In a recent opinion piece, Jan van der Putten argues that China is no longer influenced by the European Union, while the pressure on Europe is increasing to take measures against the growing trade deficits and aggressive export strategies of China. (translated)
🇰🇷 The AI and semiconductor cycle has become powerful enough to distort an entire country’s macro data on its own. 📊 In August, Korean exports jumped 72.5% year-on-year on a working-day adjusted basis, with chip exports up 209% and computer shipments up 419% ⚠. Moreover, https://t.co/PZt6hSCvHw #Korea #Semiconductors #AI #KR
QATAR COLLAPSE 🇶🇦📉 The gas superpower has discovered how vulnerable a gas-dependent geopolitical model can be. Six months into the U.S.–Iran war, Qatar’s LNG exports are down about 96%: just 18 cargoes reportedly sailed compared with 509 in the comparable pre-war period. https://t.co/YLqNiDURl1 #QatarCollapse #LNGExports #Geopolitics #QA #US #IR
13 seconds of reflection (translated)
🇨🇳 #China's high-tech #manufacturing Purchasing Managers' Index (PMI) reached 52.9 in August 2026, staying firmly in the expansion zone. *In the meantime, China New Export Orders rose 0.5pt to 50.1 (above the expansion threshold). ➡ AI-related tech production and exports will #China #Manufacturing #Economy #CN
Deutschlands Exportzahlen erzählen nur die halbe Wahrheit. Denn nicht jeder Export wird vom Ausland bezahlt! Z.B. erhebliche Waffenlieferungen in die Ukraine #Deutschland #Exporte #Ukraine #Steuergeld Milliarden als Export: Auch unentgeltlich gelieferte Waren können in der deutschen Außenhandelsstatistik mit ihrem statistischen Wert als Export erfasst werden. Das gilt grundsätzlich auch für Waffenlieferungen an die Ukraine, selbst wenn Kiew dafür keinen entsprechenden Kaufpreis nach Deutschland überweist. Wer bezahlt wirklich: Werden Waffen aus deutschen oder europäischen öffentlichen Mitteln finanziert, erhält der deutsche Hersteller zwar reales Geld. Doch die Finanzierung stammt dann nicht aus ukrainischer Kaufkraft, sondern letztlich aus öffentlichen Haushalten. Trotzdem kann die ausgeführte Ware in der Exportstatistik auftauchen. Was die Außenhandelsbilanz verschweigt: Ein steigender Warenexport bedeutet deshalb nicht automatisch, dass entsprechend viel neues Geld aus dem Ausland nach Deutschland geflossen ist. Entscheidend wäre zu wissen, welcher Anteil der Ukraine-Exporte tatsächlich von der Ukraine und welcher durch deutsche oder europäische Steuermittel finanziert wurde. Exportrekorde allein sagen wenig, solange niemand offenlegt, wer die Rechnung am Ende tatsächlich bezahlt! Vielen Dank für den wichtigen Hinweis! Quelle: Destatis / Böminghaus Investigativ #Deutschland #Exporte #Waffenlieferungen
The mood in the German export economy improved in August 2023 to its highest level since February 2022, with an increase to 9.6 points, particularly due to the boom in exports to the EU, while exports to China continue to struggle. (translated)
Stop for Brazilian chickens! (translated)
OPERATION ECONOMIC OUTCAST — MAKE IRAN’S OIL EXPORTS ZERO I strongly welcome the United States Treasury’s launch of Operation Economic Outcast. Its objective is right: sever every economic lifeline sustaining Tehran’s tyrannical regime. Iranian oil deliveries to China have https://t.co/bkesVv13fD #EconomicSanctions #Iran #OilExports #IR #US #CN
🇰🇷 South Korea's exports adjusted for working-day differences were still up 61.5% year over year in the first 20 days of August, after already running at roughly +63% in July. Behind that headline, the sheer strength of the current AI cycle is what really stands out. 📈 The https://t.co/4DZFTugKJ4 #SouthKorea #Exports #AI #KR
🇯🇵 #Japan’s Exports Grow at Fastest Pace Since 2022 on Chips - Bloomberg https://t.co/I2qSpoDAxc https://t.co/Ybju2Hoton #Japan #Exports #Chips #JP
Wildberries won't exist next year any more, gas lines are several km's long, grain exports are down by 90%... Yeah, I don't think Russian economy is that 'resilient' anymore. #RussianEconomy #Wildberries #GrainExports #RU
🇺🇸 In other words, the Treasury will support LT bonds until the election. ➡ It's also a good way to add pressure on USD (boost exports) and solve a part of the problem with JPY. https://t.co/6k7oDAdGT9 https://t.co/8KYgGxHYGn #USTreasury #LTbonds #USD #USA #JPN
Now that Ukraine has shut down Russian oil exports through the Black Sea, the priority target of its drone campaign is likely to be the Baltic — the two remaining Russian oil export terminals in Europe, Ust Luga and Primorsk. They were attacked before. https://t.co/iMIxfwVnT9 #Ukraine #Russia #OilExports #UA #RU #EE #LT
I read it so you don’t have to. The only serious proposals involve secondary sanctions on China. If they do that China will stop exports of rare earths and the AI bubble will pop. Expect more aimless trashing around. 🇺🇸🇮🇷 https://t.co/91PzhMPBty #ChinaSanctions #RareEarths #AIBubble #CN #US #IR
Ukraine has proposed to Russia a mutual cessation of attacks on non-military targets in the Black Sea through a third country, while waiting for Moscow's response amid increased attacks impacting agricultural exports, with Russia stating that it has not received an official proposal. (translated)
Live cattle exports are worth nearly €500m to Irish farmers every year. Brittany Ferries are ending their service threatening the whole sector. They use ports owned by Irish citizens yet prevent Irish citizens use of their ships for a legal EU regulated sector. This is wrong. https://t.co/3aJi8JmK80 #IrishFarmers #CattleExports #BrittanyFerries #IE
