https://gnosly.com/feed/china/Business Intelligence Console and Prediction Algorithms2324@kyleichanKyle Chan<p>Top export markets: Russia, Vietnam, India. Top import sources: Japan, Germany, Taiwan</p>https://x.com/kyleichan/status/21072856242940849760.00402026-10-06T05:59:04.660100+00:002x.comchinacnc-machinesexports2144https://pbs.twimg.com/media/HT6VG1tWkAA_CQ7?format=jpg&name=360x360Image2026-10-06T05:59:05.139120+00:002145https://pbs.twimg.com/media/HT6VG1mXAAAIdht?format=jpg&name=360x360Image2026-10-06T05:59:05.165752+00:002299@BrianTycangcoBrian Tycangco 鄭彥渊<p>China has clearly succeeded in making a modern society endowed with all the convenience, affordability, and safety that most people aspire to live in. This, however, isn’t being reflected in its stock market. But I continue to believe that China can benefit from a flourishing capital market that creates opportunities for an increasing number of people who no longer see owning a business as a way achieving financial security. Owning shares in well-managed, profitable companies can be just as rewarding (and less risky) than starting one from scratch in a highly competitive market. And, yes, they do exist in China. Given how the bond market is imploding in many developed countries, while China’s bond market soars on strong demand, it’s only a matter of time before lower rates start to positively impact the economy.</p>https://x.com/BrianTycangco/status/21071161372344814020.00502026-10-05T15:18:21.755821+00:002x.comchinaeconomystock-market2121https://pbs.twimg.com/media/HT369Mja0AAAWGb?format=jpg&name=smallImage2026-10-05T15:18:22.608548+00:002277@mnicoletosMichael Nicoletos<p>#China says its economy grew 4.7% in the first half of 2026. Now look at what that growth is supposed to stand on. • Fixed asset investment: down 7.2% through August, about $335 billion less than a year earlier. • Property investment: down 19.9%. • Construction output: down 4.1% in Q2. • New orders at the big state builders: falling. China Railway Construction was down 17% in H1. Investment is around 40% of China's GDP. When 40% of an economy shrinks by 7%, you need almost 3 points of growth from somewhere else just to stay flat. Consumers are not filling the gap. Retail sales of goods rose just 1.1%. Exports did the heavy lifting, up 13.4%, and delivered about a fifth of Q2 growth. But imports rose even faster, up 22.1%, so the trade surplus actually shrank. And yet the official accounts say investment added about 1.5 points to growth in H1. The monthly data say investment shrank. The GDP accounts say it grew. Same economy, same six months, two opposite stories. The Bank of Finland's model puts Q2 growth at 3.1%, not 4.3%. The official figure sits near the very top of its range. Q3 GDP comes out October 19. Watch how neatly it lands. Why the world keeps looking away</p>https://michaelnicoletos.substack.com/p/the-elephant-no-one-wants-to-see?ref=gnosly0.00602026-10-05T12:41:25.788237+00:002x.comchinagrowtheconomy2099https://pbs.twimg.com/media/HT3NbdOX0AAYXHS?format=jpg&name=smallImage2026-10-05T12:41:26.445431+00:002243@WSBGoldWallStreet Gold<p>This is a staggering amount of physical gold flowing into China.</p>https://x.com/WSBGold/status/21068381459667888170.00402026-10-05T05:32:56.964245+00:002x.comchinagoldeconomy2067https://pbs.twimg.com/media/HTz-ICjXEAAS4Ez?format=jpg&name=smallImage2026-10-05T05:32:58.512841+00:002207Chloe TaylorBrazil votes in high-stakes election as U.S.-China rivalry and debt loom largehttps://www.cnbc.com/2026/10/02/brazil-election-bolsonaro-lula-china-trump.html0.00402026-10-04T14:50:10.850918+00:0026cnbc.comthomas-da-graca-barlowchinabrazilu.s.chloe-taylor2030https://image.cnbcfm.com/api/v1/image/108369227-1790676623367-gettyimages-2296657759-AFP_C9FF2FP.jpeg?v=1790676649&w=240&h=180&vtcrop=yBrazil votes in high-stakes election as U.S.-China rivalry and debt loom large2026-10-04T14:50:11.117729+00:002200@W_KononczukWojciech Konończuk<p>2023-2025: Germany exports to China −16%, to Poland +12%. Jan–Jul 2026: Germany exported 45% more to Poland than to China. is offsetting losses in.</p>https://x.com/W_Kononczuk/status/21066974382791557690.01002026-10-04T14:17:05.537439+00:002x.comchinagermanypoland2023https://pbs.twimg.com/media/HTx7bWlW8AAcmGZ?format=jpg&name=smallImage2026-10-04T14:17:07.606054+00:002171@ShangguanJiewenJason Smith - 上官杰文<p>Top Markets for Industrial Robot Installations in 2025</p>https://x.com/ShangguanJiewen/status/21061850438195285980.00402026-10-03T08:39:21.630759+00:002x.comchinafactseconomy1974https://pbs.twimg.com/media/HTqsIQaaQAAM8ut?format=jpg&name=smallImage2026-10-03T08:39:22.644989+00:002170@VoronoiAppVoronoi<p>Nations most heavily indebted to China in 2026: A breakdown.</p>https://x.com/VoronoiApp/status/21061277812601283000.00502026-10-03T08:27:15.645393+00:002x.comchinadebteconomy1973https://pbs.twimg.com/media/HTp38EPXgAASmuy?format=jpg&name=smallImage2026-10-03T08:27:16.865755+00:002169@Valen10FrancoisFrançois Valentin<p>China is going to be nearly half of global industrial production in 2030. The US is only 11%</p>https://x.com/Valen10Francois/status/21060637210723783490.00502026-10-03T08:17:14.180456+00:002x.comchinaindustrialus1971https://pbs.twimg.com/media/HTo9yn1XAAATFL7?format=jpg&name=smallImage2026-10-03T08:17:15.717121+00:002163@SeanZubickSean Zubick<p>US and China added nearly $8 trillion to their combined money supply in twelve months — the biggest dollar increase since COVID. That is about 10% on the combined stock. Local rates are milder: US M2 up roughly 5.7%, China M2 about 7.5%. The chart looks extreme because China’s money stock is about twice America’s in dollar terms, so ordinary growth produces a Covid-sized dollar number. Liquidity is expanding, deficits are still large, and hard assets tend to notice before CPI does. Another great note and Substack from @TaviCosta </p>https://x.com/SeanZubick/status/21060209601428399450.00502026-10-03T07:24:02.753892+00:002x.commoney-supplychina1966https://pbs.twimg.com/media/HToW5tOXgAAk2z_?format=jpg&name=smallImage2026-10-03T07:24:03.202242+00:002061@laurimyllyvirtaLauri Myllyvirta<p>Three reasons: power generation from wind and solar grew much more than reported, as always; industrial power demand growth slowed down; and milder temperatures drove a drop in residential demand. How to parse the data</p>https://x.com/laurimyllyvirta/status/21055592333788573500.00602026-10-01T12:28:28.230456+00:002x.comchinaenergy1870IMAGE/media/content/2061/g-20261001-china-energy-consumption.pngg-20261001-china-energy-consumption.pngpng2026-10-01T12:31:01.466131+00:002060@BaldwinRERichard Baldwin<p>What could possibly go wrong with a new phase of China Shock 2.0</p>https://x.com/BaldwinRE/status/21056028134223999640.00402026-10-01T12:14:36.739802+00:002x.comchinashockeconomy1867https://pbs.twimg.com/media/HTiamOdW4AACuFP?format=jpg&name=smallImage2026-10-01T12:14:37.189836+00:002057@InsiderWNInsider (World News)#BREAKING: China suspends oil product exports beyond Hong Kong and Macau, could push fuel prices higher.https://x.com/InsiderWN/status/21056094173665938950.00602026-10-01T12:04:17.056601+00:002x.comchinaoilbreaking1961@BullTheoryioBull Theory<p>Chinese lithium futures lost about a quarter of their value in September as battery demand slowed.