Discover and read the best of Twitter Threads about #Demand

Most recents (24)

“Solar is the cheapest form of #EnergyGeneration on the planet, unsubsidized. Solar is the cheapest source of #energy in history. Nothing else is as cheap as #solar — today.”
“Solar is so cheap that the total costs are lower than just the #OperatingCosts of #coal, #nukes, #oil, or #gas generation… that’s today! Even if you get that gas #PowerPlant for free, the costs of running that power plant are higher than all the costs of #solar.”
“For purely economic reasons, #solar is already disrupting everything else.”
Read 24 tweets
🧵 Is the American Dream dead? - a tweetstorm

This is a brain dump of .@RaoulGMI's 30+ years of knowledge, how the world works, and how his macro framework fits into it all ⤵️
1/ There's no denying that we're in a mess!

By the Law of Unintended Consequences, every time we try to fix A, we create problems B, C, D, E, etc.

We hardly understand these new problems unless there's hindsight to connect the dots...

So, how the hell did we get here?

Let's start by looking at the peak of the #British Empire:

It was the world's largest realm. But as with every empire, trying to control so many people across the globe has its price & #debt weakened its structure...
Read 81 tweets
(1/16) Applied Materials $AMAT, a leading provider of #semiconductor equipment, became the latest company in the #chip space to warn of weakening trends (also ~$400mm impact from #Chinese #export regulations).
(2/16) The semiconductor space has seen a ton of volatility this year, but sector fundamentals and share prices are entirely following the playbook of the last several decades. Let’s take a quick look…
(3/16) The industry continues to be deeply cyclical (despite playing into secular trends like #computing / processing power – meaning the long term trend is bumpy, but higher) with y/y growth rates rising much more than end-demand for products, as well as falling more steeply.
Read 16 tweets
The #Taiwan Manufacturing #PMI dropped to 42.7 in August, indicative of a sharp deterioration in operating conditions that was the worst recorded since May 2020 (1/5)
Taking a closer look at the Taiwan Manufacturing PMI data for August shows a deepening downturn in #production. Excluding the initial pandemic lockdowns in 2020, the drop in output was the worst seen since the #GFC in 2009 (2/5)
Firms cut output further as global #demand conditions weakened notably, with new #export orders dropping at one of the fastest rates on record (3/5)
Read 5 tweets
How #Bitcoin mining can hasten the transition to renewable energy and a carbon neutral economy.

A #thread 🧵
As a student of #economics we are taught many top-down #policies to address the #climate crisis. Things like cap-n-trade, carbon taxes and renewable subsidies are touted as effective means to reduce #GHG emissions. The reality? Most of these have failed to adequately do so.
One way to reach a carbon neutral #economy is to electrify everything we can and source it from sustainable energy. Currently our global electrical capacity simply is not enough to power the world sustainably and we need to vastly expand it to meet future #energy demands.
Read 15 tweets
These options advance SDGs but have trade-offs too.
#Enablers: #Awareness and educational programs (#SDG4 and #SDG12), technological solutions/#innovation (#SDG9), innovative #policy designs (#SDG16), involvement of multiple #socialactors (#SDG17)

92 Interventions are identified from 1000+ literature that helps to #Avoid or #Shift or #Improve in emissions.

#foodwaste reduction- 34 interventions: 10 Avoid, 10 Shift, 14 Improve

sustainable #dietary choices- 58 interventions: 15 Avoid, 7 Shift, 36 Improve
Read 12 tweets
As I read China's #Taiwan policy white paper's full text, confusion sets in -- it's unclear on relationship between 'unification' and 'national rejuvenation' (NR)

Is unification a #precondition to achieving NR? Or will China #demand/compel unification at all costs only after NR?
Two key statements on this sound a bit circular. English version:

1. "Complete Reunification Is Critical to National Rejuvenation"

2. "The Taiwan question arose as a result of weakness and chaos in our nation, and it will be resolved as national rejuvenation becomes a reality."
Chinese version sounds even more confusing:

1. 實現祖國完全統一是中華民族偉大復興的必然要求
2. 台灣問題因民族弱亂而產生,必將隨著民族復興而解決。
Read 7 tweets
#BullWhip effect as per @michaeljburry:

All know that rising #inflation is negative for #Equity markets as #CentralBanks (CB) tend to raise rates to control #demand - which in turn can lead to #Recession. During this phase #demand outpaces #supply.

