Geoffrey Craig, Senior Product Strategist

This article is the sixth in a series that explores how satellite-based analytics can effectively monitor China’s energy sector for signs of military preparations.

Geoffrey Craig, Senior Product Strategist

This article is the fifth in a series that explores how satellite-based analytics can effectively monitor China’s energy sector for signs of military preparations.

China is not only the world’s largest coal producer, but also its biggest consumer. Although coal's share in China’s energy mix has declined, its overall consumption continues to grow.

Geoffrey Craig, Senior Product Strategist

This article is the fourth in a series that explores how satellite-based analytics can effectively monitor China’s energy sector for signs of military preparations.

Although many countries store crude oil in vast underground caverns, China is uniquely subject to an exceptional level of scrutiny for its storage practices.

Geoffrey Craig, Senior Product Strategist

This article is the third in a series that explores how satellite-based analytics can effectively monitor China’s energy sector for signs of military preparations.

In the event of a US-led naval blockade or embargo, where would China turn for oil imports if tankers could not arrive?

Geoffrey Craig, Senior Product Strategist

This article is the second in a series that explores how satellite-based analytics can effectively monitor China’s energy sector for signs of military preparations.

Geoffrey Craig, Senior Product Strategist

This article is the first in a series that explores how satellite-based analytics can monitor China’s energy sector for signs of military preparations.

Whether prices rebound or not will hinge on China’s property sector, but that’s not the only variable at play.

There are other sources of iron ore demand, such as China’s renewable energy sector and automotive industry, the largest in the world. Both are considered strategic priorities and receive support from the Chinese government.

And don’t forget supply, which could help rebalance the market if some high cost producers reduce output in light of low prices.

The timing could hardly have been worse for anyone trying to monitor ship congestion at Chinese ports, a topic of critical importance to understanding today’s global economy.

One manifestation of this year’s supply chain chaos has been the record number of ships anchored outside the world’s busiest ports, a function of COVID-related factors leading to increased wait times to load and offload cargoes.