Discover and read the best of Twitter Threads about #Supply

Most recents (24)

Earlier this week, @EU_Commission launched a long-awaited consultation on #electricity market design.

Our Berlin Advisory team worked with @EPICO_online in December to assess potential options for reform.

The team found that the best option would be to future-proof ... (1/)
... the current merit order system, rather than overhaul it.

"Ensuring a market design that is setting the right incentives for system integration of all forms of #demand and #supply is key for a competitive and decarbonized #electricity supply." @CasimirLorenz (2/)
View the full report here, in English: epico.org/en/assessment-…  

And in German: epico.org/de/bewertung-d… (3/)
Read 4 tweets
[1/🧵] With all of the #XRPBuyback debate going on, there is one aspect that frequently gets misrepresented

▶️ People conflating the terms "#price" and "#value"

Because the definitions differ, it is essential to comprehend the distinctions

Let us evaluate it more closely. 👇🧵 Source: https://block-builders.net/ripple-for-the-first-time
[2/19] To have a better understanding of the subject, we must first define several terms that are crucial to #finance and explain the following in further detail:

🔹 "Price"
🔹 "Cost"
🔹 "Value"
🔹 "Store of Value" (#Bitcoin/#BTC)
🔹 "Internet of Value" (#Ripple) Source: Source: https://www.newsbreak.com/news/2100245153873
[3/19] We will also go through the following scenarios to see whether what we think we are talking about is correct:

1⃣ The chart in reference to the #USD
2⃣ You are about to sell your #property Source: https://elmetbenefits.com/
Read 21 tweets
📣 #roadmap 2023 is on its way 🚆

➡️This week, let's focus on #staking v2

Grab a cup of coffee and let's go! ☕️🚀

#EGLD #P2P #swap #MultiversX #JEX ☄️
50% of the #fees collected on #JEXchange are distributed to $JEX stakers. 🤝

So far, we distributed more than 1500 #EGLD. 🤯

Details of the #tokens distributed for each #round: docs.google.com/spreadsheets/d… 🚀
Each #round, about 10% of the #rewards were left unclaimed ("I forgot to claim" and "I forgot I staked some JEX" being the main reasons). 🤔

And at each round we observed #stakers entering the #pool just before the #reward period began, and benefit from all their rewards... 🙄
Read 9 tweets
Tout tweeter s'enflamme: la bataille entre #Binance et #FTX commence alors que FTX serait insolvable 🤯

Que se passe t-il réellement ?
Y a t-il des raisons de s'inquiéter d'un potentiel black swan à la #Celcius ? 🥶

Faites votre propre avis à travers ce #thread 🧵 👇 Image
Les sources de ce thread viennent de ce compte anglais 👇
Alameda Research est une société d'investissement crée par Sam Bankman Fried aussi CEO de l'exchange #FTX 🏦

Au début du mois, une source interne à #CoinDesk montre qu'Alamenda research a une trésorerie de 14Md$ - composée à 1/3 de #tokens #FTT 🤯 Image
Read 11 tweets
#PwC's latest #NetZero #Economy Index finds that the world needs to reduce the #carbon intensity of #economic activity by 15.2% a year - 11 times faster than the global average achieved over the past 2 decades.

#SCM plays an important role, but how?
1/7🧵
pwc.com/gx/en/services…
The proper assessment of #Supply #Chains and the #traceability of all processes are key factors in the correct identification of vulnerabilities, inefficiencies and #carbon #hotspots.
2/7🧵
But how will this be possible if we still maintain the same siloed centralised data structures which rely upon archaic regulatory standards and current centralised communication & data pipelines?
3/7🧵
Read 7 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
Crypto Fundamental Research: $JUNO ⚛️✨

A thread on all you need to know about @JunoNetwork halving and the Juno Token. 🧵
• Key learnings

👉 Introduction

👉 $JUNO halving and halving timetable

👉 Will the $JUNO staking reward be affected by the reduction?
• Introduction

Juno aims to be a more functional sister network to the Cosmos Hub. Juno's goal is to offload the deployment of smart contracts to a specific permission-less network while maintaining the interoperability, performance, and dependability of the Cosmos Ecosystem⚛️
Read 17 tweets
228/sc #Supply #Chain #Diversification: #USA needs to urgently shift the labor intensive & medium tech parts of its defence supply chains from 🇨🇳 to 🇮🇳 with the collateral benefit of getting more defence orders under #Atman #Nirbhar production; #GOI must ensure #EODB/#EORC
230/sc #Supply #Chain #Diversification . Note that Vietnam is a competitor in location of consumer digital products supply chains. (Reason & solution in next tweet)
Read 28 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)
ow.ly/3kBb50Kxr6v
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
/2 In the short term, we’ve got to go through probably a very serious #economiccrisis. I’ve felt for some time that we’re bound to have a very severe #recession. And if we’re not careful, it’s going to be combined with very bad #inflation, which does social, as well as economic
/3 damage. Brace yourself for it, but living standards generally are going to fall for the first time for a long time, and the main short-term measures should be to protect the very #poor, very #vulnerable and stop us seeing any increase in number of people becoming destitute
Read 6 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.

@PensionCraft
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
Supply chain management entails a number of critical tasks and processes that must be executed in a timely and efficient manner includes conserving fuel and reducing cost.

#supply #chain
katsys.my/supply-chain/
It includes conserving fuel and reducing cost. Otherwise, consumers like you will be unable to obtain the product when needed.

