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Peter Hun

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Posts posted by Peter Hun

  1. 17 minutes ago, Night Tripper said:

    Can’t be bothered with this tbh. The territorial changes have been minimal for months 

    You think the West is going to give and surrender?

    Isn't going to.happen. The Cold War went on for decades. We have massively increased our weapons production and over the next few years the Ukrainians will finish development of their long range missiles and drones.

    Then, along with the ever increasing weapons supplies they, can bombard the occupation troops in Ukrainian and destroy the Russian Oil-gas-military industry.

    Might take another 5 to 10 years, but probably won't. Either way NATO is investing for a long war.

  2. 1 hour ago, Night Tripper said:

    For me its fairly obvious, Wagner are ultimately on the same side as the establishment - the necessary destruction or at least neutralisation of the so-called state of Ukraine.

    That's the Russian dream, getting slaughtered and kicked out is the probable reality.

    Russian opinion is not homogenous, Prigozhin presented an alternative view that the war is a disaster for Russia. Russia will never be allowed to win and they will never have the capacity to do so.

    But you can dream.

  3. 34 minutes ago, Night Tripper said:

    Girkin is FSB/GRU and has his own agenda. He says things like this to 'warn' of the dangers of compromise.

    It's his role within the FSB/Pro-war faction to make these kind of threatening suggestions, just in case it somehow comes to fruition. Do not mistake him for some kind of independent commentator.

    Massive pinch of salt to be taken when reading his posts, or possibly better ignroed altogether.

    Nice to hear the opinion of a local.

    Not sure if you are right, Russian media somewhat perplexed by Wagners apparent freedom of movement.

  4. 1 hour ago, henry the king said:

    The government is selling £230bn+ of debt this year. £230bn. Think about that for a second.

    During covid, with the economy shut down and furlough money and covid loans.....they had to sell only £30bn or something.

    That is the impact of QE changing to QT. That impact has only started to be seen in the last few months with surging gilt yields. Which means surging mortgage rates.

    Nobody even understands this. It is the fundamental issue with the UK right now, and other western nations too. 

    We have lived a lie on QE money for 14 years. It artificially kept the bubble popped up. The numbers do not lie. It is farcical to expect house prices to do anything other than fall vs earnings for the foreseeable future. As is being proved right now.

    We have won. We were right. This is basically it now. It is happening. The free ride is over, as it always had to be eventually. 

    Icing on the cake is the demographic crash of the boomer generation dying and selling off high cost housing. That effect will last 15 years.

  5. 7 minutes ago, kzb said:

    Those batteries won't do, because the chemicals and materials needed to make them are imported.

    The EU is determined to force battery manufacture within the EU but it is not feasible in the timescales.

     

    Raw materials do not have to be local, its the value of the content that matters. 

    There are dozens of gigawatt battery factories Europe and being built.

  6. 3 minutes ago, kzb said:

    Well look it up yourself, the German car industry is lobbying for a delay.  And yes the EU has refused them so far.

    It's apparently a reaction to the subsidies available in the US.  But at the moment it is also looking like a big own goal because German batteries are not going to meet the uprated rules.

    One goal for Germany and 20 own goals by Brexiteers.

  7. On 10/07/2023 at 12:51, kzb said:

    Not really, the whole idea was that our trade would pivot away from the EU.

    Personally I won't mourn BMW and Audi becoming rarer on UK roads.

    What should happen in the event of tariffs with the EU is that home produced vehicles will become more competitive on price.  So it is far from the dead loss that is being presented here.

    Also are we so sure this regulation change will go through by 2027.  Will it actually happen.  It seems such a massive own goal, if German EVs cannot be exported anywhere in the EEA or UK.

    Audi, VW, has all the battery supplies it needs from Northvolt.  Other German manufacturers can shuffle battery suppliers while the battery factories are completed.

    UK has no battery factories being built beside Nissan.  Not started and the UK manufacturers will be long gone. Restarting  UK car manufacturering will be prohibitivly expensive in future due to the need for battery manufacturers locally,

    So yeah you will have fecked the UK car industry and proud of it.

     

  8. On 09/07/2023 at 12:04, kzb said:

    I never said the EU would revoke the rules, just that the German car industry is lobbying for that.

    The reason being that German batteries will not meet the increased rules of origin requirement and therefore will attract import tariffs when sold in the UK.  If this wasn't the case why are the Germans bothered ?

    I doubt many of them are.

    Didn't the EU reject a delay already?

  9. 17 hours ago, kzb said:

    Some years ago about 1 in 7 cars made in Germany were sold in the UK.  I don't know if that is still true, but we are not a negligible market for the German car industry.

    The Germans are lobbying hard to postpone the rules of origin increase, because their EVs will not meet it.  So it looks like a case of the EU damaging the interests of its largest economy when it is already in trouble.

    Anyhow, let us imagine what will happen.  There will be 10% tariffs on EU car imports to the UK and also vice versa.  So BMWs and Audis are more expensive. over here  I certainly won't be shedding a tear over that.  However perhaps more people will buy UK cars as a result.  That is what the economists would tell us.

    UK cars are more expensive in the EU, so the Germans might infill the market there.

    Net result on UK economy, small.  Could even be beneficial overall, because UK manufacturers protected from EU competition in the UK market.

     

     

    you are a deluded idiot.

    EU is not going to revoke its rules. It can't 

    https://www.bbc.co.uk/news/uk-england-beds-bucks-herts-66126185.amp

    German cars won't have tariffs in the UK because EU is building dozens of battery factories. That output can be used for export to avoid tariffs. UK manufacturers are years away from UK batteries. The car factories will close and not return. 

  10. 5 hours ago, pig said:

    What a weird response.

    Ukrainian 'victory' is now and future safety from Russian genociders. That means end of all wars.

    Its not that difficult to understand. The difficulty is in delivering it.

    What is your solution ?

    The Cold War started 70 years and will only finish with Russias destruction.

    So, possibly never.

    Russia has made it clear they don't want peace, an Orwellian Forever War is fine.

    We better get reacquainted with living in a Cold War (with hot bits) again.

    But it  is preceeding far better for the West this time.

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