風蕭蕭_Frank
以文會友
中國剛剛用這個粉碎了加拿大的生命線，情況即將變得糟糕！
https://www.youtube.com/watch?v=XeOsTmNDCgI
技術革命 2024 年 9 月 7 日
中國剛剛用這個粉碎了加拿大的生命線，情況即將變得糟糕！貿易世界的情況發生了翻天覆地的變化。在加拿大決定對中國電動汽車 (EV) 征收高額關稅後，加拿大和中國陷入了嚴重的僵局。你猜怎麽著？中國並沒有坐以待斃。他們以對加拿大油菜籽進口的反傾銷調查進行了反擊。聽起來像是一部緊張驚悚片的情節轉折，對吧？但這一切都太真實了，讓加拿大農民和政策製定者摸不著頭腦。好吧，讓我們開始吧。
2024 年 8 月 26 日，加拿大投下了一顆重磅炸彈：對中國電動汽車征收 100% 的關稅，對進口鋼鐵和鋁征收 25% 的關稅。加拿大總理賈斯汀·特魯多和他的團隊對他們的理由非常清楚。他們指責不公平的貿易行為，說實話，中國出台了一些相當粗暴的環境和勞工標準。這些關稅將於10月1日對電動汽車生效，10月15日對鋼鐵和鋁生效。
現在，這個決定並不是突然出現的。特魯多政府一直在與業內人士進行交談，包括福特和通用汽車等大公司。他們感受到了當地製造商的壓力，他們認為中國產品以非常低的價格充斥市場。因此，政府感受到了采取行動的壓力，這反映出加拿大人越來越渴望保護自己的本土免受他們所認為的不公平競爭。讓我們來分析一下。加拿大汽車市場已經擠滿了外國汽車，尤其是來自亞洲的汽車。 2022 年，加拿大銷售的汽車中約有 60% 是進口的，其中很大一部分來自中國。這種轉變讓加拿大汽車製造商對就業保障以及當地製造業的未來感到有些擔憂。隨著電動汽車 (EV) 市場預計將爆發——預計到 2026 年將達到 1000 多億美元——特魯多政府認為是時候站出來做點什麽了。
就這樣，中國決定采取強硬態度。他們宣布將對加拿大油菜籽進口展開反傾銷調查。關鍵是：加拿大將其一半以上的油菜籽產量運往中國，使其成為世界上最大的油籽進口國。中國商務部毫不留情，表示他們還將調查一些化學產品。這可是件大事，夥計們！那麽，這項調查背後的故事是什麽？加拿大油菜籽進口量同比增長了 170%，令人震驚，而價格卻一直在下降。這引起了一些中國人的關注，他們認為加拿大可能以不公平的低價傾銷油菜籽，這可能會損害他們自己的油菜籽產業。僅在 2023 年，加拿大就向中國出口了價值 34.7 億美元的油菜籽。這可是一筆不小的錢啊！
為了讓您更清楚地了解情況，加拿大在 2022 年生產了約 2000 萬公噸油菜籽，其中近 1000 萬噸直接運往中國。菜籽油是中國廚房的必備品，可用於從煎炸到沙拉醬等各種用途。因此，如果中國決定征收關稅或限製，這可能會給加拿大農民帶來真正的衝擊。好吧，讓我們深入了解這些數字，看看這對經濟意味著什麽。在中國宣布調查後，鄭州商品交易所的菜籽粕期貨上漲了 6%。與此同時，11 月交割的 ICE 油菜籽期貨合約暴跌 7%，至每公噸 569.7 美元。這種過山車式的波動是任何人都不願看到的，尤其是在出口方麵。據加拿大油菜籽理事會稱，從 2023 年 1 月到 6 月，中國占加拿大油菜籽出口的 75%。
這是一筆巨大的業務！該理事會敲響了警鍾，強調迅速解決這些貿易緊張局勢的重要性。失去這個市場可能會真正傷害加拿大農民，他們中的許多人依靠油菜籽出口來維持農場的平穩運轉。但不僅僅是農民為此擔心。加拿大經濟也可能感受到壓力。分析師們對消費者和企業成本上升發出警告，尤其是在依賴進口商品的地區。別忘了加元——它可能會受到打擊，因為貿易的不確定性通常會影響貨幣價值。事實上，加元兌美元已經出現一定程度的疲軟，從 1.25 加元兌 1 美元跌至 1.30 加元。這可能會使進口商品價格上漲，並推高通脹。如果人們開始注意到雜貨店的價格上漲，這可能會引發一些嚴重的反彈反對政府。
China Just Crushed Canada's Lifeline With This, And It's About To Get Ugly!
https://www.youtube.com/watch?v=XeOsTmNDCgI
Tech Revolution 2024年9月7日
China Just Crushed Canada's Lifeline With This, And It's About To Get Ugly!
