May live tweet some of this; attending now
programme details (expand for more)
"What saved Europe last year was weak China"
"We might see crazy prices again this year (LNG) if China returns as we expect and anticipate"
"Russian seaborne exports (crude and product) are persistent, but discount hurting Russia"
Spare capacity
Add Chinese demand rebound, at different possible levels
US Shale, Offshore
Coal consumption & demand forecast
Nuclear (predominantly in China)
Comparison of energy sources (cost)
Green energy is... energy intensive
Mining bull story hidden in green energy
ping @YellowLabLife
ping @YellowLabLife
(last slide of this section)
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