</p>https://x.com/BullTheoryio/status/21051871624928952410.00502026-09-30T10:45:40.553909+00:002x.comchinalithiumprices1755https://pbs.twimg.com/media/HTcgc93aAAAvJV4?format=jpg&name=360x360Image2026-09-30T10:45:41.487504+00:001756https://pbs.twimg.com/media/HTcgc-ebIAAzOaU?format=jpg&name=360x360Image2026-09-30T10:45:41.529156+00:001901@SStapczynskiStephen Stapczynski<p>GOOD NEWS FOR EUROPE: China’s LNG imports are set to decline for a second month Chinese demand fell after the Hormuz closure pushed LNG prices to a 3-year high In fact, Chinese buyers are reselling their shipments overseas to lock in better profits https://bloomberg.com/news/articles/2026-09-29/china-s-lng-imports-to-fall-for-second-month-due-to-high-prices…</p>https://x.com/SStapczynski/status/21048253516167823950.00602026-09-29T09:18:17.183857+00:002x.comchinaeuropelng1685https://pbs.twimg.com/media/HTXVDFDacAImTuQ?format=png&name=smallImage2026-09-29T09:18:17.544663+00:001877@kyleichanKyle Chan<p>This has been happening since 2013</p>https://x.com/kyleichan/status/21042836281802182340.00402026-09-28T14:51:50.800717+00:002x.comchinarobotseconomy1657https://pbs.twimg.com/media/HTPqzpuWUAALKz1?format=jpg&name=smallImage2026-09-28T14:51:51.247360+00:001862@AugurInfinityAugur Infinity🇨🇳 China's industrial profits grew at just 4.2% year over year, the slowest pace this year.https://x.com/AugurInfinity/status/21043875020017545390.00502026-09-28T07:53:49.604998+00:002x.comchinaprofitsindustrial1641https://pbs.twimg.com/media/HTRJR8dWgAAWuWH?format=jpg&name=smallImage2026-09-28T07:53:50.043720+00:001851https://www.linkedin.com/in/zuberbuehlerassociates/Max Zuberbühler, CIIA, CFDS<p>China Winning AI 🤖 🐇 🖥️ Space Bunny Alpha: If you look at the naming convention ("Space"), connection to xAI, and Elon Musk, it would be a very intuitive connection to think Space Bunny Alpha is US made. However, there are a few technical reasons why the AI community heavily rules out Elon Musk or XAI being the provider behind Space Bunny Alpha:1️⃣ The Tokenizer Fingerprint: When developers pass test text through Space Bunny Alpha, the way it slices words into fragments (tokens) creates an exact 1:1 architectural fingerprint matching the Chinese AI startup MiniMax. It does not match the Grok/ xAI tokenizers at all. 2️⃣ Infrastructure Style: xAI generally launches their frontier models directly through their own platform (X.ai) or integrated into the X premium app. They don't typically drop free, unbranded test models onto open developer routers like OpenRouter anonymously. 3️⃣ Model Alignment: Early testers noted that Space Bunny Alpha's safety filter and system prompt behaviors match the typical patterns of Shanghai-based labs trying out upcoming releases (specifically the anticipated MiniMax M3.1). While the "Space" name sounds exactly like something Musk would choose, in this specific case, it appears to be a playful codename chosen by a Chinese lab to mask their preview testing.</p>https://www.linkedin.com/posts/zuberbuehlerassociates_china-winning-ai-space-bunny-alpha-share-7510212261341216768-Kbre/0.00902026-09-28T07:22:46.121549+00:001linkedin.comchinaaiminimax1632IMAGE/media/content/1851/g-20260928-openrouter-llm-stats.jpgg-20260928-openrouter-llm-stats.jpgjpg2026-09-28T07:24:24.574669+00:001823@ekwufinanceLukas EkwuemeChina is aggressively accumulating gold. China's central bank gold purchases: March: +5t | Gold: $5.4k April: +8t | Gold: $4.6k May: +10t | Gold: $4.4k June: +15t | Gold: $4.2k July: +20t | Gold: $4.0k August: +20.2t | Gold: $4.3k China accelerated its purchases as gold fell... then kept buying aggressively as gold rebounded. August marked China's largest monthly purchase in almost 3 years and its 22nd consecutive month of official gold buying. This isn't just buying the dip anymore... it's strategic reserve diversification. As sovereign debt markets become increasingly dysfunctional, China is accumulating the one reserve asset with no counterparty risk.https://x.com/ekwufinance/status/21039052111776444740.00502026-09-27T14:57:44.488794+00:002x.comchinagoldfinance1598https://pbs.twimg.com/media/HTKSo2IW8AAe1bf?format=png&name=smallImage2026-09-27T14:57:44.841109+00:001819@jackprandelliJack PrandelliThe US imports 100% of 11 critical minerals. Uranium sits at 99%. That's the headline from the USGS 2026 minerals report. The more telling part is who the US buys from. China is the top supplier for graphite, tantalum, yttrium, bismuth, antimony and tungsten. Thehttps://x.com/jackprandelli/status/21041857963162669220.00602026-09-27T14:54:27.132482+00:002x.comchinausminerals1591https://abs.twimg.com/emoji/v2/svg/1faa8.svg🪨2026-09-27T14:54:27.486302+00:001592https://abs.twimg.com/emoji/v2/svg/1f1fa-1f1f8.svgFlag of United States2026-09-27T14:54:27.528972+00:001593https://abs.twimg.com/emoji/v2/svg/1f1e8-1f1f3.svgFlag of China2026-09-27T14:54:27.571667+00:001594https://pbs.twimg.com/media/HTOR0kCbUAAfnYn?format=jpg&name=smallImage2026-09-27T14:54:27.616641+00:001784@tleilax___Yet another commodity guyOil update : 1/ The entire Persian Gulf + Red Sea flow is at July levels, a solid 8/9 mbbls below pre-war flows. 