Costo materie prime, trasporti e difficoltÃ* economia occidentale

[verza81]

Bolletta luce+gas Dicembre 2020 vs 2021

ALLUCINANTE

Ed in teoria Gennaio dovrebbe essere ancora più esosa.

Dicembre 2020
66 € corrente (27 € materia prima) - 335 kWh
101 € gas (33 € materia prima) - 137 Smc

Dicembre 2021
123 € corrente (93 € materia prima) - 267 kWh
165 € gas (98 € materia prima) - 169 Smc

[Gianni78ba]

La metto qui che è comunque in topic

Visualizing Population Decline by Country


ECB sees no need for now to unleash new bond-buying scheme in Italy, sources say | Reuters


Infine questo su quanto si diceva della cina sempre dalla Reuters:

Ergo valore dell'informazione che viene dalla CIna è sottozero. O censura del governo o manipolazione da parte di chi protesta.

Social media messages blocked, videos of demonstrations wiped and key word searches coming up blank.Censors are scrambling to filter or erase details of angry homebuyers threatening to stop paying mortgages on hundreds of unfinished housing projects, as regulators seek to reassure residents that everything will be taken care of.The protests have erupted at a sensitive time for Beijing. Chinese President Xi Jinping is expected to secure a third leadership term at the 20th Communist Party Congress later this year, and social stabililty is crucial ahead of the meeting.In a bid to appease protesters and contain the crisis, regulators and local governments have stepped up efforts to reassure critics that projects will be completed.The banking authority has encouraged lenders to extend loans to projects, and districts - including in Henan province and the city of Chongqing - have set up task forces.But mounting turmoil over uncompleted developments is testing Chinese social media companies, which are subject to strict laws requiring them to censor content that "undermines social stability" or is critical of the central government.One video showing fingerprinted notices from homebuyers declaring a boycott on mortgage payments was blocked on Douyin, the Chinese version of TikTok, according to saved images shown to Reuters by a protester. The social media platform said "the content didn't pass scrutiny".A protester in the city of Zhengzhou in Henan province surnamed Lu said a video about the mortgage boycott that he uploaded via Douyin was among the top trending items at one point. But he added that such videos could no longer be uploaded or found on the platform.Yang, a mortgage protestor in Nanchang, capital of southeastern Jiangxi province, said his videos of mortgage protests on Douyin were also censored.ByteDance, which owns Douyin, did not immediately respond to a request for comment on Wednesday.Another protester surnamed Wang, also in Henan province, told Reuters he tried to upload videos about the mortgage boycott, but they were either restricted, failed to get approval, or could only be viewed by him.On the social media platform Weibo, the hashtag #stopmortgagepayments has been censored, according to a search by Reuters. A notice says: "Due to related laws and rules, the topic page cannot be displayed."Other videos that were blocked or deleted from social media sites included scenes of empty construction sites, protesters scuffling with bodyguards, and analyst commentaries on the boycott movement, underscoring the sensitivity of the issue.Another protester told Reuters he could not share videos related to the crisis via China's most popular messaging service, WeChat.Weibo, Tencent, which owns WeChat, and the Cyberspace Administration of China (CAC), the government body responsible for enforcing censorship guidelines, did not immediately respond to requests for comment.Censorship of the issue is not limited to social media.An official at a developer said his boss had banned staff from commenting on the mortgage protests, even off the record, due to an "order from above".Analysts at some securities and research firms in China told Reuters they were also advised not to comment on the protests.

[Gianni78ba]

Crescita del Pil: perché l’Italia batte la Germania (e domani forse la Cina) - Corriere.it

mETTO qui

[SsNo]

Live #81 ? Guerra Russo-Ucraina - "Semi-conduttori & la guerra dei Chip" con Marco Bussi - YouTube
Interessante seguire questo video a proposito dell'approvvigionamento di semiconduttori

[Gianni78ba]

Posto qui
E' passato inosservato da noi:
Le via di approvvigionamento fluviali del centro europa in particolari tedesche sono per larghi tratti impraticabili rappresentando un ulteriore elemento di criticità per energia ecc.
Dal WSJ (ricopio perchè articolo a pagamento)
Europe’s Key Rivers Fall to Critical Levels, Aggravating Energy Crunch - WSJ

Scorching temperatures have drained some of Europe’s main rivers, threatening to disrupt vital economic thoroughfares and exacerbate the continent’s energy shortage.In Germany, the Rhine is at critically low levels, hampering deliveries of coal and industrial goods, and is forecast to potentially become impassable for most barges at a key stretch by the end of the week.In France, the Rhône and Garonne have been too warm to cool nuclear reactors, leading to lower output. In Eastern Europe, Danube levels are dwindling, impeding a key Ukrainian grain route.“This is clearly making Europe’s energy problems worse,” said Fabian Skarboe Rønningen, senior analyst at consulting firm Rystad Energy. “Low river levels and warm water temperatures affect both German coal and French nuclear power, two of the largest sources of supply in Europe.”In Eastern Europe, shipping via parts of the Danube, which drains into the Black Sea, has become largely uneconomical since vessels can only operate at around a third of their capacity, said Bulgarian captain Alexander Kamenov, whose ship, the Adora, is currently stuck at port.With Germany relying more on coal, much of the needed supplies are transported from the Dutch ports of Amsterdam and Rotterdam, as well as Belgium’s Antwerp, by barge. The coal reserves at most power plant sites are currently only sufficient for about one week of full-load operation, according to Marc Schattenberg, senior economist at Deutsche Bank Research. Last year, the country imported nearly two thirds of its coal via the river.Shipper DTG Deutsche Transport Genossenschaft eG said its vessels were currently operating at as low as 25% of capacity. “Customers now need to charter up to four ships to transport the same amount of goods as before,” said DTG manager Roberto Spranzi.Freight rates from the mouth of the Rhine in the Netherlands to Basel in Switzerland reached 240.32 euros, equivalent to $248, a metric ton last week, more than doubling from €111.92 a month ago, according to Lars van Wageningen, manager of operations at commodity market-research firm Insights Global. Quotes a year ago were just €11.28 a metric ton.


Detto questo le difficoltà è palese che a dispetto del titolo del topic siano concentrate in Europa. Il vero outlook recessivo è per il vecchio continente.
Gli Usa vanno letti in maniera differente.
Sarebbe da aprire un topic asettico (cioè immune dalla politica e dall'orticello nazionale) stile osservatorio economico globale, da intitolare "it's the economy, stupid!", slogan dello spin doctor di CLinton nella campagna 92:
Per Bush la riconferma alla Casa Bianca sembrava una passeggiata dopo i successi in Iraq, solo che ebbe la sfortuna di incappare in un ciclo economico sfavorevole e lo slogan voleva sottolineare che la realtà nn era quella delle "vittorie" all'estero. E infatti gli americani gli diedero ragione