ich habe ein paar im depot, da diese gleichzeitig ein investment in wasser abbilden.
eine meiner größten positionen ist rusagro https://www.rusagrogroup.ru/en/ die ich im ru dividenen thread eingestellt hatte. hatte sie 2015 nach den sanktionen günstig schnappen können und es ist ein absolutes langfristinvestment für mich(15+ jahre).
bg bh
us merchandise handelsdefizit auf neuem ath 71,1 Millarden im Februar. exporte -2,6%
bg bh
update pslv 07.04.
Alles anzeigen$PSLV keeps on stacking with another 500,000 ounces of physical silver added today
$PSLV has added almost 73 million ounces of physical silver since January 31, 2020. That's a monster stack of bars!
[Blockierte Grafik: https://pbs.twimg.com/media/EyVHvgzWEAQvzrF?format=jpg&name=small]
bg bh
Time Stamp References:
0:00 - Intro
0:50 - Calling the Shortages
5:07 - Other Complicit Forces
7:07 - JP Morgan & Comex
10:08 - International Syndicate
16:20 - Fractional Reserve Metals
27:10 - Perth Website Changes
31:13 - Chinese Bar Deliveries
39:16 - Rules and Investor Belief
48:42 - Kitco's Sordid History
51:00 - Price Discovery?
54:08 - Perth Mint Rationing
59:00 - George Soros Moonshot
1:03:00 - Foundations of Lies
1:07:58 - Wrap Up
bg bh
brilliantes invest - muss ich gleich kaufen /sarkasm
sind eigentlich keine "hersteller" sondern wenn "weiterverarbeitende/ veredelnde unternehmen"
Summe Top 10 83,70 %
| 1 | Nestle S.A. | Basiskonsumgüter | Schweiz | 30,51 % |
| 2 | Diageo plc | Basiskonsumgüter | Vereinigtes Königreich (England) | 14,73 % |
| 3 | Anheuser-Busch InBev SA/NV | Basiskonsumgüter | Belgien | 8,57 % |
| 4 | Danone SA | Basiskonsumgüter | Frankreich | 7,12 % |
| 5 | Pernod Ricard SA | Basiskonsumgüter | Frankreich | 6,23 % |
| 6 | Koninklijke DSM N.V. | Grundmaterialien | Niederlande | 4,94 % |
| 7 | Heineken NV | Basiskonsumgüter | Niederlande | 3,96 % |
| 8 | Kerry Group Plc Class A | Basiskonsumgüter | Irland | 3,13 % |
| 9 | Carlsberg A/S Class B | Basiskonsumgüter | Dänemark | 2,56 % |
| 10 | Associated British Foods plc | Basiskonsumgüter | Vereinigtes Königreich (England) | 1,96 % |
bg bh
so, hier schnell nochmals ein paar meiner gedanken/dd alleine zu chinas demand bis 2035.
1. in welchen ländern hat china ausreichend politischen einfluss um assets zu übernehmen
a. partiell in kanada b. namibien c. niger
2. welche großen u3o8 assests sind bekannt die evtl von china übernommen werden können(wenn nicht eh schon indirekt beteiligt)
a. arrow
b. pls
c. wheeler river
d. etango
e. norasa
f. dasa
husab(zb. http://www.xinhuanet.com/english/2018-05/15/c_137180508.htm) wurde nach fukushima übernommen. norasa, etango 20 & dasa zusammen sind in etwa so groß wie husab
3. chinas 5-10 jahresplan, hatte ich bereits verlinkt(https://www.power-technology.c…r-coal-energy-efficiency/)
ziel 70GW in 2025 // 130gw/2030 // bis 2035 180gw
das entspricht ca 30 Mlbs/jahr bis 2030 zusätzlich, dazu für das hochfahren der reaktoren zusätzliche 75 Mlbs
für die folgenden 5 jahre bis 2035 nochmals ein wachstum des bedarfs von 47,5 Mlbs/jahr!
china alleine benötigt weit mehr assets als oben gelistet um das wachstum stemmen zu können.(norasa etango & dasa zusammen stehen für ca 1/3 der benötigten menge)
habe leider gerade nicht mehr zeit, sollte mir ein fehler unterlaufen sein bitte einfach korrigieren 
bg bh
der author sollte seine dd besser machen bevor er zu diesem thema schreibt.
