Domestic demand for oil transport fuels continue to decline for both gasoline and diesel; yet global security concerns point to healthy inventory builds across commodities – but how big will they be? China plays a pivotal role and is expected to announce its plans for stock builds in the first quarter, but even so price and geopolitics matter. 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 time, China is a leader in the global growth of power demand, and as the leading producer and exporter of renewable energy and clean technologies how will it impact the global energy landscape in the year ahead?
Join us for a panel discussion where we explore China’s role in the energy market including through its GDP growth this year, 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 covers China’s energy market and related macroeconomic landscape for the Rapidan Energy Group. He has over 30 years of experience working with regulators, entrepreneurs, and major energy companies in China as a business executive, investor, and strategic advisor. His expertise ranges from macroeconomic analysis to on-the-ground operations management and strategic investment execution. GeFei and his team of analysts specialize in using firsthand experience and interactions with industry leaders to generate insights that help global investors navigate an increasingly opaque, complex, and fast-changing geopolitical environment. 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 work on China’s economy and its impact on the world. He is also a Senior Associate of the Trustee Chair in Chinese Business and Economics at the Center for Strategic and International Studies. An experienced analyst of China’s financial system, he is the author of the forthcoming book Broken China: How the Economic Miracle Shattered and What it Means for the World (2026), and three reports on the country’s longer-term economic trajectory: Credit and Credibility (2018), The China Economic Risk Matrix (2020), and Grasping Shadows (2023). After living and working for over two decades in Beijing and Hong Kong, he is now based in Washington, DC.
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.