Logo 27 Jun 2023

Too darn hot

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Trivium Markets keeps you briefed on the latest developments in China markets policy.

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The heat wave ravaging southern China has reached the North and Northeast – from Beijing to Shenyang and beyond.
Why that matters:

Heat waves raise the risk of power shortages as demand for air conditioning (AC) soars.
When power is short, industrial production is first in line for cut-offs.

ICYM...