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We spent last week in China, and the most striking takeaway from our meetings was not simply that oil demand has fallen, it was that it did so abruptly, unexpectedly, and with remarkably little visible disruption. In this episode, we run you through our observations and explain the structural oil demand shifts that we may see in the coming years.
Speaker:
Natasha Kaneva, Head of Global Commodities Research
This podcast was recorded on May 29, 2026.
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