Discover and read the best of Twitter Threads about #inventory

Most recents (8)

It seems simple, but putting stuff in a #container - in essence a standardized box - is the biggest #shipping advance of the past century. And #Russia is losing the capacity to play.
1/
marinelink.com/news/russia-fa…
Many results:
-(un)loading takes days, not hours
-#ports/#logistics hubs require 10x the land for specialized buildings to house #inventory
-shipping costs at least 3x (7x is probably more accurate)
-backlogs at all shipping hubs
2/
-requires 10x the staff required to handle cargo
-MASSIVE expansion of corruption because everyone can see every bit of the cargo

Big section on this (and its end) in the #Transport chapters of the upcoming book: #TheEndOfTheWorldIsJustTheBeginning.
3/end
Read 3 tweets
#EIA #oil data: #crude -1.9 mln bbls; at 411.6 mln; -13% v 5-yr avg for period
#gasoline -1.4 mln bbls; +1% v 5-yr avg
#distillate -5.2 mln bbls; -18% v 5-yr avg
#propane -1.6 bbls; -21% v 5-yr avg
Total commercial stocks -8.1 mln bbls
#OOTT #OPEC #diesel #shipping #energy
#EIA #oil #data: U.S. #crude oil #refinery inputs averaged 15.4 mln bpd week to March 4, 2022, -21,000 bpd vs previous week; #refineries operated at 89.3% capacity; #gasoline output rose to 9.6 mln bpd, #distillate output fell to 4.6 mln bpd.
#OOTT #diesel #energy #refining
#EIA: #oil data: U.S. crude oil imports averaged 6.3 mln bpd last week, +0.6 million bpd vs previous week; last 4 weeks #crude oil imports averaged 6.2 mln bpd, +10.1% vs year-ago period
#OOTT #OPEC #diesel #shipping #inventory #energy #data #exports #crudeoil #tankers #imports
Read 4 tweets
What are recent topics for PhD in management or other affiliated subjects?
@LSEPhD
Many!

The latest topics of interest are =>
1.#Behavioural models of #Marketing using experimental economics

2.Role of #Data #Sciences in modelling time-motion studies to measure human efficiency and output on the shop floor.
3.#Reliability Management Process Improvement Controls used in the Value-Added Industries
(Industrial/#engineering management).
Read 7 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
As we head into the U.S. #election, there will continue to be a lot of noise that may lead to near-term #market #volatility, particularly since (as we’ve long argued) #markets appear to be able to only focus on one thing at a time!
Still, at times like this it’s crucial to focus on more consequential factors that will drive #markets in the years ahead: in this case, the powerful combination of @federalreserve #monetarypolicy and #fiscal rescue measures intended to keep the #economic engine on track.
So, while many will continue to be skeptical of the sustainability of this #economic recovery, we’ve been impressed by its strength, particularly in the #interest-rate-sensitive segments of the #economy, like #housing, which is going through the roof!
Read 8 tweets
I am #grateful for the opportunity given by #IWS_Network to share my story, struggles and success in the voices without frontiers (VWF).
My name is Betelhem, most people call me Betty and I prefer it that way. I was born 27 years ago to a young couple in AddisAbeba, the capital of #Ethiopia. #IWSVoices 1/n Image
My mom and me rather look like sisters. Despite being a teenager when she got me, she sacrificed her whole life to raise me up. She made sure I had the best #education possible. I am forever grateful to my mom sis & do everything to make her and God #proud. #IWSVoices 2/n Image
Read 21 tweets
Fascinatingly, for decades now there has been a #seasonal pattern to U.S. real #GDP growth whereby first quarter growth tends to come in lower than trend and then improves later in the year. Image
As to why this is the case, there are many theories, but we suggest that #inventory dynamics, weather, and the timing of #policy stimulus in the most recent decade could all play a part in persistent economic seasonality.
Regardless of the precise cause, though, it’s important for investors to take both #economic and #market seasonality seriously. Indeed, over the past decade we’ve seen a pattern in market performance whereby strong first-quarter returns are often followed by mid-year weakness. Image
Read 5 tweets

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