Vakhshouri on Energy Markets in 2023

The video discusses Germany's energy resilience, highlighting their quick LNG terminal construction and future energy plans. It examines the impact of sanctions on Russian fossil fuel exports and the market's response. The discussion shifts to China's economic reopening, its potential effects on global demand, and the implications of its declining population. Finally, the video explores OPEC's strategies in response to market changes, including their approach to oil prices and production levels.

What factors contributed to Germany's ability to sustain through the winter?

How are European countries preparing for new sanctions on diesel?

What changes have occurred in the flow of oil imports from Asia?

What implications does China's decreasing population have on its energy demand?

How might a recession in the US affect global oil demand?

What are the potential consequences of the ongoing war on Russian oil supply?

What is OPEC's stance on oil prices and production in the current market?