Podcasts about china demand

Today we are focused on China and its oil market. How has their oil sector developed over the last 50 years? Who are the teapot refiners? And how is the market now structured in the wake of COVID, sanctions and the EV revolution? How consequential is China now to global crude pricing and market dynamics? Our guest is Tom Reed, Vice President of China Crude at Argus Media, the independent price reporting agency. Tom has spent a career watching China, understanding the details from this very opaque but consequential market.

SINGAPORE (ICIS) — Asia propylene will continue to see new capacities coming from China in H2 2024, while its demand is also likely to improve as new derivative projects come up.Margin challenges may continue to impact the market by altering propylene and its derivatives' operations. As China is the largest producer and consumer globally, dynamics in the country will impact the wider Asia propylene market. What will be the outlook for propylene in 2024? In this podcast, analysts Joey Zhou and Seymour Chenxia discuss the trends and outlook for the Asia propylene market.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyGoogleTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.China's Soybean Demand Decline:

Terry Sawchuck is the Founder Sawchuk Wealth. 1.) Trouble brewing for US interest rates. 2.) China demand has plummeted, Evergrande filed for bankruptcy and other major developers are in trouble 3.) US Luxury goods demand has fallen and surprisingly

We discuss the latest Chinese data points and policy support, fading inflation pressures, and power demand for data. (12 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZGZWTGZwR3I4bmdvYS9saUhFTE1iYkFkWXRaMFlFRnRjazNkMHVhNUljdUpqdGZHWFk0VUE2SHlrdzhGUDh4TGVTdHdBN1VsQldtYk5YWUM5ekZvckE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

China was among the last to lift COVID restrictions at the close of 2022, but its polymer exports remain elevated amid continued sluggish domestic demand, creating more global competition for limited pockets of demand. India has been a bright spot in the region given its demand, but not enough to fill the gap left by China. Those global flows continue to force US sellers and prices to compete as all chase the same thin pockets of demand, particularly with new polymer capacity coming online in the next few months that will push more material into export markets. Kristen Hays, global market lead for polymers at S&P Global Commodity Insights, sat down with three polymer market experts at SPGCI to discuss the state of play as a rebound in China's domestic demand remains key to buyers and sellers worldwide. Joining Hays were Heng Hui, senior editor in Singapore whose coverage includes Asian polyethylene, and Fumiko Dobashi, also a senior editor in Singapore whose coverage includes Asian polyvinyl chloride, and Preeti Bhagat, associate editor in Gurgaon, India, who covers India's polyethylene and PVC markets.

Daily Standup Top StoriesAdvanced Nuclear Power Could Transform U.S. Maritime IndustryMarch 6, 2023 Mariel AlumitThe US maritime sector has suffered a steep decline since its peak in the immediate post-WWII era with the number of American flagged and constructed vessels plummeting. The advent of marinized nuclear power offers an […]Oil Price Rally Unravels On China's Underwhelming GDP Growth TargetMarch 6, 2023 Mariel AlumitChina's GDP growth target of roughly 5% for 2023 was lower than last year's target and lower than the average forecast from a cross-section of economic experts. After China relaxed its strict Covid-19 rules, oil […]The Inflation Reduction Act Is Very Good At One Thing: Making Billionaires RicherMarch 6, 2023 Mariel AlumitThe nation's biggest solar-panel maker, First Solar, sells $3.5 billion a year of its “thin-film” solar panels made with exotic “cadmium telluride” semiconductors that work well in hot and humid regions and in low light. […]No, the Fukushima water release is not going to kill the Pacific OceanMarch 6, 2023 Mariel AlumitJapanese authorities are preparing to release treated radioactive wastewater into the Pacific Ocean, nearly 12 years after the Fukushima nuclear disaster. This will relieve pressure on more than 1,000 storage tanks, creating much-needed space for […]Western US cities vote to move ahead with novel nuclear power plantMarch 5, 2023 Allen Santos​ NuScale plans to build a demonstration small modular reactor (SMR) power plant at the Idaho National Laboratory. If successful, the six-reactor, 462 megawatt Carbon Free Power Project will run in 2030. NuScale said in […]US natgas up 3% to 5-week high on record LNG feedgas, colder weather forecastsMarch 4, 2023 Allen Santos​ U.S. natural gas futures rose about 3% to a five-week high on Friday, with the amount of gas flowing to U.S. liquefied natural gas (LNG) export plants set to hit a daily record high […]Highlights of the Podcast00:00 – Intro02:31 – Advanced nuclear power could transform U.S. maritime industry05:16 – Inflation Reduction Act is very good at one thing making billionaires richer08:54 – Fukushima water release is not going to kill the Pacific Ocean12:22 – Western cities vote to move ahead with novel nuclear power plant17:05 – LNG demand still in U.S. hits fresh high nat gas prices tumbled to $2.50, six off $320:01 – OutroFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsENBEnergy DashboardENB PodcastENB Substack

