Independent thinking for complex markets and current events
It is also creating a huge spilled oil mess in the Black Sea. Russia’s Tuapse oil refinery is now burning out of control this morning after an overnight Ukrainian drone raid. Locals report that additional oil storage tanks exploded. pic.twitter.com/PN6YwLkQ3j — OSINTtechnical (@Osinttechnical) April 28, 2026 Water supply has been suspended in Tuapse after a …
via notayesmanseconomics Over the past few days the media seems to have been catching up with a theme we have been running for some time.The Chinese export push. We can start with this at the weekend from the BBC economics editor Faisal Islam. As a Chinese made car hits number 1 in UK, and so …
President Donald Trump’s sweeping tariffs have been deemed illegal by the U.S. supreme court, but that doesn’t mean he’s changing his view on the policy tool — far from it. “The TRADE DEFICIT was down 55%, the biggest drop in history,” Trump declared in a recent post on Truth Social (1). “THANK YOU MR. TARIFF!” …
Ukrainian attack drones targeted Russia’s major oil export terminals at the port of Novorossiysk tonight, setting the port on fire. pic.twitter.com/gxhijUVvy7 — OSINTtechnical (@Osinttechnical) April 5, 2026 BREAKING: Ukraine launched drone strikes tonight on Russia’s major oil export terminals at the port of Novorossiysk, igniting a fire at the facility. pic.twitter.com/XbdNLeSvUM — Insider Paper (@TheInsiderPaper) …
The Swiss Government announced that it will not grant new licenses to export war materiel to the United States while the armed conflict with Iran continues. This is based on the Swiss federal law on war materiel, which strictly prohibits exports to countries involved in active international armed conflicts. According to the official statement, “the …
Mario Nawfal @MarioNawfal 🚨🇺🇸🇮🇷 U.S. officials are reportedly discussing seizing Kharg Island, the offshore terminal responsible for 90% of Iran’s oil exports. We’re talking direct American military control of Iran’s economic lifeline. That’s just the opening move. The plan then shifts to securing Iran’s nuclear facilities and locking down the Strait of Hormuz itself. America …
“China just weaponized silver. And they did it while Americans were busy arguing about whether bitcoin is real money.” Silver now finds itself at the center of a geopolitical wrestling match over critical elements. In what is clearly an effort to control the market, China recently announced export controls on silver. This could exacerbate global …
From January 1, China’s new export-licensing regime will take effect, which would place state oversight over roughly 121 million ounces of silver shipped abroad each year. As a result, an estimated 60%–70% of the world’s refined silver traded across borders will now need explicit approval from Beijing before it can be exported. China will tighten …
One of Kentucky’s largest bourbon producers apparently is pausing whiskey production at the end of the year. Jim Beam, which is one of the largest makers of American whiskey in the world, is planning to shut down production in Happy Hollow in Clermont on Jan. 1 through 2026. The visitors center on site will remain …
The American soybean harvest should be a season of relief and reward — but this year, the fields are full, and the buyers are gone. Under President Donald Trump’s aggressive tariff policies, China — once the largest buyer of U.S. soybeans — has walked away completely. In 2024, soybeans were America’s second-largest export, worth nearly …
There was major news from China in the AI race this week: 1. Huawei introduced a new AI chip to compete with Nvidia. 2. The Chinese government instructed Chinese companies to stop buying certain Nvidia AI chips. Taken together, the message is clear: China is not desperate for our chips. It is producing its own, …
Emerging market stocks, long fueled by global trade, are now showing cracks as export momentum fades. Investors may be walking into the late stages of a rally built on weakening foundations. If trade continues to contract, the ripple effects could hit supply chains and markets worldwide with surprising speed. Global exports are heading into contraction. …
“Trillions of dollars is coming in from tariffs.” – Trump https://www.msn.com/en-us/money/markets/trump-says-his-tariffs-collected-trillions-in-revenue-so-far-here-s-the-real-figure/ar-AA1KoVft Yeah. The largest tax hike in American history. Tariff imports are a tax on Americans. Now they’re thinking about taxing exports too. Insane. 🔴 US Treasury Secretary Bessent floats rolling out export tax to more industries – FT. — FinancialJuice (@financialjuice) August 13, 2025 …
Article I, Section 9 of the U.S. Constitution specifically reads: “No Tax or Duty shall be laid on Articles exported from any State.” Yet despite this clear prohibition, and his oath to preserve, protect, and defend the Constitution, Trump is unilaterally imposing export taxes. — Peter Schiff (@PeterSchiff) August 13, 2025 I voted for Trump …
“Japan’s passenger car export prices to the US declined by a cumulative 20% or so in April-June. This implies that, for the time being, the Japanese auto industry is absorbing more than half of the 25 pp additional tariff on passenger cars, thereby mitigating the rise in US selling prices. If this trend were to …
