Author Topic: Energy and reduction of consumption how China and Russia is crushed  (Read 7802 times)

deadz

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #75 on: March 16, 2022, 01:07:02 PM »
Just bought more toilet paper so I'm prepared for when the sh*t hits the fan.


Don't forget paper towels.
T

OAK

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #76 on: March 16, 2022, 01:07:47 PM »
.

The Keystone Pipeline would have created thousands of high paying jobs and provided a steady supply of oil from Canada all with ZERO tax payer dollars invested.

Biden canceled it on his first day office to help "stop global warming".

Is this his dumbest move ever?

 :(

Thin Lizzy

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #77 on: March 16, 2022, 02:01:12 PM »
0.25% and everything flips green to rally.

Going long bullish into a global recession and deflationary period shows the level of degenerate gambling going on.

A 0.5% rate hike in June is now the highest odds. NDQ fell 22% to price in a 0.25% hike and now has 3 months to price in a 0.5% hike and people are euphoric on Twitter claiming the Fed can’t fight inflation.

Wrecked plebs.

Financial news kept showing the rally in Chinese Internet stocks and you’d think they were doing great until you look at a one year chart.


Thin Lizzy

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #78 on: March 16, 2022, 02:06:45 PM »
Year to date sector performance from best to worst. The shit people need at the top. What they don’t need at the bottom.

Communication Services includes entertainment which is doing very poorly.

Makes you think a recession is not far off regardless of what Powell says.


Mayday

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #79 on: March 16, 2022, 07:41:50 PM »
Year to date sector performance from best to worst. The shit people need at the top. What they don’t need at the bottom.

Communication Services includes entertainment which is doing very poorly.

Makes you think a recession is not far off regardless of what Powell says.

Energy is like the shitcoin of crypto. It’s the last thing to rally and goes apeshit then wrecks everybody.

In this chart oil is inverse to S&P so down oil is up in price.

It’s the GFC all over again. Liquidity is up the creek. CDSs are going up, bond rates flatten. Head on into a 0.5% rate hike in June. And spastics are YOLO’ing into the market crazy hard today because they think it’s bullish and they just bought the dip LOL.


Gym-Rat

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #80 on: March 17, 2022, 02:20:21 AM »

https://www.instagram.com/tv/CbLo5xKpiq0/?utm_source=ig_web_copy_link

the silent libs of libturdia, destroying the country one douchebag at a time  ::)


Humble Narcissist

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #81 on: March 17, 2022, 03:12:30 AM »
The libtard voters will continue voting for libtards no matter how bad it gets for them. IT'S TRUMP'S FAULT!!!!!!!!!!!!

Mayday

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #82 on: March 18, 2022, 02:40:56 PM »
You can always refer back to the front page for my thoughts for the main overview to what it means when we see stuff like this:

The IEA is now pushing we need to begin using less energy, travel less and slower, work from home, car free days.

Can’t get to work if you can’t even get fuel. Can’t charge your Tesla if you have a blackout.

The global supply chain is collapsing and is not coming back. Not enough energy. This next inflationary wave will honestly open people’s eyes:
*packaging changing —> cereal and packets of chips will shrink before your very eyes
*range consolidation —> no more 15 colours of a toaster, you might have 5
*brand consolidation—> not 8 brands on the shelf, only 1-3 brands
*bricks and mortar shops —> chain store reduce locations. Flagship stores become a new standard and investment in customer service is encouraged and improved
*no crazy sales unless going out of business


Mayday

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #83 on: March 26, 2022, 11:05:30 PM »
TLDR:
1) fertiliser prices skyrocketing. Russia/China not exporting fertiliser materials anymore.
2) major food price impact by September on shelf. Expect 50%+ by year end.
3) Middle East, China, India, Pakistan, Africa all facing harsh conditions into 2023
4) forget takeaways, learn to cook and meal prep. Takeaway will be so fucking expensive in 6mths time you guys will likely start a ‘post your hamburger price here’ thread.
5) spending more on food means less spend on consumer goods…… do you see 👀?
6) we bought a chest freezer, holds 150 meals. We have reduced food wastage. We have probably 3 months of pasta and rice with 2 months of meals cook. Goal is for 1yr of pasta/rice on hand and top up as we draw down. During food shortages pasta and rice are the first to go because they are cheap and fill you up. You can’t have enough.


Fertiliser is something I have been watching the past month.

This is key for modern day food production. Fertiliser gives us higher yield and lower price as a result. Russia and China are no longer exporting their fertiliser products which leads the world heading short into food production. The war in Ukraine will lead to no planting season (or reduction) and therefore no food yield to export which is a double whammy on top of fertiliser.

