coal prices

• No significant change in coal prices

Which commodities are expected to see significant value increase due to supply-demand imbalance?

• Gold and Silver

• Iron and Steel

• Natural Gas and Coal

• Oil and Copper

What is the expected average price of Brent oil for the fourth quarter?

• $75

• $65

• $55

• $50

Which companies are now equity holders of Rosneft?

• ExxonMobil and Chevron

• BP and Shell

• Glencore and Qatar Investment Authority

• Total and Eni

What percentage of Rosneft is owned by Glencore and Qatar Investment Authority combined?

• 25%

• 19%

• 30%

• 10%