Beveridge: Set Up for 2H Looking Constructive for Oil

The video discusses the impact of COVID-19 on oil demand, particularly in China, and the subsequent recovery in the downstream sector. It examines oil price trends, market dynamics, and geopolitical factors affecting prices. The Chinese economic recovery is analyzed, highlighting increased demand for oil products. Investment opportunities in the energy sector, focusing on companies like Scenic and Woodside, are also discussed, with an emphasis on LNG prices and market competition.

What factors contributed to the decline in oil consumption in China last year?

What are the expected trends for LNG prices in the second half of the year?