China buys 1m tons of US soybeans after trade talks

The purchase designed to allay concerns about Beijing's commitment

https://asia.nikkei.com/Economy/Trade-War/China-buys-1m-tons-of-US-soybeans-after-trade-talks

Meldinger fra Twitter, som igjen refererer til kinesiske medier, sier at det ikke blir innført økte tollsatser fra 1. januar. Hvis dette stemmer har vi REC-aksjonærer kommert veldig godt ut av denne middagen. Vi hadde egentlig alt å tape etter min mening, men nå forsvinner straffetollen som planlagt fra 19. januar og REC får tilgang til det kinesiske markedet igjen. Tror ikke vi går flere 100% på mandag som mange tror, men vi ser nok en jevn stigning til over kronene i løpet av desember. Kan ikke skjønne at short ikke begynner å dekke seg inn nå. Det skjer nok roligere enn mange tror.

God natt!


Edit: Meldes fra begge sider at møtet "went very well" og at forhandlinger fortsetter. Eskalering av handelskrigen virker å være avblåst.

Xi Jinping says cooperation is best for China and US at G-20 meeting with Trump
Cooperation is the best choice for China and the United States, Chinese President Xi Jinping tells U.S. President Donald Trump, state news agency Xinhua reports.
Xi says he wants to exchange views on issues of common concern with Trump and jointly chart the course for China-U.S. relations in the next stage, Xinhua adds
Cooperation is the best choice for China and the United States, Chinese President Xi Jinping told U.S. President Donald Trump during a Saturday dinner meeting in Argentina, state news agency Xinhua reported.

Xi said he would like to exchange views on issues of common concern with Trump and jointly chart the course for China-U.S. relations in the next stage, Xinhua added.

Trump struck a positive note in brief remarks to reporters before the dinner, despite the U.S. president's earlier threats to impose new tariffs on Chinese imports.

"Well be discussing trade and I think at some point we are going to end up doing something great for China and great for the United States," Trump said.

He suggested that the "incredible relationship" he and Xi had established would be "the very primary reason" they could make progress on trade, though he offered no specifics on how they might resolve the main issue dividing the world's two biggest economies.
https://www.cnbc.com/2018/12/01/xi-jinping-says-cooperation-best-for-china-us-at-g-20-trump-meeting.html

Some have suggested that Mr. Pillsbury’s more doveish tone is part of an effort to stay in the good graces of the Chinese. He has traveled to China four times in the last 18 months and is planning to go again in December, when he will share insights about the United States with Chinese think tanks.

“To try to get them to sign a piece of paper saying they’ve done all these bad things is futile,” Mr. Pillsbury said. “It gets back to the goal of the president. If the goal is to humiliate the Chinese and tell the base we’re stopping this raping of our country, this approach won’t work.”
Some have suggested that Mr. Pillsbury’s more doveish tone is part of an effort to stay in the good graces of the Chinese. He has traveled to China four times in the last 18 months and is planning to go again in December, when he will share insights about the United States with Chinese think tanks.

https://www.nytimes.com/2018/11/30/us/politics/trump-china-trade-xi-michael-pillsbury.html?action=click&module=Top%20Stories&pgtype=Homepage

Takker for info Tom25. Jeg er positiv til ny deal nå :-)

Trump twitret også dette i dag. @realDonaldTrump
I was very much looking forward to having a press conference just prior to leaving Argentina because we have had such great success in our dealing with various countries and their leaders at the G20.... Donald J. Trump Men den ble utsatt grunnet G.W.Bush bortgang

Trump confirms meeting with China's Xi on Saturday

BUENOS AIRES (Reuters) - U.S. President Donald Trump said he will have a meeting with Chinese President Xi Jinping on Saturday to discuss trade after the close of the G20 summit in Argentina.

“We will be meeting with President Xi tonight...and we’ll be talking about a thing called trade and probably other things but primarily trade. It’s a very important meeting,” Trump said.

Trump also said he would work to straighten out the trade imbalance in talks with German Chancellor Angela Merkel. Speaking alongside Trump at a joint news conference, Merkel added the two would address issues related to trade and the World Trade Organization, and discuss Ukraine, Syria, and the INF nuclear weapons pact with Russia.

Garanja, Trump har sagt 1 januar som dato for evt økt straffetoll.

Skal det skje en byttehandel må det skje med en gang det avtales, ellers blir ikke kineserne trodd og man fortsetter forberedelsene for økningen av straffetollen.
Fordi det i denne sammenheng er kort tid til 1. januar.

