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China Oct exports beat forecasts, offer buffer to slowing domestic economyBEIJING (Reuters) -China’s export growth slowed in October but beat forecasts, helped by booming global demand ahead of winter holiday seasons, an easing power crunch and an improvement in supply chains that had been badly disrupted by the coronavirus pandemic.
China’s State Grid Says Power Supply Back to Normal: Xinhua(Bloomberg) -- State Grid Corp. of China said the power supply and the demand situation in its areas of operation have returned to normal and the electricity gap has been significantly reduced, Xinhua reported.The thermal coal inventory in the company’s operating area has rebounded to 99.3 million tons and the available days of thermal coal supply has climbed to 20, the report said, citing spokesperson Meng Haijun.State Grid Corp. of China supplies power to 1.1 billion people with a service area that covers 88% of Chinese territory, the company said on its website, adding that it’s the world’s largest utility.The power grid will face an “overall tight balance with partial gaps” this winter and in coming spring, the company said in the Xinhua report.The Energy Crisis That Helped Revive Coal is Easing, for Now
UK-Australia FTA to be finalised by end of the yearAustralian British Chamber of Commerce CEO David McCredie says both sides are “very confident” that the UK-Australia Free Trade Agreement will be finalised by the end of the year.“We’re inching ever closer,” Mr McCredie told Sky News Australia.“Real excitement about the opportunity to not just to get the deal done but to really uplift the trade and particularly the investment and the mobility between the two countries.“We’re really close, not quite there yet, but watch this space and I don’t think its very far away at all.”
Twitter Has Spoken: Musk Should Sell $21 Billion Tesla Stake
China Could Kickstart A New Nuclear Energy Revolution(...) Indeed, most of the world has turned away from nuclear power, which can be extremely expensive and is most often associated with high-profile disasters like the tragedies at Chernobyl, Fukushima, and Three Mile Island. One of the only countries that currently has a robust and actionable plan for nuclear development is China, which “plans to generate an eye-popping amount of nuclear energy, quickly and at relatively low cost” according to a recent Bloomberg report.Beijing plans to bring 150 new nuclear reactors online over the next 15 years, which amounts to more nuclear capacity that the entire world has constructed in the last 35 years. “The effort could cost as much as $440 billion; as early as the middle of this decade, the country will surpass the U.S. as the world’s largest generator of nuclear power,” writes Bloomberg.This is an especially important development for China, given the size of the nation’s carbon footprint -- the biggest in the world. It’s also a development that only China could accomplish. “It would be the kind of wholesale energy transformation that Western democracies — with budget constraints, political will and public opinion to consider — can only dream of,” Bloomberg characterizes the plan. In fact, China may just be the only country in the world that can come up with the significant resources necessary to scale up nuclear so much so fast that it will put an end to the opinion that a nuclear renaissance will be “too little, too late.”
Vamos a probar por eliminación.No podemos convenir que a los hactibos y los mercaos no los está alimentando nada. Tiene que haber algo, ¿right? (click to show/hide)Como hipótesis de trabajo aceptemos la propuesta asustadísima de que los BBCC, con sus facilidades y tocamientos, no estuvieran siendo.Aceptemos que los políticos, independientemente de que en su fuero interno anden complacidos, tampoco están siendo. Que no lo están evitando también es verdad; pero ser, no son.Vamos a decir también que los Reptilianos no existen, como premisa. Y que los Rothschild y compañía, aunque existan, no están imponiendo los precios de catálogo, ni moviendo por sí solos el mercado mundial.Agentes menores como comunicadores, juristas, académicos... no.Se nos van agotando las opciones.Nos quedan las recurridas familias, el colega de al lado, el cuñao que se te bebe las cervezas premium los domingos. Umm... tentador. Pero no podría explicar la bolsa.A no ser que... sean las familias, pero indirectamente: fondos. Aquí metemos a leviatanes algoritmicos, orcas, tiburones blancos, y pezqueñines. Algunos de estos peces medianos podrían ser grandes corporaciones con sus buybacks y venta de humo. Pero no explica la vivienda.Por agotar posibilidades, pudiera haber un movimiento debajo de la tecnónica que no sale en la foto porque nunca ha estado, oficialmente, en ninguna foto. Fortunas ingentes fuera de circuito, acojonadas por algo, y que estén poniendo en circulación cantidades no despreciables de dinero. Sin embargo, el dinero feo siempre estuvo en el sistema de una forma u otra, salvo el de algún narco que lo guarde en billetes pequeños y enterrado en la selva colombiana.Por último, está el "system failure". No nos importa el porqué, sino el fenómeno. La máquina ha salido del equilibrio a velocidad uniformemente acelerada, generando equilibrios semiestables más descompensados cada vez. Las fuerzas internas no están balanceadas, los estabilizadores ya no funcionan. Los hactibos y mercaos ya no responden a sus factores naturales, sino que los deforma la propia situación de desequilibrio.Alguna de estas cosas, una combinación de ellas o quizá todas. No sé por qué, yo siempre acabo en la última, pero rezo agnósticamente porque se trate "solo" de una Transición Estructural.Tengan salud por la cuenta que les trae.