Ja, das Momentum in den Vault-Beständen (obwohl historisch gesehen immer noch eher hoch) und der Faktor 4 zu den Vergleichsmonaten bei den Deliveries sind erfreulich.
ja...
Das andere fällt für mich unter normalen Welthandel.
nein, denn physisch! war die lage zuletzt wann so angespannt?
die netto short position der commercials im silber ist auf 45.161 contracs gefallen!
die der großspekulanten auf 28.970 contracts!
bg bh
[Blockierte Grafik: https://i.ibb.co/SsBM6V5/comexsilver.jpg]
oder direkt die rohdaten
http://www.cmegroup.com/delivery_reports/Silver_stocks.xls
bg bh
Aber Silber....ich glaube die kaufen das in barren und machen daraus dann ihre Produkte......weil sonst müsten sie ja noch ne Kupfer oder Blei und Zinkraffinerie nebenzu betreiben.
die perth mint refined ca 10% der welt gold produktion und ca 80% der australischen produktion und ist an allen fünf großen exchanges akkreditiert(lbma/comex/sge/tocom/dmcc). die Jahreskapazität liegt zwischen 800 und 900 tonnen.
bg bh
so what?
keine eigenen 1000 oz barren mehr der perth mint refinery, ware muss von der perth mint aus china bezogen werden um überhaupt bestand zu haben(unallocated). zeitgleich schau auf die abflüsse an der comex(im april contract bereits 12.000.000 oz delivered// "registered" vom 27.01.2021(149.509.686oz) bis 01.04.2021(123.229.507) um 17,6% gefallen).
bg bh
john adams vor 3h auf twitter:
I have just received a message from a Perth Mint client.This morning this client converting from “pool allocated” to allocated was forced to take 15 Chinese refined “Hunan Guiyang Yinxing” 1000 ounce bars!Investors who have converted to allocated should CHECK THEIR BARS!
bg bh
https://arstechnica.com/tech-p…tandard-white-house-says/
Nuclear should be considered part of clean energy standard, White House says
Biden’s plan goes beyond most states’ definitions of clean power.
More details have emerged about the climate and energy priorities of President Joe Biden’s infrastructure plan, and they include support for nuclear power and carbon capture with sequestration (CCS).
In a press conference yesterday with reporters, White House climate adviser Gina McCarthy said the administration would seek to implement a clean energy standard that would encourage utilities to use greener power sources. She added that both nuclear and CCS would be included in the administration’s desired portfolio. The clean energy standard adds a climate dimension to the Biden administration’s recently announced infrastructure plan, seeking to put the US on a path to eliminating carbon pollution.
“We think a CES is appropriate and advisable, and we think the industry itself sees it as one of the most flexible and most effective tools,” McCarthy told reporters. “The CES is going to be fairly robust and it is going to be inclusive.”
Biden has called for 100 percent of America’s electricity to be generated by carbon-free sources by 2035. Nuclear power does not produce any carbon pollution, and many experts say it should be included in any net-zero plans because of its large existing generating capacity and its ability to provide large amounts of power consistently. But nuclear has been criticized by some environmentalists over its radioactive waste and concerns about meltdowns.
Typically, state standards do not include nuclear in their portfolios. Rather, they usually focus on renewable energy sources like wind, solar, and hydropower. McCarthy did not provide details about how far a CES would go in supporting nuclear power. It’s possible that the policy may only cover plants that are currently operating, but it may also extend to include new plants. The former is more likely than the latter, though, given the challenges and costs involved in building new nuclear capacity.
