@BondHack Sleepy Starmer... Come on, at least make an effort
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Eoin Dinsmore
3.4K posts
Eoin Dinsmore
@eoindinsmore
Hanging up my tweeting boots, and heading to Asia
Katılım Mayıs 2014
981 Takip Edilen2.4K Takipçiler
@dieworkwear A thread on good alternatives to "slim fit button-up shirt and chino" for workwear would be appreciated (don't fancy a full suit)
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IMO, the prob with having your dress sensibility governed by notions of respectability and propriety is that this often chains you to an ugly aesthetic (e.g., slim fit button-up shirt and chinos), rather than allowing you to explore culture and aesthetics in a richer way
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Summary of China’s energy and power sector statistics in 2023
Check the March special issue of the China Energy Policy Newsletter
cet.energy/2024/03/18/sum…
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@WarrenPies @Rory_Johnston @ExitMultiple I was laughing at this and my wife asked what I was laughing at.. I started "so, the chairman of the Federal Res..." but she had already walked away, shaking her head
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@Rory_Johnston @ExitMultiple cracking me up…I’m stealing that and will jam it into all private communications
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@jesseatcal Thank you Jesse, and may success keep coming your way!
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Right, here is the sign off. I'm off to work as an analyst for a mining company in Singapore. Shifting to a watching, no tweeting model.
I'll keep learning from you guys &gals, keep it up!
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Yikes, it's a race to get the lowest China GDP forecast.. punchy from UBS at 3%
ChinaPropertyFocus@ChinaPropFocus
#UBS economist Tao Wang revised down China 2022 #GDP growth forecast further from 4.2% to 3% on more evidence of a deeper Q/Q contraction in Q2. Individual data such as truck freight index has rebounded since mid-April but remained in double-digit y/y decline.
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Killer price panel at the CRU Aluminium conference in London - Pala, Concord, BMO, BOCI, Goldman... All bullish
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Industrial metals Commitment of Traders: spec positioning clearout after metal rout - nearly all metals now have spec net position at 52 week low
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Recommending a podcast you have not listened to: honest overconfidence... But this was a great podcast!
Eoin Dinsmore@eoindinsmore
Required listening for eh.. every one on here
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Which aluminium co exec chairman was a PR guy for Roman Abramovich before he was an MP, before the Lords, before En+? Fascinating podcast on Greg Barker
podcasts.apple.com/gb/podcast/gre…
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All commodities people should be paying Bill, he makes sense of China.
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Eoin Dinsmore retweetledi
Eoin Dinsmore retweetledi
@elonmusk asked if he can see @Tesla buying a mining company: It’s not out of the question. If that’s the only way to accelerate sustainable energy, we will do that #FTCar #lithiumionbattery
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Eoin Dinsmore retweetledi
We’re building a $2.5B #aluminum recycling, rolling & finishing plant in #Alabama! Our new plant will be the 1st of its kind built in the U.S. in 40 years. Learn more at novelis.com/bayminette. #MadeinAlabama #buildinbaldwin #sustainability
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Re-upping this after the Novelis announcement today.. more investments have been flagged
Eoin Dinsmore@eoindinsmore
Novelis huuuge investments planned on aluminium rolling - cans and cars still delivering on the ali demand side
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Huuugh mine, and making amazing progress. Chinese investors in Africa (Zijin) rewarded massively, while investments in Peru (MMG) in disarray.
TMX Newsfile@newsfile_corp
Kamoa-Kakula on Track to Become the World's Third-largest Copper Mining Complex by Q4 2024, with Copper Production of Approximately 600,000 Tonnes per Year Full Story: bit.ly/37Tgo2x @IvanhoeMines_ $IVN.CA $IVPAF #Mining #MiningStocks #Metals #Copper #OTC #OTCStocks
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Aurubis upbeat on copper demand - premiums increase also caused in part by buyers seeking alternatives to Russian cathode
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