Discover and read the best of Twitter Threads about #SupplyChains

Most recents (24)

Many have asked us to step in to clarify what's really going on across #China's faltering economy.

As @michaelxpettis notes, the critical issue is "stimulus" vs loan demand.

But @ChinaBeigeBook data over past 6+ mos show there is much more here than meets the eye.
*THREAD*
1/
For virtually all of 2021, credit was extremely tight, w/uptake at corporates at, or hovering near, all-time @ChinaBeigeBook lows. Combination of constricted [govt dictated] supply & putrid levels of loan demand.
2/
bloomberg.com/news/articles/…
Very end of '21 we saw a curious change in the data.

While borrowing remained tight & firms STILL not applying for new loans, our pent-up loan demand gauges started to rise. 4 straight months into April, loan demand rose...meaningfully.
3/
Read 10 tweets
In response to Russia's invasion of #Ukraine, the 🌎 came together & weaponized financial systems against #Putin & his associates.

There's a problem though... The legal system that protects us all has been undermined.

It's “very hard to put Humpty Dumpty back together again...”
What will kill this bull market? It won't be the Fed...
@dailydirtnap & Louis Vincent Gave of @Gavekal join forces to explore everything from the consequences of war in Eastern Europe & high energy prices to deglobalization, #supplychains, Fed policy & the perils of weaponized financial systems.

"#CPI will be 10% in September..."
Read 4 tweets
"In a nation plagued by hidden poverty, what makes us most vulnerable is the basic moral contradiction of poverty, which we have tried to ignore for the past 40 years. 140 million Americans– 43% of adults and 52% of children–are suffering in plain sight." greeneracresvaluenetwork.wordpress.com/2022/05/17/dai…
Power Grid Operators Warn Of Potential Electricity Shortages Amid Transition To Clean Energy | ZeroHedge
zerohedge.com/commodities/po…
#RenewableEnergy, #PowerGrid, #ElectricityShortages, #CleanEnergy, #BatteryStorage, #FossilFuelPowerPlants
Read 13 tweets
"Poetry...cannot be copied. It’s an artifact of introspection that can only be mastered by our species. There is no superhuman way to write poems because we write them by virtue of being what a computer isn’t: human." -- Carmine Starnino @cstarnino greeneracresvaluenetwork.wordpress.com/2022/05/15/dai…
Origin of life theory involving RNA–protein hybrid gets new support
nature.com/articles/d4158…
#LifeOrigins, #RNAProtein, #AminoAcids
Poetry & digital personhood by Carmine Starnino | The New Criterion
newcriterion.com/issues/2022/4/…
#ArtificialIntelligence, #MachineLearning, #DigitalPersonhood, #ArtFuture
Read 13 tweets
While there is still considerable uncertainty over the forecast for #inflation, we think both Core #CPI and #PCE inflation peaked in March and February, respectively, and should move appreciably lower by the end of 2022. Image
Throughout the pandemic, strong disposable #income and limited services spending fueled consumer #spending on goods and high goods volumes created #bottlenecks and extreme #inflation. Image
Eventually, excessively easy #MonetaryPolicy caused this robust #inflation to broaden into less disrupted categories.
Read 6 tweets
We are LIVE tweeting the panel discussion with @GeoffreyOnyeama, @jayantsinha, @RVlahutin, Tadashi Maeda, @P_Orliange, @GarimaMo

Stay tuned for updates!

Join us using this link:

#Raisina2022 #RaisinaDialogue
.@RVlahutin: We have gone through multiple crises in the last few years—but they have served as great catalysers. We have seen how the #EU is shaping its response to these crises, and the EU is now at a moment of reckoning. #Raisina2022
.@RVlahutin: Infrastructure is a strategic tool & we have to treat it like that. Connectivity is not just primarily about things like railways, but it is also about the system of values underpinned by transparency, stability & the ability to make sovereign choices

#Raisina2022
Read 14 tweets
We are LIVE tweeting the panel discussion with @TimSCahill1, Admiral R Hari Kumar, @CDF_Aust, General Koji Yamazaki, @INDOPACOM, Air Marshal Luc De Rancourt, and @Lisa_Singh.

