The natural gas dispute between Russia and Europe has been escalating since this year. Europe followed the footsteps of the United States at the beginning, and he felt good about himself. But later, facing Russia's heavy blow, Europe was also a little bit hurt. The lack of natural gas is really hard to say. In fact, Europe has been sold by the United States for a long time, but Europe is still counting money in the United States. The United States took this opportunity to gain a lot of benefits, including some other countries that also benefited from buying Russia's cheap energy. For example, India, and of course China has also seized this opportunity and made a lot of money.
First of all, let’s take a look at what the level of the natural gas dispute between Europe and Russia has recently reached? Russia's share of gas transmission in the Nord Stream 1 natural gas pipeline transported to Europe has been decreasing, with 20% remaining, and even gas supply has been suspended due to pipeline maintenance. Although Siemens said that some parts have been repaired, has your pipe finally been repaired and can it be ventilated? Russia has the final say. No matter what others say, as long as Russia says it has not been repaired properly, it is not repaired properly. Who made the maintenance and management rights of the entire pipeline and the ventilation switch in the hands of Russia? In this way, Europe, which is already seriously lacking in natural gas, has made it even worse. It is so anxious.
can predict that European people may lose their freedom to take a bath in winter due to lack of natural gas. As German experts said, you can only take 4 places to take a bath. Can you think about which 4 places it is? In addition, we know that earlier, many European countries had long stopped supplying natural gas by Russia because they refused to use rubles and to settle natural gas.
The economic situation of these countries now seems to be unbearable to look at it. Because of the lack of natural gas, their electricity prices have soared, and the production costs of many enterprises have suddenly increased. The corresponding ones are all reflected in the price of goods. Isn’t it all rising prices? This leads to inflation .
For example, the first Polish , whose inflation rate is now 16%, Lithuanian has reached 21%, and the inflation rate of Latvia 2 is 21%. We say that the inflation rate of the entire EU was not very good in July, as high as 9.8%. As we all know, it is not yet winter yet, waiting for the northern hemisphere to begin to enter November. Then the serious impact of Europe due to the lack of natural gas may be even more serious. At that time, I estimate that if the inflation in the euro area can be lower than 10%, it will be able to burn high incense.
Although on the surface, the natural gas dispute is a matter between Russia and Europe, so it has caused some impact. But in essence it is actually the economic plunder of the United States on its own allies, because behind this is the United States being the director-general of Europe how to do it. The United States is currently trying to curb its own inflation for its own sake, transfer its own fiscal deficit problem, and try its best to harvest other economies.
For some major countries, they may be strong now and are unwilling to help them, so the United States is not easy to harvest. At this time, he turned his attention to his former allies, that is, Europe. The United States not only took advantage of Europe's energy crisis to buy a large amount of cheap Russian oil and natural gas, and then sold it to Europe at a high price. He also wanted to drink European blood in economic and financial terms and harvest Europe, but Europe felt good and was still having fun.
In fact, since the Ukrainian issue, Europe has been completely pulled by the United States. First of all, under the influence of the interest rate hike in the United States, a large amount of capital has flowed out to the United States, and the euro has depreciated severely. The euro has fallen to nearly 1:1 parity against the US dollar. In the past year or so, this depreciation has exceeded 20%, and assets denominated by one euro have also depreciated. Therefore, the wealth finally flowed from Europe to the United States, which is equivalent to the United States cutting European leeks and transferring its inflation to Europe through the changes in the exchange rate . This is disguised plunder.
was anxious and even his allies were not spared. Although some Europeans now saw what was going on the streets and began to march to oppose the EU's energy embargo on Russia and the things they did in Ukraine, the result was useless, because the EU is completely unaware of it and has been completely influenced by the United States, and we don't know what benefits the United States has given them in private. Even the German Foreign Minister said that even if the German people oppose it, he will stick to his original approach. It can be said that Europe has lost too much in this energy crisis, but some other countries can make profits.
First of all, the United States must be regarded as the number one profiter, he is the fisherman to benefit. As the director of this farce, the script he designed must be to make himself profit, right? Secondly, some Asian countries in India have made a lot of money because they bought a lot of cheap energy from Russia, saving too much money. They can also settle without US dollars when buying, saving foreign exchange reserves. In addition, my country has also taken the opportunity to seize this opportunity and made a lot of money.
Our profits are mainly reflected in three aspects. First, in terms of energy prices, because since the Ukraine-Russia conflict, my country has increased its energy imports to Russia, including oil and natural gas, and they have also given us quite affordable discounts. If Europe hadn't imposed an energy embargo on Russia first, I guess we would not have gotten such low-priced and affordable energy at all.
So the second thing we make is that we can learn to be a middleman like the United States and India to do some small business, import Russian cheap oil and gas on a large scale, and then sell it to the EU at a high price to make a lot of money.
Some Chinese companies, especially some state-owned enterprises, are doing this transaction. It is understood that they have made billions of dollars in price difference. Of course, I don’t know whether this data is reliable. Anyway, I have made a profit. It can be said that this kind of good thing is unique during this period. It would be a pity that you miss it if you don’t pick up the bargains. Besides, many other countries are doing this, why don’t we do this? And they all comply with trade rules.
Then our third biggest profit is to obtain large-scale orders for LNG natural gas transport ships. You should know what to do after the Ukraine-Russia conflict, many European countries cannot use Russian natural gas? We can only do sea transportation. From other countries, including the United States, Australia, and Qatar , the transportation of LNG liquefied natural gas from these countries, the transportation of LNG natural gas is inseparable from the offshore LNG transport ship. This kind of ship is a sea giant panda and has a very high cost. In the past, when countries were not very dependent on LNG transportation, the overall ship orders were not many, and there were not many opportunities to make money. Moreover, most of the market for LNG ships was monopolized by South Korea, so China could actually get very few orders in the past.
For example, China only received about 10% of the orders for LNG in the world last year. However, since the Ukraine-Russia conflict, Europe has experienced an energy crisis. After the natural gas shortage, LNG orders in the whole world have increased sharply. Of course, most of the orders come from European owners. In the past six months alone, 108 LNG ship orders on shipyard streets around the world have reached 108, setting a new historical record. The volume in the past six months alone has exceeded the total production volume in any previous year.
We say that no matter how powerful the shipbuilding technology in South Korea is, its production capacity is limited. He can't produce so many orders, and the work he can't finish can only be done for other countries. Then many owners of China's shipyards must have chosen one. Build two or three of these big ships for a while.
So if you look at the above three aspects, we really make a lot of profits, and a lot of money is made in Europe. Of course, Russia has also saved us a lot of money for buying energy. We don’t know when Europeans will wake up. Anyway, we are not worried about them, because we have indeed made a lot of money during this period.
As for when Europe will turn back, I think it depends on whether two things have happened. The first thing is to see when Europe's investment agreement with ours takes effect, which means they have figured it out.
So the second is when Germany reactivates the Nord Stream 2 natural gas pipeline and continues to use Russian natural gas, which means that the EU has figured it out. But judging from the current situation, these two things may be quite far away, so Europe will have to be cheated by the United States for a while, while other countries can continue to take advantage of the good opportunities and find ways to do business with Europe and make their money.
