So what's the tail risk...
China published an ultimatum to Taiwan last week on People's Daily
translate.google.com/translate?hl=&…
China published an ultimatum to Taiwan last week on People's Daily
translate.google.com/translate?hl=&…
So far Taiwan has pretended not to understand it, claiming it to be virtue messaging for mainlanders, and thus has brushed it off.
I've checked with friends in Beijing. no one paid attention to the ultimatum. it was not intended for mainlanders.
I've checked with friends in Beijing. no one paid attention to the ultimatum. it was not intended for mainlanders.
In terms of time frame, that ultimatum is usually issued several months before any real action.
There are still a few events that could prevent the situation from reaching the point of no return. I will cover it when new information emerges.
There are still a few events that could prevent the situation from reaching the point of no return. I will cover it when new information emerges.
There are many vulnerabilities in Taiwan economy to a potential blockade
For example, 30% of its power generation relies on LNG. and reportedly it only has a stockpile capacity of 7 days.
For example, 30% of its power generation relies on LNG. and reportedly it only has a stockpile capacity of 7 days.
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