Ja vi får se. Det viktigste er at vi ikke får en eskalering av handelskrigen. Da er jeg redd det blir lett for Kina å fortsette straffetollen lengre enn til januar.

Inord, det er mulig at det blir slik men jeg ser ikke helt hvorfor straffetollen skal fjernes 1 mnd før den likevel forsvinner. I såfall må det evt. være Kina som bruker det som en slags propaganda for å vise at de åpner seg for vesten.

Garanja, den etterfølgende nyheten vil nok vekke mange:

Rec starter full produksjon i Moses Lake.

Og vi snakker ikke om å vente til januar hvis det gjøres en slik avtale.
Da fjernes straffetollen med en gang USA har avtalt å ikke øke straffetollen, hvis avtalen er slik som nevnt i et tidligere innlegg, dvs en byttehandel for på en måte å komme igang.

Jum som kjøper sin vante post ikke noe annet
er jo standar at han kjøper og selger

Ja, mest sansynlig at noen gambler den ene eller andre veien. Men stor post kan også være strategisk av andre årsaker enn handelskrigen

Solid nedsalg, men utopi å tenke at noen vet hva Xi og Donald blir enige om.

Der gikk det 25 millioner aksjer i sluttauksjonen, hvem vet mer enn oss og hvem ler av oss nå?

Tror vi får en avtale om en "stabilisering" av handelskrigen hvor USA ikke innfører økte tollsatser mot at Kina forplikter seg til å jobbe hardere mot kopiering og tyveri av teknologi. Dette fører videre naturlig nok til at tollbarrieren på silisium forsvinner som forventet i januar. Hvordan dette vil påvirke kursen tørr jeg ikke si så mye om men at den går opp noe er å forvente. Spørsmålet er om man klarer å forstå at REC nå igjen får tilbake tilgangen til Kina og at kursen dermed igjen skal være langt over krona selv med en lav råvarepris som nå. Redd vi er langt ut i 2019 får det går opp for folk flest.

Kudlov: USA sin økonomi går meget bra NÅ, det gjør ikke KINAS, .

Kina er i kne tror nå jeg , så en avtale kommer.

Hvis påstanden stemmer, at Kina tilbyr å fjerne straffetoll på farm and energy products, hvis USA ikke øker straffetollen.

Da skal det ikke en ferdig avtale til, men bare enighet om å arbeide med en avtale (våpenhvile), for at straffetollen til Rec tas vekk.

Jeg velger å håpe på det, ingenting som er det minste sikkert i hva G20 møtet kan lede til.

G20 møtet starter i dag. Møtet mellom Trump og Xi er et bilateralt sidemøte organisert som en middag i morgen kveld.
Uansett, kommentatorer ser ut til å ha begrensede forventninger om utfallet, rent konkret. Det mange ser ut til å håpe på er at de bebudede amerikanske tollskjerpelsene fra januar settes på vent og at det kommer på plass en slags intensjonsavtale som gir partene tid til å meisle ut noe mer konkret etterhvert.
Men, Trump har også uttalt at han tror kineserne gjerne vil ha på plass en avtale og at han er åpen for dette, samtidig som at han legger til at han ikke er misfornøyd med situasjonen slik den er nå heller.
Vel, Trump har overrasket før og kan gjøre det igjen. Spennende er det i allefall - for REC`ere av både den shorte og longe typen.

Nei møte er jo idag

Trump og Xi skal vel møtes i morgen kveld mener jeg å ha lest. Siden Argentina ligger noen timer etter oss så kan det hande vi må vente til sent i morgen kveld/natt eller til søndag før det kommer nyheter.

Når er dagens møte?

Spennende tider i hvert fall. Akkurat nå ser jeg oppsiden i REC betydelig større enn nedsiden.

Og er dette bare fake News , eller?

One offer, according to Chinese officials: in return for the suspension of U.S. tariffs, Beijing would agree to lift restrictions on China’s purchases of U.S. farm and energy products.


