PPCC-Pisitófilos Creditófagos-Verano 2022

[Mad Men]

Sigo sin entender la historia. Rusia en ningún momento se ha negado a vendernos su gas, ha sido Europa la que está haciendo una campaña muy agresiva para dejar de consumir gas ruso y preparando a sus ciudadanos para la escasez este invierno.

Esta es la foto que mandaron los rusos para justificar la parada. Cuando esto acabe nos tomamos unos vodkas y todo olvidado.

Fuente: https://www.niusdiario.es/internacional/europa/20220903/gazprom-publica-foto-fuga-aceite-nord-stream_18_07366469.html

Claro que ahora los rusos nos trolean, pero hasta llegar a este punto ha habido mucha UE diciendo que NO queremos gas ruso. La última ha sido decirle a Rusia cómo y cuánto vamos pagar por su gas. Claro que nos cortan el grifo, bastante han aguantado.

Repito, imaginen que montan una empresa y uno de sus clientes habituales empieza a decirles que su empresa es una mierda y que van a usar sus productos cada vez menos. Luego el cliente les dice que va a pagar lo que el quiera y en la moneda que quiera.

Esto fue exactamente lo mismo que hicieron los EEUU en la IIGM con Japón antes de que bombardeara Pearl Harbour. Los joponeses no se levantaron un día y dijeron "coño, que día más bueno hace para bombardear Pearl Harbor". Fueron meses y meses de presiones hasta que los japoneses se hartaron y se metieron en la guerra del lado del Eje.

Pues esto igual, la UE ha presionado hasta que Rusia ha dicho basta. Es mucho más facil de vender a tu opinión pública que un tirano te corta el gas a que estás dejando que tus ciudadanos pasen frío en invierno porque tus gobernantes se la están midiendo a ver quién la tiene más larga. Biden lo dijo muy clarito, que pensaba sacrificar Europa (no dijo Texas o Alabama, dijo Europa. Como si fuera suya).

Si esto sirve para dar pasos hacia la independencia energética y este el peaje que tenemos que pagar, perfecto. Si esta es la forma de vendérselo a la opinión pública, no estoy de acuerdo, pero vale. Pero que no me tomen por idiota, y que nuestros gobernantes no arrasen Europa por su beneficio personal.

Es una acumulación de multicagadas que deberían provocar la dimisión de toda la cúpula estratégica europea, a saber:

-Dependencia del 50% del gas con Rusia de toda la parte oriental y Central de Europa.
-Falta de alternativas al Nordstream.
-Mala gestión diplomática para resolver de otras formas el conflicto ucraniano.
-Mala gestión para establecer el precio de la electricidad.
-Ampliación de la influencia occidental por el Este. Cualquiera sabe que para Rusia, Ucrania y Bielorrusia son intocables.
ETC.

No es que excuse a Rusia, ni mucho menos. La vergüenza es la poca cultura, diplomacia, estrategia y visión de nuestra élite.

La respuesta rusa es clara, trolear energéticamente a Europa. Algo que desde Rusia para mi es una cagada, porque cliente más fiable que la UE no encontrará ninguno y depender de China es una cagada gorda.
Yo personalmente creo que no podrán sustituir el gas ruso y habrá cortes de luz (o racionamiento), paros en industria y en definitiva recesión. Algo que a Alemania le dolerá mucho.Y pensar que la antigua canciller la señora Merkel era pro-rusa e impulsora de la cooperación mutua.

[pollo]

Cuando no haya más pies en los que pegarse tiros, vendrán los lloros.

[sudden and sharp]

Hay muchos pies...

Asia apuesta por reabrir y construir nuevos reactores nucleares como respuesta a la crisis energética
Los países asiáticos también miran a la nuclear como solución para obtener una fuente de energía limpia y barata.
https://www.libremercado.com/2022-09-04/asia-apuesta-por-reabrir-y-construir-nuevos-reactores-nucleares-como-respuesta-a-la-crisis-energetica-6927581/

Más allá de las dos principales naciones asiáticas, la India también ha anunciado su intención de triplicar la energía proveniente de las centrales nucleares, mientras que otros países como Corea del Sur quieren que el 30% de su energía provenga de esta vía para el año 2030.

Hay que ser idiota, pero idiota integral para mirar hacia Rusia Putin.

[R.G.C.I.M.]