Things just took a wild turn in the world of trade. Canada and China are in a serious standoff after Canada decided to hit Chinese electric vehicles (EVs) with some hefty tariffs. And guess what? China didn’t sit back and take it. They’ve fired back with an anti-dumping investigation into Canadian canola imports. Sounds like a plot twist from a tense thriller, right? But this is all too real, and it’s leaving Canadian farmers and policymakers scratching their heads. Alright, let’s set the stage. On August 26, 2023, Canada dropped a bombshell: a 100% tariff on Chinese EVs and a 25% tariff on steel and aluminum imports. Prime Minister Justin Trudeau and his team were pretty clear about their reasons. They pointed fingers at unfair trading practices and, let’s be honest, some pretty rough environmental and labor standards coming out of China. These tariffs are set to kick in on October 1 for EVs and October 15 for steel and aluminum.
Now, this decision didn’t just come out of nowhere. Trudeau’s government had been chatting with industry players, including big names like Ford and GM. They were feeling the heat from local manufacturers who argued that Chinese products were flooding the market at very low prices. So, the government felt the pressure to act, reflecting a growing desire among Canadians to protect their home turf from what they saw as unfair competition. Let’s break it down a bit. The Canadian car market has been getting pretty crowded with foreign cars, especially from Asia. In 2022, around 60% of the cars sold in Canada were imports, and a big chunk of those came from China. This shift has got Canadian car makers a bit worried about job security and what the future holds for local manufacturing. With the electric vehicle (EV) market expected to blow up—projected to hit over $100 billion by 2026—Trudeau’s government felt it was time to step up and do something.
And just like that, China decided to play hardball. They announced they’d kick off an anti-dumping investigation into Canadian canola imports. Here’s the kicker: Canada sends over half of its canola production to China, making them the world’s biggest oilseed importer. The Chinese Ministry of Commerce didn’t hold back, saying they’d also check into some chemical products. This is a big deal, folks! So, what’s the story behind this investigation? Well, there’s been a jaw-dropping 170% jump in Canadian canola imports year-on-year, while prices have been dropping. This raised some eyebrows in China, making them think Canada might be dumping canola at unfairly low prices, which could hurt their own rapeseed industry. In 2023 alone, Canada exported a mind-blowing $3.47 billion worth of canola to China. That’s some serious cash on the line!
To give you a clearer picture, Canada produced about 20 million metric tons of canola in 2022, with nearly 10 million tons heading straight to China. Canola oil is a must-have in Chinese kitchens, used for everything from frying to salad dressings. So, if China decides to slap on tariffs or restrictions, it could really shake things up for Canadian farmers. Alright, let’s dive into the numbers and see what this all means for the economy. After China announced its investigation, rapeseed meal futures on the Zhengzhou Commodity Exchange jumped up by 6%. Meanwhile, the ICE canola contract for November delivery took a nosedive, dropping 7% to $569.7 per metric ton. This kind of rollercoaster ride isn’t what anyone wants to see, especially when it comes to exports. According to the Canola Council of Canada, from January to June 2023, China made up a whopping 75% of Canada’s canola seed exports.
That’s a massive chunk of business! The council is sounding the alarm, stressing how important it is to sort out these trade tensions quickly. Losing that market could really hurt Canadian farmers, many of whom depend on canola exports to keep their farms running smoothly. But it’s not just the farmers who are sweating it. The wider Canadian economy could feel the pinch too. Analysts are waving red flags about rising costs for consumers and businesses, especially in areas that rely on imported goods. And let’s not forget about the Canadian dollar—it could take a hit since uncertainty in trade usually messes with currency values. In fact, the Canadian dollar has already shown some weakness against the U.S. dollar, dropping from 1.25 CAD to 1.30 CAD per USD. This could make imports pricier and push inflation up. If folks start noticing higher prices at the grocery store, it could lead to some serious backlash ag
ainst the government.
