2 #Europe is not the only region struggling with #Chinese excess production. As shown on the left, #China runs massive #trade surpluses with developing countries as well, chart 1 comment · 16h ago · by acemaxx analytics #china#chinese#europe
2 #China is fighting back: after #Europe announced the Industrial Accelerator Act to create incentives for EU-based procurement and production, #Beijing threatened countermeasures against Europe, chart 1 comment · 16h ago · by acemaxx analytics #beijing#china#europe
1 #overcapacity is essentially the hallmark of #China ’s impact on the global economy. China’s #manufacturing capacity is often 2x or more than its current production, setting the stage for years of low-cost exports whether the rest of the world is prepared for it or not, notes 0 comments · 16h ago · by acemaxx analytics #china#jpmorganam#manufacturing
4 #China and global #auto exports (units, in million), chart 0 comments · 1d ago · by acemaxx analytics #auto#china#jpmorganam
2 #China ’s use of coal for power generation only represents ~55% of coal consumption; the rest is for #thermal heat and feedstocks for #petrochemicals and plastics, chart 0 comments · 1d ago · by acemaxx analytics #china#jpmorganam#petrochemicals
1 #FX What would a 25bp rate #hike priced into market expectations do to market returns—if it were to materialize? – chart 0 comments · 1d ago · by acemaxx analytics #fx#hike#jpmorganam
0 While #China #renewable and electrification shares of #energy are rising, so is China’s energy consumption and consumption of fossil fuels in absolute terms. As a result, Chinese #CO2 emissions are still on the rise, chart 1 comment · 1d ago · by acemaxx analytics #china#co2#energy
