China Power Consumption Vs. China Gas Consumption
China's power consumption is correlated to China's gas consumption. Moreover, lockdowns (visible in airportia data), affect power/gas consumption.
Posts
China tourism to flourish
China tourists to flood the world. (I think it should be billion USD instead of trillion USD)
Oil demand outlook
Oil demand rises second half of 2023. Oil supply will rise slower. Oil will go up.
Key trends of 2023
2023 will be a year where China is growing and the U.S. dollar will fall. Go into commodities to benefit from this trend.