Such a deal would follow the model of partial agreements the U.S. has cut in recent months with the European Union and Japan, U.S. officials said. In those deals, the U.S. agreed not to levy more tariffs—in those cases, tariffs on automobiles—while the two sides negotiated over specific areas. With Japan, for example, Tokyo agreed that any deal would increase automobile production and jobs in the U.S., while Washington agreed not to press Tokyo for more concessions on agriculture than Japan had previously allowed free-trade partners.

https://www.independentrecorder.com/u-s-china-exploring-deal-to-ease-trade-tensions-195855.html

BUSINESS NEWS

NOVEMBER 29, 2018 / 7:46 AM / UPDATED 15 MINUTES AGO

Trump coy on China trade deal before meeting Xi

Jeff Mason

WASHINGTON (Reuters) - U.S. President Donald Trump said on Thursday he was open to a trade deal with China but was not sure he wanted one, as he headed to Argentina for the G20 summit and a meeting with President Xi Jingping.

“I think we’re very close to doing something with China but I don’t know that I want to do it,” Trump told reporters as he left the White House to fly to the G20 summit in Argentina.

Trump and Xi were scheduled to meet on Saturday to discuss trade amid increasing tensions between the world’s top two economies.

Trump’s hardline trade adviser, Peter Navarro, will attend a meeting between Trump and Xi, a source familiar with the situation told Reuters.

Billions of dollars were coming into the United States, Trump said, because of the tariffs he has placed on Chinese imports.

However, U.S. companies and consumers are bearing part of the cost by paying higher prices for the goods.

“I really don’t know but I will tell you that I think China wants to make a deal. I’m open to making a deal. But frankly, I like the deal we have right now,” Trump said.

China, for its part, is hoping for “positive results” in resolving its trade dispute with the United States, the commerce ministry said on Thursday.

Asked if China was seeking to prevent the imposition of additional U.S. tariffs at the meeting, the ministry’s spokesman, Gao Feng, said economic teams from both nations were in contact to implement a “consensus” reached by Trump and Xi during a phone call this month.

“I hope that the United States and China could move towards each other and work hard to achieve positive results in the meeting,” Gao said without elaborating.

The United States has levied additional duties of between 10 percent and 25 percent on $250 billion of Chinese goods this year as punishment for what it calls China’s unfair trade practices, with the 10 percent tariffs set to climb to 25 percent next year.

A Reuters poll on Wednesday showed China’s factories likely struggled to grow for a second straight month in November as cooling demand at home and the threat of higher U.S. tariffs stifled new orders.

“The Chinese side has repeatedly stressed that the essence of Sino-U.S. economic and trade cooperation is about mutual benefit and win-win,” Gao said.

White House officials said this week Trump was open to making a trade deal with Xi when they meet.

Trump lashed out at General Motors Co after the company's recent announcement of U.S. layoffs and plant closures and threatened additional tariffs. (bit.ly/2SjZrRk) (reut.rs/2E4J33Z)

In a Twitter post on Thursday, Trump said: “Billions of Dollars are pouring into the coffers of the U.S.A. because of the Tariffs being charged to China, and there is a long way to go. If companies don’t want to pay Tariffs, build in the U.S.A.”

https://www.reuters.com/article/us-usa-trade-china/trump-coy-on-china-trade-deal-before-meeting-xi-idUSKCN1NY0QW

Kan ta med deg hele artikkel vel:

Da han forlot Det hvite hus for å dra på G20-toppmøtet i Argentina og møte Kinas president Xi Jinping, fortalte Trump reportere at han var åpen for å gjøre en handelsavtale.

USAs president Donald Trump sa torsdag at han er nær å gjøre en avtale med Kina om handel, men at han ikke er sikker på om han ønsker å gjøre det, og at han liker hvordan saken står nå, melder Reuters torsdag ettermiddag.

What will China offer the United States to break the trade war deadlock?

(...)

Xi and US President Donald Trump are expected to meet on the sidelines of the G20 summit in Buenos Aires, Argentina, this week in an effort to find a way out of months of deadlock on trade.

As well as offering better protection for intellectual property, Xi is likely to address China’s imbalance in trade with the US. That could include the easiest commitment China could make – offering to further open its markets, according to a source familiar with government discussions.

“It is an issue with the least pressure for the government,” the source said, adding that it was an “overdue payment”.

White House economic adviser Larry Kudlow has suggested there is “a good possibility” of a deal if China offers some new ideas and attitudes.

His comment walked back some of the pessimism of US President Donald Trump’s assessment that he was unlikely to suspend tariffs on Chinese products.

Confirming the South China Morning Post’s reports that Trump and Xi would be meeting over dinner, Kudlow also said the two leaders would be joined by trade representatives from both sides.

(...)

https://www.scmp.com/news/china/diplomacy/article/2175429/what-will-china-offer-united-states-break-trade-war-deadlock

Her snakker USA om fire krav som må oppfylles, og hvis det er de samme fire som Kudlow ramser opp, så er sjansene gode for enighet.

