Quality vs. Quantity

rffrydr · Posted: Thu Mar 09, 2006 1:15 am Post subject: Quality vs. Quantity

http://www.tmcnet.com/usubmit/2006/03/05/1429383.htm

Another rubber-stamp "Five-Year Plan"--but wait! Did you see what I saw? If the rebalancing of incomes didn't catch your eye, or the outright targeting of a LOWER GDP what about the target of targets.

As modern china has marked a grand transistion from targeting production of things, to production of money, the denominator of things we now get: production of the social good--.the measure of money and things. The good life, chinese style (which may just mean a society without that historic curse, revolution (57000 labor "incidents" last year))

We all know the power of china standing. There must be alot of people in shocked amazment: has china sat down. Of course, they haven't; nor would few even dare to think it. But what a thought, at whatta time!

This bears repeating: "Note that the current decline in commodities and gold is "reflexive" (as Soros labels it) in nature. That is, both the action in commodities and in Yen are dependent on each other. Some have argued that borrowing rates in Yen will still be effectively zero, and thus the rally in commodities should remain intact. What they ignore, however, is that the recent decline in commodities and in emerging markets may trigger margin calls for long-only funds. And since those folks have mostly borrowed in Yen, they will need to repay those loans in Yen - thus driving up the Yen in the process. As the Yen moves up, this will trigger more margin calls, etc, thus feeding on a vicious (for folks who are leveraged and short in Yen) cycle."
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rffrydr · Posted: Fri Sep 23, 2011 11:24 am Post subject:

Plus ca change:

http://online.wsj.com/article/SB10001424053111904106704576578442998803296.html?mod=WSJ_qtoverview_wsjlatest

Still doin' our dirty work, now in "clean industry."
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rffrydr · Posted: Mon Sep 05, 2011 7:21 am Post subject:

Nowhere does "the environment" hit home harder than in gridlock. After necessity prompted the Beijing crackdown we have a rethink.

http://www.cnbc.com/id/44395033

BYD so close...so far.
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rffrydr · Posted: Wed Aug 03, 2011 11:50 am Post subject:

China may lift fuel efficiency standards. The government is talking about eliminating old steel capacity and raise environmental standards.
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rffrydr · Posted: Mon Mar 07, 2011 8:29 am Post subject:

This theme gets codified:

rffrydr · Posted: Fri Sep 17, 2010 2:54 am Post subject:

2% GDP environmental costs....is that, at that level, really a loss?

http://www.bloomberg.com/news/2010-09-16/china-set-to-lose-2-of-gdp-fighting-pollution-as-doing-nothing-costs-more.html

rffrydr · Posted: Sun Aug 15, 2010 5:32 pm Post subject:

If you viewed china as one big smelter you might only be off by half. This piece of officialdom handed down on the doctrinal 08.08. is sure to mess with the stats over the next year:

http://www.steelguru.com/chinese_news/MIIT_names_China_outdated_steel_and_nonferrous_facilities/160389.html
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rffrydr · Posted: Sat May 22, 2010 6:37 am Post subject:

The China dust plume. It's a small world:

http://news.nationalgeographic.com/news/2010/05/photogalleries/100519-week-best-space-pictures-95-space-shuttle-atlantis/#space95-china-dust-atmosphere_20691_600x450.jpg
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rffrydr · Posted: Mon Apr 26, 2010 11:50 am Post subject:

Battery tech about energy security (maybe our newest export success?).

http://detnews.com/article/20100425/AUTO01/4250310/1148/rss25

Ironic, given the rare earth minerals required to sustain this future industry. Cannot dismiss this last factor. They want an industry--they want to "own" that industry.
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rffrydr · Posted: Fri Mar 26, 2010 5:35 pm Post subject:

There are many ways to skin a green cat. Broadly, china likes to press for credit from the one-child policy--which they're not shy about pressing this ultimate "ecology." But it also exists in more mundane ways:

http://www.ft.com/cms/s/0/7906a88a-3005-11df-8734-00144feabdc0,dwp_uuid=9c33700c-4c86-11da-89df-0000779e2340.html

I remember when I was in western china in '97, there were hardly any trash cans. I saw one emptied once, which meant tossed into the river! But there wasn't much in the may of processed food products and no consumerism to speak of. Everything pretty much was organic and thus ultimately "composted." I'd like to see them attack the great archipelago of plastic in the Pacific. but that would take some serious inflation.
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DjPimentel · Newbie Joined: 23 Mar 2010 Posts: 1

Well, maybe these have some relevance:

http://www.esolarenergynews.com/2010/03/renesola-announces-highlights-from-its.html

http://www.esolarenergynews.com/2010/03/yingli-green-energy-hosted-global-media.html

rffrydr · Posted: Wed Mar 17, 2010 11:55 pm Post subject:

Scaling up:

http://www.nytimes.com/2010/03/18/business/global/18research.html?hp

rffrydr · Posted: Thu Mar 11, 2010 8:17 am Post subject:

The two meet: China is idling as much as 40% of its wind turbine factories due to a surge in investment. Prices have fallen more than 30% from 2004 levels because there are too many plans in operation. Overcapacity is present due to power grid constraints. Competition is called fierce. There were six makers in 2004 and there are now 78.
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rffrydr · Posted: Sat Feb 06, 2010 8:51 pm Post subject:

Taiwan goin for carbon trading (in big overcapacity steel):

http://www.bloomberg.com/apps/news?pid=20601109&sid=a5euHKFyu5.w&pos=13

Would not have believed it without seeing it.
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rffrydr · Posted: Thu Jan 07, 2010 10:28 pm Post subject:

One lonely factory fitted with scrubbers and rubbers and solar-powered filters of all kinds--why? Not cost. Opportunity: customers want it.

Certainty has a value and you can't get any more certain than the earth's cycles. Green will never have a better edge--unless you're willing to go green nuclear.

http://www.bbc.co.uk/worldservice/documentaries/2009/12/091201_wednesdaydoc_chinagreen.shtml
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rffrydr · Posted: Thu Dec 31, 2009 12:49 pm Post subject:

Take a canadian with a french surname born of Detroit auto and mix in Tai Pan and you have the the story of Red wine into China--the story of the new china, maybe globalization itself.

http://www.newyorker.com/reporting/2009/11/23/091123fa_fact_osnos
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