2/ Iraq is slowing down, Saudi is still shipping less than in July. 3/ China running the same 10 mbld deficit, while drawing 1.5 mbld of domestic crude inventories but interestingly is increasing products exports in the lineup, despite relatively poor quota allocation for October (only Sinopec & PetroChina, likely shipping in October under September quota)https://x.com/tleilax___/status/21040725061307804340.00802026-09-27T06:09:09.976866+00:002x.comchinaoilpersian-gulf1553https://pbs.twimg.com/media/HTMmYEWXsAAKles?format=jpg&name=900x900Image2026-09-27T06:09:10.192850+00:001554https://pbs.twimg.com/media/HTMnMfgXAAAIeRY?format=jpg&name=900x900Image2026-09-27T06:09:10.210950+00:001555https://pbs.twimg.com/media/HTMo1z3WIAASVfO?format=jpg&name=900x900Image2026-09-27T06:09:10.230180+00:001556https://pbs.twimg.com/media/HTMqIwzXMAAk4PE?format=jpg&name=900x900Image2026-09-27T06:09:10.249373+00:001783China’s Vice President Han Zheng has called for respect for the sovereignty and security of nations in the Middle East as he addressed the UNGA. “China holds that the sovereignty and security of countries of the Middle East, including the Gulf, should be respected. International industrial and supply chains should be kept stable and unimpeded, and global trade should be safeguarded,” he said. Han also called for Palestinian sovereignty and for the rebuilding of Gaza. “China calls for advancing the governance of the West Bank and a post-conflict reconstruction of Gaza, in accordance with the principle of the Palestinians governing Palestine,” he said.https://aje.news/r7py140.00402026-09-27T06:08:22.747808+00:005aljazeera.comchinamiddle-eastunga1770@randgroupRand GroupChina cut its US debt stack by 13.4% in one year. 633B now, lowest since 2009, down 52% from the 2013 peak…https://x.com/randgroup/status/21039957851550888070.00402026-09-27T05:22:49.037955+00:002x.comchinaus-debteconomy1544https://pbs.twimg.com/media/HS0iQjYXoAEZPpe?format=jpg&name=smallImage2026-09-27T05:22:49.342949+00:001733@simongerman600Simon KuestenmacherRussia now supplies China with four times as much oil as Saudi Arabia does. Source: https://buff.ly/phnMo2Bhttps://x.com/simongerman600/status/21036432418453343320.00602026-09-26T11:31:43.930775+00:002x.comchinaoilrussia1515https://pbs.twimg.com/media/HTGkYVYWgAAfLbA?format=jpg&name=smallImage2026-09-26T11:31:44.194004+00:001728@econovisualsEconovis📈 U.S.-China Trade: Three Decades of Integration, Reversed in Two Years Full analysis and 5 charts from Econovis ↓ https://econovis.substack.com/p/us-china-tra… From just $20 billion in 1990, U.S.-China trade grew nearly 40-fold to a record $718 billion in 2023, weathering the Global Financial Crisis and even the initial 2018 trade war largely intact—imports continued to climb despite rising tariffs. That resilience has now broken. By Q2 2026, combined trade had fallen to roughly $376 billion, with imports down nearly half from their 2023 peak of $563 billion and exports falling to $106 billion—the steepest and most sustained pullback in the relationship's history. Where the 2018 trade war dented trade growth, the second Trump administration's tariffs have coincided with a far sharper contraction, rapidly reversing years of expanding bilateral trade.https://x.com/econovisuals/status/21034771205803663850.00802026-09-26T11:26:37.380867+00:002x.comchinausatrade1509https://pbs.twimg.com/media/HTEEzVCXoAAjVd4?format=jpg&name=smallImage2026-09-26T11:26:37.716366+00:001671https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterChina’s oil imports from Iran are collapsing:China imported ~6.9 million barrels of crude oil per day in the first 20 days of September, near its lowest level in 10 years.This is well below the ~10.5 million barrels per day China imported on average before the Iran War.At the same time, Chinese imports of Iranian crude dropped to ~80,000 barrels per day, on track for the 2nd-lowest level in at least 10 years.This is down -92% to -95% from the 1.0 to 1.5 million barrels per day imported before the war.As a result, China has imported ~600 million fewer barrels of seaborne oil this year than it would have if it had maintained 2025 import levels.China is also partially replacing Iranian crude with oil from Iraq, the UAE, Brazil, and Canada.Iranian oil is disappearing from China’s import mix.https://www.linkedin.com/feed/0.00702026-09-25T11:48:06.818744+00:001linkedin.comiranchinaoil1466https://media.licdn.com/dms/image/v2/D4D22AQHf4lXE2WWQ0A/feedshare-shrink_800/B4DaDVUAZcHwAg-/0/1790285186928?e=1792022400&v=beta&t=zhizaPt0b_cj3ow4KPUevXhrFqPDIG1Tj_4R-93K4roView image2026-09-25T11:48:07.249461+00:001618Iranian President Masoud Pezeshkian stated that it is up to the U.S. to decide whether to end the seven-month war, while China’s special envoy for the Middle East emphasized that the consensus reached in the Trump-Xi summit is critical to cooling the conflict. The remarks came as the Houthis launched a new wave of missile and drone attacks at Saudi targets on Friday morning.https://www.cnbc.com/2026/09/25/us-iran-trump-hormuz-.html0.00502026-09-25T06:37:53.589976+00:0026cnbc.commasoud-pezeshkianhouthischinatrumpxi1420https://image.cnbcfm.com/api/v1/image/108365479-1789972071071-gettyimages-2266243698-5v6a8420.jpeg?v=1789972104&w=1858&h=1045&vtcrop=yTEHRAN, IRAN - MARCH 15: People clear rubble in a house in the Beryanak District after it was damaged by missile attacks two days before, on March 15, 2026 in Tehran, Iran. The United States and Israel continued their joint attack on Iran that began on February 28. Iran retaliated by firing waves of missiles and drones at Israel, and targeting U.S. allies in the region. (Photo by Majid Saeedi/Getty Images)2026-09-25T06:37:53.902483+00:001614@TheIranianzg3zThe Iranian LetterBREAKING: Iranian President Masoud Pezeshkian rejected claims that China is financing Iran’s war, saying Tehran is struggling to access its own funds held in China. Asked whether Beijing is paying for Iran’s military operations because it remains a major buyer of Iranian oil, Pezeshkian said Iranian money in China is “blocked.” He argued that Iran cannot even freely access the money it has earned from goods supplied to China, making claims that Tehran is using those funds to finance military operations elsewhere inaccurate. “We can’t even get our own money out of the country to which we have supplied goods, let alone using those funds to pay someone else,” Pezeshkian said.https://x.com/TheIranianzg3z/status/21033681197585163000.00402026-09-25T06:33:45.738820+00:002x.comiranchinapresident1595Chinese president’s proposals for lessening tensions come amid period of intense competition between the two countries over AI and trade Xi Jinping has called for extensive cooperation with Washington to avoid the “Thucydides trap” that could put the US and China on a military collision course amid rising tensions over artificial intelligence, trade and Taiwan. At the start of his summit meeting with Donald Trump in the White House, the Chinese president laid