Export prices fall three months straight pressure builds on yen… BREAKING: Japan’s passenger car export prices to North America dropped -12.0% M/M in May, the largest decline on record. This follows a -4.5% decrease in April, driven by the 25% US tariff imposed on auto imports from Japan. Meanwhile, total export prices in yen terms …
Core Retail Sales (Month-over-Month) Actual: -0.3% Forecast: 0.2% Previous: 0.0% Export Price Index (Year-over-Year) Actual: 1.7% Forecast: Not available Previous: 1.9% Export Price Index (Month-over-Month) Actual: -0.9% Forecast: -0.1% Previous: 0.1% Import Price Index (Month-over-Month) Actual: 0.0% Forecast: -0.2% Previous: 0.1% Import Price Index (Year-over-Year) Actual: 0.2% Forecast: 0.1% Previous: 0.1% Retail Control (Month-over-Month) Actual: …
President Trump is moving fast on trade, fresh off securing a deal with China. His administration is preparing to send letters to trading partners within one to two weeks, informing them of unilateral tariff rates that will be imposed. The message is clear—Washington is setting the terms, and nations can take it or leave it. …
🇺🇸🇨🇳 U.S. AND CHINA FACE OFF OVER MINERALS AND MONEY IN LONDON Top U.S. and Chinese trade officials met in London today to cool off their heated trade fight. The U.S. wants China to restart shipments of critical minerals needed for phones, cars, chips, and weapons. China wants… https://t.co/HrEMhnTCbn pic.twitter.com/E9Ltw499ce — Mario Nawfal (@MarioNawfal) June …
🇵🇪PERU WANTS TO BUILD A MEGA RAILWAY FROM BRAZIL TO… CHINA?! Peru has a big idea to build a railway that will run from Brazil all the way to its Pacific coast. The plan is to make trade with China faster and skip the long sea trip through the Panama Canal or around the bottom… …
As said before, rare control is still in place China Ministry of Commerce spokesman: He has no information to provide regarding lifting of export control of rare earth starting on April 4. According to the website of the Ministry of Commerce, on May 15, the Ministry of Commerce held a regular press conference. Reuters reporter: …
In this trade war, both the U.S. and China have their advantages, but when it comes to holding out longer, the U.S. seems better equipped to endure. China does hold some significant cards. For one, Chinese households boast high savings, totaling 132 trillion RMB, and 92% homeownership, which could help buffer individual consumers in the …
China has imposed sanctions on 28 major US firms, including Boeing, Lockheed Martin and Raytheon, banning the export of dual-use items to these companies. Beijing says the sanctions aim to “safeguard national security and interests and fulfil international obligations" 🇺🇸🇨🇳 pic.twitter.com/jHEtN8sXhQ — Visegrád 24 (@visegrad24) January 3, 2025 China on Thursday said it was adding …
Beijing’s curbs follow latest US limits on Chinese chip sector Exports of gallium, germanium to US already stalled Antimony prices surge this year as China stifles exports Dec 3 (Reuters) – China on Tuesday banned exports to the United States of the critical minerals gallium, germanium and antimony that have widespread military applications, escalating trade …
Well, that is gonna suck. Zelensky shouldn’t have insulted China last week. 🚨#BREAKING: CHINA SANCTIONS UKRAINE Zelensky has officially confirmed that China has imposed restrictions on drone exports to Ukraine #BREAKING pic.twitter.com/CkikLwTVRb — Jamililer (@JamilKhabir396) September 16, 2024 Zelensky confirmed China imposed restrictions on the supply of drones. "Some of the largest exporters of drone …
https://www.nbcnewyork.com/news/national-international/venezuelan-president-nicolas-maduros-plane-lands-in-fort-lauderdale-homeland-security/5756753/?os=f&ref=app The United States on Monday seized Venezuelan President Nicolas Maduro’s plane in the Dominican Republic and flew it to Florida, saying it acted over violation of US sanctions. United States officials moved to take the aircraft, a Dassault Falcon 900EX private jet used by Maduro and members of his government, with the Justice Department …
Ukraine will prepare a concept for controlled exports of weapons produced by Ukrainian defense companies. The National Association of Defense Industry Enterprises of Ukraine (NAUDI) stated that the opening of military exports could be a strategic step to strengthen the country’s economy. “At present, the issue of scaling up production can only compete with the issue of …
Apr 10, 2024 #Israelnews #israel #Iltvisraelnews A trade war has been declared between Israel and Turkey, as Jerusalem says it would impose measures to curb imports of products from Turkey in response to Ankara putting a restriction of exports to Israel.
China is deliberately allowing the export of deadly devices that turn handguns into machine pistols as it seeks to destabilize the US with street warfare China ‘foments division by putting weapon-enhancing’ devices on the streets That is the conclusion of Peter Schweizer’s new book ‘Blood Money’ Law enforcement agencies are reporting a surge in ‘auto …
The US government recently imposed export rules preventing chipmakers like NVIDIA from shipping chips to China (including the GeForce RTX 4090), citing AI safety concerns. However, the US government highlighted that the move wasn’t designed to run down China’s economy, further indicating that it was a safety measure to prevent using the chips in military advances. While it’s evident …