Winner Takes It All, Resurrection 2009

"Boss, the price has risen to $119.75. Television news networks and the Internet across the United States are focusing on reporting about North Sea oil fields. There are equipment failures in Mexican oil fields, and they may not supply oil to the market for weeks or even months.

In addition, Venezuelan Energy, the Union of Chiefs and several oil-producing countries in North Africa have also announced production cuts due to extreme weather, natural disasters and aging equipment. ” Lin Wenhui was busy and exhausted.

It is necessary not only to direct various institutions to centrally allocate funds to suppress energy prices, but also to be responsible for selecting the true and valuable information from the various sources of information and delivering it to all parties as soon as possible.

So that financial institutions scattered across the country can respond and make decisions in a timely manner.

"North Africa?" Li Zehua got angry instantly after hearing this, and called Liu Ziliang in and said, "Contact Ou Meng and Gao Lu immediately, and let them tie up their own chains, and then let me hear the news about the reduction of oil production in North Africa.

Don’t blame me for hitting Gaul’s national debt and financial markets as well.”

After that, he turned to Lin Wenhui and said, "Tell Yao Xiangjun not to panic. This is all within expectations. American capital will not surrender so easily."

"What about the transportation security from West Asia to China?" Lin Wenhui was under great pressure. "This is the information data sent back by the maritime department. As of 14 o'clock this morning, oil tankers have been detained and examined for various reasons.

Although the situation has been resolved safely through negotiations with the foreign affairs and economic departments, if the situation continues to deteriorate, it is difficult to guarantee that the fungus fleet stationed at the crude oil outlet will not take risks. "

"Say hello to Smith. The group's lobbying fees of more than one billion US dollars each year are not given in vain. Let the military-industrial group stand up and interfere with its internal decision-making." Li Zehua handled the matter in an orderly manner.

"Especially let Gray use the CIA's channels and have our people come forward to directly convey the message to its decision-makers. Don't think that you can act on your own just because you are in that position and protected by American capital.

Then don’t blame the group for being ruthless in the future. All your families will have no good life.”

"I'm afraid this won't be effective." Lin Wenhui hesitated. "After all, the rules are there."

"Rules, what rules? Winning is the rule!" Li Zehua sneered, "Does the American capital follow the rules now? Since they have already overturned the table, why should we continue to hold back?"

The current situation is actually very unfavorable to Dongda Capital, and even has some humiliation in it, because the 052nd Fleet that was ordered to advance to East Africa in the Indian Ocean is powerful.

It has more than a dozen destroyers and even more frigates, as well as the logistical support force of half of the entire East China Sea, and can face the absolute superior force of three aircraft carrier formations sent to the area at once.

(One is located west of the White Elephant, one is located in the Red Sea, and one is on the eastern coast of the Mediterranean.)
The Dongda fleet was still at an absolute disadvantage. After all, the other side had more than a dozen naval and air bases in the area, which could ensure that aircraft would be dispatched for harassment 24 hours a day.

At the same time, there are hundreds of Dongda oil tankers and container ships sailing in the area, and any point can become a target for mold and its local allies.

Once the fungal aircraft and ships approached and forcibly boarded the ship for inspection, the Dongda fleet was often still dozens or hundreds of nautical miles away. By now, anyone with a discerning eye could see clearly what was happening.

This is a game of cat playing with mouse. The mold wants to make the Dongda ships exhausted by this back and forth movement, and then force them to withdraw from the competition due to the overwhelming pressure.

However, the Dongda fleet withstood the pressure and continued to operate in the Indian Ocean day and night with less than one-third of the enemy's ships.

(The USS also had more than 200 additional carrier-based aircraft and even more shore-based aircraft support), and forcibly opened up a safe channel for key oil tankers to pass quickly.

"Hold on, as long as we hold on, there is hope." Faced with the dilemma, Li Zehua did not give up, "As long as we send back one more ship of oil, our hope of winning will increase. I still don't believe it, and I have made arrangements three or four months in advance.

It is still not as good as the hasty response of American capital.”

If you lack strength, you can make up for it with plans. As early as the end of the third quarter of 12, Dongda began to consciously strengthen its strategic energy reserves. There are many oil-producing countries in the world, including Dongda, Southeast Asia, and China, in the name of various economies.

