Wednesday, 12 August 2020

Rolling Over? Sars-CoV-2 On Frozen Freight Shipments.


Baltic Dry Index. 1510 +04  Brent Crude 44.65
Spot Gold 1880

Coronavirus Cases 12/8/20 World 20,495,545
Deaths 745,180


"The high tide of prosperity will continue."

Andrew W. Mellon, Secretary to the Treasury, 1928
 
For the latest bad news development on Sars-coV-2, scroll down to the Covid-19 section.

The big political news this morning is that Democratic Presidential challenger Biden finally picked his Vice Presidential running partner. To no one’s surprise he picked a woman of Afro-Asian heritage from safe Democrat state California. Did China influence his decision?

With the story well covered in mainstream media, I’ll leave it for them too cover, but with the comment that both campaigns will now move on to regular US ferocious attack mode. A good time is about not to be had by all.

In other news, gold got hammered, by Russian vaccine “success,” profit taking, central bank rigging, [your favourite reason here.] But with massive global fiat currency creation to come to infinity-forever, I suspect that it’s nothing more than the usual wild ride we get in commodity bull markets. Visit copper, cocoa, coffee, silver and sugar back in the wild west mid to late 1970s. Limit up, limit up, limit down.

In other news, Asia continues to wobble. Along with Korea’s Kim Jong Un, President Trump has fallen out of love with China’s President Xi.  Few think President Trump’s Executive Orders on the economy, will work, are big enough, are timely, or legal. Other than that Mrs. Lincoln, what did you think of the play?

Asian stocks fall on U.S. stimulus uncertainty

August 12, 2020 / 1:22 AM
TOKYO/BOSTON (Reuters) - Asian stocks dipped on Wednesday on growing uncertainty over whether the U.S. lawmakers would agree on an additional round of big fiscal stimulus to support an economy still struggling with the novel coronavirus.

Hopes of vaccine development, however, prompted some investors to reduce safe-haven assets such as gold and government bonds, and to buy back battered stocks of companies hit hardest by the virus.

The mixed sentiment has led to choppy trade in Asia with the index of ex-Japan Asia-Pacific shares shedding 0.76% .MIAPJ0000PUS while Japan's Nikkei .N225 gained 0.2%.

On Wall Street, the S&P 500 snapped a seven-day winning streak after coming within reach of its all-time peak hit in February just before the global outbreak of the COVID-19.

The declines came as political gridlock between the Republican White House and congressional Democrats over coronavirus relief continued for a fourth day, with each party blaming the other for intransigence.

Barring a bipartisan deal, the U.S. economy could be left with measures U.S. President Donald Trump called for on Saturday through executive orders to bypass Congress.

“We have enormous uncertainty. It appears it’s getting harder for both sides to compromise as the election is nearing... Trump’s proposals would be smaller than markets have expected. There’s question over whether they are viable, too,” said Junpei Tanaka, strategist at Pictet.
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Trump says his good relationship with China's Xi has changed

August 11, 2020 / 1:39 PM
WASHINGTON (Reuters) - U.S. President Donald Trump on Tuesday said he used to have a very good relationship with Chinese President Xi Jinping but that changed after the novel coronavirus pandemic and that he has not spoken to his Chinese counterpart in a long time.

Trump’s comments came in an interview on Fox Sports Radio.

Trump's COVID orders too little, too late to help U.S. economy, experts say

August 11, 2020 / 12:05 PM
(Reuters) - U.S. President Donald Trump’s weekend attempt to sidestep stalled congressional negotiations over the next coronavirus aid package will do little to boost the economy, experts said.

Trump’s executive order and presidential memoranda, introduced on Saturday, would temporarily extend enhanced unemployment benefits at a reduced amount of $400 a week, defer payroll taxes for some workers, suspend federal student loan payments and potentially provide eviction relief. Even if he can overcome the legal questions surrounding his actions, the efforts may not pack much punch, economists say. 

