Discover and read the best of Twitter Threads about #freight

Most recents (11)

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Read 30 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
Thanks to @steve_sedgwick & @cnbcKaren for having me on #CNBC #SquawkBox this AM.

What did we discuss? Well, #inflation of course!

I prepared some slides for the show which I'm happy to present in this thread.
1/n
#macro #Fed #Yellen #JeromePowell #bankofengland #QE
Are people in denial or is the #centralbank money flood just drowning all the signals?
2/n
#inflation
#Commodities, #freight, #carbon - and a whole lot besides - sure do cost a lot more, these days.
3/n
Read 14 tweets
🌎 It's time to start a new tweetstorm to monitor global trade rebound, which should be larger than exp. in 2021.
*The drag from #Covid_19 restrictions in 🇺🇸 🇪🇺 will ease.
*Uncertainty linked to trade tensions ⬇.
*Leading sectors (semis and autos) already point to a sharp ⬆.
🇯🇵 #Japan | In January, the value of overseas shipments climbed 6.4% YoY (fastest since Oct. 2018), rising for a second month and picking up from December’s 2% pace. Image
🇯🇵 #Japan's exports, machine orders pick up as global demand recovers - Reuters
reuters.com/article/us-jap…
Read 7 tweets
Seen the news this morning peeps? You ain’t seen nothing yet... #InterestingTimes
What a lovely #SignalBox It’s not very big though, sorry @MrTimDunn #Robertsbridge
Read 7 tweets
The "white man" still thinks India is a land of snake charmers & statues . Cannot blame the uninformed, this calls for a thread on what #India has built over the last decade alone .
#infrastructureIndia begins below.
#Kaaleshwaram the world's largest lift irrigation project .
1800km of canals , 240 TMC of water for irrigation , 18,25,000 acre ft irrigated .
#infrastructureIndia
#Ramthal the world's largest drip #irrigation system .
12300acres irrigated using drip irrigation.
#infrastructureIndia
Read 11 tweets
#HappiestMindsIPO looking to raise 110Cr,got bids worth 58000Cr

Retail subscribed 71 times
HNI subscribed 351x
Institutional,77x

Overall,#IPO was subscribed a massive 151 times,highest for a IPO in recent history

After Aug #PMI at 52,this is yet another positive

#GreenShoots
Non-life #insurers saw 10.38% rise in premiums in Aug@Rs 17623.25Cr

General insurers saw #premium collection go up 5.57% in Aug2020 to Rs13139.63Cr

Biggest gainers in premium were standalone health insurers,who saw 36.42% rise in premiums to 1462.92Cr 💪

#GreenShoots #Economy
If one thing should have been big news,it is $40billion valuation of #YONO,SBI's digital lending platform

YONO got 2.7Cr users in just 6 months--It disburses 70Cr worth loans every day,largely to #MSMEs

YONO is biggest start up by any legacy bank,#SBI in this case💪

#economy
Read 5 tweets
@OPAgarWRI @iChiragGajjar @teriin Transport #emissions are currently, at 10% of total emissions and 13% of energy emissions. #Transport sector in India is the fastest growing amongst G20 countries, which affects the goal of reducing emissions intensity of GDP: RR Rashmi, @teriin
#sustainable #Freight
@OPAgarWRI @iChiragGajjar @teriin There is no one silver bullet for all of the transport sector's emission woes. There needs to be an integrated approach to #decarbonizing India's booming #Transportation sector: RR Rashmi, @teriin
#sustainable #Freight #electricmobility #decarbonization #climateaction
@OPAgarWRI @iChiragGajjar @teriin Electrification of #transport sector, modal shift from road to rail for #freight, changes in urban planning are necessary for moderating the sector’s contribution in emissions: RR Rashmi, @teriin
#sustainable #electricmobility #decarbonization #climateaction
Read 22 tweets
“HS2 is just 20 minutes quicker to #Birmingham” is a well-trodden myth. #HS2 will transform the UK with the 3Cs: More CAPACITY across the country’s #rail network. A low CARBON #transport network. Better CONNECTIVITY in the #Midlands and #North. Image
Capacity: #HS2 will add vital capacity to our overcrowded #rail network by placing long distance services on their own pair of tracks. This will create thousands of extra seats and space for more local, commuter and #freight services on the existing #railway. Image
Carbon: #Rail is the low carbon option for long distance travel, with #HS2 taking cars and lorries off the road. HS2 emits 17 times less carbon than the equivalent domestic flight and 7 times less carbon than the equivalent car journey.
Read 6 tweets
At @AASHTOSpeaks Joint Policy Conference of Committee on Design and Council on Active Transportation (I'm a member of that). Flexible design workshop to kick it off. #infrastructure #RoadSafety
Joyce Taylor, Maine DOT Chief Engineerb Over the years people have debated names for different approaches to streets that serve people. Let's call it GOOD DESIGN. #AASHTO #infrastructure #RoadSafety #PeopleStreets #HealthyStreets
Shari Schaftlein, FHWA Office of Human Environment, on context sensitive solutions/design. Case studies/resources fhwa.dot.gov/planning/css/. #AASHTO #infrastructure #RoadSafety #PeopleStreets
Read 149 tweets
The channel disruption is now extending into Belgium! @FEBETRA colleague Isabelle de Maegt explains how much this is costing hauliers. vrt.be/vrtnws/en/2019… @newsfromfta #Calais #Brexit
This was the scene this morning on the A16 between Dunkirk and Calais. Road haulage not moving at all. #Brexit #Calais
It must also be highlighted that the drivers of these vehicles had no apparent access to sanitary installations such as toilets. And people ask why #freight industry faces such a #skills shortage when conditions such as these can appear overnight.
Read 3 tweets

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