Demand contracts for some time and supply also contracts with a lag. Post that demand starts to rise (post COVID), prompting manufacturers to increase supply disproportionately - creating a supply glut. This puts downward pressure on prices,inflation comes down. CBs turn dovish
This creates disinflationary phenomena. Though looks good on paper for equity markets, prices of all products come down substantially.

This is called #BullWhip effect.

Supply outpaces demand. Prices collapse, inventories pile up, margins shrink.

This slows earnings growth
Read 5 tweets
1/ #Stablecoins have become inseparable part of #DeFi and gained immense popularity in early 2022. After the disaster of $UST and $LUNA, demand of stable medium of #exchange never dissipated.

#Crypto #Cryptocurrency #Bitcoin #Ethereum #ETH #BTC #AVAX #BNB #SOL #visualguide Image
2/ #Stablecoins are stable-price digital assets. These coins are 'pegged' against reserved assets. Unlike digital assets such as Bitcoin and Ethereum, which are volatile, stablecoins value remain relatively stable. Image
3/ Digital assets such as Bitcoin and Altcoin are subject to high volatility in the market, making them hard as store of value and medium of exchange. #Stablecoins designed to provide stable value of asset. Image
Read 15 tweets
#आवश्यक_आहें? #rusantusht
हृदय सतत कार्य करू शकते कारण
ते अनुशासनाच्या #DISCIPLINE च्या
आधारावर कार्य करते सामान्य NOR
MAL परिस्थितीमधे हृदय ०.३सेकंद
आकुंचन #CONTRACTION होते
म्हणजे #PUMP करते ०.५ सेकंद
प्रसरण पावते किंवा आराम करते
#RELAX होते या हिशोबाने ०.३ +
०.५ = ०.८ सेकंदात हृदयाचा एक
ठोका #BEAT पूर्ण होतो म्हणजे एका
मिनीटात ७२ ठोके होतात जे सामान्य
#NORMAL असतात आरामाच्या ०.५
सेकंदात अशुध्द रक्त फुफ्फुसात जाऊ
न १००% शुद्ध होऊन येते.जर काही
कारणाने शरीराला कमी वेळात जास्त
रक्तपुर वठ्याची गरज #DEMAND
असेल तर हृदय जास्त रक्त #PUMP
करण्यासाठी आरामाची वेळ कमी
करतं अश्या परिस्थितीत आराम ०.४
सेकंद झाला तर हृदयाचा एक ठोका
Read 9 tweets
1/ Could the #LME #nickel fiasco happen to the #Comex #gold and #silver market?

On my recent Twitter Spaces with @PalisadesRadio I mentioned that we may have a problem with current and future availability of gold and silver bars from the expanded refiner list.

Please retweet!
2/ Back in 2020, the #CME expanded the list of approved refineries whose bars are eligible for good delivery to the Comex. This was due to overwhelming demand for physical product and to maintain an orderly market.…
3/ 51 #LBMA approved gold refineries had been added to the eligible brand list for the COMEX 100 (GC 100) gold futures contract. Of the 51 refiner brands, the top countries represented are 12 refineries from China and 7 from Russia.
Read 18 tweets
This is not how supply and demand economic theory WORKS people?!?!? #EndDemand initiatives for #SexWork does NOT enable #trafficking. Think about it. Let’s kick this #EndDemand can all the way down the road, shall we?
#Trafficking is a crime. Pimping is a crime. #DMST is a crime And they STAY crimes under #FullDecrim. Full stop. BUT we STOP arresting adult consensual #SexWorkers AND we don’t entrap their clients in stings. The BONUS is we ALSO stop arresting A LOT of victims of #SexTrafficking
Supporting #EndDemand initiatives is a knee jerk reaction to a complicated problem. But NOT ARRESTING grown adults for adult consensual behavior (that is perfectly legal if they do it for free) is not such a crazy idea. It actually makes a LOT of sense if you step back a bit
Read 12 tweets

Many baseless claims of demand destruction out there. Too little discussion of supply destruction. I'm staying focused on the data and fundamentals!
#oil #oott @BloombergNRG #gunvor #demand

Sounds like Trafi and Gunvor have covered their oil shorts. 🛢️🚀📈?
Headline: Russian Oil Seeps Into Global Market to Ease Supply Fears for Now h/t @staunovo