out terms for a mutual understanding that he said could steer the two competing superpowers away from future military conflict and on to a road of mutual gain. Rather than confrontation, conditions for “achieving the great rejuvenation of the Chinese nation and making America great again go hand in hand” and should be the goal, Xi said, citing Trump’s political catchphrase. “We should strengthen communication. China and the United States are different in national conditions, but through candid, in-depth and continued dialogue, our two countries can understand each other better, seek common ground while shelving differences, and build up mutual trust,” said Xi, with Trump looking on. “We should coexist in peace. China and the United States, as two major countries, stand to gain from cooperation and will both lose in confrontation. Our two militaries should maintain regular dialog and improve mechanisms for crisis communication and prevention.”https://www.theguardian.com/us-news/2026/sep/24/xi-jinping-trump-china-cooperation-thucydides-trap0.00602026-09-25T05:44:28.033947+00:0027theguardian.comchinadonald-trumpxi-jinpingunited-states1393IMAGE/media/content/1595/image.pngimage.pngpng2026-09-25T05:45:16.735683+00:001531https://www.linkedin.com/in/sheikh-marzan/Marjanul Islam🔴 No matter how many meetings Bessent has with China, China isn’t backing the U.S. dollar anymore.China has already made its decision about the future of money, and the dollar has no place in it.You don’t need to believe me. Just look at China’s actions:In 2026, China imported 1,140 tonnes of gold, the highest amount in the past 10 years.At the same time, China is holding the lowest amount of U.S. Treasuries since 2008.China is clearly working hard and intelligently to build a new monetary system around gold.Show me a single indicator that makes the future of gold look dull, bad, or bearish.There is none.China alone will push the price of gold into 5 figures in U.S. dollar terms.And it won’t take long.https://www.linkedin.com/in/sheikh-marzan/0.00802026-09-24T06:29:36.154007+00:001linkedin.comchinagoldmonetary1340https://media.licdn.com/dms/image/v2/D5622AQGUUtlDn8_hNQ/feedshare-shrink_480/B56aDQIcp4HYAg-/0/1790198270829?e=1792022400&v=beta&t=eECNTYxKTc6snl3qGprfB0vhLW_XUpUP7iSzCvepkC0View image2026-09-24T06:29:36.726561+00:001521https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterChina is seeing a historic boom in exports due to AI.China’s exports rose +25% YoY in August, their 3rd-largest monthly reading in at least 2 years.At the same time, imports surged +28%, pushing the monthly trade surplus to +$119 billion and the year-to-date surplus to +$806 billion.This puts China’s trade surplus on track for another annual record, following the $1.2 trillion seen in 2025.This all comes as high-tech exports contributed more than half of China’s export growth last month.Integrated-circuit shipments soared +130% YoY in August, while high-tech product exports jumped +57%.The AI boom is increasingly powering China’s export engine.https://www.linkedin.com/company/the-kobeissi-letter/0.00602026-09-24T05:40:45.715448+00:001linkedin.comchinaexportsai1334https://media.licdn.com/dms/image/v2/D4D22AQHS-C8NGMdTKA/feedshare-shrink_800/B4DaDQ8XslJAAc-/0/1790211882010?e=1792022400&v=beta&t=Nog5Ze_aNJdLoOdBdC6N0WuH7HdGn-XS6sFkJ3VUBGEView image2026-09-24T05:40:46.126939+00:001516https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAYesterday was the worst day in global bond markets in quite some time. It's making some speculate that Trump cuts a deal with China tomorrow: they export more refined product to the world in return for which they get their way with Asia. Source: Robin Brookshttps://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/0.00502026-09-24T05:30:26.857864+00:001linkedin.comglobal-bond-marketschinatrump1329https://media.licdn.com/dms/image/v2/D4E22AQHTTaAKSBHo-w/feedshare-shrink_800/B4EaDQAtPKJkAc-/0/1790196241686?e=1792022400&v=beta&t=gtXDtyhGdbr4TWnnfIFqr4t3ME38dabgYMC1Eb3NCTQView image2026-09-24T05:30:27.178602+00:001504https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAThis is a segment on which China is ultra-dominatingthe US.Indeed, unlike the US, China has the electrical capacity to build all of their AI roadmap. China has 4000GW of total power generation and growing 20%. The US is at 1200GW and flat (with PJM and ERCOT nearing capacity)Source: zerohedgehttps://www.linkedin.com/feed/0.00602026-09-23T19:52:56.065948+00:001linkedin.comchinaenergyus1320https://media.licdn.com/dms/image/v2/D4E22AQE2QNvaMZ6TxA/feedshare-shrink_800/B4EaDMpl7uJkAc-/0/1790139850857?e=1792022400&v=beta&t=of5spSFp8SCmhIxrIZ6nzLEPcHKiqo-XEcF69UNdT5sView image2026-09-23T19:52:57.160849+00:001495@HormuzReportThe Hormuz ReportBREAKING: China has directly rejected US sanctions on Iranian airlines, confirming it will continue allowing Iranian carriers to operate on its territory in defiance of Washington's threat to exclude any airport from the dollar system, after a Mahan Air flight from Tehran landed in Guangzhou on Wednesday despite the measures taking effect, per FlightRadar24 and China's Foreign Ministry. Beijing's Foreign Ministry spokesman Guo Jiakun said China "consistently opposes illegal unilateral sanctions that lack a basis in international law or authorization from the UN Security Council," after Treasury Secretary Bessent warned any airport providing fuel, landing services or ticket sales to Iranian planes would be "knocked out of the dollar system" from September 23, per his CNBC interview.https://x.com/HormuzReport/status/21027506302345136110.00602026-09-23T16:15:14.192923+00:002x.comus-sanctionschinairan1311IMAGE/media/content/1495/image.pngimage.pngpng2026-09-23T16:15:42.224511+00:001447@C_BarraudChristophe BarraudWhich countries are most vulnerable to the industrial rise of China? Mapping Europe’s uneven exposure - ECB https://ecb.europa.eu/press/economic-bulletin/focus/2026/html/ecb.ebbox202606_01~5db7b925ff.fr.html…https://x.com/C_Barraud/status/21026457119093477730.00502026-09-23T08:50:51.477317+00:002x.comchinaecbeurope1267https://pbs.twimg.com/media/HS4Y8rFWoAAiOdi?format=png&name=smallImage2026-09-23T08:50:51.783264+00:001429@jenzhuscottJen ZhuChina’s nuclear reactors construction, nuclear power development time, capital allocation, and research progress. Sharing now so it won’t be a surprise again in a few years