Joined April 2020
- Tweets 283
- Following 195
- Followers 8,491
- Likes 18
251 Photos and videos
Bernstein Research retweeted
Feb 27
Altman on CNBC just said that he expects the Trainium usage to continue to grow.
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12 Jun 2023
Your periodic reminder that the oil industry has to run pretty hard just to stand still.
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12 Jun 2023
Another way to show the extraordinary concentration of stock returns so far this year…
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12 Jun 2023
YTD, the absolute contribution from the ten largest stocks is the biggest ever.
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22 May 2023
The big got bigger – eCommerce consolidated through the pandemic
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22 May 2023
As the main driver of Nickel demand transitions from stainless steel to EV batteries, we will need to add production capacity.
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22 May 2023
China is the only lodging market globally to still be below 2019 RevPAR levels.
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22 May 2023
The global marginal cost of oil rose 14% in 2022 to $83 per barrel.
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28 Mar 2023
While lead times are normalising, you’ll still have to wait almost a year for a new Porsche in Europe.
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28 Mar 2023
Whilst there might be some disagreement about the absolute level, everyone agrees we need more renewables.
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28 Mar 2023
We think 2023 could see record LNG project announcements to fill in the looming supply deficit.
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28 Mar 2023
US Alcohol per capita consumption accelerated through the pandemic led by spirits, Tequila in particular.
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15 Mar 2023
We expect over 300 new electric vehicles this year.
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15 Mar 2023
US shale oil productivity dropped sharply last year underpinning a higher margin cost.
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15 Mar 2023
Surprisingly, there is no correlation between vaping & heated tobacco usage.
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Bernstein Research retweeted
15 Mar 2023
While renewable projects yield lower IRRs vs. upstream oil & gas projects, upstream returns can be highly volatile. Investing in low carbon projects helps reduce earnings volatility, making the business case for oil majors to gradually diversify away from fossil fuel.
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Bernstein Research retweeted
8 Mar 2023
Bernstein's @BernsteinRasgon on the strength in chips and whether the worst is behind the sector
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1 Mar 2023
Ramping EV production involves a lot of different time frames.
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1 Mar 2023
Our bottom up estimate of what the GPU cost is for a single ChatGPT query.
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