Domestic demand for transport fuels will continue to decline for both gasoline and diesel; but global security concerns will likely point to healthy inventory builds across commodities. China plays a pivotal role and is expected to announce its plans for stock builds in the first quarter. Both the declining demand for transport fossil fuels and the increase in stockpiling have enormous implications for overall balances for oil markets ahead. At the same, China is the leading producer of renewable energy and clean technologies further impacting the global energy landscape.
Join us for a panel discussion where we explore China’s role in the energy market through its inventory management strategies, renewable energy investments and exports, and more.
This will be a virtual session via Zoom Webinar from 12:00 until 1:30 PM ET. Additional details will be provided to registered attendees prior to the session.
SPEAKERS
GeFei Li
GeFei Li is Director of China Advisory Service at Rapidan Energy Group. GeFei Li was born and raised in China. He covers the Country’s macroeconomic development and energy market. He has over 30 years of experience as an investor and strategic advisor, working with policymakers, regulators, and major energy companies in the country.
From 2003 to 2019, GeFei and his partners capitalized on China’s economic reform and made a number of direct investments in China’s traditional energy and renewable industry. Their portfolio ranged from crude oil storage and power plant emissions removal to solar, biofuel, battery storage, and robotics technologies. This transformative journey gave GeFei the unique ability to assess investment decisions in a multidimensional and dynamic fashion. It also equipped him with the ability to see through the entire investment life cycle and provide clients with multi-dimensional and forward-looking insight.
GeFei received his engineering degree from China’s Petroleum University and his MBA from Wake Forest University in the United States.
Logan Wright
Logan Wright is a Partner at Rhodium Group and leads the firm’s China Markets Research work. He is also a Senior Associate of the Trustee Chair in Chinese Business and Economics at the Center for Strategic and International Studies. Previously, Logan was head of China research for Medley Global Advisors and a China analyst with Stone & McCarthy Research Associates, both in Beijing.
Logan’s research focuses on China’s financial system and credit conditions in shaping outcomes within China’s economy, as well as the policies of China’s central bank. He is the author of the forthcoming book Broken China: How the Economic Miracle Shattered and What it Means for the World, as well as three reports on China’s financial system and the country’s longer-term economic trajectory: Credit and Credibility (2018), The China Economic Risk Matrix (2020), and Grasping Shadows (2023).
Logan holds a Ph.D. from the George Washington University and a Master’s degree in Security Studies and a Bachelor’s degree in Foreign Service from Georgetown University. He is a member of the Council on Foreign Relations. He is based in Washington, DC, after living and working in Beijing and Hong Kong for over two decades.
Vegard Vollset
Vegard Vollset is a Senior Vice President and head of the Renewables & Power markets at Rystad Energy, which has a full team working in China covering clean energy. He has more than a decade of experience working within energy markets and has broad experience in energy modeling, M&A and strategy work. He has worked closely with clients from the entire energy sector, from renewable energy companies, service companies, governmental organizations, investors and NGO's. Prior to Rystad, he has worked in Engie, Total Energies and Equinor. Vegard holds a M.Sc. degree from NTNU Trondheim and a M.Sc. degree from the University of Stavanger.
MODERATOR
Ed Morse
Ed Morse Chairs the New York Energy Forum Advisory Board and is Special Advisor at Hartree Partners. Previously, he was Global Head of Commodities Research at Citi. He held similar positions at Lehman and Credit Suisse, taught at Princeton, Columbia and Johns Hopkins, worked at the Council on Foreign Relations, served as Deputy Assistant Secretary of State for Energy Policy, and in management at Phillips Petroleum. He was co-founder of PFC Energy and former publisher at Energy Intelligence.
PROGRAM
12:00 PM - 1:30 PM ET: Presentation and Discussion
COST
This session is complimentary for all attendees. Registration is required for event link details.