time.https://x.com/jenzhuscott/status/21023993399268438910.00502026-09-23T06:57:41.756992+00:002x.comchinapowernuclear1250https://pbs.twimg.com/media/HS05DpBXIAANcqB?format=jpg&name=smallImage2026-09-23T06:57:41.969605+00:001251https://pbs.twimg.com/media/HS05Do_XMAEd0HB?format=jpg&name=360x360Image2026-09-23T06:57:41.989984+00:001252https://pbs.twimg.com/media/HS05Do9XYAA558o?format=jpg&name=smallImage2026-09-23T06:57:42.012981+00:001253https://pbs.twimg.com/media/HS05Do-XgAAbEt4?format=jpg&name=360x360Image2026-09-23T06:57:42.032996+00:001385https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAChina’s gold rush is becoming impossible to ignore.In the first eight months of 2026, China imported more than 1,000 tonnes of gold, spending a record $158.8 billion. That already exceeds the $96.5 billion it spent in all of 2025.The buying extends beyond the central bank. Chinese households and investors face a weak property market, subdued equities and low bond yields. Gold offers a way to preserve wealth without relying on another issuer’s promise to pay.Meanwhile, China’s US Treasury holdings fell to $618 billion in July, their lowest level since 2008.The bigger question for markets: if Chinese demand is a lasting shift in how savings and reserves are held, how much support does it put beneath the gold price?Source: FT https://lnkd.in/eexpv_Bthttps://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/0.01002026-09-23T05:00:55.909802+00:001linkedin.comchinamarketsgold1216https://media.licdn.com/dms/image/v2/D4E22AQGZXKh-6v9-Lw/feedshare-shrink_160/B4EaDJud7jJQAo-/0/1790090797037?e=1792022400&v=beta&t=UXEwpoL6tmex0nWa1o_OgQEQOJK9IVeScb2yLpcaWKYView image2026-09-23T05:00:58.615868+00:001373@DryBulkETFBreakWaveSignal Ocean:“Central range for #China's full-year seaborne thermal #coal imports is 270–290 Mt, implying September–December arrivals averaging 21–26 Mt/month — broadly in line with the recent pace.”https://x.com/DryBulkETF/status/21022956350851646330.00502026-09-22T09:43:28.272038+00:002x.comchinacoalimports1205https://pbs.twimg.com/media/HSzavHeXUAAfe9N?format=jpg&name=smallImage2026-09-22T09:43:28.608917+00:001347Scale, supply chains and drive for self-sufficiency push country to cutting edge of atomic technologyhttps://www.ft.com/content/e6f2c05a-ea91-458c-8842-25913d3e4cac0.00602026-09-22T05:29:35.680840+00:0012ft.comchina1180https://images.ft.com/v3/image/raw/https%3A%2F%2Fd1e00ek4ebabms.cloudfront.net%2Fproduction%2F8455e526-f6ba-49c9-b953-17dc8e28f64d.jpg?source=next-home-page&dpr=2&width=280&fit=scale-downAI energy demand accelerates China’s quest for nuclear fusion2026-09-22T05:29:35.904501+00:001312@DryBulkETFBreakWaveANZ: “ #Crude #oil prices in China are rising disproportionately higher as sources of crude become increasingly tight for the world’s biggest consumer. It has traditionally sources most of its crude from the Middle East, in particular Iran. With the disruptions in the region, China is being forced to source cargoes from less traditional sources. This has seen the premium for crude in Shanghai against Brent surge to a record high of nearly USD20/bbl in recent weeks.”https://x.com/DryBulkETF/status/21019005457325756870.00502026-09-21T12:17:27.054475+00:002x.comchinacrudeoil1156https://pbs.twimg.com/media/HStzZ7ZWkAAFLhn?format=jpg&name=smallImage2026-09-21T12:17:27.337859+00:001272@KalshiKalshiJUST IN: China cuts US Treasury holdings to 18-year low of $618Bhttps://x.com/Kalshi/status/21017369008895715220.00402026-09-20T19:55:43.544234+00:002x.comchinaustreasuryeconomy1225U.S. Treasury’s Bessent, China’s He to hold talks on AI, trade, critical minerals: Reutershttps://www.cnbc.com/2026/09/20/bessent-chinas-he-to-hold-talks-on-ai-trade-minerals-reuters.html0.00502026-09-20T12:29:00.010765+00:0026cnbc.comreuterschinau.s.-treasury1070https://image.cnbcfm.com/api/v1/image/108198743-17579408132025-09-14t172953z_1135081441_rc2prga8x6h8_rtrmadp_0_usa-trump-tariffs-china.jpegU.S. Treasury's Bessent, China's He to hold talks on AI, trade, critical minerals: Reuters2026-09-20T12:29:00.331572+00:001150Chinese-founded AI startup Manus is set to double its valuation to $4 billion in its first fundraising since its forced split from Meta Platforms. The company is raising $500 million in a round that would make it China’s most-valuable startup.https://links.message.bloomberg.com/a/sc/51Z3AJlxSKqfLPtiRzSqVb3TL27-15LB6wAVBmbHvQ0bCDaPErtAx7hlLfbGlCSC8Tcb3scWnrMpnsil8YHVJVRodx3gbgjU7DEsjVIeUFgWNsqPzSq0H3XqUgP09zYDhVq3Rt_Ndwtl-FxDoPvuWKfjcg-3uVN3AOBWogC_tFdWVDmp4igw_1us6x2UDcZwhTYe45WqCoOiYsacotAyor0v6I2fmOS-0iDQEMhFxcgpoclw7gWKU_UfDjjQ_h_U75LkeU8bNQI--IjMPJyr1OlHCsCPQnwM0dduA8I9XjQrpL4Lw3SKQi6ehuC-haxl0k2Tj2__nX3nlor6W457Ft8ifywsEeHuAvgTA7BACp7iP8miqvS0jaDXLsWDNAC-rHuhMGTE_ocSBkBlmnhvC1YHDSlTNsDdXNhruDVXEjr-bo7uTg0b60_Natc2uRo57P0GmrKCaQSLzvsiKvebEwXw0H2N8nhevSgK2Bx1vRPRRZhgkF4frwurPO4jDG5fqiMYKfqL_5hIQ8fqUAVhzDyXOv2WPZL1OGtAulLNb1fHC9E/_GTsiI6CotUuJbctj8W1YiRlxQ19Fypu/240.00502026-09-20T05:22:46.936730+00:009mail.google.comchinamanusmeta-platforms1025Fuel prices in China are being driven ever higher as shipping in the Strait of Hormuz remains blocked. But China faces no immediate shortage, thanks to its large reserves and diversified import sources. Watch Katrina Yu’s report from Beijing:https://aje.news/lkvdtg0.00602026-09-18T13:23:20.591045+00:005aljazeera.comchinamiddle-eastfuel864https://cf-images.eu-west-1.prod.boltdns.net/v1/static/665003303001/3c1be7ea-787b-41af-98ef-5f5c64d9e73b/3548bfb6-ad43-46cb-8c5f-387bb36aa437/1920x1080/match/image.jpg2026-09-18T13:23:20.886736+00:00965Russia and China have vetoed a US draft resolution at the UN Security Council to extend the mandate of a committee that oversees sanctions on Iran.https://www.aljazeera.com/news/liveblog/2026/9/17/iran-war-live-trump-says-us-nearing-end-of-war-claims-tehran-direct-talks0.00302026-09-17T19:10:35.574904+00:005aljazeera.comiranchinarussia957@KobeissiLetterThe Kobeissi LetterBREAKING: China acquired +35 tonnes of gold in July via the London OTC market, its 3rd-largest monthly purchase since mid-2025, according to Goldman Sachs estimates. This is 75% more than the official +20 tonnes reported by China's central bank for July. This also follows estimated purchases of +48 and +40 tonnes through the OTC market in May and June, respectively. This brings the total for these 3 months up to +123 tonnes. By comparison, China’s central bank has officially increased its gold reserves by +80 tonnes in the first 8 months of the year. China’s gold accumulation is far larger than its official figures