Episode 473 • • 1:57:41 - 2:02:57
473: Mac and Cheese
Global Oil Logistics, China Slowdown and Indonesia Production
Through a contact at the Dutch oil storage company Vopak, Adam Curry reports a significant slowdown in oil shipments to China. The industry is reportedly shifting production focus to Indonesia, while the price of natural gas is expected to remain suppressed for two more years until Japan fully transitions its energy infrastructure.