Con lo oficialista gubernamental que me ha salido,  me choca que me ejemplifique el giro asiático hacia las nucelares.
Aquí ya mismo estamos construyendo 10 reactores para no tener que depender de putin el malfado ( pronunciado como j.m.ruiz mateos).


Sds.

[Negrule]

Mira que lo tienen claro, están evitando hablar del precio desorbitado del alquiler de una forma descarada.

Pedro Sánchez: "Los horarios laborales que tiene nuestro país hace que tengamos los índices de natalidad tan bajos y que no podamos cuidar de nuestros hijos como quisiéramos"

https://twitter.com/elhuffpost/status/1566729402603429888?s=46&t=EWmWhsMqX1Y79ohKohNImg

[sudden and sharp]

Con lo oficialista gubernamental que me ha salido,  me choca que me ejemplifique el giro asiático hacia las nucelares.
Aquí ya mismo estamos construyendo 10 reactores para no tener que depender de putin el malfado ( pronunciado como j.m.ruiz mateos).


Sds.

Ya, ya...

https://es.wikipedia.org/wiki/Energ%C3%ADa_nuclear_en_Espa%C3%B1a#Instalaciones_nucleares



Va a ser que no.

[senslev]

Son todos una panda de hdlgp, qué asco.

Mira que lo tienen claro, están evitando hablar del precio desorbitado del alquiler de una forma descarada.

Pedro Sánchez: "Los horarios laborales que tiene nuestro país hace que tengamos los índices de natalidad tan bajos y que no podamos cuidar de nuestros hijos como quisiéramos"

https://twitter.com/elhuffpost/status/1566729402603429888?s=46&t=EWmWhsMqX1Y79ohKohNImg

[Derby]

https://www.ft.com/content/49552516-0788-46a1-9c0a-d906fd8d6388

Brussels pushes for EU-wide caps on gas price

Emergency proposals come in response to Russia ‘using energy as weapon’ and aim to soften soaring energy costs

Brussels has outlined plans for caps on wholesale gas prices to tackle a widening energy crisis and curb inflation as the Kremlin seeks to ramp up pressure on western Europe.

In a document seen by the Financial Times on Monday, the European Commission’s energy agency recommends member states implement “emergency wholesale price cap” measures on gas supplies and sets out two options for doing so.

One involves putting a limit on what can be paid for gas imported from Russia. A second would introduce a capping system that would differ from country to country depending on their energy mix.

(...) French president Emmanuel Macron said joint gas purchases at a European level would help bring down costs. He also backed a cap on Russian gas prices.

Macron said Paris was supporting an EU-level levy on power companies that have been reaping inflated profits due to the way the EU energy market is structured — a measure akin to a windfall tax, something Germany is also considering.

“We support a contribution mechanism that would be targeted at energy operators, those whose production costs are far inferior to the sale price on markets,” Macron said after speaking with German chancellor Olaf Scholz.

“It’s the most coherent [way] to avoid distortions between EU countries, it’s the fairest and more effective. If such an approach did not materialise at a European level, then we’d be obliged to look at it at a national level.” the French president added.

[Derby]

https://www.wsj.com/articles/opec-agrees-to-small-production-cut-amid-recession-fears-11662381781

OPEC+ Agrees to Small Production Cut Amid Recession Fears

Oil prices had fallen 25% in three months over worries about demand for crude

OPEC+ agreed Monday to cut oil production for the first time in over a year, delegates said, saying it should pull back about 100,000 barrels a day amid fears of a global recession and more Iranian crude coming to the market in the event of a revived nuclear deal.

The move shows how worries over an economic slowdown are dominating a global oil market that has experienced a 25% decline in Brent crude prices in the past three months. Fears of oil shortages after Russia’s invasion of Ukraine had driven prices above $100 a barrel for months this year, but the market’s recent slide prompted the Organization of the Petroleum Exporting Countries and Moscow-led allies, collectively known as OPEC+, to prop up a market that had been lifting petrostate economies from Moscow to Riyadh.

The small cut would reverse the 100,000 barrels a day that OPEC+ said it would add to the market last month following President Biden’s trip to Saudi Arabia, the world’s largest oil exporter. The U.S. and the West have called on OPEC+ to pump more oil to help tame rising inflation, but the group had resisted.(...)

