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Shales From The Crypt
ViscosityRedux
Refiners are the buyers of crude. Buy a bbl of CL and spend $ to convert it to products like gasoline, diesel, etc.The business model requires the products' prices are
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Aaron Smith
ASmithUCD
1. Today in Ag Data News, why have hops boomed while beer consumption declines?https://asmith.ucdavis.edu/news/hoppiness 2. Beer is a simple beverage. It has only four ingredients: malt, water, yeast, and hops.
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Sanjay Kumar Elangovan
langvalcapital
Rural ThemeKenneth holds Coromandel and @contrarianEPS had suggested Agro ChemicalsQ3 FY 2020 saw the Indian Agro Chemical companies post 25% Sales Growth YoY- Rallis & DhanukaStructural or one off? #RALLISPrice
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House Budget Committee
HouseBudgetDems
For those who don’t have a doctorate in economics, here’s what we can take away from this morning’s #GDP estimate:The topline number doesn't tell the whole story — and it’s
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Tim Culpan
tculpan
1/ There's a lot of hunger for information about TSMC, what they do, and how the business operates.So I put together Ten Charts That Tell The TSMC Talehttps://www.bloomberg.com/opinion/articles/2021-04-19/tsmc-s-30-billion-chip-leadersh
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Meaghan Walker
slopclothes
In the 1960s, the UK Public Records Office (now the National Archives) decided to sample and then destroy a large collection of shipping papers--crew agreements which were labour records documenting
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Kishan Mundhra
kishangmundhra
A thread on -What led to the fall?How does it help India?What is the Correlation between Brent and WTI? The WTI crude is a particular quality of crude oil in
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JPR007
jpr007
TESLA - TAKING A FRESH LOOK AT 2020The halting of vehicle and battery cell production at Fremont and GF1 in March 2020 and the prospect of an extended shutdown will
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Jermaine Jupiter • Career Coach• Tech • DEI
JermaineJupiter
A thread on some of the Jobs you can get in Tech without needing to be an expert on Software or Hardware. These roles tend to focus on superior soft
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Meaghan Walker
slopclothes
I wish someone would tell these scientists about how we did this already in the 1970s and 1980s. It was even called Cliometrics.https://twitter.com/lottelydia/status/1194158496343822337 I have a weird relationship with Cliometrics
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#GoodID
GoodID
#COVID19 is likely to change healthcare forever.The pandemic has exposed the shortcomings of our healthcare systems - but if used properly, digitization could be part of the solution.Here's some articles
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Brad Setser
Brad_Setser
Think the framing on this WSJ story is backwards -- real question is how long can China rely on the (weak) rest of the world to drive its own recovery
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Michael Pettis
michaelxpettis
1/4If near-record iron ore prices reflect stronger-than-ever demand from China, the two most likely explanations are, first, that there has been as of yet no rebalancing of domestic demand towards
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URSULA Edelheid (no, that's not my real name)
dietweeterei
1/ Today, I finally present to you: differential object marking (DOM) in Balto-Finnic languages (also called Finnic or (Balto-)Fennic). In these languages, object marking is used to express a bunch
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Jason Miller
jbmp51
I own a food service business and have almost no issues in getting supplies. I am concerned that the next few weeks may change the availability of supplies with
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Michael Roberts
mikejrob
1/ I've been thinking about the impact of COVID on climate change. Reduction in pollution during shutdowns is probably immaterial. Here's a thread about medium-to-longer-run. I think the big factors
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