The other technology McCarthy mentioned, CCS, has long been proposed as a solution to fossil fuels’ carbon pollution problems. The technology captures carbon dioxide from power plant exhaust streams and sequesters it underground. Typically, the process involves some kind of amine-based solution that absorbs carbon dioxide from the exhaust. The solution is then heated to release the pure carbon dioxide so the gas can be easily transported for storage or utilization. The technology has been condemned for prolonging reliance on fossil fuels, and no commercial power plant in the US currently uses CCS. One existing pilot-scale plant, NRG’s Petra Nova, was shut down over cost concerns, and CCS was dropped from another, Southern’s Kemper Project, for similar reasons.
Though the Biden administration favors the clean energy standard, McCarthy said they aren’t ruling out a carbon tax or fee to get to net-zero. Such taxes are generally based on the amount of carbon pollution a fossil fuel produces when burned. Economists tend to favor carbon taxes for their simplicity, but they’ve proven to be politically fraught.
Five members of President Biden’s cabinet, including the secretaries for transportation, energy, labor, commerce, and housing and urban development, are meeting with members of Congress to begin the legislative process.
bg bh
ps. artikel bei bloomberg
https://www.bloomberg.com/news…rganic&utm_source=twitter
einstandspreis von 1.60 auf 2.50 erhöht
ein problem, das auf mich bei urc zukommen wird, wollte eigentlich eine dritte charge kaufen als der 20% tagesanstieg kam... irgendwie hoffe ich ja das der der ganze sektor noch ein wenig nach unten korrigiert...
bg bh
hier ein artikel von armstrong zum thema nahrungsmitteln, in dem er auch auf den fao eingeht den ich vor einiger zeit verlinkt hatte
Food Crisis of 2021 in Europe
We are staring in the face of a serious food crisis in Europe as food
prices rise continuously, and with further draconian COVID measures
within the EU, they are bringing the food supply chains to a standstill.
Our models have been warned that this 8.6-year cyclical wave into 2024
will be one of commodity inflation due to SHORTAGES
rather than speculative demand. All the indications that the world is
heading for a serious food price crisis are in play. The Food Price
Index (FFPI) of the Food and Agriculture Organization of the United Nations (FAO)
averaged 107.5 points in December 2020, an increase of 2.3 points
(2.2%) compared to November 2020, which represents an increase for the
seventh consecutive month.
With the exception of sugar, all sub-indices of the FFPI recorded slight gains in December, with the sub-index for vegetable oil again rising the most, followed by that for dairy products, meat, and cereals. For 2020 as a whole, the FFPI averaged 97.9 points, a three-year high, 2.9 points (3.1%) higher than in 2019, but still well below its 2011 high of 131.9 points. It is also interesting that the FFPI in 2002 was still 53.1 points. It only increased significantly from the financial crisis of 2007/08, only to then level off in the 90-point range. Since May 2020 it has increased by 18%.
Our models project that the upward trend in the FFPI will intensify going into 2024. With the coronavirus mutating, as we warned ALL viruses do, as such, we have these various strains from Africa, Brazil, UK, and even California, are inspiring politicians to use this as an opportunity to restrict the population even further. These corona measures have extended to the food supply chains, disrupting them just as we see in electronics. For example, the German Fruit Trade Association sees the supply of fruit and vegetables from abroad is at a substantial risk whereby imports are suspended. The reason is the tightening of the corona entry regulation by the federal government. The tightening of the lockdown in Europe is beginning to restrict the supply chains reducing the food supply.
vollständig unter:
https://www.armstrongeconomics…9vu-Ur5Ln6dxblvxNhdnz-ivc
bg bh
Also, die etwa 50 Dollars von 1980 entsprechen natürlich viel mehr als 120 Dollars von heute.
Wahrscheinlich hat man die geschönten Preissteigerungen der Lebenshaltungskosten zu Grunde gelegt.
hast du den artikel überhaupt gelesen? steht doch eindeutig drinn.
