The latest trade data show that China’s energy imports contracted in the first two months of the year in y/y terms. And even if the West were to cut off Russian energy imports altogether, we doubt that China would ramp up its imports of energy from Russia in response.
Drop-In (8 March, 10:00 EST/15:00 GMT): We’re discussing Russian energy imports and Europe’s energy needs in this special 20-minute briefing on one of the big sticking points in the western response to the war in Ukraine. Register here.
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