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China Coal Prices Soar To Record As Winter Freeze Spreads Cross The Country
China Coal Prices Soar To Record As Winter Freeze Spreads Cross The Country One week ago we discussed why the “worst case” scenario for China’s property crisis is gradually emerging; to this we can now add that China’s worst case energy crisis scenario is also about to be unleashed as cold weather swept into much of the […]
Flooding in West China Destroys Agricultural Production
Flooding in West China Destroys Agricultural Production People watch as floodwaters are released from the Yellow River, China, on July 23, 2013. (STR/AFP/Getty Images) Continuous rainfall for more than ten days has caused the lower reaches of the Luo River in China’s west to spill their banks. Large volumes of floodwater released from upstream have […]
Contagion!
Contagion! There has been a litany of bad news recently, including the U.S. August humiliation in Afghanistan, China’s aggressive actions against Taiwan and increased tensions with Iran, North Korea and Russia. It will take the U.S. years, possibly decades, to recover from the debacle of August 2021 and the collapse of American prestige. All of […]
China To Ban Private Investments In Media As CCP Strengthens Grip On Narratives
China To Ban Private Investments In Media As CCP Strengthens Grip On Narratives The Chinese Communist Party (CCP) has begun laying the groundwork to ban private investments in media organizations, according to US-funded Radio Free Asia (RFA). Under proposed rule changes posted to its official website on Oct. 8, the State Development and Reform Commission (SDRC) said […]
China Coal Futures Hit Record High As Mines Flood; Worsening Power Shortages Hit Rust Belt
China Coal Futures Hit Record High As Mines Flood; Worsening Power Shortages Hit Rust Belt China’s top coal-producing region has been devastated by torrential rains and flooding this past week. About 9% of the coal mines in Shanxi province, an area responsible for producing 30% of China’s supply, have closed operations. The direct effect of […]
An energy crisis is gripping the world, with potentially grave consequences
An energy crisis is gripping the world, with potentially grave consequences How China and Europe are catching the brunt of it The cooling towers at the coal-fired NTPC Ltd. Dadri Power Plant in Uttar Pradesh, India. The country, which relies on coal for about 70 percent of electricity generation, has already seen signs of power […]
India Faces Rolling Blackouts As Coal Shortage Forces Power Plants To Adopt Emergency Measures
India Faces Rolling Blackouts As Coal Shortage Forces Power Plants To Adopt Emergency Measures Due to a combination of factors – including environmentalists’ push for “green” energy like wind and solar, plus the COVID-inspired collapse in global supply chains leaving countries around the world desperate for badly needed energy supplies (from LNG to coal to […]
Anyone Who’d Support Going To War Over Taiwan Is A Crazy Idiot
Anyone Who’d Support Going To War Over Taiwan Is A Crazy Idiot Listen to a reading of this article: ❖ Taiwan has been in the news a lot lately, and it’s really bringing out the crazy in people. The mass media have been falsely reporting that China has been encroaching on Taiwan’s “air defense zone”, which gets stretched into […]
“Catastrophic” Property Sales Mean China’s Worst Case Scenario Is Now In Play
“Catastrophic” Property Sales Mean China’s Worst Case Scenario Is Now In Play No matter how the Evergrande drama plays out – whether it culminates with an uncontrolled, chaotic default and/or distressed asset sale liquidation, a controlled restructuring where bondholders get some compensation, or with Beijing blinking and bailing out the core pillar of China’s housing […]
Gazprom Plant Connected To Russia-China Gas Pipeline Shuttered Due To Fire
Gazprom Plant Connected To Russia-China Gas Pipeline Shuttered Due To Fire China’s energy crunch has resulted in power rationing in more than half of the provinces and affected the world’s biggest production base for electronic gadgets to semiconductors to appliances, among other things. Beijing has ordered energy firms to “secure supplies at all costs” as winter fast […]
Coal for Christmas
Coal for Christmas China’s Supply Chains in an Energy Crisis In mid-April 2021, I began receiving reports from sources in China and the United States that certain regions in China had begun to experience ongoing power disruptions at their warehouses and manufacturing facilities. Most notable of these was in south China’s Guangdong megaregion, where in […]
More Than Half Of China’s Provinces Are Now ‘Rationing’ Electricity, Governors Demand More Coal Imports To Resolve Crisis
More Than Half Of China’s Provinces Are Now ‘Rationing’ Electricity, Governors Demand More Coal Imports To Resolve Crisis At least 20 Chinese provinces and regions making up more than 66% of the country’s GDP have announced some form of power cuts. Guangdong province, the southern industrial hub, is cutting ~10% of its peak power demand… […]
Millions Of Chinese Residents Lose Power After Widespread, “Unexpected” Blackouts; Power Company Warns This Is “New Normal”
Millions Of Chinese Residents Lose Power After Widespread, “Unexpected” Blackouts; Power Company Warns This Is “New Normal” Just yesterday we warned that a “Power Supply Shock Looms” as the energy crisis gripping Europe – and especially the UK – was set to hammer China, and just a few hours later we see this in practice […]
Why the West can’t ban Bitcoin the way China did
Why the West can’t ban Bitcoin the way China did Only a complete “dictatorship of the proletariat” can kill Bitcoin Evergrande is being called China’s “Lehman moment” and overnight the PBC closed the loop on their clampdown on crypto with a total ban on virtual currency transactions. For those paying attention, however, China isn’t just […]
China Enforces Power-Rationing At Major Industrial Hubs Amid Shortages And Climate Push
China Enforces Power-Rationing At Major Industrial Hubs Amid Shortages And Climate Push A perfect storm of increased power demand and the calls to reduce carbon emissions has resulted in power rationing across China, according to Bloomberg, citing a new report Friday from 21st Century Business Herald. Power curbs are being forced onto major factory hubs in […]



