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UBS Global Research Pod Hub
How does the Middle East China relationship change the global energy sector?
May 9, 2024
UBS Research experts Sunil Tirumalai and Ken Liu delve into the evolving collaboration between China and the Middle East in the energy sector. They discuss the economic and geopolitical impacts, synergies in energy cooperation, and the transformative influence this partnership has on the global energy sector. Topics include the Beijing accord, oil and gas trade, renewable energy transitions, and the future implications on global energy trade by 2030.
09:10
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Quick takeaways
- Enhanced collaboration focuses on trade, not infrastructure; significant impact on share prices.
- Leveraging regional strengths for market gains; renewables and petrochemical sectors play significant roles.
Deep dives
Enhanced Trade Focus of China-Middle East Collaboration
The collaboration between China and the Middle East, exemplified by the Beijing accord, signifies a significant shift in their relationship. This enhanced collaboration focuses on trade and is distinct from the infrastructure-focused Belt and Road Initiative. The immediate monetization potential of this collaboration is highlighted, showing quicker impacts on share prices, as seen with Saudi Arabia's investment post the Beijing accord. A quantitative analysis suggests a substantial increase in annual energy-related trade by 2030, with renewables and petrochemical sectors playing a significant role.
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