Journal to portfolio afterlife

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Il rischio escalation è presente, ma credo sia impossibile dire se sia prezzato o no nel valore del petrolio.

https://twitter.com/x/status/1713389992637300775

 

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https://twitter.com/x/status/1713304057299771733

 

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https://twitter.com/x/status/1713285979476197703

 

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Un'altra SPAC che implode. Avevo letto tempo fa che aveva raggiunto livelli di capitalizzazione di borsa diciamo improbabili...

EV SPAC VinFast Collapses 92% in 31 Trading Days, $213 Billion in Fake Market Cap Evaporated in Hilarious Manner | Wolf Street

 

[black-opal]

Non è solo una questione di soldi.

La fuga dei medici italiani dai nostri ospedali - Le Iene

. Le Iene puntata del 10 ottobre

www.iene.mediaset.it

 

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Articolo di qualche giorno, ma parecchio attuale

https://www.remocontro.it/2023/10/05/senza-diesel-la-nuova-guerra-energetica-che-aspetta-linverno/

 

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https://www.remocontro.it/2023/10/13/le-guerre-su-tutti-noi-freddo-inverno-e-bollette-scottanti/

 

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Gli economisti stanno sottostimando la Cina? Report Economist - Startmag

Nel 2022 i consumi delle famiglie hanno rappresentato solo il 37 per cento del PIL della Cina.

www.startmag.it

 

[black-opal]

C'è una crisi energetica che spinge i prezzi al rialzo delle energie fossili, ed è dovuta alla carenza di investimenti negli ultimi anni, oltre che alla politica dell' opec+, e la transizione energetica rischia di farci molto male perchè non sarà sufficientemente veloce come vorrebbero farci credere. Il tutto viene spiegato abbastenza bene nella serie Energy Transition Crisis che avevo postato tempo fa.

https://www.youtube.com/@EnergyTransitionCrisis1/videos

Sull'auto elettrica qualche crepa si inizia ad intravedere, ad esempio chi l'avrebbe detto che le assicurazioni sarebbero state più costose? Quando c'è un incidente serio, il pacco batterie viene danneggiato e vale 1/3 se non metà del prezzo di acquisto dell'auto.

The cost of replacing batteries is causing insurance companies much angst. Batteries are usually mounted underneath the passenger compartment and cover a huge area. This makes them more vulnerable to damage, and their sensitivity adds to the problem. What would be a minor shunt for an internal combustion engine (ICE) powered vehicle can be catastrophic for an electric one.

“BEV incident claims are currently about 25.5% more expensive than their ICE equivalents and can take some 14% longer to repair.

Some believe BEVs are more prone to fire risk than ICE ones, but the data is inconclusive. However, BEVS create special risks when they do catch fire. They can burn for days and often reignite when the fire seems to have been beaten. Fire-fighters are now trained that total immersion in a swimming pool-like structure may be the only way to be sure it’s out.

Insurance Costs Could Cripple European Electric Car Sales

European electric car sales will be challenged because of zooming insurance costs. As the electric car revolution advances, many claimed advantages are melting away.

www.forbes.com

 

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According to China's customs data, the growth of China's exports and imports with Russia on a year-on-year basis quickened in September from August.
Bilateral trade value surged to US$21.18 billion last month, the highest since February 2022 when Russia started its military operation in Ukraine.

Russia exports around 2.0 million barrels of oil per day to China, accounting for more than a third of its total crude oil exports. China is Russia's second-largest buyer of Russian oil after India.

Russia's pipeline natural gas exports to the European Union may fall to 21 billion cubic metres (bcm) this year, almost two-thirds lower than last year and a more than a six-fold drop from 2021, according to a forecast by Russian state bank VEB.
That's below 22 bcm, which are expected to be supplied via the Power of Siberia to China this year, meaning Russian pipeline gas exports to China will outstrip Russia's gas exports to Europe for the first time.

Supplies via the Power of Siberia pipeline, which is not connected to the network of westbound Russian gas pipelines, began in late 2019 and are due to rise to 38 bcm a year by 2025, up from 10.5 bcm in 2021 and 15.5 bcm in 2022, under a 30-year contract worth more than US$400 billion.
Russia aims to build a second gas pipeline to China, Power of Siberia 2, with capacity for 50 bcm a year to run via Mongolia.

Russia's Novatek wants to rival Qatar as the world's largest LNG producer over the coming decades and Chinese firms including CNPC have invested in its Yamal LNG and Arctic LNG-2 projects.
Russia also may supply up to 10 million tons of liquefied natural gas to China this year of total 33 million tons of LNG produced in Russia.

Factbox-Russia-China energy cooperation in focus as Putin visits Xi

MOSCOW : Since the start of the Ukrainian conflict, Russia, a leading global oil producer, has cemented its energy ties with China, the world's No. 2 oil consumer after the United States.Beijing has rejected Western criticism of its growing partnership with Moscow in light of Russia's conflict...

www.todayonline.com