China’s power crunch may be its next economic shock ?? ⚡️
— Stephen Stapczynski (@SStapczynski) September 26, 2021
The worsening power crunch in China reflects tight energy supply globally
The post-Covid recovery has boosted power demand just as lower investment by miners and drillers constrains fuel outputhttps://t.co/62AMvAxEq1
CHINA ENERGY CRUNCH: The electricity shortages in China are worsening, and widening geographically. It's getting so bad Beijing is now asking some food processors (like soybean crushing plants) to shut down | #OATT #China #EnergyCrunch with @cangsizhi More on @TheTerminal
— Javier Blas (@JavierBlas) September 24, 2021
In Jiangsu, steel mills have closed and some cities are turning off street lights. In nearby Zhejiang, about 160 energy-intensive companies including textiles firms were shuttered. In Liaoning, 14 cities have ordered emergency power cuts. https://t.co/QO9kSpIeho
— Alice Su (@aliceysu) September 27, 2021
Power outages in China's Suzhou and Kunshan (big tech areas) have halted production at 15 Taiwan firms thru end-Sept., Taiwan media report, add power outages are part of China's efforts to strictly enforce energy consumption and intensity to achieve carbon neutrality. 1/2 Wow
— Dan Nystedt (@dnystedt) September 27, 2021
If you are manufacturing in China and have goods on any kind of a deadline, do not ignore this. This is getting real quick... https://t.co/XiP8DuOjiU
— Cameron Walker (@CameronWalkerSZ) September 27, 2021
my wife’s factory in Guangdong got the letter announcing “2 on, 5 off” with no end date specified. But as she said “what’s the point, shipping is completely locked and if you can’t ship it doesn’t make much sense to run the factory” https://t.co/8YbWclT3go
— Jeff Nolan ??? (@jeffnolan) September 27, 2021
Taiwan media say that iPhone maker Foxconn (Hon Hai) remains unaffected by the power outage/restrictions. Pegatron is affected, and there's no mention of LuxShare. #iPhone #Apple $AAPL
— Dan Nystedt (@dnystedt) September 27, 2021
#China Power Crunch Is Next Economic Shock After #Evergrande
— Indo-Pacific News - Watching the CCP-China Threat (@IndoPac_Info) September 27, 2021
Factories across nation ordered to curb activity or shut down.
Beijing’s green goals coinciding with surging energy prices.
Just in time for the high season for exports & retail.https://t.co/tR8dXW0kHP
Just spoke to a friend more familiar with the energy industry in China. He believes the power restrictions are truly related to energy supply issues and mismanagement in China.
— Dan Nystedt (@dnystedt) September 27, 2021
China rocked by power crunch as Apple and Tesla suppliers suspend work https://t.co/JlnjuZmgyI pic.twitter.com/B4MeIxj5Zr
— New York Post (@nypost) September 27, 2021
?? Key #Apple, #Tesla suppliers halt production amid #China power crunch - Nikkeihttps://t.co/X1kM9hUo0M
— Christophe Barraud? (@C_Barraud) September 26, 2021
Key Apple, Tesla suppliers halt production amid China power crunch.$AAPL $TSLA #Chinahttps://t.co/DVOpXzmcM5
— CN Wire (@Sino_Market) September 26, 2021
“Several key #Apple and #Tesla suppliers have halted production at some of their #Chinese facilities to comply with #Beijing's tighter energy consumption policy.”https://t.co/WZvVS6H24S
— Chris Fenton (@TheDragonFeeder) September 27, 2021
『Apple、Teslaの主要なサプライヤーは中国の電力危機の中で生産を停止』
— 井村俊哉 | α探してます⛴⚡ (@imuvill) September 26, 2021
こちらもショッキングな記事。エネルギー価格高騰→産業用の電力供給に制約が。
複数の中国施設で生産停止
→最新のiPhoneを含む電子製品のピークシーズン中に、サプライチェーンの継続性に不確実性https://t.co/Zs83GxatPA https://t.co/b95RJqPeMo
Chinese energy consumption restrictions are not limited to bitcoin. https://t.co/JaWTQZplZu
— Nik Bhatia (@timevalueofbtc) September 27, 2021
The holiday season will be a disaster for so many companies. @FoxBusiness @cnbc https://t.co/zJQCpWFubl
— Frank Curzio (@FrankCurzio) September 27, 2021
アップル、テスラのサプライヤーは中国の電力危機の中で生産を停止します。https://t.co/ZAxjqEVTJf
— Jen (@jenjen7777kkk) September 27, 2021
China is in the grip of a power crunch as Apple and Tesla suppliers suspend work https://t.co/81LLKYnX4H pic.twitter.com/le4juv6cNx
— New York Post (@nypost) September 28, 2021
10年前中国に出張した時は
— ぴよぴよ (@iElw1MPmH5PU91R) September 26, 2021
工場を稼働させるために周りの商業、住居を昼間は計画停電してたなー
今回はどうするんだろう?
https://t.co/0DKg1QUOzb