Ep. 238: Rory Johnston on Oil to $65, Middle East Risks and Trump Agenda
Macro Hive Conversations With Bilal Hafeez
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China's Oil Demand Decline and Geopolitical Dynamics
This chapter explores the unusual decline in Chinese oil demand, examining factors such as economic challenges and shifts in industrial consumption patterns. It discusses the implications of Middle Eastern geopolitics on global oil prices, particularly the tensions involving Iran and Saudi Arabia. Furthermore, it analyzes the complex interactions between U.S. oil policy and market forces, revealing how these elements shape domestic and international oil dynamics.
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