Comments by "D W" (@DW-op7ly) on "US Navy is desperate to close the gap with China. Can Japan or Korea save US shipyards?" video.

South Korea and Japan does what the USA tells them to do
9
@astroganov the last few Quantitative Easing(s)/printing of money Where the US FED bought the newly issued US Sovereign debt instruments from the US Treasury… That ended up on the US FED balance sheet Which the FEDs bright idea was to allow up to 50 to 60 billion of that (Treasury and Agency debt it soaped up during the first QE… to slowly mature off its books each month) and for the US Treasury to issue new corresponding debt for the public to buy (the US people are the biggest buyers of that debt directly/indirectly) This lasted for 2 years and the FED managed to dump about 600 to 700 billion in debt But then that selling helped to freeze up the repo market and the US FED had to come in and do a QE 2.0 we never really heard about …. And buy back that debt it dumped and even more (over 4 trillion dollars in total) To be fair… Covid also came along so that affected how much they had to buy in the end But before Covid even showed up that number was over 1 trillion dollars
2
@Q_QQ_Q Korea and Japan are concentrating on the more advanced or eco friendly ship building these days because the can’t beat China on volume Now the USA wants them to give that high end to them 😂😂😂 With a friend like this… 👇 China Trounces Korea Taking Three-Quarters of Shipbuilding Orders in April PUBLISHED MAY 8, 2024 The Export-Import Bank of Korea’s Overseas Economic Research Institute highlights that South Korea’s industry is following a selective order-taking strategy. The yards are focusing on high-value new builds as well as emerging technologies for eco-friendly and technologically advanced vessels. In the first quarter of 2024, just over half of the orders received by the South Korean yards were for liquified petroleum gas (LPG) carriers. The emerging category of very large ammonia carriers was just over 20 percent of the orders. Korean shipbuilders failed to take any orders for VLCCs last year and are now seeing a slowing in containership construction orders. Analysts are questioning South Korea’s strategy. They note that orders for LNG carriers which have been among the highest-priced vessels have likely peaked driven by the 104 orders placed mostly with the Korean yards linked to Qatar’s expansion. Qatar Energy reported it has completed the second tranche of its orders signing a massive contract with China for 18 Q-Max carriers, the largest LNG vessels. China’s yards have built large production capacities and are very competitive on price. Analysts highlight that China is now targeting more of the mid-sized vessel construction orders previously led by Japanese yards. In addition to the Q-Max order last month, Chinese yards received the only large orders for new containerships in 2024. China’s yards are also breaking into new technologies including methanol-fueled vessels. Maritime-Executive
1
Yup… and the dreaded union construction workers on strike because they are not being paid enough
1
Korea and Japan are concentrating on the more advanced or eco friendly ship building these days because the can’t beat China on volume Now the USA wants them to give that high end to them 😂😂😂 With a friend like this… 👇 China Trounces Korea Taking Three-Quarters of Shipbuilding Orders in April PUBLISHED MAY 8, 2024 The Export-Import Bank of Korea’s Overseas Economic Research Institute highlights that South Korea’s industry is following a selective order-taking strategy. The yards are focusing on high-value new builds as well as emerging technologies for eco-friendly and technologically advanced vessels. In the first quarter of 2024, just over half of the orders received by the South Korean yards were for liquified petroleum gas (LPG) carriers. The emerging category of very large ammonia carriers was just over 20 percent of the orders. Korean shipbuilders failed to take any orders for VLCCs last year and are now seeing a slowing in containership construction orders. Analysts are questioning South Korea’s strategy. They note that orders for LNG carriers which have been among the highest-priced vessels have likely peaked driven by the 104 orders placed mostly with the Korean yards linked to Qatar’s expansion. Qatar Energy reported it has completed the second tranche of its orders signing a massive contract with China for 18 Q-Max carriers, the largest LNG vessels. China’s yards have built large production capacities and are very competitive on price. Analysts highlight that China is now targeting more of the mid-sized vessel construction orders previously led by Japanese yards. In addition to the Q-Max order last month, Chinese yards received the only large orders for new containerships in 2024. China’s yards are also breaking into new technologies including methanol-fueled vessels. Maritime-Executive
1
