Natasha Kaneva is joined by Shikha Chaturvedi, Greg Shearer and Tracey Allen to discuss commodities demand in China and how hopes for a strong China reopening have given way to concerns about falling cargo shipments, building commodity inventories and lackluster sales of homes and cars. While China’s economic recovery will drive its demand for all commodities higher, we believe oil is positioned to benefit the most this year. Global LNG, metals and several ags markets are set to benefit later in the year and enjoy a full recovery in 2024.

 

This podcast was recorded on Feb. 24, 2023.

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