Middle East, China, India (aka Dubai), Pakistan, Africa and Russia are all going to suffer greatly from lack of food production. Shitty land, large populations, less food.

For us we can expect a surge on food prices that you will begin to notice daily around September period or so. It’ll be like fuel where you one day suddenly click when seeing a price and from there you notice it going up each month.

My wife has begun food prepping in our new house since last week. Purchased a chest freezer which will hold 150 meals. I also have a 1,000 custom wine cellar being made up and we have a few hundred bottles at the moment until the cellar setup arrives.

We have zero food wastage in meal prep. My wife is a gun cook so I eat like a king. Plastic takeaway containers for any food not eaten. We have a partarre garden being built on our property which will grow lettuce and certain other veggies and plant stuff. Seeds already purchased. 2,000 plants were purchased 6mths ago for our garden, front ran every fucker on that one for sure lol.

Anyhoo, this is a thread of thoughts but also what actions one might take or at least prepare.

Gym-Rat

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #84 on: March 27, 2022, 01:59:00 AM »
The libtard voters will continue voting for libtards no matter how bad it gets for them. IT'S TRUMP'S FAULT!!!!!!!!!!!!

imagine being that brainless???

chev chelios

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #85 on: March 27, 2022, 12:24:34 PM »
Too many people with opinions,average working man just gets there head down to make money don't give a fuck what anyone else is doing. Stop trying to change the world, you're wasting you're fucking time, money and lives.

Mayday

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #86 on: March 31, 2022, 02:07:07 AM »
Working man is about to get wrecked. Read the OP.


More supporting actions to my OP today when Germany just refused to pay Russia not only in Rubles but also EUR. They’re essentially saying to Russia supply us gas for free.

Germany has issued a statement to its people saying if you support Ukraine you will use less gas…… see where it’s headed on social media? Hatred inbound on anyone who uses gas because you are pro Russian…..  plebs will go woke and freeze themselves.

Energy going bye bye. Food going bye bye. Probably 5months left now until you see the start of it on the shelves.

Mayday

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #87 on: April 02, 2022, 02:14:07 AM »
From what I read today, Russia just cut off gas supply to Germany which is roughly 50% of what Germany uses.

Scenario seems to continue to play out.

Griffith

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #88 on: April 02, 2022, 02:25:19 AM »
Italy announces plan to reliance on Russian gas by 2025.

Italy is working on short- and long-term plans to slash the amoun of natural gas imported from Russia, Minister for the Ecological Transition Roberto Cingolani said on Tuesday.

“24-30 months should be enough time for us to become independent [from Russian gas supplies],”



Mayday

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #89 on: April 04, 2022, 01:43:58 PM »
Italy announces plan to reliance on Russian gas by 2025.

Italy is working on short- and long-term plans to slash the amoun of natural gas imported from Russia, Minister for the Ecological Transition Roberto Cingolani said on Tuesday.

“24-30 months should be enough time for us to become independent [from Russian gas supplies],”


It’s a very short timeline which shows how aggressive these countries are being. We cannot build replacement energy in 2yr which means…… consumption will be wrecked.

Mayday

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #90 on: April 04, 2022, 02:59:59 PM »
Biden passed policy for the US to have 49mpg (4.8L/100km) countrywide vehicle fleet fuel economy average by 2026. Such an aggressive target in a short timeframe suggests this going to be driven by extremely high oil/fuel prices which forces production towards more economical cars. Inflationary pressure hints we can’t make enough cars at prices affordable today. therefore less cars and less people owning cars is the likely outcome from this policy.

Its a theme for energy reduction 2-3yrs that multiple countries are using. Generally it’s all over the place but allies now sending the same message on the same timeline.


German food chains are raising prices across the floor 20%-50% this week in April.

**edit Saudis will raise the price of oil to the US and EU in May. Biden has the 1m/day drawdown from SPR so US will be shielded somewhat from this next price squeeze. The rest of us can expect 125-150 range short term.

Teutonic Knight

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #91 on: April 04, 2022, 09:15:57 PM »
It’s a very short timeline which shows how aggressive these countries are being. We cannot build replacement energy in 2yr which means…… consumption will be wrecked.

It's okay if they don't have rubles , Russia now takes gold too !.

Putin is winning !.  :D

Griffith

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #92 on: April 04, 2022, 09:55:20 PM »
It’s a very short timeline which shows how aggressive these countries are being. We cannot build replacement energy in 2yr which means…… consumption will be wrecked.

Italy does have gas, in the Adriatic, lots of towers sitting there, but not extracting the gas, considering it cheaper to buy instead.

