Having previously seemed by many on an unstoppable upward trajectory towards global economic domination, China's position in the global economy now appears much less certain. Some observers today go so far as to ask if China might be facing a Lehman Moment reminiscent of the turning point that brought on the 2008-9 Global Financial Crisis. As if that is not producing enough anxiety, concern keeps growing that China's swelling belligerence towards Taiwan could spill out into an all-out hot war that will draw in the United States, What does this mean for global economics and security? How to assess what drives China's market dynamics and policies? How should investors view the related risks and opportunities? 

Saudi Arabian production cuts. Wavering Chinese energy demand. War in the Middle East. Shifts in Washington energy policy. The crude oil, petroleum products, and natural gas markets dealt with all kinds of conflicting forces in 2023. But when it was all said and done, a barrel of oil cost roughly the same at the end of the year as it did at the beginning. That said, investments in “Big Oil” stocks, explorers, refiners, energy services firms, and Master Limited Partnerships (MLPs) have performed phenomenally well over the past few years. The question for energy investors in 2024 is whether that will continue as energy supplies rise. Find out in this panel.