XA i-Dot: What has changed in US-China oil systems since May? Brent bias: downside on de-escalation headlines; physical-flow recovery determines whether it lasts?
China entered the Gulf crisis with perhaps the world’s most important oil cushion—and used it to absorb the shock. Chinese seaborne crude imports fell from 11.5 mb/d in February to just 6.0 mb/d in June , allowing China to stop competing aggressively for…
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