

China Supply Chains, U.S.-India Trade, and LNG Exports
Jan 22, 2024
This episode covers Chinese supply chain realignments, US-India trade, and LNG exports. Topics include the shift in China's exports to Southeast Asia, Vietnam and Mexico benefiting from global trade realignment, considerations for LNG exports under Biden administration, and excitement for NFL playoff games.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
The Shift in China's Exports to Southeast Asia and Derisking
01:37 • 17min
Vietnam and Mexico: Beneficiaries of Global Trade Realignment
18:19 • 9min
Considerations for LNG Exports and Conflicting Interests
27:29 • 6min
Excitement for NFL Playoff Games and Fan Dedication
33:03 • 3min