Stay tuned for updates!

Join us using this link:

#Raisina2022 #RaisinaDialogue
.@TimSCahill1: There is a wide range of threats that we are facing today, such as the continuing struggle of #terrorism, emerging asymmetric capabilities, & #military & #economic competition. The domains in which our adversaries operate now are very broad.

#Raisina2022
.@TimSCahill1: While we have been occupied with #COVID19, our adversaries have grown stronger & expanded their capabilities. There is a need to develop an ability to counter our adversaries’ #hypersonics.

#Raisina2022
Read 22 tweets
Good evening & welcome to the Inaugural Session of the 7th edition of the #RaisinaDialogue 2022.

We are LIVE tweeting the session with @vonderleyen, President @EU_Commission, @SunjoyJ, Chairman @orfonline & @samirsaran, President @orfonline.

Follow for updates!
@MEAIndia Image
Watch the session LIVE here:
.@samirsaran: #Global institutions created in the 20th century were no longer able to protect us from the challenges of the 21st century. We need to refocus, reengage, and rewire our world.

#Raisina2022 Image
Read 25 tweets
With #Raisina2022 kickstarting today, @orfonline is delighted to announce the launch of the 6th edition of our flagship annual journal of essays, the #RaisinaFiles.

Edited by @samirsaran and @anahitakhanna95.

Click here to read: or-f.org/103384 Image
Are the contours of a new geopolitical formation—the DragonBear—characterised by deepening relations between #China & #Russia in key strategic areas, now increasingly visible? If so, what are #Putin's geopolitical choices?

From @vtchakarova

#Raisina2022 or-f.org/103384
To forestall ceding more manufacturing output and control over critical #supplychains to #China, other nations must be prepared to rethink long-standing conventions about international #trade, writes Jeffrey Jeb Nadaner.

#Raisina2022 #RaisinaDialogue2022
or-f.org/103384
Read 18 tweets
#SOTU 🧵-- Tonight @POTUS will deliver his first State of the Union address. In addition to confronting the crisis in #Ukraine, @WhiteHouse says the President will speak in depth about his economic vision.
He will lay out a 4-point plan to lower costs including:
* Making more things in #America, strengthening #supplychains
* Reducing the costs of everyday expenses for working families
* Promoting fair competition, protecting consumers
* Eliminating barriers to good-paying jobs
While you will hear @POTUS tout practical measures like reducing prescription drug, health care and childcare costs, you may NOT hear the words "BUILD BACK BETTER." A senior administration official told me "It's not about the name of the bill. It's about the ideas..."
Read 10 tweets
Today's episode of #WhatTheShip on @YouTube:

1️⃣ Update on #UkraineRussiaWar & impact on Global Trade
2️⃣ @FMC_gov @TheJusticeDept & @POTUS on Container Lines
3️⃣ Update #FelicityAce & #EuroferryOlympia
4️⃣ #SuezCanal Rate Hikes
5️⃣ #Mariners caught in a War

2⃣ Supply Chains: Shipping Lines in the Cross Hairs of U.S. Authorities

#SupplyChains #Container #alliances #POTUS @FMC_gov @TheJusticeDept

gcaptain.com/supply-chains-…
Read 6 tweets
What is the impact of the rapidly evolving #UkraineWar on #supplychains? We've published @Flexport reports on the topic. First #airfreight where the issues are routing, capacity and sanctions (1/6)
flexport.com/blog/routes-no…
The main issue for #airfreight is route changes. Airspace closures are forcing more jets through narrower routes, which has added c3% to Asia-Europe transit times. (2/6)
For #supplychains more broadly the main issue is pricing of commodities with oil, natural gas, wheat and selected metals all having gotten more expensive. That's come as supply chain #inflation had already been rising. (3/6)
flexport.com/research/commo…
Read 6 tweets
#Blockchain & Global #SupplyChains

🏗At Comdex, we are on a mission to revolutionize how the world interacts with #commodity commerce.

