Making Sense of China’s Energy Crisis

The video discusses the serious energy crisis, focusing on China's demand growth and supply constraints. It highlights potential social unrest due to electricity shortages and examines government measures to address the crisis. The financial impact on companies like Petro China is analyzed, along with market strategies. The video concludes with an oil market outlook, considering factors like China's economic growth and potential fuel substitution.

How might a colder than expected winter exacerbate the energy crisis in China?

What are the potential consequences of Sinopec's actions in the LNG market?

In what ways could the global energy crisis affect European gas inventories?