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Why Asia Won't Reject Russia's Hydrocarbons or China's Rare Earths Despite US Pressure_我的网站

一 |     "Given that energy is the lifeline of modern economies, modern economic growth patterns, there are not that many alternatives available and there are only a few countries that are players in the global energy market. Russia certainly cannot be counted out and Russia cannot be marginalized in the global energy landscape," says Harsh V. Pant, professor of international relations at the King's College London India Institute and director of the strategic studies program at the Observer Research Foundation.,International Energy Agency (IEA) Executive Director Fatih Birol and US Energy Secretary Jennifer Granholm on 12 July urged Indo-Pacific countries at the Sydney Energy Forum to diversify their supply chains for energy and critical minerals to reduce "dependency" on Russia over its special operation in Ukraine, as well as on China.,"At a time when the energy prices are going up and affecting some of the poorest and most vulnerable countries around the world very significantly, I think Asian countries will continue to cooperate with Russia in order to support their economies and their domestic requirements," says Pant.,He explains that dealing with Russia has become an economic imperative at a time of energy crunch given that Moscow is offering discounted oil to a number of countries. Furthermore, maintaining economic relations with Russia is a question of survival and the people's well-being for some Asian nations and countries of the Global South, according to the professor. Under these circumstances it's highly unlikely that they will succumb to the pressure from Washington and sever ties with Russia, he says.,"For political leaders across the world, at a time when economies are just beginning to grow after the long COVID pandemic, they can [not] afford a lack of energy and higher energy prices," Pant stresses.,Russia, Venezuela to Expand Oil Sector Cooperation, Working on Pact to Circumvent Western Sanctions4 July, 11:15 GMT,Anti-Russia Sanctions: India and EU Approaches,To illustrate his point, the professor cites India's approach to Russia's affairs and the Ukraine crisis. New Delhi continues to import energy from Russia despite the US and Europe urging India to join sweeping anti-Russia sanctions.,"What we have seen in the last two months is a gradual, significant increase in what India is buying from Russia when it comes to oil," the professor says. "This is particularly relevant again because Russia has offered India discounted oil and India's economic requirements demand that India continues buying this oil. The challenges facing India's population mean that the Indian leadership has an incentive in continuing to engage with Russia on this question.",At the same time, the European Union's decision to slap sanctions on Russia and slash energy supplies from the country have backfired on Europe's economy, sending fuel prices up and accelerating inflation.,"We have seen how Europe is struggling to reduce its dependence and the kind of costs that it is imposing on Europeans," says Pant. "Most Asian countries would be reluctant to go down that route.",Brussels: Anti-Russia Sanctions Raise Questions About Sustainability of EU's Financial Model 10 June, 08:44 GMT,The disruptions in the supply of crude after the imposition of ban on imports from Russia have given a dramatic boost to energy prices and inflation, echoes Suranjali Tandon, assistant professor at the Delhi-based National Institute of Public Finance and Policy.,"The current inflationary trends are the most serious challenge for policy makers," she says. "Central banks around the world have begun the process of unwinding loose monetary policy… The current inflation rates have led to internal economic strains and as seen in Sri Lanka, a political upheaval. The cooperation between Russia and Asian countries may be economically prudent.",Moreover, major Asian economies – India and China – are ready to absorb crude supplies from Russia rejected by the West, according to her.,At the same time, Washington's plan to force Asian states to join anti-Russia sanctions is fraught with severe risks for the global economy, Tandon warns.,"The ban, if carried out by other Asian economies, will further cut off supplies of refined petroleum and related products," she says. "This could lead to an unmanageable inflationary spiral while depressing global growth.",Lithium, Gold & Rare Earths: How China May Open the Door to New Business Opportunities for Afghans19 August 2021, 08:38 GMT,Are There Alternatives to Russia & China?,According to Tandon, India sets an important precedent for other Asian states by withstanding the US pressure when it comes to energy sanctions against Russia. By doing this, India is defending its internal interests in the first place, the professor underscores.,She hails the idea that single technology or fuel dependence should be avoided. This principle could be applied to Russia, China, or Western countries in a similar way. However, when the West is calling upon Asian nations to shift to wind, solar, and even nuclear power and abandon fossil fuels, it's clear that this shift cannot be done immediately, the professor emphasizes.,Even after the "green" transition, Asian states and the Global South are likely to maintain ties with Russia and China, who have been developing cutting-edge nuclear technologies and mining rare earths needed for producing electric batteries and electronic components.,"Russia's energy supplies will remain globally important," Tandon forecasts. "More importantly, even when this transition does take place the natural resources including minerals used as inputs in renewables will be concentrated in countries like China. China produces 63% of the world’s rare earth elements, including 45% of molybdenum as per IEA, so it's unclear what countries must do to expand alternatives while being under pressure to transition quickly."。    　　今日，A股震荡调整，上证指数再度失守3900点，深证成指跌破14000点，科创综指跌超3%击穿1900点，创业板指亦跌逾3%在3400点附近才稍获支撑。近4000只个股下跌，成交小幅放大至2.02万亿元。
　　盘面上，保险、银行、电信服务、石油化工等板块涨幅居前，玻璃玻纤、生物制品、航天装备等板块跌幅居前。　　数据显示，银行获得逾46亿元主力资金净流入，非银金融获得逾25亿元净流入，食品饮料、公用事业均获得超10亿元净流入，煤炭则连续9个交易日获得净流入。电子遭主力资金净流出逾256亿元，通信净流出逾93亿元，医药生物净流出逾59亿元，计算机净流出逾37亿元。　　概念板块方面，大金融获得逾68亿元主力资金净流入，央企概念、跨境支付均获得逾超30亿元净流入，汇金持股概念、白酒、电力等板块均获得超10亿元净流入。华为概念、新基建、消费电子、人工智能等板块均遭主力资金净流出超百亿元，芯片、苹果概念、新材料等板块也净流出超50亿元。　　贵州茅台获得逾14亿元主力资金净流入，红星发展获得逾11亿元净流入，融捷股份、中国平安均获得超10亿元净流入，中微公司、盈新发展、湖南白银等也都获得超亿元净流入。　　煤炭股今日逆市高开高走，临近收盘时更是出现放量拉升走势，板块指数创2个半月来新高。大有能源临近尾盘放量垂直涨停，美锦能源、上海能源亦强势涨停。　　从7月开始，电力需求进入迎峰度夏旺季，电力负荷接连创历史新高，煤炭作为电力保供的“压舱石”，在极端高温天气下发挥了关键的兜底保障作用，电煤近来消耗增加库存减少。　　Mysteel统计显示，截至上周五（8月21日）全国493家燃煤电厂日均耗煤445万吨，环比增加3.6万吨；库存9389万吨，环比减少48.5万吨；库存可用天数为21天。