"For now" being the key phrase…
Read 12 tweets
ZBF release finally draws closer ( We have been working to get the data/report out & understandable. Here is a short thread with some interesting observations that we made. First, here is a cheat sheet for our scenarios (a wide spread of possibilities)
First, we find that scenarios have huge amounts of #wind & #solar. We also find that deployment rates for these (& #storage) must dramatically increase to reach our goals (with and without novel generation).
This becomes increasingly important for limited technology cases & huge for #storage in terms of energy capacity.
Read 17 tweets
Today’s #inflation report continued to reinforce the theme that gaudy #price gains are not standing in the way of demand.
It is a very rare time in history, in fact, most people operating in #markets haven’t seen this sort of demand outstripping supply in the real #economy in their careers, with some areas seemingly depicting a dynamic suggesting that “price is no object.”
Clearly, #inflation has been escalating for a number of months due to #shortages of supply in areas such as #housing, #commodities, semiconductors, new and used cars, etc., and those supply shortages are mostly still in place today.
Read 12 tweets
DoubleLine founder and CEO Jeffrey Gundlach presents:

Just Markets 2022 - I Feel Young Again

Today at 1:15pm PT, register here:…

#macro #markets #stocks #FX #bonds #commodities #rates #inflation #Fed #QE #bitcoin

Live recap thread⬇️
Jeffrey Gundlach: 2021 might end up running 7% year on the CPI

#inflation #QE #Powell #fed #hikes #rates
Jeffrey Gundlach: Low interest rates coupled with inflation generating negative interest rate.

#JustMarkets2022 #CPI #QE #Fed
Read 48 tweets
Anyone perusing the top articles of major media outlets last weekend would have read several pieces on the extraordinary #shortages being witnessed in the U.S. #economy today, and particularly those in the #labor market.
The tone of many articles was pessimistic, suggesting that the #supply-side #shortages and dislocations may be systemic, or long-term, but we think there’s evidence that the U.S. #economy will display considerably greater dynamism and resilience than the pessimists believe.
First, it’s vital to recognize that this is a #supply constraint problem, not one of #demand. Indeed, strong demand is being driven by a host of powerful influences: 1) household balance sheets never been cleaner and HH #wealth is $25 trillion greater now than pre-Covid level.
Read 12 tweets
Merhaba arkadaşlar.Dersimiz #PriceAction gillerden #Supply & #Demand Fiyat nereye düşer?Nereden alıcı bulur?Nereye yükselir?Nereden ret yer?
Ben, @LogosTrade , @E_Alptug ve @DaedalusEG sizler için hazırladık. Hazır mıyız?++
#bitcoin #eth #altcoin #crypto #cryptocurrency #kripto
İlk olarak terimleri tanıtalım:
Demand Zone/Talep Alanı: Fiyatın, enstrümanın alıcı bulabileceği alanlardır.
Supply Zone/Arz Alanı: Fiyatın, enstrümanın satış baskısı ile karşılaşabileceği alanlardır.

Peki bu alanları nasıl belirleyeceğiz?
İlk olarak saptamamız gereken "Engulf (Yutan) Mumlar"dır. Bunları bulabilmek için bakmamız gereken aşağıdaki grafikte de gördüğünüz üzere küçük bir düşüş/yükseliş mumu ve ardından gelen bariz daha büyük ve hacimli bir yükseliş/düşüş mumu.+++
Read 14 tweets
Today’s robust #inflation data surprised in its strength and will likely persist in the short-run, and in some areas the intermediate-term, although we think that long-term the @federalreserve is largely correct in identifying real #economy price gains as mostly #transitory.
Much of today’s #inflation is due to reopening factors and supply constraints, but as #SupplyChains normalize from Covid-related shocks and #inventories rebuild, we expect much of the recent inflation will be transitory, with some stickiness in pricing pressure longer-run. Image
That may be especially the case where #inventory levels are harder to build up quickly and continued #demand from higher levels of #growth persist for at least the next year, or so.
Read 9 tweets
In our latest @BlackRock Market Insights commentary we argue that #inflation’s role in the #economic order can be misinterpreted, and therefore that #policy seeking to achieve positive ends can ironically become the means by which those ends are undone:
Today, policymakers face a set of increasingly critical choices that could end up shaping our quality of life for a generation. Changes to the #Fed’s #inflation framework, without being fully debated, may ironically end up exacerbating the very problems they seek to alleviate.
One might paraphrase the #Fed mandate of full employment and stable prices as being intended “to preserve the purchasing power of as many as possible” – or, to create the best quality of life for the community. So, how do varying levels of #inflation impact that mandate?
Read 10 tweets

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