In an effort to post a little more consistently I will be providing some links and issues of interest that have not yet quite got to very long and quantitative ones. CHIP Wars Move to Analog and “Foundational Chips” Silverado has a report covered here in bloomberg
Great writing, Alex. Do you have any thoughts on how iron ore has managed to stay so elevated, given the property deflating and weaker base metal prices?
Good thoughts on hydro... wish I could read mandarin or translate those reports!
Great writing, Alex. Do you have any thoughts on how iron ore has managed to stay so elevated, given the property deflating and weaker base metal prices?
China has a well-established track record of cutting off supply when it is displeased with trading counterparties?
One example, please, with a link.
Do you feel that China's action was unfair or unjustified in the example you have chosen?