The Gordian Knot Of Europe’s Gas DependenceAt the COP26 climate conference last week, activists awarded Norway their “Fossil of the Day” prize. It’s an accolade Oslo’s brand-new government could have done without at its first global outing. But it highlights the dilemma faced by Norway, as a big fossil fuel producer, and even more so by the EU, whose economy is deeply reliant on natural gas.In a punchy first interview, Jonas Gahr Store, Norway’s new prime minister, told the Financial Times that Europe’s green transition required his country to keep drilling. A rapid end to Norwegian hydrocarbon supplies, he said, “would put a stop to an industrial transition that is needed” to decarbonise.It is, of course, a self-serving argument. It flies in the face of the International Energy Agency’s road map to net zero, which calls for no more investment in new oil and gas developments. It also goes against the EU’s quixotic demand for an end to hydrocarbon extraction in the Arctic.That said, the argument may be right. It is correct technologically, in that substituting natural gas for coal and oil is the necessary next step to reduce emissions. It captures important truths about the political economy of oil and gas-exporting countries. Even a population as climate-conscious as Norway’s has nowhere near a majority for phasing out fossil extraction. It reflects geopolitical reality: less Norwegian gas would make Europe even more dependent on Russian president Vladimir Putin’s caprice.Above all, it exposes the political challenge of the EU’s green ambitions. The intention to decarbonise is genuine. But the continent remains highly dependent on natural gas, and would become more so by weaning itself off coal.And yet, the short-term logic comes with a long-term contradiction. If the EU encourages gas investments to meet short-term needs, it could lock itself into its dependence on gas for a long time. The argument for gas as a transitional energy runs up against the fact that nobody develops a gasfield planning to switch it off in five to ten years’ time. So the EU and Norway are caught in a hypocritical embrace, with North Sea gas set to power European homes and businesses for the long haul.There is a way out, as all sides recognise. Natural gas needn’t be burnt for its energy content. It can serve as a feedstock for hydrogen. If carbon is captured and stored (CCS) in the process, the resulting “blue” hydrogen is a source of carbon-free energy.The technologies exist for using it to power heavy vehicles unsuited for batteries, ships and high-temperature industrial processes such as steel. In fact, some activities are hard to decarbonise in any other way, and CCS is a sine qua non if net negative emissions are to become possible.What is missing is infrastructure and a market. To switch gas from a combustible energy source to hydrogen feedstock requires transport and storage for hydrogen and CO2, and facilities to sequester carbon. Such investments are hard to justify unless sufficient demand is expected.This is a chicken-and-egg problem. For there to be enough demand, mass adoption of hydrogen-powered technologies in the relevant sectors is necessary. That in turn is economically viable only if users are confident hydrogen supply will be forthcoming.It is in the EU’s power to create a market. It is in the gift of gas-producing countries to ensure large-scale hydrogen supplies. But for either to happen, both must jump together.The EU bears the greatest responsibility to make this happen. It has a hydrogen strategy. But speak to public and private decision-makers in Norway, and scepticism that the EU means business is close to the surface. They question if Europe has the stomach for the tough choices net zero requires, such as a carbon price that bites. And does Europe fully endorse blue hydrogen and CCS, or is it wedded to the less efficient “green” hydrogen made from electrolysing water? That choice would be as self-defeating as Germany’s turn from nuclear energy, which made it use more coal.If the EU were to commit to blue hydrogen, and put its money where its mouth is, it could demand the corresponding commitment to supply from Norway. Rather than a ban on Arctic exploration, it could demand a policy to allow further gas extraction only with infrastructure that could be swiftly converted to blue hydrogen production with carbon storage.Politically, or even legally binding, instruments could be found to assure each side that both demand and supply would be forthcoming. For Oslo, such a policy offers a compromise with those demanding an outright phaseout of fossil fuels. It might even be allowed to return its Glasgow award.martin.sandbu@ft.com
Some investors have not got Evergrande unit's bond interest due Nov 6: sourcesHONG KONG/SHANGHAI, Nov 8 (Reuters) - Some holders of offshore bonds issued by a unit of developer China Evergrande Group (3333.HK) had not received interest payments due on Nov. 6 by Monday morning in Asia, two people familiar with the matter said.Scenery Journey Ltd was due to make semi-annual coupon payments on Saturday worth a combined $82.49 million on its 13% November 2022 and 13.75% November 2023 U.S. dollar bonds. ,Non-payment of interest by Nov. 6 would have kicked off a 30-day grace period for payment.Twice in October, Evergrande narrowly averted catastrophic defaults on its $19 billion worth of bonds in international capital markets by paying coupons just before the expiration of their grace periods.One such period expires on Wednesday, Nov. 10, for more than $148 million in coupon payments that had been due on Oct. 11. Evergrande is also due to make coupon payments totalling more than $255 million on its June 2023 and 2025 bonds on Dec. 28.A spokesperson for Evergrande did not immediately respond to a request for comment. The sources could not be named as they were not authorised to speak to the media.Reuters was unable to determine whether Evergrande has told bondholders what it planned to do regarding the coupon payment due on Saturday.(...)
