S @_Financeguy

Asia, europe Joined August 2011

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Corbin Duncan @DuncanCorbin

3 weeks ago

Underrated: the pace at which China is insulating itself from the dollar

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Robert Armstrong @rbrtrmstrng

2 weeks ago

Unhedged chart of the week: pity the poor Fed! from @hakyungkim_

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S @_Financeguy

3 weeks ago

What kind of snobbery is this?

John Duffield @jfwduffield

3 weeks ago

What kind of snobbery is this?

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Braudel Marx @BraudelMarx

3 weeks ago

@clashreport Trump called the Qataris and insisted this attack in Doha never would have happened if had he been President.

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Climate Change Committee @theCCCuk

3 weeks ago

Our response to the Shadow Secretary of State for Energy Security and Net Zero👇 theccc.org.uk/publication/le…

Claire Coutinho @ClaireCoutinho

a month ago

Our response to the Shadow Secretary of State for Energy Security and Net Zero👇 theccc.org.uk/publication/le… https://t.co/LkLOTmGZx5

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Orikron 🇵🇹 骆培思 @orikron

3 weeks ago

🇨🇳 This university in China is now using robots to carry incoming students' luggage all the way to their dorms.

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FT Energy @ftenergy

4 weeks ago

Jellyfish force shutdown at French nuclear plant on.ft.com/46iizb3

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S @_Financeguy

4 weeks ago

on.ft.com/460xaq9 US banks could hide troubled loans under new reporting rules What could possibly go wrong?

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Chris Smith @renewablesmiffy

4 weeks ago

“It’s all pointless until China does something”

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I don't care what Farage or others who say they have a simple immigration solution claim, the UK can't just walk out of international commitments without massive economic and political damage, that's a lesson of Brexit. Globalisation. We don't actually have full sovereignty.

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Karthik Sankaran @RajaKorman

2 months ago

Maybe the € is not falling because the agreed 15% tariffs will hurt European exports, but rather because the agreement makes it seem the EU is less likely to take the politico-fiscal steps that would follow from not having bargained about the tariffs.

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Claus Vistesen @ClausVistesen

2 months ago

Damn, people are bearish on Europe, viscerally, to the core, and with no mitigation. Been like this for more than a decade tbf as I have been doing this job, so it shouldn't surprise me, but still sometimes it does.

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Tom Forth @thomasforth

2 months ago

The EU/US trade deal is a great reminder of just how little energy prices matters to modern Western manufacturing. Much lower energy costs just aren't enough to protect US manufacturers against more efficient European goods, which is why they need a tariff to stay in business.

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Claus Vistesen @ClausVistesen

2 months ago

100%. Economic literacy is out the window for a lot of people this morning. EU exporters will "pay" by the amount they lower prices with, to keep exporting to the US, but in a world where the US is unwilling to compromise on domestic consumption/volumes, and run hots fiscally,…

Pepijn Bergsen @pbergsen

2 months ago

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S @_Financeguy

2 months ago

Show me a man whose priors dictate the way he sees the world and can’t see that

Laurie Macfarlane @L__Macfarlane

2 months ago

Show me a man whose priors dictate the way he sees the world and can’t see that

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S @_Financeguy

2 months ago

@Birdyword Good heavens Mike. Sizewell C (3.2gW) is now estimated to cost £38 billion or $16,000/kW. And Vogtle in the US and was even more expensive. The CFD for Hinkley is now worth £165/Mwh in current terms on.ft.com/4lEaG57

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Brad Setser @Brad_Setser

3 months ago

My periodic reminder that Milei's turnaround of Argentina is still incomplete, and that Argentina's current account is actually heading in the wrong direction (toward a bigger deficit) 1/

Phil Magness @PhilWMagness

3 months ago

My periodic reminder that Milei's turnaround of Argentina is still incomplete, and that Argentina's current account is actually heading in the wrong direction (toward a bigger deficit) 1/ https://t.co/LV2R46Iim1

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David Fishman @pretentiouswhat

3 months ago

So! China released its new renewable power consumption quotas yesterday and added heavy industry into the list of obligated entities. A Big Deal! I last wrote a thread about China's RPS ~4 years ago, but things have changed since then, so it's time for a commentary refresh. 🧵

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S @_Financeguy

3 months ago

This lady was Energy Secretary recently. And I’ll leave you to guess what she did about the regulations that make it difficult to install heat pumps that provide air con..

Claire Coutinho @ClaireCoutinho

3 months ago

This lady was Energy Secretary recently. And I’ll leave you to guess what she did about the regulations that make it difficult to install heat pumps that provide air con..