This morning I had this inkling/gut feeling similar to Jan/Feb 2020 (which I didn't listen to) and that is that COVID is going to have a huge impact, except this time its in China, which largely dodged the first round impacts.
I am thinking that China is going to lose control over COVID spread and its going to scream though the country and shut it down in a big way. This could have much more significant impacts on energy than what we are seeing with current zero covid lock downs. Think China largely offline for a 12-24 months.
OSF