The capacity to meet customer demands is predicated on the assumption that everything in the supply chain is done correctly.
Read 3 tweets
Supply chain management is a key aspect of a successful business as it can help your company grow and do the opposite if you are not that aware of this particular type of management.

#supply #chain #management
katsys.my/supply-chain-m…
For those who are in charge of a company or are just starting to learn about a business, it is important to know what supply chain management is due to its importance.
So what is supply chain?

Supply chain is a network between a company and their suppliers that helps to distribute their products to customers.
Read 6 tweets
#GM!
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
The @federalreserve’s Federal Open Market Committee raised the target range for the Federal Funds #policy rate by 0.75% yesterday, to between 1.50% and 1.75%, as was increasingly anticipated.
The move by the #Fed to progress faster to neutral will be applauded in the long run by the #economy, business decision-makers and ultimately by# markets.
Like putting your car’s transmission (automatic or manual) into #neutral, getting to that place allows for decision-making flexibility given changing road conditions, particularly when the road to the #destination has become increasingly #murky.
Read 13 tweets
Core #CPI (excluding those volatile #food and #energy components) came in at 0.6% month-over-month and rose 6.0% year-over-year.
Meanwhile, headline #CPI data printed at a very strong 1.0% month-over-month and came in at 8.6% year-over-year, spiking higher on #shelter, #gas and food costs.
These persistently outsized gains in #inflation are clearly having an impact on business and #ConsumerConfidence. Also, the #Fed’s favored measure of inflation, core #PCE, increased 0.34% in April, bringing the year-over-year figure for the measure to 4.9%, as of that month.
Read 14 tweets
1/ Dear all, before everyone freaks out complete re the #supply #disruption of #natural #gas to #poland and #bulgaria which was initiated by #gazprom yesterday, i thought i'd make a little explanatory thread.
2/ first, consider poland. it exports about 10 bn m3 annually from russia. Image
3/ however, natural gas is not so important for its primary energy supply. poland still heavily depends on #coal, in particular for its electrical energy production. Image
Read 12 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
A few months ago, #markets expected U.S. #inflation to peak by mid-2022 at around 7% to 8% at the headline level and then anticipated that generalized #price gains would decline into year end, closing the year around 4%.
However, the tragic war now unfolding with Russia’s attack upon Ukraine has not only sent #energy prices skyrocketing but it has led to much greater uncertainty over #economic growth and #MonetaryPolicy reaction functions, in Europe and indeed around the world.
Core #CPI (excluding volatile #food and #energy components) came in at 0.5% month-over-month and 6.4% year-over-year. Meanwhile, headline CPI data printed at 0.8% month-over-month and came in at 7.9% year-over-year, the greatest increase over a 12-month period since January 1982.
Read 17 tweets
Me han pedido que de mi opinión sobre #SHIB. Mi análisis como todos los que hago, los empiezo en diario. Puedo ver que está en techo de canal pero que ha roto línea de tendencia bajista, lo que me permite pensar en posiciones compradoras. 1/17 #cripto #trading
Por otro lado, se enfrenta a una resistencia en la que hubo una actividad menor que la que acaba de dejar atrás. Bien, ya tengo las primeras referencias: #tendencia intermedia alcista y confluencia de obstáculos 2/17
Paso una temporalidad menor en este caso 4 horas. Aquí ya me centro en el "abanicamiento" d las tendencias y en el volumen q les acompaña. Vemos que en 4 h se ha formado una resistencia q en diario daba indicios pero todavía está sin concluir. Esto me sirve para enjuiciar 3/17
Read 19 tweets
With @StateBank_Pak releasing dissaggregated #trade data for December, we have a picture of the full 2021, which, despite #supply #chain disruptions worldwide, was 'good' for #Pakistan. Short thread below:
1\ #exports grew by 30.1% in 2021 w.r.t. 2020, with a strong pick up in merchandise, but also substantive in services.

#trade #Pakistan
2\ To be sure, in #real terms, #Pakistan's #exports remain below its local max in 2011. So, no 'record exports' if we talk real terms and not values.
Read 9 tweets
DoubleLine founder and CEO Jeffrey Gundlach presents:

Just Markets 2022 - I Feel Young Again

Today at 1:15pm PT, register here: event.webcasts.com/starthere.jsp?…

#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
1/7 Thread on Rising #Impact of NATO-#DeepState
#Warmongering on the #European Gas #Imports
from #Russia.

The #Yamal Natural #Gas #Pipeline:

4,107km-long,
Cost: $36 Billion
Diameter of 14,20cm
Capacity 33 billion m³ a year.
Squeezed by warmongering:

👉hydrocarbons-technology.com/projects/yamal…👈
2/7 Dec. 14, 2021 - #Yamal-#Europe #Gas
flows #Stable: Press.

#Belarus leader Alexander #Lukashenko has made repeated #Threats to halt operations on a #Pipeline that sends #Russian natural #Gas to #Europe:

naturalgasworld.com/yamal-europe-g…
3/7 Dec. 15, 2021 - #Russian #Gas #Exports
to #Europe via #Yamal #Pipeline #Rises,
despite warning by Alexander #Lukashenko
from #Minsk, #Belarus:

"To suspend the #Transit of natural gas in response to Western #Sanctions, boosting spot #Gas #Prices."

👉hindustantimes.com/world-news/rus…👈
Read 8 tweets

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