Methinks the China story is going to change rather quickly if...

Methinks the China story is going to change rather quickly if that is off great concern. After Emperor Xi's 3rd coronation (at this point the 0-Covid policy is just a prestige issue for him), they will quite literally throw the kitchen sink in stimulus, the market expects 5.5 Tn, my view is around 6 or upwards. The party has a growth target of 5.5% for 22-23. This will be a massive catalyst for spot prices and combine that with the Europeans fastracking their energy infra to diversify from Russia, this is a perfect storm brewing. Off to the races in my view. 22 will be a tale of two halves.