Global oil supply dynamics have been shifting in recent years, as consumption levels off in developed western economies and demand surges in rapidly developing Asian nations. At the same time, North American unconventional resource development has accelerated this supply transition to the “east of Suez” market, making the US less dependent on Middle East imports and thus softening the need to police the oil shipping lanes extending from the Persian Gulf. So what is China’s role in this shifting global oil supply/demand picture?

David Schenker, the Aufzien fellow and director of the Program on Arab Politics at The Washington Institute – a think tank – recently traveled to China and found some interesting answers to this question that he summarizes in a piece appearing in today’s Los Angeles Times. Keep reading →