The Drill is your go-to series for insights on geopolitics, oil, and other commodities, providing valuable insights about political conflicts, the geopolitical drivers of asset prices, outlooks for industrial metals, energy, and more. This week, Andreas Steno Larsen and Ulrik Simmelholt look at the U.S. growth story, physical crude markets discounting geopolitical risk, and why China needs to stimulate more. Written on October 22, 2024.
