China is Stockpiling Oil

Investment Analysis Clubs Macro Economic Trends and Risks
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Several factors explain why Goldman expects China to maintain its bullish stance:

  1. Energy Security Concerns: Geopolitical tensions in key producing regions make independent stockpiles critical.
  2. Refining Capacity Growth: Expanding domestic refining operations require consistent crude supply.
  3. Market Volatility Opportunities: Opportunistic buying allows China to capitalize on price swings, maximizing economic value.
  4. Government Policy Alignment: Beijing’s long-term energy strategies encourage strategic accumulation to reduce exposure to supply shocks.
    Or China is fearful the US will use oil in its economic war against China.
    Or does China plan to take out Taiwan?
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I think China will wait for Taiwan.

That does not mean we get to stand down.

The world is going to get a lot more unstable before things improve in the US.

If we default on the debt in the coming year, the proverbial will be on the fan.

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