Mark Zandi, the chief economist at Moody’s Analytics, calculated the orders could provide just over $400 billion in total relief. JPMorgan Chase economist Michael Feroli wrote in an email note on Monday that the initiatives could contribute “less than $100 billion” in stimulus.

That’s versus the $1 trillion aid package proposed by the Republican-led Senate or the more than $3 trillion aid bill passed by the Democrat-led House of Representatives.

Altogether, the president’s orders would add up to 0.2% of GDP, a “negligible amount,” according to estimates from Lydia Boussour, senior U.S. economist for Oxford Economics.

Millions of jobless Americans could be financially squeezed this month after the expiration of a $600 weekly supplement to unemployment benefits, the winding down of eviction moratoriums across the country and the end of the Paycheck Protection Program, which supported small businesses.

Some of the measures proposed by Trump would take time to set up and could be challenged in court, experts said. “They’re not going to do anybody any good in the here and now,” Zandi said in an interview.
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Next, does this look like a “V” shaped global economic recovery to anyone outside of our global gambling stock casinos?

Holiday Inn owner cuts jobs after first-half profit slump

August 11, 2020 / 7:52 AM
(Reuters) - InterContinental Hotels (IHG.L) will reduce staff by 10% at the corporate level, its chief executive said on Tuesday, after the Holiday Inn-owner’s revenue more than halved and profit slumped 82% in the first half of 2020. 

IHG, whose other brands include the Crowne Plaza, Regent and Hualuxe hotel chains, also underlined that it had limited visibility on when the travel market would recover after six months that have seen billions in business travel and holidays cancelled due to the pandemic.

The job cuts, announced internally in July, follow similar moves by major hotel operators, including Europe’s biggest hotel group Accor (ACCP.PA), Premier-inn owner Whitbread (WTB.L) and Hyatt Hotels (H.N) as they battle one of the worst downturns in the hotel industry.

“The impact of this crisis on our industry cannot be underestimated, but we are seeing some very early signs of improvement as restrictions ease and traveller confidence returns,” CEO Keith Barr said.

In line with other major hotel operators, IHG’s revenues dropped 52% to $488 million and adjusted operating profit was $74 million, down from $410 million a year earlier, as the group strove to cut costs and get hotels up and running again.
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UK retailer Debenhams sheds 2,500 jobs in latest blow to stores sector

August 11, 2020 / 12:29 PM
LONDON (Reuters) - Struggling British department store chain Debenhams is to cut a further 2,500 jobs, dealing the latest blow to the country’s battered retail sector from the COVID-19 crisis.

Debenhams shed hundreds of head office jobs in May and its latest round of redundancies adds to thousands already announced by major British retailers, including Marks & Spencer (MKS.L), Boots (WBA.O), John Lewis and WH Smith (SMWH.L).

Official data, also published on Tuesday, showed the number of people in work in Britain has suffered the biggest drop since 2009 and signs are growing that the coronavirus will take a heavier toll on the labour market as the government winds down its huge job-protection scheme.

“We have successfully reopened 124 stores, post-lockdown, and these are currently trading ahead of management expectations,” Debenhams said in a statement.

“At the same time, the trading environment is clearly a long way from returning to normal and we have to ensure our store costs are aligned with realistic expectations.”

It said it would take “all necessary steps” to give Debenhams every chance of a viable future.

In April, Debenhams went into administration for the second time in a year, seeking to protect itself from legal action by creditors during the crisis that could have pushed it into liquidation. The retailer is owned by a lenders’ consortium called Celine UK NewCo 1 Ltd that includes U.S. hedge fund Silver Point Capital.
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Cathay Pacific posts record $1.27 billion first-half loss amid pandemic

August 12, 2020 / 5:15 AM
SYDNEY (Reuters) - Hong Kong’s Cathay Pacific Airways Ltd (0293.HK) on Wednesday reported a record HK$9.87 billion ($1.27 billion) first-half loss and said it did not expect a meaningful recovery in passenger demand for some time due to the coronavirus pandemic.

