George Heppel

886 posts

George Heppel

George Heppel

@heppel_george

Metals and minerals

London, England Katılım Mart 2019
564 Takip Edilen1.5K Takipçiler
George Heppel
George Heppel@heppel_george·
#batteries twitter, we really need to come up with a collective noun for EREVs and PHEVs together. "Plug-ins" doesn't work, nor does "hybrids". You can't call them both "plug-in hybrids" for obvious reasons. "Binary drivetrains"? "Dual-system"? "Goldilocks cars"?
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George Heppel
George Heppel@heppel_george·
@robertbaylis But VW already have plants which are 100% dedicated to NEVs. The scale is there, but they still aren't cheap (e.g. the ID.3). I'm scratching my head as to why?
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Robert Baylis
Robert Baylis@robertbaylis·
@heppel_george Compact (A/B) ICE cars are on the market for around €15-20K in Europe (€12.5-16K if you strip 20% VAT) yet similar-sized LiB-EVs avg. €34-40K. Long range aside, there is no cost reason for this delta today (China is showing as such), it’s just taking time to scale this segment
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George Heppel
George Heppel@heppel_george·
The best (and perhaps only) way to achieve a mass-market €20k EV in Europe is to sign an LTSA for Na-ion cells from Asia, ship them over in bulk and assemble the car in Europe. cleantechnica.com/2024/05/29/fro…
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George Heppel
George Heppel@heppel_george·
In the ten years that it's taken to build a second staircase at Surbiton Railway Station in Southwest London, China has built 30,000km of high-speed railtrack.
Ed Davey@EdwardJDavey

After 10 years, I am proud to see the second staircase at Surbiton Station officially opened! It is fantastic to see constituents and commuters using the staircase and the benefits it is already having on improving congestion. Thank you to everyone that has made this possible!

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George Heppel
George Heppel@heppel_george·
@A_Milewski Amazing. Shout at to Jack Gabb at Pendal Group for the original graphic
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George Heppel
George Heppel@heppel_george·
PR NEWSWIRE: George Heppel Ltd and Ruth Angus PLC are pleased to announce an all-stock Merger of Equals with immediate effect. The new cross-industrial merger will focus on a wide range of commercial functions including metal trading, neuroscience, bespoke artwork and biscotti.
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George Heppel
George Heppel@heppel_george·
@OliverNugent After 20 years, are the days of using China as a bottomless pit of base and ferrous metal demand finally over?
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Oliver Nugent
Oliver Nugent@OliverNugent·
What happened to the super-cycle??
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George Heppel
George Heppel@heppel_george·
@ShanuMathew93 How much did you drink? I've become a much lighter drinker in recent years and even a couple of pints is enough to muck up my sleeping now.
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Shanu Mathew
Shanu Mathew@ShanuMathew93·
Did a sober month for no reason other than to reorient my relationship with booze every so often. First night back and while enjoyable and worthwhile… reminder alcohol just destroys your sleep routine. Time to bed, wake ups, length, quality. Smh lol
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George Heppel
George Heppel@heppel_george·
@ShanuMathew93 Honestly, my best guess is people are a little shaky about the Chinese construction sector right now and that is what's weighing on #copper.
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Shanu Mathew
Shanu Mathew@ShanuMathew93·
The electrical stocks typically trade alongside how Copper trades (high usage of copper in electrical equipment) but recently lot of relative strength in the stocks but not as much in the underlying commodity. Anyone have a good explanation for this?
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George Heppel
George Heppel@heppel_george·
@ashugarg @Noahpinion I don't think a quote from a politician of a now-defunct political party from 200 years ago is necessarily a good summary of British attitudes towards India.
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ashu garg
ashu garg@ashugarg·
@Noahpinion Many (not all) Britishers have a condescending attitude towards India. That attitude is best summarized by Lord Macaulay who said “a single shelf of a good European Library is worth the whole native literature of India and Arabia” 😡
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Noah Smith 🐇🇺🇸🇺🇦🇹🇼
Noah Smith 🐇🇺🇸🇺🇦🇹🇼@Noahpinion·
Pessimism about India seems very among British commentators, while American commentators seem generally bullish... Is that my imagination, or have y'all noticed the same?
Mike Bird@Birdyword

The debate over India as the next China seems so conditioned on income levels. To me a country that combines a reduced manufacturing share, strong consumption, persistent trade deficit, vibrant IT services sector and elected government sounds more like a middle-income USA.

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George Heppel
George Heppel@heppel_george·
@randomusernamw I've just realised my source was wrong - thank you for the clarification. I'll delete this tweet now to prevent sharing false news.
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George Heppel
George Heppel@heppel_george·
@JumanaSaleheen Hi Jumana, I've increasingly seen economists quoting US jobs numbers either including or excluding "services" (mostly hospitality and education). What's your opinion on this?
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Jumana Saleheen
Jumana Saleheen@JumanaSaleheen·
It’s jobs day! US NFP comes in stronger than expected (again). 216K new jobs in Dec vis-a-vis expected 175K. Unemployment rate unchanged at 3.7%. When will the US labour market slow? Overall I’d say this is not good news for the Fed will cut rates in Q1 camp. #NFP
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Keşfet

@robertbaylis @Rory_Johnston @A_Milewski @OliverNugent @jfarchy @mattstephenhill @ShanuMathew93 @JessePeltan