Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Oil Demand Is Slowing Even as Its Economy Grows
Episode 8 of China Economy with Fexingo: Lucas and Luna look at a puzzle in the data. China's GDP keeps climbing, but its oil imports and refinery runs are flattening. They trace the reasons: the EV boom, a massive buildout of solar and wind, and the shift from heavy manufacturing to services. They look at the 1.2 million barrels per day of refining capacity that China now exports as fuel. They ask what this means for global oil markets and for the yuan, which sits at 6.81. A focused conversation about the structural change that is already reshaping China's energy profile and its…
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