The figure was in line with the HK$9.9 billion forecast it had flagged last month and included HK$2.47 billion of impairment charges.

Revenue plunged 48.3% to HK$27.7 billion in the six months ended June 30 as it slashed passenger flying to a barebones schedule due to lower demand and border restrictions, though it added more cargo-only flights as freight yields rose 44.1%.

UK's Heathrow Airport says July passenger numbers down 88%

August 11, 2020 / 7:22 AM
LONDON (Reuters) - Britain’s Heathrow Airport said on Tuesday passenger numbers in July were down 88% year-on-year as coronavirus restrictions continued to prevent most people from travelling.

The airport, which is owned by a group of investors including Spain’s Ferrovial (FER.MC), the Qatar Investment Authority and China Investment Corp, said 60% of Heathrow’s route network remained grounded.
https://uk.reuters.com/article/uk-health-coronavirus-heathrow-fin/uks-heathrow-airport-says-july-passenger-numbers-down-88-idUKKCN2570OZ?feedType=nl&feedName=ukmorningdigest&utm_source=Sailthru&utm_medium=email&utm_campaign=2018%20Template:%20UK%20MORNING%20DIGEST%202020-08-11&utm_term=NEW:%20UK%20Morning%20Digest

Singapore warns of slow recovery as virus slams Asia's exporters

August 11, 2020 / 1:03 AM
SINGAPORE (Reuters) - Singapore’s record recession was deeper than first thought in the second quarter, data showed on Tuesday, signalling a lengthy path to recovery as the coronavirus pandemic dealt a major blow to Asia’s trade-reliant economies. 

The city-state has been hit hard by COVID-19 with the country under a lockdown for most of the second quarter to curb the spread of the virus.

“The painful truth is this - we are not returning to a pre-COVID world. Recovery will be some time yet,” said trade minister Chan Chun Sing.

The government said it now expects full-year GDP to contract between 5% and 7% versus its previous forecast for a 4% to 7% decline. The transport and tourism hub is facing the biggest downturn in its history, expected to wipe out years of previous economic expansion.

“The forecast for 2020 essentially means the growth generated over the past two to three years will be negated,” said Chan, adding that the data was the economy’s worst quarterly performance on record.

Gross domestic product (GDP) fell a record 13.2% year-on-year in the second quarter, revised government data showed, versus the 12.6% drop seen in advance estimates.

The economy plunged 42.9% from the previous three months on an annualised and seasonally adjusted basis, also a record and larger than the 41.2% contraction in the government’s initial estimates.
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In other US news, who would volunteer to be a farmer or rancher in the US corn belt?  Especially with all the free money for “One-Way” Wall Street. I have this strange feeling, that the Great Disconnect between Wall Street and Main Street, is about to soon reconnect.

Derecho winds tear through U.S. farmland, leave 500,000-plus without power

August 11, 2020 / 1:28 AM
CHICAGO (Reuters) - A storm packing hurricane-force winds tore across the U.S. Midwest on Monday, causing widespread property damage in cities and rural towns and leaving more than half a million homes and businesses without power. 

The storm compounded troubles for a U.S. farm economy already battered by extreme weather, the U.S.-China trade war and most recently, the disruption caused to labor and consumption by the COVID-19 pandemic.

Winds as high as 100 miles per hour (160 kph) hit eastern Nebraska, Iowa, Wisconsin and parts of Illinois in the widespread storm classified as a “derecho” by the National Weather Service.

It toppled grain bins in dozens of counties and tore into livestock farms in Iowa, the nation’s top hog and corn producer. Bin losses, ahead of this fall’s harvest, could leave some farmers scrambling to find storage for their crops, said agronomists.

The storm started early Monday and caused a wider scope of damage than a tornado typically would, meteorologists said. By Monday evening, it was moving east to Michigan and Indiana, and least 500,000 people were without power, according to media reports.

