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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: ajtj99 who wrote (94521)8/26/2025 9:26:57 AM
From: Qone02 Recommendations

Recommended By
ajtj99
Kahlua

   of 97593
 
In June, US energy exports to China collapsed to zero in crude oil, coal, and liquefied natural gas.

That followed a similar plunge in exports of liquefied petroleum gases and propane.

Key BRICS members Russia and Iran have stepped in, and along with other Middle East trade partners easily supply China with energy previously sourced from US markets.

Report:

Good morning. China has already decoupled from the United States for agricultural products, which is hurting American farmers who were dependent on exports to China, who is now well supplied by Russia and Brazil.

We’re seeing now the same decoupling in energy, as China has developed new sources of supply from Russia and Iran.

This is from April. Propane is a liquefied petroleum gas, and China used to be one of the biggest buyers of US propane, after only Japan. Suddenly, China stopped buying it, and the price collapsed by over 30% in a single month:
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