Discover and read the best of Twitter Threads about #export

@thomasdggeddes

How to protect #China from #Russia-like sanctions?

This question continues to be debated by Chinese analysts.

▫️ Ye Yan's solution: Beijing should build an international alliance of businesses to circumvent and neutralise Western #sanctions

A THREAD 🧵
sinification.substack.com/p/countering-w…

🔹About the author: Ye Yan (叶研) is currently a senior economist at the international R&D arm of China National Petroleum Corporation (CNPC) and an adjunct professor at China’s Southwest University of Political Science & Law.

🔹Some background: China was taken aback by the scale of Western sanctions on Russia following the outbreak of the #UkraineWar. Government officials and experts have since been assessing how best to protect their country from such a doomsday scenario.

theguardian.com/world/2022/may…

Read 17 tweets

Graviola Finland

@GraviolaDOTfi

#ErikOlsen the lead #investgator of #NordStream #Sabotage found #dead at home.
- #AngloSaxon-#Beesting cause of death, #cremated in (3) hours.

https://twitter.com/GraviolaDOTfi/status/1580675708539396096

At the beginning of February 2022, #Biden warned that "if #Russia invades #Ukraine with tanks and troops, then there will be no more #NordStream2"

https://twitter.com/kozako01/status/1574792191830069249?s=20&t=HCvkr2-mfdtV7OtI1e6ECw

#ItsDone #NordStream: Fourth leak found as Russia and West trade blame over alleged sabotage of gas pipeline | Sep 29
- #EU and #US have stopped to directly accusing Russia, a #Kremlin official was rebuked after hinting that #Washington was #responsible.

https://twitter.com/GraviolaDOTfi/status/1575554217753792512?s=20&t=iSRzFuCXQ9pzTRyCI8KBhQ

Read 42 tweets

Gonzalo Varela

@gonwei

. @StateBank_Pak has released disaggregated #trade data for #Pakistan, for the first half of FY23. Some analysis on main trends in 🧵👇👇

1) #Pakistan's #exports have declined in H1 FY23 relative to H1 FY22 by 4%. The fall is driven by goods #exports that fell by 5.8%.

2) By #destination, the largest #export contractions are observed to the USA, China, the UK and the UAE.
#Pakistan

Read 11 tweets

Gonzalo Varela

@gonwei

#Pakistan is going thru a complex #macro situation. At its heart is one symptom: the #CAD. Because the CAD has been perennial, this long-standing symptom translated into large foreign liabilities. Short 🧵👇

a) The #CAD shows that #Pakistan has been consuming beyond what it produces. At its heart, there’s another perennial deficit: the fiscal deficit.

b) To fix the #CAD, compressing #imports is futile (e.g. with the flood levy). You need either to reduce the fiscal deficit, or increase private saving well beyond investment. 👇

Read 10 tweets

Gonzalo Varela

@gonwei

In our latest #growth report for #Pakistan, we examined, among other themes, the role of #FDI in the country. How much #Pakistan attracts, how much it could attract, the impact on #productivity and on #jobs.

A short 🧵👇

openknowledge.worldbank.org/handle/10986/3…

1) #FDI is a useful source of financing for #developing countries. It is stable, and typically associated w/ #export growth, #job creation and #productivity upgrading. Does that all of that apply to #FDI in #Pakistan? Let's see...

2) #Pakistan's #FDI inflows/GDP (in green below) have been historically low and declining.

Read 11 tweets

Mayank Jain

@jainmayank_943

1/ @Stellaris_VP PoV on #B2B #speciality #chemicals #export opportunity from India.

In 1-line: Large market, massive tailwinds, high margins however getting suppliers export-ready and solving for high lead times to acquire buyers are 2 key challenges.

@rchowdhri @rupaligoel9

2/ Let's start with 101 definitions.

Speciality chemical is any chemical which imparts a very specific property to a finished good. Eg. Colour, fragrance, durability.

It's formulation is done working backwards from the desired property required in the finished good.

3/ Then there are commodity chemicals. Think of them as raw materials for speciality chemicals.

Examples of commodity chemicals are: Acetic acid, Acetone, Benzene, Toluene, Glycerol etc.

