Theme: China


  • From the economy to environmental policy, China is in a period of transition. What does this mean for the commodity outlook?
  • How will China manage over-capacity across key sectors including natural gas, LNG, coal, power and steel?
  • Has China reached peak coal, and how will China's environmental policies affect demand for coal, gas and renewables?
  • Can Chinese consumers drive a recovery in global oil prices?
  • Is China's upstream sector going to deliver a shale gas revolution?

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