---- Agriland FS Inc, a farm cooperative in Winterset, Iowa, posted images of massive grain storage bins twisted apart and corn spilling onto the ground on Twitter.

Heartland Co-op, which has dozens of grain storage facilities across Iowa, said in a statement it had sustained serious damage at 21 locations.

“Several locations are rendered inoperable and we are making contingency plans for managing the fall harvest,” the company said.

Landus Cooperative, one of North America’s largest grain storage companies, saw damage at three of its facilities - including conveyor equipment at its Bondurant, Iowa, location, Chief Executive Officer Matt Carstens told Reuters.

About 30% of the cooperative’s 7,000 producers farm in the path of the storm, Carstens said. 

The storm crossed where about 20% of Iowa’s corn is grown, Carstens said. “There’s no doubt we’re going to lose some of that,” he said.

Next, perhaps we need tougher ship inspection in Japan, or perhaps just this ship’s inspection needs inspection.

Japanese ship that caused Mauritius oil spill passed annual checks - inspector

August 11, 2020 / 7:14 AM
TOKYO (Reuters) - A Japanese bulk carrier that ran aground off Mauritius and has leaked at least an estimated 1,000 tonnes of oil, passed the latest annual inspection in March with no problems, Japan’s ClassNK inspection body said on Tuesday. 

The ship, MV Wakashio, is owned by Nagashiki Shipping and operated by Mitsui OSK Lines Ltd.
https://uk.reuters.com/article/uk-mauritius-environment-inspection/japanese-ship-that-caused-mauritius-oil-spill-passed-annual-checks-inspector-idUKKCN2570NX?feedType=nl&feedName=ukmorningdigest&utm_source=Sailthru&utm_medium=email&utm_campaign=2018%20Template:%20UK%20MORNING%20DIGEST%202020-08-11&utm_term=NEW:%20UK%20Morning%20Digest

Finally, 2,750 tons of ammonium nitrate, stored next to fireworks in an unguarded hanger, with a broken door and holes in one of the walls. What to do?

Send in an unsupervised team of Syrian welders to “fix” the holes. What could possibly go wrong?  

Dryly, “Reuters could not determine what happened to the workers repairing the hangar.” Rather too dryly, perhaps, given what happened.

Exclusive: Lebanon's leaders warned in July about explosives at port - documents

August 10, 2020 / 9:56 PM
BEIRUT (Reuters) - Lebanese security officials warned the prime minister and president last month that 2,750 tonnes of ammonium nitrate stored in Beirut’s port posed a security risk and could destroy the capital if it exploded, according to documents seen by Reuters and senior security sources.

---- The port authorities did not immediately respond to requests for comment.

“The maintenance started and (port authorities) sent a team of Syrian workers (but) there was no one supervising them when they entered to fix the holes,” the security official said.

During the work, sparks from the welding took hold and fire started to spread, the official said.

“Given that there were fireworks stored in the same hangar, after an hour a big fire was set off by the fireworks and that spread to the material that exploded when the temperature exceeded 210 degrees,” the high-ranking security official said.

The official blamed the port authorities for not supervising the repair crew and for storing fireworks alongside a vast deposit of high explosives.

Reuters could not determine what happened to the workers repairing the hangar.
More
https://uk.reuters.com/article/uk-lebanon-security-blast-documents-excl/exclusive-lebanons-leaders-warned-in-july-about-explosives-at-port-documents-idUKKCN2562L3

“Two things are infinite: the universe and human stupidity; and I'm not sure about the universe.”

Albert Einstein

Covid-19 Corner                       


This section will continue until it becomes unneeded

Today, a very bad news development if it’s true the virus causing Covid-19 can survive on the packaging of frozen freight shipments.

New Zealand considers freight as possible source of new coronavirus cluster

August 12, 2020 / 1:54 AM
WELLINGTON (Reuters) - New Zealand officials are investigating the possibility that its first COVID-19 cases in more than three months were imported by freight, as the country plunged back into lockdown on Wednesday.

