SEH et al are indicating that there is a significant increase in usage of gas in China over the past few years, however, this news article suggests that there is not a significant increase in demand, or at the very least, supply is not increasing, which is contrary to SEH announcement.
https://www.bloomberg.com/gadfly/ar...s-clean-energy-push-chokes-on-high-gas-prices
While the artificially high gas price is great for SEH, is there really a significant shortage of supply of gas at the moment?
Will there be a flood of gas on the market in the next few years?
Anyway, back to asking my Wild Turkey for the solutions to these questions.
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