reveal.https://x.com/KobeissiLetter/status/21004034243196850790.00402026-09-17T16:39:20.818896+00:002x.comchinagoldeconomy810https://pbs.twimg.com/media/HSWdqSfWsAA_AS0?format=jpg&name=smallImage2026-09-17T16:39:22.037166+00:00951@C_BarraudChristophe Barraud🇪🇺 🇨🇳 Europe thought it had slowed the Chinese offensive by imposing tariffs on electric vehicles but Chinese automakers have simply found another way in. Their share of the European car market exceeded 11% in July now account for roughly a third of PHEV sales. Chinese brands’ share of BEVs is rising much more slowly while their presence in hybrids is exploding. Not surprising as since 2024, the EU has imposed additional tariffs on China-made EVs but not on plug-in hybrids. BYD and others have therefore simply shifted their product mix toward the segment that remains open. PHEVs fit European consumer hesitation perfectly, offering electrification without the same concerns around price, charging infrastructure or range. Things become more worrying for Volkswagen, Stellantis or Renault. For a long time, the reassuring scenario was that Chinese competition would remain mostly an EV problem. That is no longer true as Chinese automakers can now attack BEVs, PHEVs and increasingly conventional hybrids, meaning almost the entire European car market, often with lower prices, high equipment levels and extremely fast product cycles. Brussels can extend tariffs to hybrids but that may simply move the problem again. After tariffs on BEVs, Chinese manufacturers pushed PHEVs. If PHEVs are taxed tomorrow, they will probably accelerate local production. BYD, Chery and Leapmotor are already building an industrial presence in Europe. China is no longer just exporting cars, it is starting to export its industrial system (brands, batteries, platforms, suppliers, manufacturing know-how and eventually factories). This is much harder to stop with tariffs. *Bloomberg link: https://bloomberg.com/news/articles/2026-08-28/chinese-carmakers-grow-market-share-in-europe-with-hybrid-surgehttps://x.com/C_Barraud/status/20932286057067644840.00702026-09-17T16:18:16.073124+00:002x.comchinaeuropeautomotive806https://pbs.twimg.com/media/HQyjckiXEAAVipx?format=jpg&name=smallImage2026-09-17T16:18:16.406059+00:00946@ammar_jatoiDr. AmmarChina cuts US Treasury holdings to 18-year low amid global bond sell-offhttps://x.com/ammar_jatoi/status/21006080875392947100.00402026-09-17T16:14:15.375871+00:002x.comchinabond-sell-offus-treasury800https://pbs.twimg.com/media/HSbb6vlbsAACslI?format=jpg&name=smallImage2026-09-17T16:14:15.610002+00:00920@lisaabramowicz1Lisa AbramowiczChina’s holdings of US Treasuries have fallen to the lowest since August 2008. https://ft.com/content/69f02abc-e0dc-46e5-aa6c-61d209e095d9?syn-25a6b1a6=1https://x.com/lisaabramowicz1/status/21005098922723533030.00402026-09-17T15:55:16.909842+00:002x.comchinaustreasurieseconomics782https://pbs.twimg.com/media/HSaChHTXAAAZDia?format=png&name=smallImage2026-09-17T15:55:17.125183+00:00909https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA🚨 BREAKING: China’s benchmark crude oil futures have surged to an all-time high of 929.4 yuan per barrel.The catalyst? A major pipeline shutdown in the Middle East has disrupted global supplies, prompting Chinese refiners to scramble for alternative cargoes.The Shanghai crude contract has now reached its highest level since trading began in 2018.And the pressure is spreading: Oman and Murban crude are both trading above $126 per barrel.The global oil market is flashing a clear warning—supply risks are back in the driving seat.Source: Bull Theory, Bloomberghttps://www.linkedin.com/feed/0.00602026-09-17T15:30:43.442906+00:001linkedin.comchinamarketoil773https://media.licdn.com/dms/image/v2/D4E22AQHGxJGlRQzGxA/feedshare-shrink_800/B4EaCq8mkcG4Ac-/0/1789574408796?e=1791417600&v=beta&t=MINmIVHbH8l_ozt9KV_S2YPKJExIaLcZrl5dMWOUjUMView image2026-09-17T15:30:43.756222+00:00835@BullTheoryioBullTheoryioBREAKING: China's benchmark crude oil futures just hit their highest level ever recorded, reaching 929.4 yuan a barrel. This comes after a major oil pipeline shutdown in the Middle East hit global supply, pushing Chinese refiners to buy up more cargoes and driving the Shanghai contract to its highest since it launched in 2018. Other benchmarks like Oman and Murban crude are also trading above $126 a barrel.https://x.com/BullTheoryio/status/21002323936177603790.00402026-09-16T15:43:00.853834+00:002x.comchinaoilfutures715https://pbs.twimg.com/media/HSWGJSRacAA5F27?format=jpg&name=360x360Image2026-09-16T15:43:01.342154+00:00754@zerohedgezerohedgeWhoever is slamming oil in the US morning should probably focus a little more on China, where Shanghai crude just hit $125https://x.com/zerohedge/status/20998447071782176800.00402026-09-15T13:43:05.050144+00:002x.comshanghaichinaoil649https://pbs.twimg.com/media/HSQlkAJWUAE6Eyw?format=jpg&name=smallImage2026-09-15T13:43:05.494746+00:00699@choblin29Choblin🚨 EXCLUSIVE: China has now replied to Dario Amodei’s call to slow AI. China's state-backed Global Times says Dario Amodei's proposal to slow frontier AI is really a 'Cold War playbook' targeting China. It says the plan would curb China's AI development, preserve US dominance and exclude China from global AI governance. It calls this a 'silent AI Cold War.'https://x.com/choblin29/status/20993619279107935490.00502026-09-14T15:00:45.094298+00:002x.comchinaaicold-war604https://pbs.twimg.com/media/HSJuezdaYAAybfN?format=png&name=900x900Image2026-09-14T15:00:45.400686+00:00605https://pbs.twimg.com/media/HSJufuUa8AAeRHw?format=png&name=900x900Image2026-09-14T15:00:45.425546+00:00698@choblin29ChoblinBREAKING: China's http:// Z.AI has raised $5 billion. The interesting part is where the money is going: 60% of the net proceeds will fund next-generation GLM models and what http:// Z.AI calls its 'Fully Self Training' system. http:// Z.AI 's stated goal is for each generation of GLM to build the environments used to train the next one, forming what the company itself calls a Recursive Self-Improvement (RSI) loop. They just raised billions to push on it.https://x.com/choblin29/status/20991052164236987040.00602026-09-14T14:59:14.785057+00:002x.comchinaz.aiglm602https://pbs.twimg.com/media/HSGEpmaaQAAm-Hl?format=png&name=900x900Image2026-09-14T14:59:15.342970+00:00603https://pbs.twimg.com/media/HSGE_cIaIAA5aZQ?format=png&name=900x900Image2026-09-14T14:59:15.360199+00:00625https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterChina