Real Vision: Finance & Investing cover image

Does This Crude Rally Have Legs?

Real Vision: Finance & Investing

00:00

Can We Rally Without China's Growth Picking Up?

There are public health reasons why the Chinese government feels it is and should be committed to zero COVID. If China were to experience the same kind of case rate and then fatality rates that Hong Kong had at the peak of its own CO VID outbreak, then China's health system would be pretty seriously challenged. The natural gas, you know, natural gas is a total wild card; if they have a mild winter over there and Europe has plenty and storage,. Then I would imagine Dutch TTF prices back off under 100 euro per megawatt hour. That puts a very negative spin on the commodity complex, right?

Play episode from 19:10
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app