With the outbreak of the Covid-19 pandemic and government's strict lockdown measures as well as a series of structural adjustments and policy initiatives to reduce carbon emissions, China might well have entered a new era of lower growth with implications for the global energy market. At the same time, the Russia-Ukraine conflict has created a new role for China as a game changer in loosening up the tight global energy market.

Join us in this session to explore China's policy initiatives, its economic outlook and its role in the global energy market. We are joined by Tracy Liao, Commodities Analyst at Balyasny Asset Management in Hong Kong, and Daniel Rosen, Partner at Rhodium Group who leads the firm’s work on China. Ed Morse, Chair of the Energy Forum Board of Directors and Managing Director and Global Head of Commodities Research at Citi, will moderate the discussion.

Please note this event will be a virtual session via Zoom Webinar from 11:00 AM until 12:30 PM EDT. Additional details will be provided to registered attendees prior to the session.


Tracy Liao

Tracy Liao is a Commodities Analyst at Balyasny Asset Management since April 2022. Prior to that, Tracy was a Director of Commodities Research at Citi for seven years. Tracy holds a Master’s degree from the Johns Hopkins University School of Advanced International Studies and a Bachelor’s degree in economics and international politics from Peking University.

Daniel Rosen

Daniel H. Rosen is a Partner at Rhodium Group and leads the firm’s work on China, India and Asia. Dan has twenty-six years of professional experience analyzing China’s economy, commercial sector and external interactions. He is widely recognized for his contributions on the US-China economic relationship. He is affiliated with a number of American think tanks focused on international economics, and is an Adjunct Associate Professor at Columbia University. From 2000-2001, Dan was Senior Adviser for International Economic Policy at the White House National Economic Council and National Security Council. He is a member of the Council on Foreign Relations, and board member of the National Committee on US-China Relations. A native of New York City, Dan graduated with distinction from the graduate School of Foreign Service of Georgetown University (MSFS) and with honors in Asian Studies and Economics from the University of Texas, Austin (BA).


Ed Morse

Edward Morse Chairs the Energy Forum Advisory Board and is 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. A co-founder of PFC Energy, a former publisher at Energy Intelligence, he also worked at Hess Energy Trading. As a consultant helped design Yemen's oil pricing policy and assisted the UN Security Council on the design and negotiation of the Iraqi Oil-for-Food Program. He writes op-eds for the FT, NY Times, Wall Street Journal and Washington Post and often comments at Bloomberg TV and CNBC. He has been a Senior Fellow of both the USAEE and the IEEJ and was named by Petroleum Economist as among the ten most prominent individuals in energy finance.


11:00 AM - 12:30 PM: Panel Discussion and Q&A


This session is complimentary for all registrants. Registration is required for event link details.


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