Australian (ASX) Stock Market Forum

Will China end up owning the World?

Jump to new
sptrawler said:
As if things aren't bad enough already, now China isn't sending us urea, so our trucking fleet will have to source their Adblue, from somewhere else.
Click to expand...

Are they taking the pi$$ ?

Seriously, it could be really serious for our transport fleet if we can get it elsewhere or make it ourselves..

www.abc.net.au

What is AdBlue and why is a global shortage threatening to send the price of everything soaring?

You might not have heard of AdBlue, but you'll be all too aware of it if the supply shortage isn't sorted out. In the worst case scenario, Australia's economy could be brought to its knees.
www.abc.net.au www.abc.net.au
 
SirRumpole said:
Are they taking the pi$$ ?

Seriously, it could be really serious for our transport fleet if we can get it elsewhere or make it ourselves..

www.abc.net.au

What is AdBlue and why is a global shortage threatening to send the price of everything soaring?

You might not have heard of AdBlue, but you'll be all too aware of it if the supply shortage isn't sorted out. In the worst case scenario, Australia's economy could be brought to its knees.
www.abc.net.au www.abc.net.au
Click to expand...
If worse came to worse, the vehicle manufacturers could rewrite some of the ecu code, so that the truck didn't have to run the adblue it is only injected into the exhaust to reduce NOx emissions.
By EU laws they have to shut the motor down, if the additive isn't being injected, but as long as the manufacturers were given a legal waiver, they could reprograme the ecu pretty easily I would think.
I think a lot of it, is the media doing its normal, rev up the story nonsense. Get the masses wad punching their undies. ?
I don't think from memory U.S truck engines run adblue, only EU6 2015 compliant vehicles have adblue software and not all vehicles use adblue to reduce Nox.
it's a bit like having a sensor in your cars catalytic converter, that if the catalytic converter stops working the car stops, it wouldn't take long for the boys to chop out the catalytic converter replace it with a bit a straight pipe, then write some code into the map on the ecu that it's working a charm. ;) ?
necessity is the mother of invention


Well that's my take on it. :2twocents
 
sptrawler said:
If worse came to worse, the vehicle manufacturers could rewrite some of the ecu code, so that the truck didn't have to run the adblue it is only injected into the exhaust to reduce NOx emissions.
By EU laws they have to shut the motor down, if the additive isn't being injected, but as long as the manufacturers were given a legal waiver, they could reprograme the ecu pretty easily I would think.
I think a lot of it, is the media doing its normal, rev up the story nonsense. Get the masses wad punching their undies. ?
I don't think from memory U.S truck engines run adblue, only EU6 2015 compliant vehicles have adblue software and not all vehicles use adblue to reduce Nox.
it's a bit like having a sensor in your cars catalytic converter, that if the catalytic converter stops working the car stops, it wouldn't take long for the boys to chop out the catalytic converter replace it with a bit a straight pipe, then write some code into the map on the ecu that it's working a charm. ;) ?
necessity is the mother of invention


Well that's my take on it. :2twocents
Click to expand...
How long has adBlue been required? I've had a diesel car for 12 years and only heard of it recently.
 
SirRumpole said:
How long has adBlue been required? I've had a diesel car for 12 years and only heard of it recently.
Click to expand...
It was introduced in Europe by some manufacturers to meet the EU6 emission standards introduced in 2015, it is injected into the exhaust system to break down the exhaust gas to reduce the nitrous oxide emissions.
Like I said not all manufacturers used it some do but it would only be a change of ecu code to say "NOX level good" and a couple of other things.


However, in early April 2019, Australia's Former Minister for the Environment, Melissa Price, quietly postponed Australia's Euro 6 fuel standards until a surprisingly late date of 1 July 2027. Sulphur levels 'down under' will fall to the European standard of 10 ppm eight years from now.
 
China putting the squeeze on New Zealand?