[pollo]

Con lo oficialista gubernamental que me ha salido,  me choca que me ejemplifique el giro asiático hacia las nucelares.
Aquí ya mismo estamos construyendo 10 reactores para no tener que depender de putin el malfado ( pronunciado como j.m.ruiz mateos).


Sds.

Ya, ya...

https://es.wikipedia.org/wiki/Energ%C3%ADa_nuclear_en_Espa%C3%B1a#Instalaciones_nucleares



Va a ser que no.

Pues nada, en unos 15 o 20 años junto con sobrecostes lo tenemos solucionado.

Un plan extremadamente inteligente y sobre todo viable.

Díganos qué hacemos este mismo invierno, cuando apriete la demanda de verdad. La industria funcionará con unicornios y arcoiris imagino y deseándolo muy pero que muy fuerte.

Yo pensaba que en este hilo hablábamos en serio. Un poco de nivel.

[pollo]

https://www.ft.com/content/49552516-0788-46a1-9c0a-d906fd8d6388

Brussels pushes for EU-wide caps on gas price

Emergency proposals come in response to Russia ‘using energy as weapon’ and aim to soften soaring energy costs

Brussels has outlined plans for caps on wholesale gas prices to tackle a widening energy crisis and curb inflation as the Kremlin seeks to ramp up pressure on western Europe.

In a document seen by the Financial Times on Monday, the European Commission’s energy agency recommends member states implement “emergency wholesale price cap” measures on gas supplies and sets out two options for doing so.

One involves putting a limit on what can be paid for gas imported from Russia. A second would introduce a capping system that would differ from country to country depending on their energy mix.

(...) French president Emmanuel Macron said joint gas purchases at a European level would help bring down costs. He also backed a cap on Russian gas prices.

Macron said Paris was supporting an EU-level levy on power companies that have been reaping inflated profits due to the way the EU energy market is structured — a measure akin to a windfall tax, something Germany is also considering.

“We support a contribution mechanism that would be targeted at energy operators, those whose production costs are far inferior to the sale price on markets,” Macron said after speaking with German chancellor Olaf Scholz.

“It’s the most coherent [way] to avoid distortions between EU countries, it’s the fairest and more effective. If such an approach did not materialise at a European level, then we’d be obliged to look at it at a national level.” the French president added.

Joder, qué rápido nos hemos transformado en Venezuela.

Qué razón tenía Cipolla, que el tipo de persona más peligroso con diferencia es el estúpido.

[Derby]

https://www.bloomberg.com/news/articles/2022-09-05/the-pros-and-cons-of-britain-s-proposed-freeze-on-energy-bills

Pros and Cons of Britain’s Proposed Freeze on Energy Bills

(...)Advantages

Clarity

A straight freeze on average annual household energy bills targets the crisis directly. It reassures households that their unit costs will not rise, allowing them to plan family budgets by removing the threat of further financial hardship. The government has already committed £37 billion ($43 billion) of help, with the money targeted more heavily at poorer households. If bills are frozen at the current cap, £1,971 a year, the existing package may be sufficient. If the cap is frozen at the Oct. 1 rate of £3,549, more direct help may be needed.

It is worth bearing in mind that last autumn, the price cap was £1,277. Even a freeze at current levels represents a painful increase for many families.

Peak inflation

A side-effect of freezing energy bills would be the impact on broader inflation, which is already five times higher than the Bank of England’s 2% target. According to the central bank, energy accounts for “more than half of the overshoot.”

The government could save £30 billion in the first year by pulling down inflation in this way, according to Bloomberg estimates. That is the net saving to the public purse by reducing index-linked debt costs and welfare payments, calculated by extrapolating Bank of America forecasts and using the Office for Budget Responsibility’s “ready reckoners,” which estimate the effect of changes to growth, rates or inflation on government revenue.

Cutting headline inflation would also lower other household bills linked to price-rises, such as mobile phone contracts, and ease pressure on employers to agree to high wage settlements that could lead to a wage-price spiral.

Buying time

Freezing gas prices would buy the government time to introduce market reforms, such as changing how electricity prices are determined. The existing marginal pricing system uses the highest input cost, currently gas. It could be replaced with a blended cost model, which would reflect cheaper sources of energy such as renewables.

Another reform being discussed in Whitehall is to improve liquidity in wholesale markets, which would help bring the price down.

