Lewis Jackson - Latest News and Information
Technology Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
China gives the all-clear for retail gas and diesel prices to rise in its regular price review. State media said it's likely to mean an additional ~RMB25 / US$4 to fill a tank https://t.co/x9kKlWXOn3
China's National Energy Administration posted last night about the benefits of the coal to liquids industry, where coal is transformed into oil, gas and petrochemicals. It doesn't really exist anywhere at scale bar China and a big plant in South...
Bangladesh brings forward holidays and closes universities to conserve electricity and cut traffic (which also wastes fuel) https://t.co/aw1WmizmA4
The longer the Straits are closed, the more we will see unexpected chokepoints emerge. Case in point: nickel refiners in Indonesia and copper miners in Africa might have to slow production for want of sulphur
Fertilisers are rightfully getting a lot of focus now. China looks to be ok (for now). The state has stockpiles and there is material at ports. Exports of urea (nitrogen-based) were already tightly managed and it's hard to see more...
Thinking ahead... does this push China to further speed up the adoption of renewables + batteries and make it even more reluctant to wind down coal. The Iran war is an object lesson in a) American power (which shale has...
Chinese rare earth export controls are still choking off lots of material to the US
