Publications: Notes at the Margin

The 2021 Energy Crisis: Impact on Asia; The China Factor: Dash for Distillates (November 8, 2021)


This Notes at the Margin focuses on the energy-crisis impact on Asia. We use the same analysis methodology here as we did for the EU last week. After examining the data, we suggest that Asian demand will be reduced by more than one million barrels per day. This effort begins, though, with a discussion of China’s tight distillate situation and the US’s feedback impact. The data suggest China will be gobbling up WTI to address its distillate needs.


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