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by tdu01 6 days ago
Nice. How does this stand up against backtesting with recent data? Also, i thought China's emergency stockpile is about 1.4b barrels or close 5 months of domestic consumption, and they are building it up atm. In the sim, it shows China's stockpile depleted after 1.2 wks?
1 comments

Thanks! Two answers (repeated in other comments): UN Comtrade data doesn't include sanctioned oil (Iran), and nobody (except their government) knows China's actual stockpile. The model is more of a sensible baseline/stress testing tool than a prediction, the cool part is that anyone can BTON (bring their own numbers) and rerun their scenarios