China’s Electricity Crunch?

[Deleted]

factories shutting down in China. Supply chain issues. It is All over news. Just google

Does it mean shortage of stuff and more inflation during holidays for us? I was planning to buy a 85inch tv for my wife this holiday,

American companies really need to diversify their supply chain. May be move some to south american countries.


www.bloomberg.com/news/articles/2021-09-27/china-s-electricity-shock-is-latest-supply-chain-threat-to-world

Will there be any investment impact? or will it just kick demand a quarter later.

[uncleharley]

I doubt that Chinas moves will dampen inflation at all. Beyond that they might clean up some of their air and help stall global warming.

[galeno]

John Mearsheimer spells it out. Clearly.

youtu.be/oRlt1vbnXhQ

The USA global super power simply WILL NOT permit China to become the regional hegemon of asia.

China has terrible geography and killed its demography with its one child policy.

[uncleharley]

Forbes has an article that implies there is more fire behind the smoke in China; www.forbes.com/sites/williampesek/2021/09/30/goldman-flags-82-trillion-threat-worse-than-china-evergrande/?utm_source=FBPAGE&utm_medium=social&utm_content=5607264395&utm_campaign=sprinklrForbes+Asia&sh=10c4032b15cc

[uncleharley]

Apparently China is enduring a contraction of their factory output along with their other economic & political problems.

www.reuters.com/world/china/china-factory-activity-contracts-second-month-official-pmi-2021-10-31/

[xray]

galeno,
Your:
1... The USA global super power simply WILL NOT permit China to become the regional hegemon of asia.
2... China has terrible geography and killed its demography with its one child policy.

--------

1... You might want to remember that The Republicans have no power [on war budget issues] and we appear [on the surface] that we might not interfere with South Korea being taken over by China in the next 8 years [Democrats giving us better home benefit issues and again depleting the armed forces of the necessary money needed]. We might go back to robbing museums to get spare parts for the military. China is currently flexing their muscle in South Korea with their various military flights and current space endeavors....
2...  China has gone to a three child policy because of not having enough workers. Will be interesting to see how this plays out [going forward]....

Live Long and Prosper....

[uncleharley]

FYI; This seems to sum up China's current direction. www.msn.com/en-us/money/markets/the-us-has-a-chance-to-put-china-in-the-economic-rearview-mirror-because-of-xi-s-awkward-regime-shift-bofa-says/ar-AAQbUWT?ocid=msedgdhp&pc=U531

EDIT:  More from China     www.msn.com/en-us/news/world/xi-demands-us-money-and-delivers-a-dud-at-cop26/ar-AAQck0W?ocid=msedgdhp&pc=U531