–Value is distressed but end demand is key
Managing Competing Sectoral Demands for Energy Resources
Not All Energy Transitions Are Alike: Disentangling the Effects of Demand and Supply-Side Policies on Future Oil Prices
Strong demand to drive growth acceleration in 2025
Promising demand boding well for 2025
The Division of Revenues from Unexpected Demand Shocks
–Clear growth path on resilient travel demand
–1H23 weakness in-line; Lower TP on slower demand recovery
China Policy–New loans slumped as capex demand weakened
China Economy – Inflation is too low as demand remains weak
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