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14.03.26 - 03:00
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Which Chinese stocks can help investors withstand Middle East war shocks? (SCMP)
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Chinese companies in several sectors – including energy, petrochemicals and agriculture – stand to benefit from surging oil prices and the yuan's easing deflation, which analysts said could help investors find gains amid the negative effects of the Middle East war.
Petrochemical companies on mainland China's exchanges, including Satellite Chemical and Guangdong Redwall New Materials, raised product prices to reflect the surge in oil costs, a move that sent their stock prices soaring. Fertiliser......
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14.03.26 - 01:09
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China Owns Canada′s Only Antimony Mine And Shuttered It In Critical Minerals Power Play (ZeroHedge)
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China Owns Canada's Only Antimony Mine And Shuttered It In Critical Minerals Power Play
Submitted by The Bureau's Sam Cooper (emphasis our own),
In the rugged interior of Newfoundland, an hour's drive west from the Canadian Forces Base in Gander, sits a dormant mine with profound implications for the nation's security and prosperity. Beaver Brook could be the largest North American producer of antimony — a critical mineral threaded through the entire spectrum of modern military hardware, from small arms and artillery shells to advanced missile seekers and night-vision goggles.
But China owns the mine and shut it down in early 2023 — one year before Beijing imposed export controls blocking antimony sales to U.S. military end users, driving prices from about US$5,900 per tonne to more than US$50,000.
Antimony forms in crystalline masses, often clustered in dark silver needles — nature's own suggestion of the gunmetal world it enters. It was little known before Washington recognized...
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13.03.26 - 23:06
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Inside the OpenClaw mania gripping China, as security fears surge alongside enthusiasm (SCMP)
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By the time software programmer Guo Cancan realised something had gone horribly wrong with OpenClaw – the task-executing AI agent that has ignited a fervour across China – the damage was already done.
While on holiday over the Chinese New Year, Guo was tinkering with the autonomous open-source program. When he attempted to resolve an error that it had made, OpenClaw responded by deleting nearly everything on his computer's D: drive – a major storage partition – wiping out years of personal data......
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13.03.26 - 16:33
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Apple senkt App-Store-Gebühren in China (Spiegel)
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Der US-Konzern übt sich in vorauseilendem Gehorsam: Um dem Befehl chinesischer Regulierungsbehörden zu entgehen, senkt Apple die Provisionssätze im App Store. Aber nur um ein paar Prozent....
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13.03.26 - 15:24
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What War in Iran Means for Teapot Oil Refineries in China (Bloomberg)
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A lot of Iranian oil goes to China's so-called "teapot" refineries, which tend to be smaller and owned by independent companies. On this episode of the Odd Lots podcast, Erica Downs, a senior research scholar at Columbia University, joins Joe Weisenthal and Tracy Alloway to discuss the buffer oil stock that China has built over the years and why it could ultimately play to the country's advantage. (Source: Bloomberg)...
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