Read 29 tweets

Graviola Finland

@GraviolaDOTfi

#Siionisti'en bravuuri on junailla #goyim'en tuhoa niiden omalla kustannuksella.
#WEF -ideologia lahtaa yritykset ...kaasulla.
#Gasgrid Imatra #Räikkölä vs. #Korsakov.
- Korsakov on #LNG -satamakaupunki #Venäjä'n
#Sahalin'in alueella.
fi.m.wikipedia.org/wiki/Korsakov_…

https://twitter.com/GraviolaDOTfi/status/1610350330545332225

‘#India buying #Russian #crude oil is good economics, don’t bring #politics into it’ | Jan 12
- India is among the world's top crude oil importers. The Asian nation has been largely purchasing Russian oil
firstpost.com/world/india-bu…

#EUSanctions #Hoax #EnergyWar
#India’s breaking all records for buying #Russian #oil, but who is the surprise buyer? | Jan 15
- The #US Is Snapping Up Refined #PetroleumProducts From India Made From #RussianCrude Oil
telegraphindia.com/business/india…

Read 8 tweets

Graviola Finland

@GraviolaDOTfi

#Herzl: "It's essential that the sufferinngs of jews become worse." #TaShuVu.
#Brenner: #Nazi-#Zionist economic partnership.

https://twitter.com/GraviolaDOTfi/status/1583069787768295426

#Russia's President #Putin: 'Victory in #Ukraine is assured, I have no doubt about it.' | 18 January 2023
- Putin was speaking from his home town of St. #Petersburg in televised remarks.
He is trying to END war that has continued in #Donbas since 2014.
dailymail.co.uk/embed/video/28…

The #HouseBill269 - against #nazi-#zionists.
Bipartisan bill targets anti-Semitic incidents by making them felonies | January 26, 2023
- State lawmakers of both parties are pushing a bill to counter the rising number of anti-Semitic incidents in #Florida.
wmfe.org/politics/2023-…

Read 20 tweets

CN Wire

@Sino_Market

⚡China's Jan-Nov surplus (in USD terms) $802.04 billion
#Imports +2.0% y/y
#Exports +9.1% y/y
1/ thread #trade #import #export #economy 🇨🇳 🇺🇸

#China's Jan-Nov surplus (in yuan terms) 5.34 trillion yuan
#Imports +4.6% y/y
#Exports +11.9% y/y
2/ thread #trade #import #export #economy 🇨🇳 🇺🇸

China November trade balance(in yuan term) 494.33 bln yuan; Est. 486.0bln, Prev. 586.8bln;
#Imports -1.1 y/y ; Est. +7.1%, Prev.+6.8%;
#Exports +0.9% y/y ; Est. +8.2%, Prev.+7.0%.
3/ thread #trade #import #export #economy 🇨🇳 🇺🇸

Read 7 tweets

CN Wire

@Sino_Market

⚡
China October trade balance(in USD term) $85.15bln; Est. $95.97bln, Prev. $84.75 bln;
#Imports -0.7% y/y ; Est. +0.0%, Prev.+0.3%;
#Exports -0.3% y/y ; Est. +4.5%, Prev.+5.7%.
1/ thread #trade #import #export #economy 🇨🇳 🇺🇸

#China October Yuan-denominated trade data
Trade balance +586.81 bln yuan; Prev.+573.57 bln yuan;
Imports +6.8% y/y, Est.+10.0%, Prev.+5.2%.
Exports +7.0% y/y, Est.+12.7%, Prev.+10.7%.
2/ thread #trade #import #export #econtwitter 🇨🇳

3/ #China's Jan-October #trade with
ASEAN +15.8% y/y to 5.26 trillion yuan
🇪🇺EU +8.1% y/y to 4.68 trillion yuan
🇺🇸US +6.8% y/y to 4.21 trillion yuan
🇰🇷Korea +6.5% y/y to 2.02 trillion yuan
#trade

Read 5 tweets

Gonzalo Varela

@gonwei

We have now 3 months of disaggregated #trade data for FY23 in #Pakistan. Visible deceleration both on #exports and #imports. Some key elements in 🧵below:

#Exports grew in Jul-Sep 23 versus Jul-Sep 22 by 5.3%. Slightly faster growth in #goods than in #services.

#Pakistan

By destination: in general, expansions, but contractions of shipments to #China, to #UK and to #UAE.

