JPMorgan’s Darling Sees Brent at $56 by 2020

The video discusses pipeline reform in China, drawing comparisons with the UK, and highlights the potential for increased efficiency and reduced costs. It explores the development of the gas market, policy reforms, and the role of independent companies in local gas production. Opportunities and challenges in the sector are identified, including the impact of geopolitical tensions on oil forecasts. The discussion also covers the potential for increased local gas production and the implications for market dynamics.

What factors contribute to the extreme demand peaks for gas in China during winter?

What are the implications of the recent changes in LNG shipping practices?

How might geopolitical tensions affect oil demand forecasts?