Hvis det derimot er ting som: La Taiwan være, trekk dere ut av Sørkina-havet, få Nord-Korea til å fjerne alt av atomvåpen, da blir det aldri en avtale

Certain conditions have to be met with respect to fairness and reciprocity as we've said many times. For example, issues of intellectual property theft must be solved, forced technology transfers must be solved, significant tariffs and non-tariff barriers must be solved, issues of ownership have to be solved," Kudlow said.
https://www.moneycontrol.com/news/world/white-house-sets-conditions-for-fair-trade-deal-with-china-3227551.html

De tre første har kineserne sagt at de jobber med, nå må det settes konkrete tiltak som kan skrives i en avtale.
Det siste punktet har kineserne jobbet med, men ingen firma i USA har sett at det skjer noe.

Ikke bare sol, men den generelle børsoppgangen i USA i kveld tilskrives troen på en avtale. Så ikke lenger kun de største sol-hausserne som maler på.

Sol aksjer steg 10-15 % i USA for andre dag på rad,så tydlig at de tror på positiv utvikling på G20 møte.Får håpe Rec følger etter imorgen.

Slik det er nå, kan alt skje.

Positive uttalelser fra kinesisk side kan man alikevel ta med seg:

https://www.google.no/amp/s/amp.ft.com/content/27d7948c-f26c-11e8-ae55-df4bf40f9d0d

Liu He, China’s influential vice-premier, reiterated Beijing’s assertion that it had moved to open up to foreign investment, saying market access restrictions for foreign banks, brokerages asset managers and insurers had been eased and similar measures were in train for selected manufacturing sectors such as autos, ships and aircraft.

Speaking in Hamburg, Mr Liu said Chinese leaders were also “speeding up” the opening of the telecommunications, education, medical services and culture sectors.

“The development of the Chinese economy in the future can only be guaranteed on the basis of even greater openness,” Mr Liu said. “China’s door of opening up will open even wider.”

But Mr Kudlow, who is regarded as one of the US officials most amenable to a compromise with Beijing, said little of China’s openness had emerged in trade negotiations.

Recommended
Nervous investors await China-US talks at G20 summit
“[The Chinese] have to do more, they must do more, I think the president is exactly right to show strong backbone . . . [to] break through these Chinese walls,” Mr Kudlow said. “They are so resistant to change: we have to protect our country, that’s all. We have to protect our technology, our inventiveness, our innovation,” he added.

Mr Liu, who has been deeply involved in Beijing’s efforts to resolve the US-China trade differences, promised improvements in the protection of intellectual property rights of foreign companies in China — a key US demand.

“On strengthening IPR protection, we understand this is an area of special interest to our foreign friends,” he said, listing several measures such as a revised patent law and harsher punishment for offenders that “are expected to greatly improve IPR protection”.

White House’s Larry Kudlow says Trump remains open to deal...

https://www.cnbc.com/video/2018/11/27/white-houses-larry-kudlow-says-trump-remains-open-to-deal-with-china.html

CNBC: Kudlov taler i det Hvite hus om Kina og toll nå. Kudlov og USA virker selvsikre på å vinne fram med et godt resultat. ( Kudlov: verden best uten tollbarierer)

Solar USA sterk i kveld.

https://finance.yahoo.com/quotes/JKS,SUNE,CSIQ,FSLR,swvk.de,JASO,SPWR,TSL,YGE,WCH.DE,REC.OL/view/v1

Umulig å gjette hva som foregår i de egentlige forhandlingene, mye spill for galleriet ute i media.

Jeg tror også Trump overvurderer hva han kan klare å tvinge gjennom. Men hvor lyst har han på en avtale, har han noen krav han er villig til å fire på.

Vi får krysse fingrene. Ikke bare REC, men hele verden vil være tjent med at de kommer frem til en løsning. Jeg er bare redd for at det er for mange som tror at Trump har balletak på Kineserne, når det er etter min mening mer som tyder på at det er omvendt. Kineserne har råd til å ikke få til en avtale, jeg tror det er verre med USA. Dessverre så er jeg også redd for at Trump ikke skjønner det.

Jeg har en følelse av at det vil komme et klart svar etter G20 møtet.

Trump må få aksept for tilstrekkelig av sine krav.
Får han ikke et klart svar, så blir det ingen avtale.

Han vil ikke bry seg om tåkeprat. Enten er Kina med eller ikke.