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China’s oil demand shows post-pandemic resilience, with risks skewed to the downside
China’s oil demand shows resilience after the Covid-19 shock in Q1, recovering largely to pre-crisis levels by Q2. Looking forward to post-pandemic...
China’s PTA market after recent capacity ramp-up: evolving into an oligopoly market
Investment in the PTA market has been gathering momentum after a tightly balanced 2019. In 2020-2026, the world is going to add a stunning 49.4 Mtp...
Clearing the air on Lithium
The race to produce enough lithium to fuel the energy transition is well underway. With this production comes emissions. In this insight, we invest...
CO2-EOR in the energy transition: where, why, what next?
CO2 injection is an Enhanced Oil Recovery mechanism involving the injection of supercritical CO2 into reservoirs to access the remaining oil after ...
Coronavirus (COVID-19) and its impact on commodities
The coronavirus (COVID-19) has quickly emerged a black swan event that may have repercussions for the Chinese economy. Other economies dependent on...
Coronavirus and collapse in polyester – will PX and PTA markets recover?
The fibre and textile industries – by far the largest consuming segments for polyester – have continued to be battered by the impact of the coronav...
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