Wenn wir die Inflation berücksichtigen, und das ist die massiv untertriebene "offizielle Inflation", dann erreichte der Silberpreis 1980 mit 120 $ und 2011 mit etwa 57 $ seinen Höhepunkt.
bg bh
wenn du nichtmal vernünftig zitieren kannst, trotz mehrfacher bitte darum, werd ich die beiträge ab jetzt eben komplett ignorieren. ich empfinde das als zumutung da es den leseaufwand erheblich steigert.
Dann gleich noch ein Verbrechen dieser Kriegsnation: In einem Irakkrieg wurde panzerbrechende Munition verwendet aus Abfällen der Atomindustrie, das abertausende auch eigene Soldaten durch Verstrahlung schwerstens schädigte...
die "du amunition" - depleted uranium, hat nicht nur soldaten geschädigt sondern verwüstet bis heute ganze gegenden. im irak ist die du amunition für tausende tot/mißgeburten und behinderungen verantwortlich.
ich habe mal die bilder gesehen, da wurde selbst mir schlecht und dazu braucht es einiges.
bg bh
US Dollar’s Status as Dominant “Global Reserve Currency” Drops to 25-Year Low
Central banks getting nervous about the Fed’s drunken Money Printing and the US Government’s gigantic debt? But still leery of the Chinese renminbi.
By Wolf Richter for WOLF STREET.
The global share of US-dollar-denominated exchange reserves dropped to 59.0% in the fourth quarter, according to the IMF’s COFER data released today. This matched the 25-year low of 1995. These foreign exchange reserves are Treasury securities, US corporate bonds, US mortgage-backed securities, US Commercial Mortgage Backed Securities, etc. held by foreign central banks.
Since 2014, the dollar’s share has dropped by 7 full percentage points, from 66% to 59%, on average 1 percentage point per year. At this rate, the dollar’s share would fall below 50% over the next decade:
[Blockierte Grafik: https://wolfstreet.com/wp-content/uploads/2021/03/Global-Reserve-Currencies-USD-share-2014_2020-q4.png]
Not included in global foreign exchange reserves are the Fed’s own holdings of dollar-denominated assets, its $4.9 trillion in Treasury securities and $2.2 trillion in mortgage-backed securities, that it amassed as part of its QE.
The US dollar’s status as the dominant global reserve currency is a crucial enabler for the US government to keep ballooning its public debt, and for Corporate America’s relentless efforts to create the vast trade deficits by offshoring production to cheap countries, most prominently China and Mexico. They’re all counting on the willingness of other central banks to hold large amounts of dollar-denominated debt.
But it seems, central banks have been getting just a tad nervous and want to diversify their holdings – but ever so slowly, and not all of a sudden, given the magnitude of this thing, which, if mishandled, could blow over everyone’s house of cards.
20 years of decline.
Two decades ago, when the dollar had a share of about 70% of reserve currencies, a presumed competitor became day-to-day reality: The euro, which combined the currencies of the member states into one currency, thereby combining their weight as reserve currency. Since then, the dollar’s share has dropped by 11 percentage points.
By contrast, between 1977 and 1991, the dollars share had dropped by 46 percentage points – with huge plunges in 1979 and 1980 possibly linked to US inflation which was threatening to spiral out of control, peaking at nearly 15% in 1980. The plunge bottomed out in 1991, with inflation more or less under control. And the dollar’s share then surged by 25 percentage points until 2000:
[Blockierte Grafik: https://wolfstreet.com/wp-content/uploads/2021/03/Global-Reserve-Currencies-USD-share-annual-2020-4q-.png]
The other reserve currencies.
The euro’s share had since been in the range between 19.5% and 20.6%, but it Q4 it broke out of the range and rose to 21.4%, the highest in the data. The ECB’s holdings of euro-denominated assets that it acquired as part of its QE are not included in the euro-denominated foreign exchange reserves.
