Global Natural Gas Prices Will Fall, Citi's Morse Says

The video discusses the current state of global energy markets, focusing on natural gas and coal production. It highlights China's increased coal production and reduced natural gas imports, impacting global supply. The video also examines the low likelihood of an EU embargo on Russian gas and the potential for increased Russian exports. Demand trends in China, the US, and Europe are analyzed, showing a decline due to economic factors and COVID-19 policies. Finally, the video reviews the US oil and gas production outlook, noting a recovery in supply levels.

What are the implications of China's COVID-0 policy on its fuel demand?

How has US gasoline demand changed in recent weeks compared to previous years?

What trends are observed in US oil production and its future projections?