The real story is not that China is “back buying everything.” It is that Beijing throttled demand, shifted suppliers, drew inventories, and is now restocking only where landed cost still works — while $1 million-a-day VLCCs make a return to the old full-cycle buying pattern expensive and unlikely.

That is the argument Javier Blas is making in his September 23 Bloomberg Opinion column, China Isn’t Buying More Oil, It’s Buying From Different Markets (also framed as “Don’t Believe the Hype About China’s Oil Buying”). The global market treated China’s pre-war appetite as a floor. In 2026 it became a valve. The Blas thesis: […]

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Will Choking Iran’s Economy End the War, or Are They Too Resilient?

In an August 20, 2026, Bloomberg Opinion column, Javier Blas argued that “choking Iran’s economy is the least bad way to end the war.” Drawing on firsthand observations of sanctions-induced collapse in Iraq, Venezuela, and Cuba—worthless currencies, skyrocketing inflation, and soaring unemployment—Blas noted that pure economic pressure has historically failed to force political change. U.S. […]

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Javier Blas writes in Bloomberg, over the years, liberals became increasingly hostile to fossil fuels as the evidence of climate change accumulated.

This is from the Doug Sheridan LinkedIn account. We highly recommend following and connecting with Doug Sheridan.  The great Javier Blas writes in Bloomberg, over the years, liberals became increasingly hostile to fossil fuels as the evidence of climate change accumulated. From 2020 onward, the hostility turned into militant opposition, culminating with Biden’s election slogan […]

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