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Home > Energy Week > Episode 164 - US will rethink policy on sanctions, sort of | How are commodity prices impacting EVs?


	Podcast:		Energy Week
	Episode:		Episode 164 - US will rethink policy on sanctions, sort of \| How are commodity prices impacting EVs?
	Category:		Government & Organizations
	Duration:		00:42:23
	Publish Date:		2021-07-27 17:00:06
	Description:		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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