Political popularity

According to polling by YouGov, 69% of Britons think freezing energy bills over the winter is a good idea, compared with just 13% who disagree. But doing so would not be risk-free for the incoming prime minister. Just as the windfall tax imposed on energy companies under Boris Johnson was originally a proposal by Labour, so the main opposition party has led the charge for a freezing of energy bills. What that means, essentially, is that on the biggest issue facing Britons in the coming months, it’s Keir Starmer who can claim to be setting the agenda.

Disadvantages

Enormous cost

Freezing the price cap risks unlimited costs for either energy suppliers or the state. Labour has pledged to subsidize suppliers to cover the difference between the retail cap and the wholesale price. On current estimates, the full-year bill could hit £100 billion -- equivalent to around 5% of GDP -- or at least as much as the £78 billion spent on the furlough and self-employed income support schemes during the pandemic. That could put the UK’s fiscal position at risk, raising fresh concern among investors and threatening another drop in the pound.

The industry has proposed a deficit fund, with the cost recovered by a levy on future bills over 10 to 15 years. However, the deficit fund may be hard to enforce. As chancellor, Sunak had to switch his initial buy-now-pay-later mechanism into direct income support. An alternative, as proposed by former prime minister Gordon Brown, would be to nationalize energy suppliers as they inevitably went bust. Critics say that would merely add an administrative burden without changing the cost.

Poorly Targeted

A price freeze would help wealthy households in cash terms more than poor households, as those with larger homes are bigger users of energy.

People on low incomes are, needless to say, far more at risk from soaring bills. For those on energy meters, almost half of their disposable income will go on heating, the Resolution Foundation think tank says. Truss said she would prefer targeted interventions to ensure taxpayer money is spent wisely. For that reason, the price freeze may be tapered or means-tested in some way. She has also proposed broader tax cuts that will disproportionately favor those on high incomes.

Distorted incentives

Subsidizing bills lowers the incentive for people to cut their energy use. At a time when the UK is potentially facing industry blackouts, it would be useful to encourage households to turn down thermostats. British homes account for a third of national energy consumption.

Back to business

A household energy price cap does nothing for businesses and may drive their prices higher as suppliers try to recoup any additional costs. Small business groups warn of hundreds of thousands of job losses if they have to close in the face of crippling energy bills, hammering households indirectly even if their bills are frozen. Truss is said to be eyeing a separate business bailout.

[sudden and sharp]

Vosotros...

... podéis poner el culo en pompa en dirección a la nueva Jerussalen moscovita.




Los demás...

... partirnos de la risa.

[R.G.C.I.M.]

Con lo oficialista gubernamental que me ha salido,  me choca que me ejemplifique el giro asiático hacia las nucelares.
Aquí ya mismo estamos construyendo 10 reactores para no tener que depender de putin el malfado ( pronunciado como j.m.ruiz mateos).


Sds.

Ya, ya...

https://es.wikipedia.org/wiki/Energ%C3%ADa_nuclear_en_Espa%C3%B1a#Instalaciones_nucleares



Va a ser que no.

Demasiado a menudo me deja vd in albis sudden.
No sé si está siendo sarcástico o cree que yo no lo he sido o qué.
Hay 7 centrales con 10 reactores.
Hay moratoria aprobada por el psoe y no hay intención de contribuir nada más.
Entonces? Que es lo que va a ser que no?

Los asiáticos construyendo nucleares. Los franceses también.  Los alemanes se lonestan planteando
Nosotros NO.

Así pues, hacen bien los asiáticos? O no?  Es que no le sigo, de veras.


Sds.

[Derby]

https://www.bloomberg.com/news/articles/2022-09-05/eu-s-von-der-leyen-pledges-liquidity-help-for-power-producers

EU’s Von der Leyen Pledges Liquidity Help for Power Producers

European Union emergency interventions in the energy market will include support for electricity producers struggling to find enough cash to guarantee trades after wild swings in natural gas prices.

Energy ministers are due to meet on Friday to discuss action needed to stabilize Europe’s markets after Russia shut off gas supplies indefinitely on the Nord Stream pipeline. European Commission President Ursula von der Leyen outlined some the likely proposals on Twitter that include liquidity help for companies.

Many companies are finding it increasingly difficult to manage margin calls, an exchange requirement for extra collateral to guarantee a trading position when prices rise. Sweden and Finland created emergency backstops at the weekend to help utilities struggling with collateral requirements in a bid to prevent a “Lehman” moment.(...)

https://twitter.com/vonderleyen/status/1566796429028466689