22-10-2021, 04:28 PM
(22-10-2021, 04:02 PM)sclim Wrote: think impact so far.
1. china try to reduce carbon emission by reducing coal import and to reduce burning coal.
resulted in electricity shortage in many places.
2. electricity shortage reduce factory output. china doing all hard work with very thin margin. exporting deflation to us. us port jammed caused all money make to pay to shipping.
3. supply chain problem cause inflation. may lead to raising interest rate.
4. long term interest like 30 years bond expiring is in the 8+% . new 30 years bond is 2+%. at current rate. will loose a lot of interest income. if inflation can lead to interest rate raised. better interest income.
5. overall events may lead to. lower import coal cost, lower carbon emission, lesser export vol but about same value, higher interest income.
Good writeup, and this is what the energy market is all about....
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