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Amid a changing oil narrative, is the spotlight shifting from China to India?

Amid a changing oil narrative, is the spotlight shifting from China to India?

FromOil Markets


Amid a changing oil narrative, is the spotlight shifting from China to India?

FromOil Markets

ratings:
Length:
29 minutes
Released:
Feb 29, 2024
Format:
Podcast episode

Description

Asian oil flows could witness drastic changes for the remainder of the decade amid growing belief that India will cater to the biggest share of incremental growth in demand in the region. The International Energy Agency has recently said that India's role in global oil markets will likely expand substantially, fueled by strong growth in its economy, population, and demographics, making the country the largest source of demand growth from now until 2030. And in the same period, oil demand growth in developed economies and China will initially slow down and then subsequently go into reverse. In a wide-ranging discussion with Asia Energy Editor Sambit Mohanty, S&P Global Commodity Insights senior market experts Kang Wu, global head of oil demand research, Pulkit Agarwal, head of India content, and Alice Niu, Head of China content, share their views on the potential drivers for the shift in demand that could redraw the oil map for Asia.
Released:
Feb 29, 2024
Format:
Podcast episode

Titles in the series (100)

S&P Global Commodity Insights analysis of key oil price movements across the globe.