is attempting to refill its oil reserves.Chinese crude imports rose +2.2 million tons in August, to 37.9 million tons, marking their 2nd consecutive monthly increase.This brings the 2-month increase to ~9.0 million tons, or a ~33% recovery from the total drop between January and July this year.The increase in crude supply has also allowed China to ramp up fuel exports, with overseas sales of gasoline and diesel surging +29% last month.However, China's crude imports were down -23% year-over-year and -32% below this year's peak.Meanwhile, China’s massive oil inventories are estimated at more than 1.2 billion barrels, giving the country ample flexibility to reduce purchases as prices rise.China's massive oil stockpile is growing again.https://www.linkedin.com/feed/0.00602026-09-13T13:11:03.832679+00:001linkedin.comchinaimportsoil551https://media.licdn.com/dms/image/v2/D4D22AQF6ZkDrg_-GuA/feedshare-shrink_800/B4DaCXSAMNK0Ac-/0/1789244474361?e=1790812800&v=beta&t=6jQTC6sfI3qu26Sc30TwsCdK1zt5YMPxjPVWkAvpN6UView image2026-09-13T13:11:05.111159+00:00584China is increasing the retail prices of gasoline and diesel from Saturday due to recent changes in international crude oil prices, according to the country’s official Xinhua news agency. The price increase was announced by the National Development and Reform Commission (NDRC), the country’s top economic planner, on Friday. Under the adjustment, gasoline and diesel prices will increase by 260 yuan (about $38.76) and 250 yuan ($37.27) per tonne, respectively. After the increase, diesel consumers will be paying 7.96 yuan or $1.19 per litre (0.26 gallons), whereas gasoline consumers will pay between 8.25 yuan and 8.68 yuan or between $1.23 and $1.29 per litre. The NDRC said the increase is due to escalating tensions between the US and Iran since China’s previous adjustment of refined oil prices on August 28, according to Xinhua.https://aje.news/g041so?update=49419370.00402026-09-12T06:59:34.857801+00:005aljazeera.compriceschinaenergy546https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterBREAKING: China’s central bank officially bought +20 tonnes of gold in August, matching its largest monthly purchase since October 2023.This follows +20 tonnes and +15 tonnes acquired in July and June, respectively, and marks its 22nd consecutive monthly gold purchase.So far in 2026, China has officially added +80 tonnes to its gold reserves, lifting total holdings to a record 2,387 tonnes.By comparison, in full-year 2025, China increased its official gold reserves by a total of +29 tonnes.In troy ounces, China added ~650,000 ounces to its reserves last month, taking its total holdings to a record 76.73 million ounces.China continues to stockpile gold at a historic pace.https://www.linkedin.com/feed/urn:li:activity:75032546945684684800.00602026-09-09T05:27:18.947021+00:001linkedin.comchinagoldreserves488https://media.licdn.com/dms/image/v2/D4D22AQE8zMmdBBU98A/feedshare-shrink_800/B4DaCDuvJqIgAc-/0/1788916462413?e=1790812800&v=beta&t=uBn2F64UwKRTQJ9CfGZGgt0jPWdWmuB28QuDsI5g9okView image2026-09-09T05:27:19.953637+00:00520https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA🚨 China’s calm economic surface is beginning to crack.Beijing is injecting ¥360 billion ($56 billion) into eight major banks and insurers—its largest financial-sector recapitalization in nearly two decades.This follows another ¥500 billion injected since early 2025.Why now?🔹 New bank lending contracted by a record ¥340 billion in July🔹 China’s credit impulse has fallen to its lowest level since the Lehman crisis🔹 Banking margins are at historic lows🔹 Property losses and local-government debt remain major risks🔹 The Big Four banks may face a ¥3.7 trillion capital shortfall under TLAC requirementsOfficially, this is a pre-planned effort to reinforce balance sheets and sustain lending—not an emergency rescue.But the message is difficult to ignore: China’s banks need more firepower because credit creation, loan demand and economic momentum are weakening sharply.The recapitalization strengthens the plumbing. Whether it revives growth is another question.Source: zerohedgehttps://www.linkedin.com/feed/0.00702026-09-08T17:40:50.722389+00:001linkedin.combankschinaeconomy467https://media.licdn.com/dms/image/v2/D4E22AQHEq6mlgtNlPg/feedshare-shrink_160/B4EaB_bFS3GgAk-/0/1788844201381?e=1790208000&v=beta&t=cZTjmOHlb291eR3dgEAI6JpqkrOSJsV4qC4m2S1XXWwView image2026-09-08T17:40:53.185775+00:00505https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA🚨 CHINA IS BACK—AND OIL MARKETS ARE FEELING ITChinese oil demand has unexpectedly rebounded, pushing Shanghai crude above $100 per barrel and to a significant premium over Brent.That marks a sharp reversal from earlier in 2026, when weak Chinese imports and refining activity helped contain global oil prices.Now, Chinese buyers are aggressively competing for supplies from Africa, Canada and Latin America as Iranian exports collapse and disruption around the Strait of Hormuz persists.Some African crude grades are reportedly trading at premiums of up to $20 over Brent, while Russian ESPO prices are also strengthening.The rebound appears driven by improving refinery margins, renewed fuel exports and inventory restocking—not necessarily a full economic recovery.But the market implication is clear:🔥 Brent is approaching $100⚠️ Alternative supplies are becoming more expensive📈 Further shipping disruptions could send prices toward $120China may have just removed one of the biggest brakes on global oil prices.Source: Zerohedge, Bloomberghttps://www.linkedin.com/feed/0.00702026-09-08T09:16:39.785722+00:001linkedin.comoil-marketschinaglobal-economics455https://media.licdn.com/dms/image/v2/D4E22AQH1jxBZm8Hhog/feedshare-shrink_160/B4EaB_fGgfH4Ao-/0/1788845255003?e=1790208000&v=beta&t=1q2XZPKW34j3TyMQSD1lTpFIJUkM3CziUBJQbw2StuQView image2026-09-08T09:16:40.194382+00:00490Brent oil is closing in on $100 a barrel as traders watch for details of an Iranian deal with Oman to manage shipping through the Strait of Hormuz, while strong Chinese buying tightens the market.https://www.bloomberg.com/news/articles/2026-09-07/latest-oil-market-news-and-analysis-for-sept-80.00502026-09-08T05:15:44.109105+00:0014bloomberg.comiranomanchina440IMAGE/media/content/490/image.pngimage.pngpng2026-09-08T05:16:14.596110+00:00472Iron Ore Tops $100 on Position Unwinds and China Buying