www.energynewsbeat.comThe guys are geared up for the week. We cover the EU carbon market, China, key world metrics, coal's dramatic increase in demand, and LNG in the EU.Michael and Stu cover some of the biggest energy topics impacting consumers in the EU and the global impact of the exports and demand for coal.Stu and Michael talked and predicted this over two years ago. An article with data and transcripts is in the works.Download the podcast, rate us and let us know how we can provide the information you need. Let your neighbors, family, and pets know about the show. A referral is the best recommendation we can have!LNG In Europe: Ready Or Not?   The World's Countries Compared By 20 Key Metrics Point Of No Return: Beijing's Move To Covid Coexistence Is Here To Stay – Does oil demand now stay steady? Does oil hit $100?   SEC climate rule will raise the price of everything   EU reaches agreement on pivotal carbon market deal   Mark LaCour, Editor in Chief, OGGNPaige Wilson, Host of Oil and Gas Industry Leaders and Co-Host of Oil and Gas This Week Podcast.  OGGN NetworkDavid Blackmon, Author, Industry leader, Podcast Host,DB Energy Questions 

Michael and Stu cover the twist in ESG investing and new legislation, permitting reform, and the huge demand for oil coming from China.Stories Covered:Jim Cramer Says Oil Prices Are Set for a Rebound; Here Are 3 Oil Stocks That Could Gain Why permitting reform could help the US energy industryOhio ‘green' natural gas bill motivated by ESG investing concerns, lawmaker says China Air Travel Demand Soars As Zero Covid Eases – translates into huge demand for jet fuel and oil. Scientists have made a breakthrough in fusion — but don't get carried away Mark LaCour, Editor in Chief, OGGNPaige Wilson, Host of Oil and Gas Industry Leaders and Co-Host of Oil and Gas This Week Podcast.  OGGN NetworkDavid Blackmon, Author, Industry leader, Podcast Host,DB Energy Questions 

The crude oil price is lower on worries over demand in China. "Slump in the U.S. Dollar Index helped energy prices, but gains were limited on the China situation. China October exports unexpectedly fell -0.3% year-over-year. China import numbers were also not good. Also, U.S. Dollar weakness has appeared bullish for metals. Positions in gold ETFs dropped to 2.5 year lows on Thursday. Copper falls as China unexpectedly shrinks Covid curbs. Copper prices are expected to somewhat benefit from a tightening supply," says Larry Shover.

