Strategic Hedging: China’s Energy Transition as Geopolitical Insurance
China watched oil prices spike over 50% this week. This is exactly what they’ve been preparing for. The chart below shows how China’s energy mix
March 15, 2026
China watched oil prices spike over 50% this week. This is exactly what they’ve been preparing for. The chart below shows how China’s energy mix
Qatar shut down its entire gas liquefaction operation. That’s 20% of global LNG offline, which has real impact for US producers. According to Reuters, Qatar
Oil prices for near-term delivery are up $10 from a month ago. For crude producers, that math is worth billions. We covered oil futures curves
China bought roughly the same amount of LNG in 2025 as it did in 2020. Cheniere hopes that’s about to change in a big way.
Oil prices have been falling for over two years. So why are refining stocks booming? Valero is up nearly 50% since September 2024. Marathon Petroleum
Japan restarted a unit at its largest nuclear power plant. And LNG developers globally are paying attention. The US EIA estimates the restart of Unit