Bloomberg - Are you a robot?

www.bloomberg.com
From the article:
Beijing has reminded Wellington of New Zealand’s reliance on China as a trading partner, saying the South Pacific nation’s positive clean, green brand shouldn’t be “taken for granted.”

“In China, there is widespread cognizance of New Zealand as a green, clean, open and friendly country,” China’s Ambassador to New Zealand, Wang Xiaolong, said in a speech posted late Wednesday on the Embassy’s website. “This very positive national branding is one of the most valuable assets of our relationship, and arguably the most potent marketing tool for all products and services from New Zealand,” he said, adding both countries should “make sure it will not be squandered.”

The ambassador’s comments come as New Zealand expresses concern over China’s recent economic and diplomatic approaches to a number of Pacific Island nations. Prime Minister Jacinda Ardern, who this week met with US President Joe Biden, has cautioned against militarization in the region and questioned China’s intentions.

China is New Zealand’s largest trading partner, buying 30% of all exports and supplying 24% of imports. It was also a major source of tourists and international students before the pandemic.


Wang said despite the deep economic relationship between the two countries, “all is not rosy.”
 
As I suggested, the Solomons, now East Timor, next Indonesia, the noose tightens.;)

www.theage.com.au

‘Don’t lecture us!’ East Timor president defends China, offshore gas drilling

Jose Ramos-Horta defended China’s role as a rising power, arguing it has “hardly ever” invaded other countries and was unlikely to do so in the future.
www.theage.com.au www.theage.com.au
East Timorese President Jose Ramos-Horta has defended China’s role as a growing strategic and economic power in the Asia-Pacific, arguing it has “hardly ever” invaded other countries and was unlikely to do so in the future.
In a forthright appearance at the National Press Club, Ramos-Horta also said he would not be lectured by western environmentalists opposed to the development of a giant gas field in the waters off East Timor.
 
sptrawler said:
As I suggested, the Solomons, now East Timor, next Indonesia, the noose tightens.;)

www.theage.com.au

‘Don’t lecture us!’ East Timor president defends China, offshore gas drilling

Jose Ramos-Horta defended China’s role as a rising power, arguing it has “hardly ever” invaded other countries and was unlikely to do so in the future.
www.theage.com.au www.theage.com.au
East Timorese President Jose Ramos-Horta has defended China’s role as a growing strategic and economic power in the Asia-Pacific, arguing it has “hardly ever” invaded other countries and was unlikely to do so in the future.
In a forthright appearance at the National Press Club, Ramos-Horta also said he would not be lectured by western environmentalists opposed to the development of a giant gas field in the waters off East Timor.
Click to expand...
The point is, if Woodside don't develop the field, East Timor will get someone who will. They desperately need it operating.
 
Knobby22 said:
The point is, if Woodside don't develop the field, East Timor will get someone who will. They desperately need it operating.
Click to expand...
Yes but Woodside will have to stump up the money, to build something in a fairly unstable country, that gives Woodside no security of tenure and are the junior partner. Also East Timor have very limited experience operating anything, let alone a state of the art LNG processing plant.
There isnt a lot of upside for Woodside IMO.
Tricky situation, are the rewards worth the risk?
 
finance.yahoo.com

Jeep Quietly Leaves Huge Market

The emblematic brand of 4x4 has just filed for bankruptcy in one of the most important automobile markets.
finance.yahoo.com finance.yahoo.com
Not sure where to post it, but in my view, this confirms the fact China is using covid lockdowns/scare as a way to unhook from the west and China own export oriented economy, move to self reliance and internal market, most probably in preparation for major face off with the US and the clique clinging behind (..we belong it seems).
This is Ukraine lesson learnt not that it was not known before as both Russia and China economy attest now
Only good for weapon manufacturers, not good for Taipei or FMG BHP etc or Australia as a whole
 
Great honest and open article, ABC doing what they used to do, get experts to say it as it is, rather than the journo telling the expert how it is. ?

