Anonymous ID: 0df29e May 23, 2019, 11:59 a.m. No.6568255   🗄️.is 🔗kun

Pepe Escobar

1 hr ·

HUAWEI'S TOP MAN SPEAKS - VERY IMPORTANT

These are the highlights of Ren Zhengfei's landmark interview with Chinese media. A lot here was NOT reported by Western MSM. If you're interested, I have the full transcript in English.

• On US ban: US politicians might have underestimated our strengths. Our company will not end up with an extreme supply shortage. We have got well prepared.

• On business cooperation with US companies: So you guys from the media should not always blame US companies. Instead, you should speak for them. The blame should rest with some US politicians.

Over these 30 years, they (US companies) have helped us to grow into what we are today. They have made many contributions to us. They have taught us how to get on the right track and run the company. As you know, most of the companies that provide consulting services to Huawei are based in the US, including dozens of companies like IBM and Accenture.

…we also have been receiving support from a large number of US component and part manufacturers over all these years. In the face of the recent crisis, I can feel these companies' sense of justice and sympathy towards us.

• On chips: We can make chips that are as good as those made by US companies, but this does not mean that we will not buy chips from the US.

Despite the much lower costs of our own chips, I would still buy higher-priced chips from the US. We cannot be isolated from the world. Instead, we should become part of it.

• How long with this tough situation last: You should ask President Trump this question.

• On talent: The Japanese economy also recovered very quickly (after World War II). This was attributable to their talent, education systems, and foundation. This is what matters most. So even if we lose everything else, we can't lose our talent. This includes their qualities, skills, and confidence. This is very important.

• Huawei and patriotism: We cannot simply say that one is patriotic if they use Huawei products and they are not if they don't use Huawei products. Huawei's products are ultimately commodities. People use them if they like them. Politics should be left out of it. Huawei is just a company.

• Facing the US at the top: …we have been considering the question of what happens when we meet the US at the top, and have begun to make preparations for this. That said, we will ultimately embrace each other because we want to work together with them to make contributions to society.

• On family: They detained my daughter, trying to shake my will, but my family's encouragement has solidified my will. In her letter to me, my daughter said she would be mentally prepared for the long run. She is very optimistic. That has greatly reassured me and eased my pressure.

I feel I owe my children a lot. I was serving in the army when my first two children were still young, and went back home every 11 months. When I was at home, my children had to go to school during the day, do homework in the evening, and then go to sleep. Life went on like this every day, so we barely had any communication.

Anonymous ID: 0df29e May 23, 2019, 12:05 p.m. No.6568295   🗄️.is 🔗kun

Sanctions Are a Bitch – U.S. Refiners Importing Russian Oil Like Mad

Well this is awkward

 

Tom Luongo 10 hours ago | 500 words 1,878 12

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It’s a headline so funny I literally ruined a keyboard spitting out my coffee yesterday.

 

 

Working off a stub from Bloomberg, Sputnik took a lot of joy in amping up the irony.

 

The market needs to be fed. And refiners will buy whoever has the best cargo at the best price. It is only politicians who don’t understand that you can’t dictate to the markets.

 

Now refiners in the U.S. have been under pressure with rising oil prices but Russian oil isn’t brought in to supply the tight gasoline market. Russian Urals grade is considered heavy-sour which is better for refining into diesel and other heavier grades.

 

 

Source: Bloomberg

 

And it is being sent right to the refineries that normally process Venezuela’s very heavy crude (PADD 3 – Gulf Coast).

 

Don’t think for a second that this is some kind of Trumpian quid pro quo or anything. That he promised Putin a few ducats to look the other way in Venezuela. I know stupid libs of the Young Turk variety will think this. So will the Q-tards in the MAGA crowd.

 

 

But, no. This is simply normal market action that a bunch of clueless morons in D.C. can’t control. Refiners need feedstock to refine or they go out of business.

 

Russian Urals regularly trades at a discount to Brent crude because there is no good benchmark for it. Remember, both West Texas Intermediate and Brent are light-sweet grades.

 

Only the Dubai and Shanghai oil futures exchanges list contracts for deliveries of heavy sour.

 

So, it’s no surprise to me to see it being a direct substitute for Venezuelan crude while the U.S. embargoes it. If the Russians gain the market share lost by Venezuela while, at the same time, providing the financial infrastructure — payment clearing, insurance, etc. — for Venezuela to sell their oil to other markets, like India, what, in the end is the net effect of all this sanctioning and war-mongering?

 

Nothing, of course. But you can’t tell that to insane authoritarians like John Bolton. These are men who can only think in terms of primary effects and overly-discount the market’s ability to overcome obstacles. And so, they get frustrated by secondary effects, like the simple substitution of Russian oil for Venezuelan oil by domestic refiners.

 

Wait a couple more months and you’ll see Ted Cruz (R – Exxon/Mobil) introduce new sanctions via CAATSA against the Russian shipping companies bringing the oil to the Gulf Coast as a matter of ‘national security.’

 

He’ll be joined by Lindsay Graham and the rest of the braying Repuglican jackals and it’ll be used to force Trump to cave on some other issue of the day.

 

You can’t reason with insane people. And the longer they are in power the more they force sane people to act stupidly to do rational business. We’ll see more stories like this as Trump’s war on markets continues until he either breaks them or they break him.

 

Source: Gold Goats 'n Guns

Anonymous ID: 0df29e May 23, 2019, 12:08 p.m. No.6568332   🗄️.is 🔗kun   >>8388 >>8439

Pepe Escobar

2 hrs ·

Spot on. Bannon is the roving attack dog promoting the destruction of Huawei, total trade war, China as the top existential threat to Exceptionalistan - eagerly courted by Western MSM, because fear/hatred of the Yellow Peril is always politically correct. Some stupid French weekly owned by the proverbial oligarch even came up with a cover story this week titled "When Europe ruled the world".

Anonymous ID: 0df29e May 23, 2019, 12:25 p.m. No.6568480   🗄️.is 🔗kun

The Chinese oil tanker Pacific Bravo left the Persian Gulf six days ago with 2 million barrels of Iranian light crude.

Sanctions? So what? Are you going to tomahawk Pacific Bravo?