In the name of institutional participation and cooperating with US capital to go long, on the futures delivery day of each month, they bought spot crude oil at high prices, and then brought all of it back to the country without leaving a single barrel.

This did not trigger a sharp counterattack from Wall Street because as the world's largest futures trading market, the more crude oil is pulled out of the United States, the more they earn.

Because futures prices had been high for a long time at the time, the oil-producing countries worked hard to make excess profits, and some of the oil was used for delivery in the futures market.

It also reached a large number of private purchase agreements with major demand countries. Dongda placed huge purchase orders to Persia, major oil-producing countries, the Alliance of Chiefs, Venezuela, and several North African oil-producing countries.

And also placing crazy orders with oil-producing or oil refining countries in Southeast Asia such as Brunei, Indonesia, and Singapore, partly because these economies have a large amount of RMB.

The central bank began to recycle overseas RMB for the purpose of reducing systemic risks.

On the other hand, the oil-producing countries controlled by the East and US capital have already signed a large number of purchase agreements. Additional purchases would easily alert the enemy, so the next best thing is to ask allies to buy and let them earn the difference.

These friendly economies were also happy about this. They pushed their own crude oil production capacity to the maximum and exported it crazily to Dongda. Then they turned back to the big customers, the Chiefs Alliance and the big customers and asked them to import crude oil.

As long as they can make money, who cares who they sell to? As long as it does not affect the overall strategy of American capital, of course they will increase production capacity and sell as much as they can!

As a result, all kinds of strange situations suddenly appeared around the world. Consumer countries were purchasing frantically, and oil-producing countries were frantically increasing their production capacity. However, the price of crude oil futures remained high, which simply went against economic logic.

Because mining capacity increases faster, oil-producing countries generally have a lot of idle capacity and dare not over-exploit in normal times to avoid driving international oil prices to rock-bottom prices. When needed, they can resume production in a very short time.

At the same time, the market usage cannot increase several times out of thin air. After all, it involves industrial production, and the demand for cars, ships and airplanes takes several months or even years to be gradually released. So in theory, the price of crude oil should fall.

However, several major economies that import crude oil have continued to offer large subsidies. For example, shale oil imported from the United States can be purchased at any price as long as it is shipped back by ship.

When the ship is docked and takes time to enter the oil refining base or strategic reserve warehouse, the tax department and the finance department will immediately give high discounts. In a word, being able to pull it back is a victory.

The same is true for several other economies, because everyone understands that if they want to defeat American capital in one fell swoop, they must increase their crude oil reserves to an astonishing number. Only when they have supplies can they remain calm.

The most critical thing is that winter is the season with the greatest demand for energy. Once spring comes next year, all major energy-consuming countries that have three or four months of reserves for peak season usage will simultaneously release all of their inventory, and it will be difficult for energy prices not to collapse.

The US capital is well aware of this, and in fact they have also found out about it, but the US-controlled energy companies below simply refuse to report anything in order to protect their own interests.

Or if they clearly purchased 100 million barrels in January, it is common for them to report it with one zero missing, because Wall Street may not necessarily share the profits it makes with them, but the money from selling crude oil can go into their own pockets.

The so-called close surveillance was actually a joke. It was not until Dongda’s warehouse was full and no large-scale purchases were made that the energy company realized something was wrong and reported the news half-truthfully.

The decision-makers in Wall Street were going crazy. They sent people to follow the clues and found out that these economies were actually using dozens of different economic entities as aliases.

Secretly and quietly, under the noses of American capital, some countries have completed the initial strategic reserve, and some economies that are less advanced, such as Europe and the United States, have already filled more than 50% of their domestic reserve warehouses.

Factories, oil depots and ports are fully stocked with 45-60 days’ worth of oil.

Some medium-sized brands such as White Elephant, Foot Basin Chicken, Hans, and Daiying also have reserves of 60-90 days of use.

The most exaggerated one is Dongda, which has almost filled all the tanks that can be filled. At this stage, it is loading tankers that transport crude oil. More than 95% of the world's tankers are leased by non-US companies.

