BLACK CHINA BLOG


Those of you who heard or read my presentation at TMS will remember I predicted that China’s exports situation is unlikely to improve for some time, but that government spending and investment were the two big levers of the economy that we should watch. The exports data is being widely reported.   Bad news sells newpapers, […]

By: Paul Adkins | Read More

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By: Paul Adkins | Read More

If you are wondering what happened to the anodes and coal tar pitch sections of this week’s market review, the simple answer is, we left them off.   I have fixed that now.   You will find them in the review. Black China Report subscribers have the password for the review. The principle highlight for this week’s report […]

By: Paul Adkins | Read More

The following article appeared in Xinhua News Agency this afternoon.   As widely expected, China has announced a new spending program, which will be funded out of a budget deficit for this financial year.   This financial year will see RMB900 billion spent on actions which will impact businesses and consumers.  Typical for China, the article devotes […]

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By: Paul Adkins | Read More

The following article appeared in today’s China Daily.     This article illustrates the how the pain of rising crude oil prices in recent years has galvanized the Government’s plans.   China will increasingly become dependent on imports of crude, and therefore will remain susceptible to price movements. The article also mentions the construction of nine new oil refineries in […]

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