The inertia of 2024's geopolitical and weather-driven supply chain disruptions slows, setting the stage for emerging trade disputes between the US and major exporters
President Trump signed over 40 presidential actions and revoked nearly two times as many in his first day back in office. Today’s Intel Brief focuses on the subset of Day 1 actions with the most direct consequences for domestic energy markets.
Data from the General Administration of Customs, China, shows crude imports fell to 11.2 MMb/d in December from 11.72 MMb/d in November for a 2024 average of approximately 11 MMb/d
The People's Bank of China releases stimulus measures with questionable impact on infrastructure spending and near-term industrial commodity demand
Survey responses, labor trends, and the effects of this week's market-moving economic indicators
Expensive regulatory burdens and prolonged underinvestment take their toll on Australian LNG, opening the door for new supplies to meet Asia's rising demand
and the trends to monitor