¡Ay, RGCIM!¿Le cuento cómo ando yo?Verá. Tengo unos deudores por ahí. Y quien me lleva las cuentas va el otro día y me suelta -¡Con lo que te deben te podrías comprar un piso!Por un momento, menos de un segundo, me vi a mi mismo con los ojos desorbitados gritando y haciendo aspavientos...pero no. Me morí por dentro.28 años tiene la criatura.Sí, ya veo que la culpa es del Cha-Cha-Cha como bien explican los que saben de todos los sistemas complejos.
Cita de: Saturio en Noviembre 08, 2021, 00:33:58 am¡Ay, RGCIM!¿Le cuento cómo ando yo?Verá. Tengo unos deudores por ahí. Y quien me lleva las cuentas va el otro día y me suelta -¡Con lo que te deben te podrías comprar un piso!Por un momento, menos de un segundo, me vi a mi mismo con los ojos desorbitados gritando y haciendo aspavientos...pero no. Me morí por dentro.28 años tiene la criatura.Sí, ya veo que la culpa es del Cha-Cha-Cha como bien explican los que saben de todos los sistemas complejos.Señor Saturio, ¿podría usted hacer el favor de bajar del Olimpo y compartir en el foro su saber?Usted, entre otras cosas, aún no ha contestado una pregunta muy simple: por qué piensa usted que la "gran renuncia" es una mentira sin más, en vez de una exageración de los periodistas y chamanes tratando de explicar algo que no cuadra con sus esquemas mentales.Me da que usted ni tiene deudores, ni empresa, ni nada. Sólo mucho tiempo libre y mucha imaginación para montarse aquí una vida que en la realidad no existe.Aporte algo útil al foro, o déjelo.
Vamos a probar por eliminación.No podemos convenir que a los hactibos y los mercaos no los está alimentando nada. Tiene que haber algo, ¿right?[...]
Cita de: Hynkel en Noviembre 08, 2021, 08:45:17 amCita de: Saturio en Noviembre 08, 2021, 00:33:58 am¡Ay, RGCIM!¿Le cuento cómo ando yo?Verá. Tengo unos deudores por ahí. Y quien me lleva las cuentas va el otro día y me suelta -¡Con lo que te deben te podrías comprar un piso!Por un momento, menos de un segundo, me vi a mi mismo con los ojos desorbitados gritando y haciendo aspavientos...pero no. Me morí por dentro.28 años tiene la criatura.Sí, ya veo que la culpa es del Cha-Cha-Cha como bien explican los que saben de todos los sistemas complejos.Señor Saturio, ¿podría usted hacer el favor de bajar del Olimpo y compartir en el foro su saber?Usted, entre otras cosas, aún no ha contestado una pregunta muy simple: por qué piensa usted que la "gran renuncia" es una mentira sin más, en vez de una exageración de los periodistas y chamanes tratando de explicar algo que no cuadra con sus esquemas mentales.Me da que usted ni tiene deudores, ni empresa, ni nada. Sólo mucho tiempo libre y mucha imaginación para montarse aquí una vida que en la realidad no existe.Aporte algo útil al foro, o déjelo.Entiendo que aportar algo útil al foro es estar de acuerdo con usted.Igual si tengo imaginación e igual es todo mentira. Cosas de Internet.Usted elige, no hay más.Pero es que usted se enfada por todo...si ya digo yo...que igual en el curro lo que pasa es otra cosa.