During the lease period, these ships, which are often fully loaded with tens of thousands or even hundreds of thousands of tons of crude oil, will linger and wait in the waters near Dongda and Southeast Asian waters. Once the warehouses there are used up, they will rush over to fill the gap.

Then, when the ships are free, they will continue to go to oil-producing countries to load crude oil. In short, it is impossible to let them be free. For US capital, this is tantamount to cutting off the source of funds.

Because Wall Street is long on crude oil and other economies are short on it. What does that mean? In theory, the winner can be determined by who has more money, but Wall Street may not be able to beat the global alliance.

Originally, Wall Street had one last trick, which was to force the short sellers to deliver physical goods. Since you have been short selling all the time, then let the Chicago and New York Stock Exchanges change the rules of the game and significantly increase the margin for individual transactions.

The reason is very simple. Individuals participating in crude oil transactions do not need to enter the delivery period. To put it bluntly, they are not qualified to deliver the goods. A large part of the funds for short selling in the United States is from personal accounts.

What we are trying to prevent is American capital from playing dirty.

Now that the concerns have come true, Wall Street is also preparing for the worst. It is driving out individual users first and leaving only institutional users who are qualified for delivery, under the guise of protecting the rights and interests of small and medium-sized investors from being harmed.

Then the real purpose will be revealed. You are welcome to short sell. But when the delivery date comes, I can’t provide enough goods. Let’s see what you will do.

But now it’s all over.

As I said at the beginning, U.S. crude oil futures is the world's largest market, with many first-level members, such as Hong Kong, Shanghai, Singapore, Paris, Zurich, London and Tokyo trading markets.

All of these secondary markets are eligible for delivery, and most of the funds for short-selling in the market come from these areas, so it is naturally impossible to place the delivery warehouses in the United States.

This brings up a problem. Even if Wall Street succeeds in forcing a liquidation by various means, what transportation resources will be used to pull back these hundreds of billions of dollars worth of crude oil?
This is not the land of American capital. The signing of the delivery note is considered as receipt of the goods. It is obvious that everyone is fighting head-on with American capital. Can they tolerate the goods being shipped out of the account books?

In a word, either send a ship to take it away, or let the American capital voluntarily give up the right to delivery!

No matter which one is chosen, American capital will be doomed.

It is impossible to take it away. Nowadays, more than 95% of the world's transportation resources are occupied. Unless the US capital calls out aliens and conjures up oil tankers or spaceships out of thin air, there is no way they can take away the physical delivery.

Moreover, even if the US capital has the transportation capacity, various economies will not allow the US capital to succeed easily in their own territory. If they create some trouble, Wall Street's plans will be in vain.

Without access to this part of crude oil reserves, Wall Street will never be able to win in the futures market, because as the winter demand peak passes, economies only need to publicly announce their crude oil storage situation to the market.

Wall Street should not dream of escaping unscathed from the siege of the whole world (including other funds in the United States)...

"So now is the time to test willpower. Whoever holds on to the last step will win." Li Zehua said with determination, "The situation will only become more favorable if we drag it on.

It may not even take long before traditional American capital completely invests in the sector, as shale oil companies can no longer hold on.

They can still survive by selling oil at high prices now, but Wall Street cannot suppress the big players and big cats. Several of the largest oil-producing countries, such as Venezuela and Persia, will inevitably take action on the shale oil production capacity in the Gulf of Mexico and their own countries.

This is a stab in the back that is bound to cause a complete fall-out between the two sides, but it is necessary to do so because shale oil projects make money and Wall Street will at best get a few billion dollars in net profit.

Forcing shale oil companies to cut production would allow them to make a fortune in the futures market, at least for now.”

Lin Wenhui nodded seriously, "That's right. Some companies have already responded to U.S. shale oil companies, begging for medium- and long-term supply contracts, and hinting that they can be reduced as the market open price fluctuates."

"Then what are you waiting for? Sign it now, even if you lose some money temporarily?" Li Zehua finally laughed out loud, "Money is a bastard, spend it and earn it again. As long as we can win this round of futures war, we will have a part of the pricing power.

The RMB has been held back for too long. Once it is ready, we can immediately use a small amount of RMB to participate in transactions with Persia, Southeast Asia, Africa and some oil-producing countries in South America.

