1) EU Scraps Price Cap On Russian Natural Gas
https://oilprice.com/Latest-Energy-News/World-News/EU-Scraps-Price-Cap-On-Russian-Natural-Gas.htmlinsomma era una pessima idea. pero':
But the EU executive arm is said to be pressing forward with a cap on revenues for nuclear and renewable power producers and a levy on the extra profits of the fossil fuel companies, including the refining sectorsarebbe la prima cosa sensata che fanno dall'avvio delle sanzioni.
2) US markets sink on unexpectedly high inflation
https://www.bbc.com/news/business-62884288insomma stranamente l'inflazione continua a crescere nonostante gli aumenti dei tassi. e ora li alzeranno ancora (e noi al seguito). l'articolo non lo dice ma DJ giu' del 4% significa 1.6T$ di perdite. blackrock ha perso quasi l'8%, cioe' si aspettano che gli investitori, vista la situazione, ritirino i loro soldi. per me e' sempre meno vero quello che pensavo, cioe' che gli usa sono meno suscettibili di noi alla crisi economica innescata dalle sanzioni. rischiano quanto noi, forse di piu'. (per inciso, in germania se ho capito bene inflazione a 8.8%)
3a) Energiekrise bringt Ende des Euro = la crisi energetica porta la fine dell'euro
https://deutsche-wirtschafts-nachrichten.de/521677/Energiekrise-bringt-Ende-des-EuroThe euro was a misconstruction from the beginning, but was always supported by the strong increase in foreign trade. Now the high energy prices are finally bringing him down.secondo me il problema e' stato non rendere l'euro una reale alternativa al dollaro
3b) Putin is waging an economic war with Europe. Britain's absurd energy plan plays into his hands
https://www.theguardian.com/commentisfree/2022/sep/11/putin-waging-economic-war-with-europe-britains-absurd-energy-plan-plays-into-his-hands4) Commodity prices fall across the board as the market adjusts to the sanctions realities
https://intellinews.com/commodity-prices-fall-across-the-board-as-the-market-adjusts-to-the-sanctions-realities-256384/insomma il mondo e' tornato al business-as-usual, sono cambiati solo i compratori. notare i dati per urals: i russi vendono 20$ sotto il brent e stanno comunque ca 35$ sopra il valore su cui calibrano il budget, il che e' probabilmente il motivo per cui fuori da yale dicono che il cap sul petrolio andrebbe messo a 40$ max per avere un senso anche solo mediatico...
5) Xi Returns to World Stage With Putin to Counter US Dominance
https://www.bloomberg.com/news/articles/2022-09-13/xi-returns-to-world-stage-with-putin-to-counter-us-global-orderXi to Central Asia to build a new Cold War bloc
https://asiatimes.com/2022/09/xi-to-central-asia-to-build-a-new-cold-war-bloc/al di la' di tutto, gli incontri xi-putin sono sempre interessanti...
6) Iran set to sign memorandum to become SCO member
https://www.tehrantimes.com/news/476649/Iran-set-to-sign-memorandum-to-become-SCO-member prossimi in coda: Egypt, Qatar, Saudi Arabia, Turkey
7) China's Xi promises a nationalized scientific and high-tech industry amid chip bans
https://www.rfa.org/english/news/china/bans-09072022132338.htmlThe plan envisions the nationwide husbanding of existing resources to achieve "economic and social development in all fields," according to state news agency Xinhua.
Current affairs commentator Wang Qingyang said the reforms proposed by Xi seem to herald a return to a top-down, planned economy, and a sharp turn away from the economic reforms and opening up initiated by late supreme leader Deng Xiaoping.
"The nationalization of science and technology is already under way," Wang told RFA.
(...)
According to Wang, nationalization means that "national interests" are prioritized over everything else
(...)
"Imports of high-tech raw materials has pretty much halted under foreign sanctions, so they have to nationalize this system," Wang said. "The biggest precedent for this was the iron and steel smelting during the Great Leap Forward (1958-1960).
(...)
"He is taking the initiative to decouple from the entire Western science and technology community," Xia said. "[This means that] over the next two to three years, all foreign software will be replaced by homegrown, Chinese software and hardware."
"Although these domestic products are not so user-friendly, it won't matter, because they make sense for [Xi], whose main concern is security," he said.in breve, sta mettendo in pratica la lezione delle sanzioni alla russia (da ricordare quando fra x anni sentiremo che la cina dipende da noi piu' di quanto noi dipendiamo da lei)
intanto:
EXCLUSIVE U.S. weighs China sanctions to deter Taiwan action, Taiwan presses EU
https://www.reuters.com/world/asia-pacific/exclusive-us-considers-china-sanctions-deter-taiwan-action-taiwan-presses-eu-2022-09-13/il tutto casualmente poco dopo che e' venuto fuori che aziende EU hanno rimpiazzato aziende usa in cina...
8 ) sbaglio o il governo svedese alla fine dei conti ha perso le elezioni? non che cambieranno le cose eh, giusto per aggiornare la lista