Will now have to extract it themselves. Good for local jobs and industry at least.

Mayday

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #93 on: April 12, 2022, 02:28:31 PM »
Latest US CPI print of 8.5%

The market just does not want to sell off but the parabola doesn’t lie, it’s decision time right now. Why the market hasn’t sold off already (only -10% from high) seems to boil down to people expecting a second exit rally WHILE we get 2 x 0.5% and the Fed selling off their assets (QT). This has happened in the past and that is why the market assumes we rally while tightening.

Hard to disagree with history but right now but we can’t find any buyers. I’m still watching, never say never but I see trend reversals across a lot of things to the downside now and that’s coming from a strong 2yr bullrun trend hard to reverse.

Supply crunch for Q4 is already forming today with China’s lockdown having imports anchored off port. Same sort of timing as the pandemic, component shortages to happen in Q2-Q3 which delays production then going into Q4 seasonality we get a supply chain crunch for a 3rd year in a row. The only thing that will help ease that pain is a global recession. Talk about the devil being your saviour lol.


Mayday

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #94 on: April 27, 2022, 01:21:31 AM »
Fed rate rise in a week’s time.

Underlying data is showing a large drop in demand. Looking at if this May rate rise is possibly the last one the Fed can do and June is missed.

Once we get a bottom in the market starts to price in future QE. The EU looking to have a boycott on Russian oil. Watching for a bottom on commodity prices because that will likely be at or above the previous norm which tells you the kind of wage destruction coming for us.

This week I purchased 2 puppies with shops dog lineage. I also purchased an ESP Explorer (James Hetfield from Metallica). Can’t get these in the shops here. I tried ordering overseas and also no luck so I bought one used for a steal, I’d have paid new price for this used one.

Mayday

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #95 on: April 30, 2022, 05:07:18 PM »
US Q1 2022 GDP printed as -1.4% vs a forecast of +1%.

This reflects the deflationary phase I have mentioned for months. It just doesn’t feel like we are sinking because demand is so strong but there is nothing in stock and prices are ripping up. If we had stock we’d see a weakened demand but it’s hidden from plain sight.

The cliffs are:
GDP -1.4%
Money supply = flat —> no threat of collapsing asset values IMO
DXY @ pandemic highs and currently parabolic generally meaning weeks left before reversal
Nasdaq is -23% from high vs pandemic -33% from highs
Looking more likely that May might be the only rate rise we see given GDP is already negative

Crypto looking for 30k low and go from there. A likely chance it goes to around the 20k mark for a real bottom.

Once this market bottom goes in I expect stimmy to come into play in Q4 likely for food purchases rather than direct cash payments. This next inflationary phase will hurt considerably and you will see consumer goods repriced to +30%-50% into 2023.


obsidian

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #96 on: April 30, 2022, 07:26:07 PM »
Italy announces plan to reliance on Russian gas by 2025.

Italy is working on short- and long-term plans to slash the amoun of natural gas imported from Russia, Minister for the Ecological Transition Roberto Cingolani said on Tuesday.

“24-30 months should be enough time for us to become independent [from Russian gas supplies],”

Russia should stop supplying gas immediately and maybe start nuking a few countries for fun. Fuck this woke world it sucks anyway.

epic is back

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #97 on: April 30, 2022, 10:26:18 PM »
in october of 2019 th financial system multinational banks use  broke , meaning 1 + 1 no longer made 2 and it was going to be unvovered due to most of it never being audited


similar to what happened to lehman brothers and goldman in 2008

they got caught betting on it failing

mortgage backed secutities


20 to 1   

there was more sold in insurance than home loans existed


have any of you noticed credit merchants have set new rules and are closing credit cards even though they are in good standing  also decreasing credit limits as well

when ame  showed the average oerson that the stock market is rigged  big time quantitative easing started

cashless helps tje situation for them because it cant be audited

learn what the fear index is  so you may start to see things more clearly

fear= covid   it worked like a charm

and everone fell for it

Thin Lizzy

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #98 on: May 01, 2022, 02:43:06 AM »
Walmart vs Disney Year to date. We all gotta eat. No one needs to go to Disneyland or to see their movies.


Super Natural

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Re: Energy and reduction of consumption how China and Russia is crushed
« Reply #99 on: May 01, 2022, 03:35:40 AM »
Russia is a BIG exporter of fertilizer and its raw materials. potash, ammonia, urea. Plus, a lot of the natural gas that is the most expensive part of making nitrogen fertilizers comes from Russia. Nitrogen fertilizers are essential for farmers to get higher yields and produce enough food...

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