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China's Airbus Commercial Orderbook vs India's in the 2010s: In terms of future deliveries seems like India is going to be the China of the last decade (2010s)
Is the same going to happen for other sectors?
@HFI_Research @OpenSquareCap @marcgarrigasait @adsanruiz @a_martinoro
Is the same going to happen for other sectors?
@HFI_Research @OpenSquareCap @marcgarrigasait @adsanruiz @a_martinoro
In both cases, the size of their fleet vs the nation's population is still far away from the average in an OECD country... Still room for growth
@salva_iat @MartaEscribanoL @GNietoNieto @fuco14
@salva_iat @MartaEscribanoL @GNietoNieto @fuco14
Same graphs for the world's market
For me this has a direct link to what we can expect in sectors like the one of cars, trucks,...
In countries where the electric grid is not fully developed, as the middle class grows, we should se more internal combustion vehicles growth https://twitter.com/jorge_moj/status/1346442253590536192?s=19
In countries where the electric grid is not fully developed, as the middle class grows, we should se more internal combustion vehicles growth https://twitter.com/jorge_moj/status/1346442253590536192?s=19
And, as with Commercial Airliners, for which we have more future visibility as orders are placed years in advance of the actual delivery, India's internal combustion vehicles sales growth in the 2020s might be similar to the one seen in China in the 2010s https://twitter.com/jorge_moj/status/1346439469306671104?s=19
So, in the after-COVID world we should see strong oil demand growth from airliners and internal combustion vehicles not only from China but also from India.
Is the world's oil supply ready to keep the pace? I think not https://twitter.com/jorge_moj/status/1346444351455580160?s=19
Is the world's oil supply ready to keep the pace? I think not https://twitter.com/jorge_moj/status/1346444351455580160?s=19
