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Every morning
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Good morning Asia, We are at the stage of the conflict where people are selling their gold (most valuable hard asset and a hedge for bad times) to buy oil. Got oil, gas, and may I say coal? https://t.co/fsqt6mevX1
Sorry it should be Pakistan, India, Singapore, Taiwan, China, Thailand, South Korea and Japan. By volume, China imports the most from Qatar but share of total is also very high so rather exposed.
Good morning Asia, Brent rising but also watch products as we consume products not crude. For Asia, Qatari gas is very key & for some like Pakistan, that is 100% of supply. For others, still a big challenge, such as India. Even...
Demand destruction started in Asia and spreading to Egypt. The only way this equation will square when supply is short is for demand to fall. Prices higher & demand falling means growth will be a challenge. The crisis will move from...
Products matter as we don’t consume crude but the by products. The Philippines is vulnerable to export bans of not just diesel and gas but also eventually food should the conflict endures.
The issue with Asia and the Middle East is that our refineries are built to refine sour crude. But not all refineries are created equal. India and South Korea stand out in having refineries that can do both heavy and...
THB has weakened the most in Asia since the Iran War & the reason being is that it has the highest deficit of energy trade in Asia as a share of GDP. Korean won is second.
If the conflict lasts, Indonesia will raise fuel prices, which is what it did by end 2022 as the subsidy rose by 30bn…
Good morning from Hong Kong. Day 13 of the Iran War. Hormuz effectively closed, impacting not just global energy supply chain but also food and metals. https://t.co/yXfDXHwzMN
Good morning (still in Hanoi), @NatixisResearch @natixis published our Global Cross-Expertise overnight & please take a read for our views on: Oil & gas Metals & Precious Metals Macro Impact (Asia, Middle East, Europe, US & LatAm) Financial Market Impact (equities, rates, FX).
Hello from Hanoi where the energy and supply shock from the war is hitting it here. The government wants people to use less fuel for transport by working from home. When there’s a supply shock & u can’t increase it...
Hello from Hanoi. Just walked down an alley to get some bun cha for a late lunch. Was delicious and USD1.5. https://t.co/jsdiiaW7Ak
Demand destruction as we speak, starting with Bangladesh. Thailand and China curbed exports of diesel and gas. Vietnam will do so next.
We discussed on the impact of the crisis on Asia and it is a big negative shock for the region as we are very oil and gas dependent & we are importers of that from the Middle East. Price higher =...
We live in an oil & gas & coal planet. Asian countries depend on this, despite expanding renewables and nuclear in recent decade. And guess what? It isn’t just an energy input but also an important component of everything you...
