The Drill is your go-to series for insights on geopolitics, oil, and other commodities, providing valuable insights about political conflicts, elections and the geopolitical drivers of asset prices, as well as outlooks for industrial metals, energy and more. This week, Mikkel Rosenvold and Ulrik Simmelholt, analyze the latest in China, the Middle East, and the effects of crude oil. Written on October 15, 2024.