➤ Tesla Daily returns to cover the biggest stories over the last week including interest rate hikes, China demand, Texas production, Berlin batteries, FSD Beta, and more. Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Watch us on YouTube: https://www.youtube.com/c/WarRoomMediaListen to Inside the War Room: https://shor.by/insidethewarroomOil prices drop amid faltering demand outlook in Chinahttps://www.cnbc.com/2021/08/16/oil-markets-demand-outlook-in-china-covid.html- Is it Delta variant? Is is lockdowns? Is it crackdowns on independent refiners?- Are there larger economic forces at play in Chinese demand?- Can China put pressure on OPEC to provide what they want?OPEC+ sees no need to speed up oil cuts easing despite U.S. callshttps://www.reuters.com/business/energy/opec-sees-no-need-speed-up-oil-cuts-easing-despite-us-calls-sources-2021-08-16/- Doesn't cost Biden any political capital to call for lower oil prices- No surprise that OPEC said no- OPEC is already increasing productionChina Has Thousands of Hydropower Projects It Doesn't Wanthttps://financialpost.com/pmn/business-pmn/china-has-thousands-of-hydropower-projects-it-doesnt-want- government planning is not as great as people make it out to be- going to have to fix these dams- China can pull off a lot of amazing projects but also does a lot of really idiotic stuffModi says India will soon unveil $1.35 trln infrastructure planhttps://www.reuters.com/world/india/indias-modi-says-135-trillion-infrastructure-plan-be-unveiled-soon-2021-08-15/- infrastructure spending plan will increase oil demand- have to generate economic growth after killing medium and small businessesRosneft to chase production growthhttps://www.argusmedia.com/en/news/2244244-rosneft-to-chase-production-growth- future is still oil for Russia- Rosneft is expanding its oil production capacityDr. Dean Foreman on the Monthly Statistical Report- Demand is back, and so is the economy! Summer travel and pent up demand for travel- Comparing summer demand to November 2019 demand is still a little off, but If compare July 2021 to July 2019 only off a little bit.- Gasoline demand is strong into August- Lowest crude oil inventories since December 2019. Drawn down 16% year on year. A little under 7% of lowest point of last 5 years.- Refinery utilization is very strong (91%). ONly 2019 did we average higher. Exports are down. Still a net exporter for refined products, though more crude oil imports.- Distillate economic indicator - overheating economy and facing inflationary pressures. This is correlated with Univ Michigan consumer sentiment survey,- Petrochemicals have been the strongest area of sustained growth for US oil. Continuing need for plastics. Record demand in July. 5.6 million bpd consumed.- Creeping up of oil directed rigs this year. Have generally been range bound in production in US and only just broke out of that range for June and July - 11.3 million bpd. Good sign for where crude oil production might go, but will take awhile. Natural gas is another story. 6 month future prices are $4/million btu and would indicate more natural gas drilling activity. Why aren't we seeing this? Capital constraints and people constraints. - If you are in Appalachia and want to drill you are finding yourself constrained by a variety of factors including no way to export it and pipeline constraints bringing it to domestic markets.- There is a real cost to being a net importer again.

On this week's podcast we have the regular milk market update from Chris Walkland who then joins Erik Elgersma; Director of Strategic Analysis Services BV & former Director of Strategic Intelligence at Friesland Campina and John Allen to discuss the global drivers of milk markets. They consider how the current demand from and supply from the USA is effecting the short and longer term market outlook and pricing.

CMR | China Demand for Ag Products by Todd E. Gleason

Spot aluminum premiums have slipped from last week's near three-year high of $180/mt-$195/mt CIF Japan, after the US eased sanctions against leading Russian producer Rusal.In this podcast, S&P Global Platts editors Mayumi Watanabe and YuenCheng Mok examine the market's reaction to the US...

S&P Global Platts alumina price assessment jumped $160/mt overnight to $710/mt FOB Australia on April 18. It also increased $235 in the last week, on supply worries.In this podcast, metals editors Joanna Lim and YuenCheng Mok examine what's driving alumina prices, and talk about market outlook...

Oil prices daily podcast discusses all of the news, events, and trends influencing oil prices each day. Be sure to subscribe at www.oilpricesdaily.com to get our daily newsletter and podcast delivered right to your inbox. News Links: Oil Prices Daily Newsletter for 1/12/17 +Oil rises about 2 percent on supply cuts, record China demand forecast […] The post Oil and Gas Market Summary 1/12/17 – Oil Strength Continues On OPEC Cuts, China Demand appeared first on EKT Interactive.

Oil prices daily podcast discusses all of the news, events, and trends influencing oil prices each day. Be sure to subscribe at www.oilpricesdaily.com to get our daily newsletter and podcast delivered right to your inbox. News Links: Oil Prices Daily Newsletter for 1/12/17 +Oil rises about 2 percent on supply cuts, record China demand forecast […] The post Oil and Gas Market Summary 1/12/17 – Oil Strength Continues On OPEC Cuts, China Demand appeared first on EKT Interactive.

Stock markets have spent most of the week under pressure as concerns about China's growth slowing have weighed on sentiment. The UK Budget was broadly well-received by markets, with gilts the biggest mover, pushing down government borrowing costs. Next week has GDP revisions for the UK and US, so that could spark some more volatility.