Miscellaneous
Oil falls as coronavirus, slower China imports hit demandhttps://www.reuters.com/business/energy/oil-prices-little-changed-coronavirus-floods-threaten-demand-2021-07-26/- how much impact will floods in China actually have on demand?- and what about the teapots? their quotes are down in H2Chinese oil companies fill void in Iraqhttps://www.al-monitor.com/originals/2021/07/chinese-oil-companies-fill-void-iraq- But do Chinese companies provide the quality needed? In Iran, largely unsatisfied. Will Iraq suffer similar issues?EV Batteries: The Next Victim of High Commodity Prices?https://www.wsj.com/articles/ev-batteries-the-next-victim-of-high-commodity-prices-11626950276- China controls 40% of supply chain when it comes to components of EV battery manufacturing. Big Oil Companies Push Hydrogen as Green Alternative, but Obstacles Remainhttps://www.wsj.com/articles/big-oil-companies-push-hydrogen-as-green-alternative-but-obstacles-remain-11627297201- it's expensive and really hard to do with alternative or renewable energy.US rethinks sanctions approachhttps://www.argusmedia.com/en/news/2237748-us-rethinks-sanctions-approach- reviewing sanctions policy is probably a good idea since they haven't achieved anything, and what were they designed to achieve anyway?U.S. weighs crackdown on China's import of Iranian oilhttps://www.reuters.com/business/energy/us-weighs-crackdown-chinas-import-iranian-oil-2021-07-23/- Would this really do much to pressure Iran anyway?Opec+ issues August, September quotashttps://www.argusmedia.com/en/news/2237794-opec-issues-august-september-quotas- gasoline demand up last week, but have we reached the limit of how much gasoline demand we will see this year?