Hopeshttps://t.co/ztdJFGcPPW0.00354712026-09-07T09:09:32.386993+00:002x.comchinaironoremarket426https://pbs.twimg.com/card_img/2095068170625183747/uuXmPx2F?format=png&name=small2026-09-07T09:09:33.196319+00:00471@michaelxpettisMichael Pettis1/4 Bloomberg: "China is injecting 300 billion yuan into its largest banks and insurers, part of the nation’s biggest recapitalization in almost two decades, to shore up the strength of its financial system and sustain lending as economic growth slows."https://x.com/michaelxpettis/status/20968281175035826490.00354722026-09-07T09:09:30.134498+00:002x.comchinafinancialbloomberg355China has been able to protect itself from the energy crisis caused by the closure of the Strait of Hormuz due to its oil reserves and cooperation with Moscow, says the head of Russia’s largest oil company Rosneft. Igor ⁠Sechin’s comments came as Russia’s Deputy Prime Minister Alexander Novak said Beijing will account for more than 60 percent of the country’s gas exports by the end of the decade. China has been the largest buyer of Russian energy since Moscow launched its invasion of Ukraine in February 2022.https://aje.news/y0bkmt?update=49157090.00502026-09-04T09:15:22.088565+00:005aljazeera.comchinarussiaenergy351@puckrinNic<p>Beijing spent years financing Venezuela in exchange for access to its oil. The US is now dismantling that relationship. Chinese banks extended more than $60B in oil-backed loans to Venezuela, making Beijing one of Caracas' most important creditors. More than $10B is still owed. Oil was central to how that debt got repaid. But since the US takeover, Venezuelan crude shipments to China have fallen to zero, after reaching more than 600k barrels per day at points last year. And Washington is making clear that China won't have a claim on the oil revenues now being redirected under the new system. The key is that China can probably replace the barrels. Venezuela supplied just 4% of China's crude imports in 2025. What's much harder to replace is the influence Beijing spent nearly 20 years &amp; billions of dollars building. China may lose far more in Venezuela than just the oil.</p>https://x.com/puckrin/status/20957702088878411290.00502026-09-04T07:53:45.987937+00:002x.comchinavenezuelaoil323https://pbs.twimg.com/media/HRWr5PEbUAATKCq?format=jpg&name=smallImage2026-09-04T07:53:46.275571+00:00335Beijing says Trump’s tariffs and Iran war energy crisis are damaging to global economyhttps://www.ft.com/content/443c247b-88fb-4aa5-9aa0-8b819de4ff270.00502026-09-04T06:14:54.128397+00:0012ft.comchinatrumpxius309https://images.ft.com/v3/image/raw/https%3A%2F%2Fd1e00ek4ebabms.cloudfront.net%2Fproduction%2F67b17f50-6d42-449c-8066-a9c3726df345.jpg?source=next-home-page&dpr=2&width=280&fit=scale-downChina lashes back at US over G20 row ahead of Xi-Trump summit2026-09-04T06:14:54.367636+00:00108@igorsushkoIgor SushkoThe Amur Gas Chemical Complex cost Russia and China at least $11 billion to build over 7 years. The massive explosion occurred during one of the final phases of finally "turning on" the factory.https://x.com/igorsushko/status/20923549166356033810.00502026-08-27T15:58:49.730087+00:002x.comchinaexplosionrussia104https://pbs.twimg.com/media/HQmJn8haEAA25YA?format=jpg&name=smallImage2026-08-27T15:58:49.960526+00:0073@Kathleen_Tyson_Kathleen TysonIf Iran keeps the Strait of Hormuz closed until the US Midterm elections in November, not only will it permanently handicap Trump as a lame duck who openly lost an elective war facing a hostile Congress, it will unite Asia around China as the anchor of regional stability with its vast undepleted oil reserves and free passage through Hormuz. China’s oil and distilled products can be more selectively shared in the region. Myanmar, Vietnam, Pakistan, Singapore, Thailand, and to a lesser extent India, Bangladesh, and Indonesia may be viewed favourably. Philippines, Taiwan, Japan, and Australia will then discover just how much they have sabotaged themselves with unwise aggressions and intensified militarisation against China. Australia without jet fuel for a month or two will be very different politically in future. Iran’s FM Araghchi met with his ambassador to China yesterday to set an accelerated pace for Iran-China cooperation. A very wise plan.https://x.com/Kathleen_Tyson_/status/20925578158061079770.0030742026-08-27T07:00:08.395190+00:002x.comchinaoil64https://pbs.twimg.com/media/HQpCPfUWMAAha__?format=jpg&name=smallImage2026-08-27T07:00:08.695392+00:0060@Delphi_DigitalDelphi DigitalChina’s AI hardware disadvantage is turning efficiency into a competitive advantage. Chinese labs have spent the past several years trying to keep pace with the frontier under tighter restrictions on Nvidia’s most advanced chips. Restricted access made it harder to improve models by simply adding more compute. Labs had to look for gains in how models were trained and run. Much of that work focuses on improving chip utilization during training and designing models that require less compute and memory. Post-training methods are also extracting more reasoning capability from existing base models. Chinese AI progress cannot be reduced to distillation. These systems change how models are built and run while lowering training and serving costs. That cost advantage changes how models compete. Many workloads do not require the strongest model available. A lower-cost option can win once it performs well enough for the task. Several Chinese models already combine competitive performance with substantially lower prices. China is much closer to running competitive models on domestic chips than it is to training them from scratch. Frontier training still depends on advanced hardware China cannot yet fully replace. The next generation of Chinese models will show how far better software and more efficient architectures can narrow that gap.https://x.com/Delphi_Digital/status/20926131505628324140.00502026-08-27T05:20:14.103828+00:002x.comchinahardwareai49https://pbs.twimg.com/media/HQp0j1QbMAA93TN?format=jpg&name=smallImage2026-08-27T05:20:15.015445+00:0031@GlobalMktObservGlobal Markets Investor🔥 China’s gold purchases speak louder than its official data: China bought an estimated +40 tonnes and +48 tonnes of gold in June and May, respectively, through the London OTC market. TAP IMAGE TO SEE FULL INSIGHT 👇https://x.com/GlobalMktObserv/status/20923123053210464170.0055322026-08-26T15:58:19.870587+00:002x.comchinamarketsgold26https://abs.twimg.com/emoji/v2/svg/1f525.svg🔥2026-08-26T15:58:20.209847+00:0027https://abs.twimg.com/emoji/v2/svg/1f447.svg👇2026-08-26T15:58:20.234283+00:00