India proving to be a bright spot for jet fuel demand after Covid delta variant interrupted air travel recovery. This could be fleeting though if vaccination pace doesn't improve.
With International Air Transport Association not expecting air travel to get back to pre-virus levels until 2024, this may be a feature of the market for some time to come.
China patiently invested capital, skill and technology in coal gasification. Unlike it, we won’t move from words to action. As crude prices decline, we lose interest.
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