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Analog Capital
@analogcap
, 3 tweets, 1 min read Read on Twitter
Aggregates demand still at early 90s levels
VMC pricing inflecting upwards (guiding 5-7% pricing in 2019), lagging increase in shipments. Pricing supported by increasing visibility into infrastructure-driven demand growth and rational industry conditions (mmm...oligopoly)
while VMC has most leverage of peers to pure aggregates (>90% of EBITDA) and infrastructure #rocks
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Joshua Rhodes
@joshdr83
Is it finally #infrastructure week?? As part of the current @EnergyUT study: The Energy Infrastructure of the Future, we have started compiling the value of the current energy system. Some things that might be useful in thinking about the #GND
First, the electricity sector. To rebuild the current (~2016) system tech for tech would cost about $5T, but that system is more than halfway depreciated, so it will need investment even for BAU. Also, we would likely not rebuild exact as-is going forward (coal, etc.)
In the current electricity system, more than half of the value is tied up in generation assets, transmission is only about 10% (although we fight over it the most it seems), and distribution accounts for about 35%.
Read 7 tweets
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Architects DCA
@ArchitectsDCA
Ok, @Penalosa_G presentation is amazing and it’s just getting started....
Underground path in toronto sucks the life out of the city; segregation not integration
Bad weather? Need better #infrastructure ; focus on the better 200 days, not the 20 bad ones; separated bike lanes! Safe, bike in winter, keeps people safe;
Read 47 tweets
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tolu ogunlesi
@toluogunlesi
I’m interested in how #Infrastructure transforms places. The village of Ore (“a collection of motley huts”) ’blew’ because someone decided, in the 1970s or so, that the new major Highway linking Lagos/Ibadan to Benin would pass through it. (The Old Road passed elsewhere)
The Old Road to Benin: Ibadan-Ife-Ilesha-Akure-Owo-Agbanikaka-Benin.

Then a new one was built: Sagamu-Ore-Ofosu-Benin Expressway.

That’s how Ore landed the chance to become a Transport and Commerce hub.

Time and Chance. But #Infrastructure made it possible.
In my traveling around Nigeria following ongoing Infrastructure projects - I can’t help imagining just how much things will change in the years ahead. Nigeria’s landscape will be redrawn in fascinating ways. New hubs will ‘blow’, new habits will follow new infrastructure.
Read 7 tweets
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tolu ogunlesi
@toluogunlesi
Spent the last few days traveling in the SS and SE, visiting FG #Infrastructure projects. What I saw makes me very hopeful about the future of Nigeria.

High point: getting on a boat on River Niger, to watch the amazing work JB is doing on the new Bridge.

#Thread loading soon.
So my #infrastructure journey in the last one week:

Port Harcourt—Ogoniland (Bonny-Bodo Bridges)—Afam (240MW Afam Fast Power Plant—Aba (Ariaria Market Electrification Project—Onitsha/Asaba (Second Niger Bridge)—Warri (Delta Ports)—Itakpe (#ItakpeWarriRail)

#PMBMeansBusiness
The 1st site I visited: the Bonny-Bodo Bridges and Road Project in Ogoniland

Scope: 3 main bridges (across Afa Creek, Opobo Channel & Nanabie Creek) + Road —38km Total — connecting Bodo on Mainland to Bonny Island

Flagged-off by @ProfOsinbajo Oct2017, ~40 years after conception
Read 25 tweets
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Steven Sinofsky
@stevesi
1/ Something I believe: cloud infrastructure pricing schemes will undergo a radical change (My Crazy 2019 Prediction: change will begin). Current pricing based on a la carte services, plethora of service levels, and consumption rates is too complex and non-strategic for big-3. Bundle and save
2/ Early in every enterprise product/platform cycle, innovation happens in specific "applications" or "services". Over time customers assemble these into solutions. Industry views this as "best of breed" and ideal. Who doesn't fee empowered by best of breed? Plus pay as you go!
3/ But along the way, integration takes on paramount importance and assembling multiple services/products/vendors is too fragile, incomplete, and unreliable. Customers are moving up the stack and want a more coherent offering. They want prescriptive guidance and commitment.
Read 24 tweets
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Steve Herman
@W7VOA
In Richfield, Ohio, @POTUS now making remarks on #infrastructure to union laborers.
"Plants and factories pouring back into our country. They can't come back fast enough."
"I never give up," says @POTUS of funding for the border wall.
Read 41 tweets

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