Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

COSCO Shipping Energy (1138 HK): Preparing for Upside Surprise

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Commodities

<ul>
<li>China’s aggressive crude stockpiling through 2025 has quietly reduced global supply, cushioning oil prices against a surplus-driven downturn amid OPEC+ supply hikes.</li>
<li>By absorbing excess barrels when prices fall and easing purchases when they rise, China’s flexible buying strategy has emerged as a stabilising force in global oil markets.</li>
<li>With inventories estimated between 1.4 and 2 billion barrels, China’s future buying pace will hinge on price trends, geopolitical pressures, and internal reserve targets.</li>
</ul>


China’s aggressive crude stockpiling through 2025 has quietly reduced global supply, cushioning oil prices against a surplus-driven downturn amid OPEC+ supply hikes.
By absorbing excess barrels when prices fall and easing purchases when they rise, China’s flexible buying strategy has emerged as a stabilising force in global oil markets.
With inventories estimated between 1.4 and 2 billion barrels, China’s future buying pace will hinge on price trends, geopolitical pressures, and internal reserve targets.


China’s Expanding Crude Inventories Keep Oil Prices in Check

Crude Oil

China’s Expanding Crude Inventories Keep Oil Prices in Check