#exports #Pakistan

Read 11 tweets

CN Wire

@Sino_Market

China September trade balance(in USD term) $84.75bln; Est. $80.3 bln, Prev. $79.39 bln;
#Imports +0.3% y/y ; Est. +0.0%, Prev.+0.3%;
#Exports +5.7% y/y ; Est. +4.0%, Prev.+7.1%.
1/ thread #trade #import #export #economy 🇨🇳 🇺🇸

#China September Yuan-denominated trade data
Trade balance +573.57 bln yuan; Est.+564.30 bln yuan, Prev.+535.91 bln yuan;
Imports +5.2% y/y, Est.+8.4%, Prev.+4.6%.
Exports +10.7% y/y, Est.+11.3%, Prev.+11.8%.
2/ thread #trade #import #export #econtwitter 🇨🇳

CHINA JAN.-SEPT. IMPORTS RISE 4.1% Y/Y, EXPORTS +12.5%.
3/Thread #trade #import #export #econtwitter 🇨🇳

Read 6 tweets

Radnor Capital

@RadnorCapital

(1/16) Applied Materials $AMAT, a leading provider of #semiconductor equipment, became the latest company in the #chip space to warn of weakening trends (also ~$400mm impact from #Chinese #export regulations).

(2/16) The semiconductor space has seen a ton of volatility this year, but sector fundamentals and share prices are entirely following the playbook of the last several decades. Let’s take a quick look…

(3/16) The industry continues to be deeply cyclical (despite playing into secular trends like #computing / processing power – meaning the long term trend is bumpy, but higher) with y/y growth rates rising much more than end-demand for products, as well as falling more steeply.

Read 16 tweets

CN Wire

@Sino_Market

JUST IN:
China August trade balance(in USD term) $79.39 bln; Est. $92.40 bln, Prev. $101.26 bln;
#Imports +0.3% y/y ; Est. +1.20%, Prev.+2.3%;
#Exports +7.1% y/y ; Est. +13.0%, Prev.+18.0%.
1/ thread #trade #import #export #economy 🇨🇳 🇺🇸

JUST IN:
#China August Yuan-denominated trade data
Trade balance +535.91 bln yuan, Prev.+682.69 bln yuan.
Imports +4.6% y/y, Est. +6.3%, Prev.+7.4%.
Exports +11.8% y/y, Est. +18.5%, Prev.+23.9%.
2/ thread #trade #import #export #econtwitter 🇨🇳

CHINA JAN.-AUG.IMPORTS RISE 5.2% Y/Y, EXPORTS +14.2%, TRADE SURPLUS 3.66 TRILLION YUAN.-CUSTOMS
3/Thread #trade #import #export #econtwitter 🇨🇳

Read 6 tweets

Interfax Azerbaijan

@interfaxaz

#Azerbaijan #gas #Export

The launch of the Ionian Adriatic #Pipeline (IAP) will allow Azerbaijan to supply gas to three countries of the #Balkans (Croatia, Montenegro, and Albania), Azerbaijani President Ilham Aliyev said.

Gas has become one of the main issues on the European agenda since the start of Russia's special military operation in Ukraine, Aliyev said on Friday at the 48th Intelligence on the World, Europe, and Italy international forum in Italy's Cernobbio.

"There are a lot of projects, one of which is Interconnector Greece-Bulgaria. Another similar project is the Ionian Adriatic Pipeline. Azerbaijani gas will be supplied through this pipeline to three Balkan countries," Aliyev said, adding that Baku has received official requests

Read 4 tweets

Interfax Azerbaijan

@interfaxaz

#Azerbaijan #Balkans #gas #Export @presidentaz

Запуск Ионическо-Адриатического газопровода (IAP) позволит Азербайджану поставлять газ в три балканские страны (Хорватию, Албанию и Черногорию -ИФ), заявил президент Азербайджана Ильхам Алиев.

"С началом украино-российской войны вопрос природного газа стал одним из главных в повестке дня Европы. Есть много проектов, один из которых - интерконнектор Греция-Болгария. Другой аналогичный проект - Ионическо-Адриатический газопровод (IAP). ⬇️⬇️

⬆️⬆️По этому трубопроводу азербайджанский газ будет поставляться в три балканские страны", сказал Алиев, выступая в пятницу на 48-м международном форуме Черноббио в Италии.

