China

[moke]

China is in a structual recession, I am not sure why they will come back strong for the energy sector. The demographics says China will have a drop in population.
India is now larger than China.

[dan_s]

Energy demand in China is based on the assumption they eventually abandon the Covid Zero restrictions. Standard of living will go to crap if they don't allow more freedom and a billion pissed off people will be hard to control.

Energy demand in India continues to increase year-after-year and they still have a long way to go.