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The New Buzzword That’s Scaring China


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Proclivities

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Posted: Aug 27, 2025 - 12:13pm

 black321 wrote:

per that article, it is trending up a bit to about 43% but down from 65% in the 90s


I had recently read somewhere about how there are fewer municipalities which have efficient recycling programs in place than there were 20-30 years ago.  Apparently costs for recycling have dramatically increased in some areas and some municipalities can't afford it as part of their infrastructure or just decide to cut it out for other reasons.  Not just for aluminum, but for paper, glass, and plastics as well.  Though I don't think very much plastic gets recycled, domestically or shipped off elsewhere.
black321

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Posted: Aug 27, 2025 - 9:53am

 rgio wrote:

Given that only a tiny percentage of cans are recycled now...

per that article, it is trending up a bit to about 43% but down from 65% in the 90s

rgio

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Posted: Aug 27, 2025 - 9:47am

 black321 wrote:
right, even though burned off, those labels can contaminate the aluminum and apparently could even confuse the recycling facility into thinking the can is plastic.
possible win/win to have the brewery use labels that are easily removed and returnable...or switch to paper labels, which are less of a problem.

This is a problem the can companies will fix if it's worth doing.

When COVID hit, they changed their pricing/ordering to require much larger custom orders.  From memory, it went from 10,000 cans to 100,000 cans if you wanted "printed cans".  That drove all of the mid-sized brewers to the stickers that only micros used.

Given that only a tiny percentage of cans are recycled now...it's sort of a "who cares" issue.  If can producers star looking for advantage in recycling... they'd find a solution.

black321

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Posted: Aug 27, 2025 - 9:40am

 ScottFromWyoming wrote:

Most micro beer cans these days have thick plasticky or mylar labels glued on, which in some cases causes problems. So anyway you can peel those off and should, probably.



right, even though burned off, those labels can contaminate the aluminum and apparently could even confuse the recycling facility into thinking the can is plastic.
possible win/win to have the brewery use labels that are easily removed and returnable...or switch to paper labels, which are less of a problem.
ScottFromWyoming

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Posted: Aug 27, 2025 - 9:32am

 black321 wrote:

Obviously not chubby's intent, but perhaps something good can come out of the tariff nonsense. 

America Doesn’t Have an Aluminum Shortage. It’s Just Sitting in Your Garbage.

  • The impact of President Trump’s 50% tariff on imported aluminum can be reduced by increased recycling, according to executives and analysts.
  • U.S. aluminum prices have hit a record relative to global prices, affecting beverage and auto companies, like Molson Coors and Ford.
  • To reduce reliance on imports, the U.S. could improve recycling habits and build more recycling plants.

CASSOPOLIS, Mich.—The way around President Trump’s 50% tariff on imported aluminum might be sitting in your garbage.

But Americans will have to do a lot more recycling, metals executives and analysts say, for the U.S. to break its reliance on imported aluminum. Even with such a high trade barrier, they give long odds to a domestic smelting revival.

“Recycling is the answer,” said Duncan Pitchford, who leads Norsk Hydro’s NHY 0.95%increase; green up pointing triangle upstream aluminum business in the U.S. “The metal is already here.”

https://www.wsj.com/finance/co...



Most micro beer cans these days have thick plasticky or mylar labels glued on, which in some cases causes problems. So anyway you can peel those off and should, probably.

black321

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Posted: Aug 27, 2025 - 9:24am

Obviously not chubby's intent, but perhaps something good can come out of the tariff nonsense. 

America Doesn’t Have an Aluminum Shortage. It’s Just Sitting in Your Garbage.

  • The impact of President Trump’s 50% tariff on imported aluminum can be reduced by increased recycling, according to executives and analysts.
  • U.S. aluminum prices have hit a record relative to global prices, affecting beverage and auto companies, like Molson Coors and Ford.
  • To reduce reliance on imports, the U.S. could improve recycling habits and build more recycling plants.

CASSOPOLIS, Mich.—The way around President Trump’s 50% tariff on imported aluminum might be sitting in your garbage.

But Americans will have to do a lot more recycling, metals executives and analysts say, for the U.S. to break its reliance on imported aluminum. Even with such a high trade barrier, they give long odds to a domestic smelting revival.

