Publications: Notes at the Margin

Mercantilism, China, and Oil (September 11, 2023)


This week’s report focuses primarily on China’s long-term intention to capture the global personal transportation market by replacing internal combustion engine (ICE) vehicles with Chinese-built EVs, often powered by generating stations exported by China. Oil producers will lose. From there, we move on to discuss the strengthening dollar and the diesel market.


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