www.abc.net.au

A war with China would be complex but these four analysts agree on one chilling prediction

Of all the uncertainty and conflict in the world at moment, the repercussions of Australia joining the US in any war with China over the status of Taiwan — or any other issue — is surely one of the most important discussions we must have, writes John Lyons.
www.abc.net.au www.abc.net.au
 
The one thing that we can be sure of, China may not end up owning the world, but it may end up owning Australia. :xyxthumbs
The result of unintended consequences.?

www.afr.com

Yancoal keen on BHP’s Queensland coal mines

Acquisition of Rio Tinto’s coal mines made Yancoal arguably Australia’s most indebted company five years ago. Now it’s cashed up and ready to buy BHP’s mines.
www.afr.com www.afr.com
Yancoal chief executive David Moult wants to spend some of the miner’s record profits buying two Queensland coal mines being offloaded by BHP, and says last week’s deadly mine collapse in China could affect demand for Australian coal if it prompts a safety crackdown.

The $1bn lithium mine China might pick up on the cheap​

A West Australian lithium producer faces accusations it has dodged state mining royalties while shifting its profits to China, amid a messy battle for control.
 
Europe will have to follow Biden and India with targeted tariffs to avoid losing their manufacturing base.


China will wipe out the West’s electric car industry because its carmakers can make a much fatter profit per car overseas. Photo: Bloomberg


COMMENT
It’s time to defend yourself – or get crushed by China’s export tsunami
Ambrose Evans-Pritchard

The EU will be forced to follow Joe Biden’s tariffs against China whether it likes it or not; otherwise Europe will alone face the concentrated trade shock from Xi Jinping’s predatory mercantilism.

It will become the primary dumping ground for China’s exorbitant overproduction of industrial goods, with a flood of cars, batteries and cleantech components together posing an existential threat to the European social market model.
 
sptrawler said:
The one thing that we can be sure of, China may not end up owning the world, but it may end up owning Australia. :xyxthumbs
The result of unintended consequences.?

www.afr.com

Yancoal keen on BHP’s Queensland coal mines

Acquisition of Rio Tinto’s coal mines made Yancoal arguably Australia’s most indebted company five years ago. Now it’s cashed up and ready to buy BHP’s mines.
www.afr.com www.afr.com
Yancoal chief executive David Moult wants to spend some of the miner’s record profits buying two Queensland coal mines being offloaded by BHP, and says last week’s deadly mine collapse in China could affect demand for Australian coal if it prompts a safety crackdown.
Click to expand...
BHP cant run those mines at a profit, they are far to top heavy and concentrate on playing the politics than worrying about mining, ASX listed Stanmore brought other coal a BHP subsidiary BMC assets a few years ago Portriel and South walker and paid the two mines off in some 18 months. buy not having a over bloated top heavy corporate staff of token and alphabet people

yancoal already own several coal assets in the Hunter Valley, Bowen Basin, Collie WA and went on a buying spree of old Rio assets when they decided to leave coal
 
The rise and reach of China continues, the West is certainly reaping what they sowed, my motto is certainly being deployed ATM. ;)

Bloomberg - Are you a robot?

www.bloomberg.com

China’s BYD Is Poised to Build $1 Billion EV Plant in Turkey​

  • President Erdogan is expect to announce agreement on Monday
  • Carmaker is already in the midst of building plant in Hungary
 

Similar threads

Glen48
How to make money on the w/end
Replies
0
Views
3K
Glen48
Glen48
T
The China Bubble
Replies
18
Views
5K
divs4ever
divs4ever
J
The Absurdity of Modern Portfolio Theory
Replies
11
Views
6K
skyQuake
skyQuake
M
What will the market look like in 10 years time?
2
Replies
25
Views
13K
divs4ever
divs4ever
MARKETWAVES
CHINA... from Revolution to Revaluation
Replies
2
Views
5K
Aussiejeff
A
Top