“Recycling is the answer,” said Duncan Pitchford, who leads Norsk Hydro’s NHY 0.95%increase; green up pointing triangle upstream aluminum business in the U.S. “The metal is already here.”

https://www.wsj.com/finance/co...







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Posted: Aug 22, 2025 - 3:42pm



rgio

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Posted: Aug 22, 2025 - 1:33pm

 Proclivities wrote:

Well, I guess they do publish relatively truthy stuff on occasion.  I had read that ten-year CBO projection elsewhere but the top of the tweet seems pretty accurate as well: as you (and everyone should) know, American consumers ultimately pay those tariffs, despite what Trump - and even Lutnick - claim.  Of course, last week, Trump even claimed that â€œTrillions of dollars are being taken in on tariffs”.


Appreciating that Trump is firing people who publish numbers he doesn't like...

From the CBO page:

As of August 19, we estimate that the effective tariff rate for goods imported into the United States has increased by about 18 percentage points when measured against 2024 trade flows. We project that increases in tariffs implemented during the period from January 6, 2025, to August 19 will decrease primary deficits (which exclude net outlays for interest) by $3.3 trillion if the higher tariffs persist for the 2025‒2035 period. By reducing the need for federal borrowing, those tariff collections will also reduce federal outlays for interest by an additional $0.7 trillion. As a result, the changes in tariffs will reduce total deficits by $4.0 trillion altogether.

So they are taking credit for both the payment, and the interest avoided by making the payment.   That's like buying something with your credit card, and claiming you saved money because you paid off the balance.

The details aren't yet available (September release), but like Trumps tax cuts in term #1, there is surely some very healthy economic growth driving the tariff revenues. When prices go up, consumption goes down....but somehow these miraculous tariffs only raise revenue and fix trade imbalances.

There is no way the numbers work....but "the best people" are now in charge of the reporting, so what could possibly go wrong?
Proclivities

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Posted: Aug 22, 2025 - 1:13pm

 R_P wrote:

Please point out what's wrong with the tweet regardless of the source.

Tariffs will lower deficits by $4 trillion over a decade, CBO says

Well, I guess they do publish relatively truthy stuff on occasion.  I had read that ten-year CBO projection elsewhere but the top of the tweet seems more accurate: as you (and everyone should) know, American consumers ultimately pay those tariffs, despite what Trump - and even Lutnick - claim.  Of course, last week, Trump even claimed that “Trillions of dollars are being taken in on tariffs”.
R_P

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Posted: Aug 22, 2025 - 12:41pm

 Proclivities wrote:
Ah yes, Leading Report.

Please point out what's wrong with the tweet regardless of the source.

Tariffs will lower deficits by $4 trillion over a decade, CBO says


Also read some Chomsky so you'll know that most approved (corporate) sources are problematic in one way or another.
Proclivities

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Posted: Aug 22, 2025 - 12:26pm

 R_P wrote:


Ah yes, Leading Report.
R_P

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Posted: Aug 22, 2025 - 11:47am


R_P

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Posted: Aug 20, 2025 - 9:35am

Former Soros Fund Management honcho

rgio

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Posted: Aug 20, 2025 - 4:32am

The impact of tariffs has so far had limited impact on consumer prices.  That's about to change... and it's gonna get painful pretty quickly when the floodgates open.

Companies can't hold the line on prices much longer

Good thing we have "the best people" managing the reporting now.  Can't wait until they tell us inflation and unemployment are down when the experience of buying things and finding a job don't support that.  



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Posted: Aug 18, 2025 - 1:50pm

Trump trade advisor Peter Navarro wrote a very hostile op-ed in the FT today targeting India over its purchases of Russian oil, and threatening cessation of technology transfer and other retaliatory measures. The thing that does not make sense is that if the U.S. is anyways interested in rebuilding ties with Russia why is it so offended by India purchasing Russian oil?

There is a significant hostility which may be explained by frustration over India declining to reduce protectionist measures in its own economy and open it up to U.S. competition.

black321

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Posted: Aug 18, 2025 - 10:42am

 rgio wrote:

When you prevent dividends... you reduce the access to capital, again harming the industry you're attempting to help/support/grow.



Doesnt hold, since most dividends are not reinvested in the Company, but the financial markets. 
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