
#11 - Macro Sunday: 3 scenarios for the Chinese response to the RE malaise
Macro Mondays
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Uncertainty Surrounding Chinese Strategic Petroleum Reserve and Activist Protests
The chapter discusses the uncertainty surrounding the Chinese strategic petroleum reserve and its potential impact on the energy market. It explores the declining inventories at Harbors and retail gasoline inventories, highlighting the correlation between retail gasoline inventory and the SBR from a demand perspective. The chapter also touches upon trading in China, policy intervention in the real estate sector, and includes a clip of activists protesting against fossil fuel production.
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