The rest of the reserve currencies are also-rans – the spaghetti at the bottom in the chart below. This includes the Chinese renminbi, the bold red line at the bottom:
[Blockierte Grafik: https://wolfstreet.com/wp-content/uploads/2021/03/Global-Reserve-Currencies-share-all_2014-2020-q4-.png]
Renminbi a threat to the dollar’s hegemony? Not yet.
The renminbi’s share is still only 2.25%, despite the magnitude and global influence of China’s economy, and despite the hype when the IMF elevated the renminbi to an official global reserve currency in October 2016 by including it in the basket of currencies that back the Special Drawing Rights (SDRs).
But the renminbi’s share has been creeping up ever so slowly. At the rate it has been gaining momentum over the past two years (+0.36 percentage points in two years), it would take the renminbi another 50 years or so to reach a share of 25%.
Clearly, other central banks are still leery of the renminbi and its implications, and are not eager to dump their dollars all at once in exchange for renminbi; easy does it.
Also-rans under the microscope: Rise of the yen.
To see what’s going on with the spaghetti at the bottom of the above chart, I magnified the scale and limited it to the range of 0% to 6%. This takes the dollar and the euro out of the picture, and allows for a detailed look of the other reserve currencies.
What sticks out is the surge of the yen, the third largest reserve currency. This includes a 2.0-percentage point gain since Q4 2016, which blew away the 1.15-percentage point gain over the same period by the renminbi. With regards to the yen, the renminbi is losing ground.
Despite Brexit and all the scary hoopla around it, the pound sterling (GBP), the fourth largest reserve currency, has not given up any share.
[Blockierte Grafik: https://wolfstreet.com/wp-content/uploads/2021/03/Global-Reserve-Currencies-share-time-ex-USD-EUR-2014-2020-q4.png]
The Eurozone has had a large trade surplus – between €200 billion and €275 billion a year in recent years – with the rest of the world after it emerged from the euro debt crisis in 2012. From the US side, the US trade deficit in goods with the Eurozone was $183 billion in 2020.
The Eurozone’s trade surplus shows that it is easily possible for an economic area with a large trade surplus to also have one of the top reserve currencies. There is no requirement that a large reserve currency must be associated with a large trade deficit. But having the dominant reserve currency helps the US in funding its trade deficits and ballooning government debts.
https://wolfstreet.com/2021/03…ncy-drops-to-25-year-low/
bg bh
Ist die Macht dort ausgebaut geht es nach Südamerika
da sind sie doch schon lange - die sind sehr erfolgreich im "multitasking"
hier ein paar schnelle beispiele.
China has extended the Belt and Road Initiative (BRI) to South America and invested in mega-infrastructure projects, including ports and railways. Chinese technology company Huawei is also selling 5G networks to Brazil, despite US efforts to block it by tempting President Jair Bolsonaro’s administration with a military cooperation program. If realised, Brazil would become a showcase of a South American regional market using a technological platform made by China.
China has become the number one or two trade partner for all South American countries. But a high concentration in natural resources trade has created tensions in economic relations, as shown by the increasing number of anti-dumping complaints against China. WTO statistics show that South American countries initiated 23 per cent of anti-dumping probes against China over 1995–2019 — the same as the United States and European Union combined.
oder zb
China increasingly involved in Brazil’s ambitious Amazon rail network
https://news.mongabay.com/2018…ious-amazon-rail-network/
https://www.bloomberg.com/news…rough-chile-s-bureaucracy
China is already Chile’s biggest trading partner, with $45 billion of goods exchanged last year, and the Asian giant covets entry into its relatively prosperous economy and stable politics.
The project that TVS proposed -- and that would be open to other bidders -- would connect Santiago to Valparaiso and San Antonio on the Pacific coast. At 200 kilometers per hour (124 miles per hour), it would halve transit time to 45 minutes and transport as many as 25,000 people daily. Members of the Santiago-based executive branch could reach the congress in Valparaiso and vacationers would get fast access to beaches and the bohemian art scene. The train would also carry copper and agricultural products, with China as a top export destination.
etc...
bg bh
