How might the shift towards high-speed rail and electric vehicles in China impact the global oil market?
China’s Oil Demand ‘to Peak in 2025’
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Business, Architecture, Engineering
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University
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Hard
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The video discusses factors affecting crude oil demand in China, highlighting the impact of high-speed rail and electric vehicles. Morgan Stanley predicts a peak in China's oil demand by 2025, contrasting with other forecasts like IEA and CNPC. The video also explores the global oil market, noting India's potential to drive growth. It identifies refiners and gasoline stations as potential losers and battery companies as winners in the evolving market.
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What are the expected winners and losers in the oil market due to the slowdown in China?
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