The Chinese economy is still very consequential to energy and oil demand, making up one-third of all global growth. In this week’s podcast, we consider the implications from slower Chinese economic growth and more electric vehicles. Next, we cover highlights from the recently released BP Energy Outlook, including how a single use plastic ban could impact oil demand.
This podcast references a chart comparing China Total Energy Demand vs Population. It also references past ARC commentaries, including the energy blog and pictures from Jackie’s summer vacation in China (China’s Energy Market: My View from the Bullet Train) and ARC’s past research on how a global ban on the sales of the internal combustion engine by 2040 would impact oil demand (The End of Oil Narratives are Misleading).