If anyone is interested, there’s a good BAML piece on the China energy problems and a GS piece on Chinese local government debt. No I’m not going to email it to you, get a prime brokerage relationship like a big boy.
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Will save ya the troubshttps://twitter.com/acosgrove003/status/1443401885105496067 …
Hot weather (higher than f’cast demand) + drought (lower than exp hydro output) + mine accidents (lead to inspections/shutdowns = curtailed prod growth) + unwillingness of generators to produce GWs at losses = outages/debacle
Thanks. Twitter will use this to make your timeline better. UndoUndo
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