Read 5 tweets

S&P Global PMI™

@SPGlobalPMI

The #Taiwan Manufacturing #PMI dropped to 42.7 in August, indicative of a sharp deterioration in operating conditions that was the worst recorded since May 2020 (1/5)
ow.ly/3kBb50Kxr6v

Taking a closer look at the Taiwan Manufacturing PMI data for August shows a deepening downturn in #production. Excluding the initial pandemic lockdowns in 2020, the drop in output was the worst seen since the #GFC in 2009 (2/5)

Firms cut output further as global #demand conditions weakened notably, with new #export orders dropping at one of the fastest rates on record (3/5)

Read 5 tweets

Gonzalo Varela

@gonwei

Now we have dissaggregated @StateBank_Pak data on #Pakistan's #trade performance for the full of the FY22.

This thread will show performance in #values. not #volumes. Keep in mind FY22 was extraordinary in terms of high #prices, both for #imports and #exports. 👇👇👇🧵

1\ #Exports reached record highs, both #goods and #services, increasing by 26.6 and 17.1% respectively w.r.t. FY21. Good export prices and a decent #export response played a role here.

2\ #Pakistan #export growth was generalized by main destination. Particularly noticeable are increases in shipments to #USA and to #China - the two largest destinations.

Read 10 tweets

Maks Fasteyev🇺🇦

@MaksDairyInfa

For your attention 🧵with key updates for #Ukraine #Dairy Market during the #War
@topagrar_PL @PolskaIzbaMleka @DINtoday @HighGroundDairy @freshagenda2013 @Eucolait @AnttiJSaari1 @juliajones110 @StoneX_EUDairy @SaschaSiegel_ @dairylando

1/10

https://twitter.com/MaksDairyInfa/status/1509474155514765316?s=20&t=VOskolhk-eNv3cYQ3fIJDA

@topagrar_PL @PolskaIzbaMleka @DINtoday @HighGroundDairy @freshagenda2013 @Eucolait @AnttiJSaari1 @juliajones110 @StoneX_EUDairy @SaschaSiegel_ @dairylando As we have predicted since March, despite huge reduction of #milk production and processing, UA internal dairy use/consumption slumped due to war, migration, and deterioration of population wealth.

2/10

https://twitter.com/MaksDairyInfa/status/1514533749995802630?s=20&t=VOskolhk-o

In July we’ve observed crush of UA internal #grains and oil seeds prices due to port’s blockade by aggressor and the eve of new crops harvesting season. Compound #feed index downed to last year’s minimal (incl. sunflower meal traded 0,05 EUR/kg).

3/10

Read 10 tweets

Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️

@mercoglianos

What the Ship!
July 20, 2022

Updates on Previous Stories
1⃣Supply Chain & Rise in US Container Imports
2⃣Brazil, Bulkers & China's Mineral Resource Group
3⃣US Energy Exports Increase
4⃣Labor Strikes Around the World
5⃣ US Inland & Coastal Waters

1⃣ U.S. Container Imports Rise in June as Congestion Shifts East

H/T @gCaptain @theloadstar

Video:

#supplychain #ports #rail #containers

gcaptain.com/u-s-container-…

2⃣ Fertilizer Inflation Forces Overhaul of Brazil Ports, Railways

H/T @gCaptain @business @BloombergNRG

Video:

#bulk #fertilizer #sugar #ore #china #australia

gcaptain.com/fertilizer-inf…

Read 6 tweets

EnemyMen

@EnemyMen

#Oil #ropa #crude #ban #USA #export
1/6
Dlaczego rozważany przez Biały Dom ban eksportowy na ropie jest pomysłem niezwykle dziwnym?

Zakaz eksportu nie uwzględnia złożonej sieci globalnego rynku ropy naftowej. Nie każdy kraj produkuje ropę naftową lub produkty rafinowane takiej

2/6
jakości, jaką sam konsumuje. Amerykański sektor rafineryjny jest najbardziej zaawansowany na świecie, co pozwala mu przetwarzać tanią ciężką ropę naftową z Ameryki Środkowej i Kanady w wysokogatunkową benzynę. Zdolność Ameryki do sprowadzania taniej ropy naftowej i eksportu

3/6
wysokowartościowych produktów rafinowanych przyczynia się do nadwyżki handlowej US. Rafinerie są tak skonfigurowane, aby przetwarzać ropę naftową określonego gatunku - lekką, słodką lub ciężką, kwaśną, albo coś pomiędzy - aby zmaksymalizować jej wydajność. O tym, czy podaż

Read 6 tweets

Discover and read the best of Twitter Threads about #export

Most recents (24)

Related hashtags

Discover and read the best of Twitter Threads about #export

Most recents (24)

Related hashtags

Did Thread Reader help you today?