Podacast - Ceasefire, Strait Access, and China's Oil and LNG Market Outlook

A new episode of Mysteel's Commodity Flux podcast explores why the latest Middle East ceasefire does not yet mark a real turning point for the Strait of Hormuz, and what that means for China's oil and LNG markets.
In this episode, Liao Na, Chief Consultant of Energy Policies, Founder of GL Consulting highlights three key points: 
First, a temporary ceasefire does not mean normal shipping conditions have returned.

Second, repeated disruption in the Strait is feeding more directly into China's oil market, with tighter crude supply, lower throughput expectations and continued policy efforts to secure domestic oil product supply.

Third, the full discussion also looks at GL Consulting's latest expectations for China's gas and LNG market, as weak downstream demand, elevated import costs and supply-side disruption continue to reshape the outlook.

Listen to the full episode on Spotify now:

https://open.spotify.com/episode/4sc2CxuuZY9QX1vUUf4KFO?si=Sx0IfSsSQwqzGZIJk9_Llw