🔧Our commitment to modernizing this industry is steadfast; we believe that the future belongs to those who work smarter (not harder).
🚢Blockchain doesn't only have the potential to transform the way it conducts commodity trading; it can also improve the way those commodities are transported.

⛓While the supply chain has enabled globalization, its weaknesses have been brought to the forefront.
📦Due to antiquated technology and physically maintained paper audit trails; legacy #SupplyChains are largely inefficient.

💻While this method of record-keeping happens to be an industry standard, there is an opportunity to gain efficiency via blockchain #technology.
Read 9 tweets
Thanks to @GeoffCutmore, @cnbcKaren & the #SquawkBox team for having me on this morning's show.

We discussed #bonds & #centralbanks, touched on #supplychains & talked of #Growth's vulnerability, #commodities' appeal.

Slide deck follows:-

1/14
Is your box still backed up in port? How much does the onward haulage cost? What happens to #freight rates after #LNY/#Beijing2022?
2/14
The bet is that #energy cannot *possibly* rise as far and fast this year as last, but what about all the other inputs? To what extent are these and other costs yet to be passed on?

#PPI #CPI

3/14
Read 15 tweets
Daily Bookmarks to GAVNet 12/31/2021 greeneracresvaluenetwork.wordpress.com/2021/12/31/dai…
How to Create a Health Care Crisis ⋆ Brownstone Institute

brownstone.org/articles/how-t…

#PublicHealth, #HealthCareSystem, #PandemicResponse
The Risk of Vaccinated COVID Transmission Is Not Low - Scientific American

scientificamerican.com/article/the-ri…

#COVID19, #transmissibility, #vaccinations, #InfectionRisk
Read 15 tweets
Daily Bookmarks to GAVNet 12/04/2021 greeneracresvaluenetwork.wordpress.com/2021/12/04/dai…
A 45-year-old man declared 'dead' was found alive after 7 hours in a morgue freezer, reports say

usatoday.com/story/news/wor…

#StrangerThanFiction
Magnetizable Concrete in Roads Could Charge Electric Cars While You Drive

singularityhub.com/2021/08/09/mag…

#ElectricVehicles #BatteryCharging #MagnetizableConcrete
Read 13 tweets
Daily Bookmarks to GAVNet 11/30/2021 greeneracresvaluenetwork.wordpress.com/2021/11/30/dai…
Manatee death rate spikes to highest number in nearly 50 years

fox13news.com/news/florida-r…

#manatees #DeathRate
Brilliant GIF shows how Humans, Birds and Insects Breathe

zmescience.com/science/biolog…

#GraphicVisualization #breathing #animals
Read 13 tweets
@ItaSIF @SRI_Natives @SriEvent_It @andytuit #SriAgenda just started ⚡ #Nov17

about 700 people are attending this webinar, that proves today's topic is crucial, says @fbicciato1 Secretary General @ItaSIF in his opening remarks
finanzasostenibile.it/eventi/pmi-ita…

#sustainablefinance #sri #esg #responsibleinvestment #greenfinance Image
@ItaSIF @SRI_Natives @SriEvent_It @andytuit @fbicciato1 congratulations for sharing the knowledge and raising awareness of #sustainablefinance, the 20th anniversary @ItaSIF is celebrating this year is impressive, says Ulla Hudina-Kmetic, Deputy Head of Unit, DG GROW

#SettimanaSRI #sri #esg #responsibleinvestment #greenfinance Image
Read 27 tweets
"My family is originally from Baltimore" and worked on the waterfront until the 1900's, says @POTUS at the
@portofbalt. Image
"Consumer prices remain too high," says @POTUS. Image
"Many people remain unsettled about the economy" because of the high prices and shortages of items, explains @POTUS.
Read 7 tweets
Daily Bookmarks to GAVNet 11/10/2021 greeneracresvaluenetwork.wordpress.com/2021/11/10/dai…
‘Last, best, and final offer’ from Deere to UAW members

kwqc.com/2021/11/03/las…

#ContractNegotiations #ContractProposal
We’re Heading Straight for a Demi-Armageddon

theatlantic.com/science/archiv…

#ClimateChange #mitigation #consequences
Read 8 tweets

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