The discovery of four infected family members in Auckland led Prime Minister Jacinda Ardern to swiftly reimpose tight restrictions on movement in New Zealand’s biggest city and travel limitations across the entire country.

The source of the outbreak has baffled health officials, who said they were confident there were no local transmission of the virus in New Zealand for 102 days and that the family had not travelled overseas.

“We are working hard to put together pieces of the puzzle on how this family got infected,” said Director General of Health Ashley Bloomfield.

Investigations were zeroing in on the potential the virus was imported by freight. Bloomfield said surface testing was underway in an Auckland cool store where a man from the infected family worked.

“We know the virus can survive within refrigerated environments for quite some time,” Bloomfield said during a televised media conference.

China has reported instances of the coronavirus being detected on the packaging of imported frozen seafood.

On Tuesday, the city government of Yantai, a port city in eastern Shandong province, said it had found the virus on the packaging of frozen seafood that had arrived from the port city of Dalian, which recently battled a surge of cases. Officials said the seafood was from an imported shipment that landed at Dalian, but did not say where it originated.
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Australia suffers deadliest day of coronavirus pandemic, cases rise

August 12, 2020 / 1:09 AM
SYDNEY (Reuters) - Australia recorded its deadliest day of the coronavirus pandemic on Wednesday and the biggest daily rise in infections in three days, denting hopes that a second wave gripping the state of Victoria may be stabilising.

Victoria reported 21 deaths - two more than the previous deadliest days earlier this week - and 410 new cases in the past 24 hours, ending a run of three consecutive days with new infections below 400.

A cluster of infections in Melbourne, the Victorian capital and Australia’s second-largest city, forced authorities last week to impose a night curfew, tighten restrictions on people’s daily movements and order large parts of state economy to close.

Victorian Premier Daniel Andrews said that while the number of cases were trending down, the impact of the strict new lockdown measures was yet to show up in the case numbers.

---- National numbers have yet to be released but outside the two largest states of Victoria and New South Wales (NSW) the virus has been effectively eliminated. Queensland state reported no new cases on Wednesday.

Authorities in NSW are scrambling to trace infections linked to a new cluster at a school in Sydney, which has raised fears of more widespread community transmission than previously known in Australia’s most-populous state.

NSW reported 18 new COVID-19 infections in the past 24 hours. But with authorities unable to trace the origins of some of these infections, NSW Premier Gladys Berejiklian said businesses could face additional restrictions.
More

Germany's confirmed coronavirus cases rise by 1,226 to 218,519: RKI

August 12, 2020 / 4:10 AM
BERLIN (Reuters) - The number of confirmed coronavirus cases in Germany increased by 1,226 to 218,519, data from the Robert Koch Institute (RKI) for infectious diseases showed on Wednesday.

The reported death toll rose by 6 to 9,207, the tally showed.

Mask safety: Study finds some materials may cause more harm than good

Rich Haridy  August 10, 2020
Scientists from Duke University have demonstrated a simple technique designed to test the efficacy of different face mask fabrics and designs in reducing the spread of respiratory droplets during normal speech. The research strikingly suggests some alternative face mask options not only offer little protection, but could be more harmful than wearing no facial covering at all.

----As a proof-of-concept testing the new technique, the researchers trialled a number of common masks and mask alternatives. The test involved a speaker wearing a mask repeating the phrase “Stay healthy, people” for ten seconds while a laser illuminated any droplets coming through the mask.

“We confirmed that when people speak, small droplets get expelled, so disease can be spread by talking, without coughing or sneezing,” says Fischer. “We could also see that some face coverings performed much better than others in blocking expelled particles.”

Unsurprisingly, a fitted N95 mask resulted in the most effective reduction in droplet emissions, with a surgical mask relatively close behind. However, most homemade cotton masks tested delivered strong results, blocking droplet emissions at rates not far off what was seen in the surgical mask tests.