In order to achieve this ultimate goal, no matter how much it costs, it is worth it! ”

Yanjing also had the same idea, but they did not say it explicitly. They only implicitly stated in the communication that overseas interests without strong protection are just illusions.

Li Zehua understood the hint, so he gave Liu Ziliang another order, "Say hello to everyone, go to Yanjing in March, and make sure to follow the established plan.

Whoever fails to deliver at a critical moment is no longer worthy of being our friend! "

"Okay." Liu Ziliang did not dare to delay and reviewed and confirmed the lobbying list again. This was no small matter, but involved an unprecedented major adjustment in the Five Military Commandery. The number of people on the Sixth Order would have to be reduced.

However, the level of technical equipment has once again been unprecedentedly improved, including its land aviation, unmanned aerial vehicles, electronic countermeasures, firepower scale, and mobility have all been enhanced, but the number of people has been reduced.

The trend is to change from seven to five and from a division to a brigade. It reduces the front line but increases the quantity and quality of technical equipment. The freed-up personnel will all be added to the naval and air formations.

There is no other way. The two major manufacturing bases in Lushun and Modu alone are producing a 6-ton fishing boat and an 8-ton fishing boat, plus its escort ships, which require more than people.

These are still the front-line personnel. There is an even greater gap in personnel who provide support, technical maintenance, and logistics in the rear.

Unlike the original time and space where industrial upgrades were repeated and were affected by actual economic crises and pulls in the middle, in this life, Todai no longer has obvious shortcomings in industrial scale and industrial technology.

Especially in the areas of new materials, basic industries, and basic theories, Dongda has invested hundreds of billions of RMB over the past three years compared to the original time and space. By the beginning of 13, these investment projects were being converted into production capacity at an astonishing speed.

In addition, the Qingyun Group cooperated with the State-owned Assets Supervision and Administration Commission to recruit more than 100,000 technical engineers, scientists, and senior industrial workers through the big cats, second cats and Eastern European economies in an organized manner.

In addition, the United States advocated cost reduction and efficiency improvement, which triggered a whirlwind of researchers and management going to the University of Tokyo earlier than in history. In 2012 alone, there were more than 4500 doctoral students in science and engineering hardware research and development.

More than 1.5 software development engineers and other science and engineering talents have returned to China from the United States (social sciences are not included, as many companies, including Qingyun, generally do not recognize any liberal arts qualifications).

These 10 people are a rather astonishing number, plus the R&D talents brought back from Eastern Europe (the most important thing is to acquire key technologies and historical accumulation through the acquisition of bankrupt and poorly managed Eastern European companies).

In cooperation with Dongda's entire industrial chain and the State-owned Assets Supervision and Administration Commission, Qingyun has built an industrial integration information exchange platform where everyone shares their knowledge and experience. Often, as soon as a new technology or new material is developed, countless domestic companies will be responsible for the construction of supporting facilities.

The excess economic benefits brought by large-scale applications and promotion have attracted more companies to invest in the research and development of new technologies, forming a good development cycle and further stimulating the rapid maturity of new technologies.

The first benefit brought about by this is that photovoltaics, new energy vehicles, and basic materials have made great progress, and both solar power generation and wind power have begun to increase rapidly.

The abundance of electric power resources, in turn, stimulates the production scale of electrolytic aluminum, steel, special materials, electrolytic copper and other alloys. With materials, theoretical technologies have a foundation for real implementation.

Therefore, in recent years, the scientific and technological level of the University of Tokyo has improved rapidly. The most direct reflection is the number of patents applied for, which has increased by 100% or even 150% every year, so much so that American capital has long mocked the University of Tokyo's patent approval system for being too loose.

Now, it is time to put all of this into practical application. The meeting in March will completely loosen up the Five Military Governorate and give priority to the development of strategic industries such as aerospace and navigation, electronic technology, engines, and materials.

Then, when the United States had the golden opportunity to launch its Eastern European strategy, it struck in one fell swoop, establishing strategic advantages in East Asia, Southeast Asia, and two key oceans.

In other words, all the approved equipment will be put into production between 2013 and October 2015.10, at the limit of Dongda's production capacity, at all costs... (End of this chapter)