二 | 　　但供给端由于安监趋严等因素影响，原煤产量同比、环比均大幅度下降。国家统计局数据显示，7月份，全国原煤产量34321万吨，同比下降10.1%，环比下降9.9%。　　供给减少需求增加，煤炭价格节节攀升。

三 | 我的钢铁网数据显示，8月以来，动力煤价格上涨超30元/吨，近半年累计大涨超130元/吨。　　贵金属概念尾盘也出现放量异动走势，板块指数连续第7日上涨，创4个多月来新高。湖南白银在距收盘最后约10分钟封死涨停，四川黄金亦在尾盘频频触及涨停价，盛达资源、西部黄金、招金黄金等尾盘均出现放量上攻走势。　　美债风险仍在不断外溢，资金纷纷买入黄金避险。

四 | 伦敦黄金现货价格突破4600美元/盎司，创3个多月来新高。国内黄金期货主力合约今日大涨2.86%，再度突破1000元大关。

五 | 　　华金证券认为，A股短期可能延续震荡筑底趋势，反弹未完。

六 | 复盘历史，A股超跌反弹后的震荡期，产业趋势上行、强政策催化和盈利增速较高等行业表现占优。当前来看，短期科技成长和部分周期行业可能相对占优。

七 | （文章来源：证券时报）。

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