ADAM TOOZE

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Because the Chinese currency is pegged to a basket of currencies with a large $-component and the $ is falling

August 5, 2020

Because the Chinese currency is pegged to a basket of currencies with a large $-component and the $ is falling -> yuan is simultaneously rising v. Dollar and falling v. rest.
Love the new cross referencing in @SoberLook !
thedailyshot.com/2020/08/05/wil… https://t.co/97f64JTUDC

Story so far is that electricity demand grew astonishingly for 60 years, fed from all source. Nuclear was big. Then

March 7, 2021

Story so far is that electricity demand grew astonishingly for 60 years, fed from all source. Nuclear was big. Then electricity demand plateaued. Gas halved

Might be time to think of ways in which one might source some cheap steel for the overheated US market.

March 7, 2021

Might be time to think of ways in which one might source some cheap steel for the overheated US market. I mean, it might help

Meanwhile … in the world of industrial grand strategy and geoeconomics, the question is still, where is China going to

March 7, 2021

Meanwhile … in the world of industrial grand strategy and geoeconomics, the question is still, where is China going to get its microchips from. thedailyshot.com/2021/03/04/hom…