@randomaccount598 A few things we learned since the 2008 subprime crisis Buying for US external Sovereign debt is not unlimited. In 2011 the US FED had to buy 71% of the newly issued debt by the US Treasury That QE debt that was soaped up/printing of money, that debt does not disappear Since we know from Q3 of 2017 to Q3 of 2019 the FEDs bright idea was to allow up to 50 to 60 billion of the Agency Debt and US Treasury Debt it soaped up during QE to slowly mature each month, off the FEDs balance sheet. Where the US Treasury would issue new corresponding debt for the public to buy. It ended during Q3 of 2019 Because that selling of debt helped in freezing up the repo market Just like when it happened in 2008/2009 during the subprime crisis Thus the FED balance sheet went from 4.5 trillion to about 3.8 trillion… with that selling from 2017 to 2019 But then the FED had to come back in do a QE 2.0 and buy back that Treasury debt it dumped and more Last I checked they ran that FED balance sheeet to 8.9 trillion. But are closer to 8 trillion now 👇 No Surprise, Fed Was Biggest Buyer of Treasuries in 2013 THE Federal Reserve financed most of the government’s deficit in 2013, in sharp contrast to the year before, when the Fed did not add to its holdings of Treasury securities. The American private sector appears to have been a net seller of Treasuries in 2013, but the foreign private sector was a substantial buyer, according to government estimates released this week. In 2013, the government issued a net $759 billion in Treasury securities to the public. That was the lowest figure in six years, as the budget deficit declined because of a healthier economy, which increased tax receipts, and to government austerity that cut spending. The Fed bought a net $543 billion of Treasuries during 2013. That was not a record amount — in 2011 it had purchased $656 billion — but it enabled the Fed to finance 71 percent of the net Treasury borrowing during the year. NYT
1
Laaaaaap dog countries… literally latching themselves on a sinking ship
1
@kkay2000 yes…. I forgot about that But then the Japanese are subservient to the USA. With that said they are/will for sure make a show of it… especially if the USA offers up financial incentives But probably won’t build their most advanced ships in the USA if they ever get to that point Making it a useless vanity project
1
Korea and Japan are concentrating on the more advanced or eco friendly ship building these days because the can’t beat China on volume Now the USA wants them to give that high end to them 😂😂😂 With a friend like this… 👇 China Trounces Korea Taking Three-Quarters of Shipbuilding Orders in April PUBLISHED MAY 8, 2024 The Export-Import Bank of Korea’s Overseas Economic Research Institute highlights that South Korea’s industry is following a selective order-taking strategy. The yards are focusing on high-value new builds as well as emerging technologies for eco-friendly and technologically advanced vessels. In the first quarter of 2024, just over half of the orders received by the South Korean yards were for liquified petroleum gas (LPG) carriers. The emerging category of very large ammonia carriers was just over 20 percent of the orders. Korean shipbuilders failed to take any orders for VLCCs last year and are now seeing a slowing in containership construction orders. Analysts are questioning South Korea’s strategy. They note that orders for LNG carriers which have been among the highest-priced vessels have likely peaked driven by the 104 orders placed mostly with the Korean yards linked to Qatar’s expansion. Qatar Energy reported it has completed the second tranche of its orders signing a massive contract with China for 18 Q-Max carriers, the largest LNG vessels. China’s yards have built large production capacities and are very competitive on price. Analysts highlight that China is now targeting more of the mid-sized vessel construction orders previously led by Japanese yards. In addition to the Q-Max order last month, Chinese yards received the only large orders for new containerships in 2024. China’s yards are also breaking into new technologies including methanol-fueled vessels. Maritime-Executive
1
@Revel136 Americans just need to understand China will go to war as a last resort… simply because there is no money in war With that said…. Like Kevin is pointing out. America couldn’t keep up if it wanted to The real war is an economic one…. Which the USA is losing badly at
1
@joelturley4847 Why are you such a trooooll? Everyone is Wumao for telling the truth And not posting up f ache News like you do 👇 China Trounces Korea Taking Three-Quarters of Shipbuilding Orders in April PUBLISHED MAY 8, 2024 The Export-Import Bank of Korea’s Overseas Economic Research Institute highlights that South Korea’s industry is following a selective order-taking strategy. The yards are focusing on high-value new builds as well as emerging technologies for eco-friendly and technologically advanced vessels. In the first quarter of 2024, just over half of the orders received by the South Korean yards were for liquified petroleum gas (LPG) carriers. The emerging category of very large ammonia carriers was just over 20 percent of the orders. Korean shipbuilders failed to take any orders for VLCCs last year and are now seeing a slowing in containership construction orders. Analysts are questioning South Korea’s strategy. They note that orders for LNG carriers which have been among the highest-priced vessels have likely peaked driven by the 104 orders placed mostly with the Korean yards linked to Qatar’s expansion. Qatar Energy reported it has completed the second tranche of its orders signing a massive contract with China for 18 Q-Max carriers, the largest LNG vessels. China’s yards have built large production capacities and are very competitive on price. Analysts highlight that China is now targeting more of the mid-sized vessel construction orders previously led by Japanese yards. In addition to the Q-Max order last month, Chinese yards received the only large orders for new containerships in 2024. China’s yards are also breaking into new technologies including methanol-fueled vessels. Maritime Executive
1
Americans too busy looking for enemies… Chinese too busy looking for friends
1
@donkeykong516 yes but they have to prop it up… because of their Petro Dollar and Worlds Reserve Currency status Too bad for the Americans in the end they have to borrow trillions a year to keep it going But the alternative of a USA crashing is even worse
1