But not every type of facial covering was effective in reducing droplet emissions, unfortunately. Knitted fabrics and bandanas were notably weak in reducing droplet volumes from a speaker. But it was the results from testing neck fleeces, also known as gaiter masks, that really surprised the researchers.

“The notion that ‘anything is better than nothing’ didn’t hold true,” says Westman, discussing the results of the neck fleece test. Westman says the number of particles emitted through the neck fleece resembled the volume seen in baseline tests with no mask at all.
More

Some useful Covid links.

Johns Hopkins Coronavirus resource centre

Rt Covid-19

Covid19info.live

"Anytime you don't want anything, you get it.”

Calvin Coolidge, 30th President of the United States.

Technology Update.
With events happening fast in the development of solar power and graphene, I’ve added this section. Updates as they get reported. Is converting sunlight to usable cheap AC or DC energy mankind’s future from the 21st century onwards.

The art of making tiny holes

Date: August 3, 2020

Source: Vienna University of Technology

Summary: It sounds like a magic trick: A highly charged ion penetrates several layers of a material. It creates a big hole in the top layer, but travels through the next layer without damaging it. This new technique can be used to modify surfaces with extremely hight precision.

Nobody can shoot a pistol bullet through a banana in such a way that the skin is perforated but the banana remains intact. However, on the level of individual atomic layers, such a feat has now been achieved -- a nano-structuring method has been developed at TU Wien (Vienna), with which certain layers of material can be perforated extremely precisely and others left completely untouched, even though the projectile penetrates all layers. This is made possible with the help of highly charged ions. 
They can be used to selectively process the surfaces of novel 2D material systems, for example to anchor certain metals on them, which can then serve as catalysts. The new method has now been published in the journal ACS Nano.

New materials from ultra-thin layers

Materials that are composed of several ultra-thin layers are regarded as an exciting new field of materials research. Ever since the high-performance material graphene was first produced, which consists of only a single layer of carbon atoms, many new thin-film materials have been developed, often with promising new properties.

"We investigated a combination of graphene and molybdenum disulfide. The two layers of material are brought into contact and then adhere to each other by weak van der Waals forces," says Dr. Janine Schwestka from the Institute of Applied Physics at TU WIen and first author of the current publication. "Graphene is a very good conductor, molybdenum disulphide is a semiconductor, and the combination could be interesting for the production of new types of data storage devices."

For certain applications, however, the geometry of the material needs to be specifically processed on a scale of nanometres -- for example, in order to change the chemical properties by adding additional types of atoms or to control the optical properties of the surface. "There are different methods for this," explains Janine Schwestka. "You may modify the surfaces with an electron beam or with a conventional ion beam. With a two-layer system, however, there is always the problem that the beam affects both layers at the same time, even if only one of them is supposed to be modified.
---- "This provides us now with a wonderful new method for manipulating surfaces in a targeted manner," says Richard Wilhelm. "We can add nano-pores to surfaces without damaging the substrate material underneath. This allows us to create geometric structures that were previously impossible." 
 In this way, one could create "masks" from molybdenum disulfide perforated exactly as desired, on which certain metal atoms are then deposited. This opens up completely new possibilities for controlling the chemical, electronic and optical properties of the surface.

"We are very pleased that our excellent collaborations via the TU Doctoral College TU-D were able to contribute significantly to these results," says Janine Schwestka, who was a member of the TU-D for more than three years. "In addition, it distinguishes Vienna as a location for science and research that we were able to establish contacts with the University of Vienna through short distances in order to deepen our joint expertise and complement each other methodically."

"God must love the common man, he made so many of them."

Abraham Lincoln.

The Monthly Coppock Indicators finished July

DJIA: 26,428 -1 Up. NASDAQ: 10,745 +243 Up. SP500: 3,271 +89 Up.

The NASDAQ has remained up. The DJIA and SP500 have turned up. With stock mania running fueled by trillions of central bankster new fiat money programs, I would not rely on the indicators.

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