Episode 164 - US will rethink policy on sanctions, sort of | How are commodity prices impacting EVs? - a podcast by Ryan Ray & Ellen Wald

Oil falls as coronavirus, slower China imports hit demand
https://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 H2

Chinese oil companies fill void in Iraq
https://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 Remain
https://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 approach
https://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 oil
https://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 quotas
https://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?

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