Discover and read the best of Twitter Threads about #EvergrandeCrisis
Most recents (5)
Abro breve 🧵
Y respondo:
¿Por qué hay crisis energética?, digamos en #Queretaro por mencionar algo que tengo fresco.
La respuesta en one shot:
Falta de diversificación en la matriz energética.
Pero, primero y para entender el shot:
¿Qué es crisis energética?
Corre y se va👉🏽
Y respondo:
¿Por qué hay crisis energética?, digamos en #Queretaro por mencionar algo que tengo fresco.
La respuesta en one shot:
Falta de diversificación en la matriz energética.
Pero, primero y para entender el shot:
¿Qué es crisis energética?
Corre y se va👉🏽
La crisis energética es cuando las fuentes de energía se agotan o son poco rentables explotarlas.
Y vamos de lo general a lo particular.
Se habla de una crisis global, porque los hidrocarburos están siendo presionados por los propios mercados, pero no es de hoy.
Y vamos de lo general a lo particular.
Se habla de una crisis global, porque los hidrocarburos están siendo presionados por los propios mercados, pero no es de hoy.
La dinámica es un “coletazo” y consecuencia de lo que vimos en 2006-2008, la revolución del fracking y el relajo de la OPEP entre 2019/2020 que se recrudeció con los efectos de la destrucción de la demanda por la pandemia #Covid19
Vaya, un efecto dominó.
Vaya, un efecto dominó.
Que el árbol (#EvergrandeCrisis ) no tape el bosque (crisis energética) de China. Seguramente esta noticia la vas a escuchar dentro de una semana en los medios locales. Sale un hilo explicando por qué hay que mirar esto bien de cerca...
bloombergquint.com/global-economi…
bloombergquint.com/global-economi…
"Con la atención del mercado centrada en las restricciones sin precedentes de Evergrande en el sector inmobiliario, es posible que se haya subestimado o incluso pasado por alto otro impacto importante del lado de la oferta" Nomura Holding Inc. analysts Ting Lu
La demanda de energía en china sigue en aumento y la oferta (carbón y gas) a la baja. Las prohibición de Beijing de importar carbón de Australia y los firmes objetivos de Xi para cortar las emisiones generan ruido del lado de la oferta 
36/ "Since Trump's trade war, there has been a total increase of about $200 billion in tariffs from China. For e-commerce companies, this means direct China-US trade has become too expensive. The solution? Mexico."
ht Spencer Potiker @CharmaineSChua
ht Spencer Potiker @CharmaineSChua
37/ Beijing is popping China’s $52 Trillion property bubble that caused:
underinvestment in industry (crowding out effect)
decline in R&D (talent going to RE)
low consumer spending (tightening belts to save for pricier houses)
low growth (fewer babies)
underinvestment in industry (crowding out effect)
decline in R&D (talent going to RE)
low consumer spending (tightening belts to save for pricier houses)
low growth (fewer babies)
38/“How China Avoided Shock Therapy” changes the terms of the debate.@IsabellaMWeber's Q is not...how 🇨🇳benefited from opening up,but how it succeeded in avoiding the disaster that integration into the world economy was to become for the Soviet"@adam_tooze noemamag.com/how-china-avoi…
34/ China's anti-Robber Baron moment? New five-year regulatory effort on Edu & Technology-related sectors on issues like overseas listings, antitrust, privacy.
“looking after middle-class people both in their role as consumers & in their role as workers” ft.com/content/bdcbbd…
“looking after middle-class people both in their role as consumers & in their role as workers” ft.com/content/bdcbbd…
35/ Forget 'varieties of capitalism'. We need a 'varieities of corruption' literature. Her fabulous essay on the Robber Barons of Beijing should make you run out to get @yuenyuenang's seminal book
foreignaffairs.com/articles/asia/…
book: sites.lsa.umich.edu/yy-ang/wp-cont…
foreignaffairs.com/articles/asia/…
book: sites.lsa.umich.edu/yy-ang/wp-cont…
36/ "Since Trump's trade war, there has been a total increase of about $200 billion in tariffs from China. For e-commerce companies, this means direct China-US trade has become too expensive. The solution? Mexico."
ht Spencer Potiker @CharmaineSChua
ht Spencer Potiker @CharmaineSChua
31/ "crackdown on the education companies. Beijing has come to realize that a credentialed arms race has all sorts of bad side effects like delayed marriage, fertility collapse and social alienation and radicalization of people with worthless diplomas"
32/ Investors lose ~$1000 billion in a wild week of market shocks. What is going on w China's regulatory authorities going after education companies,BigTech?
Is it Progressive Authoritarianism for the middle class? Superb piece by @hancocktom @TomOrlik bloomberg.com/news/articles/…
Is it Progressive Authoritarianism for the middle class? Superb piece by @hancocktom @TomOrlik bloomberg.com/news/articles/…
33/ "China quietly issued new procurement guidelines in May that require up to 100% local content on hundreds of items including X-ray machines and magnetic resonance imaging equipment, erecting fresh barriers for foreign suppliers." reuters.com/business/aeros…
