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#Supply
Luke McDonagh
DrLukeMcDonagh
This is not surprising. Vaccine supply is limited by the capacity of the patent-holding & trade secret-owning companies (Pfizer, Moderna, etc). That other companies are not being enabled to manufacture
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Points
Points18
GS revises their 12m #Copper forecast from $7500 to $9500. $OCO $SLS“The bull market for copper is now fully underway with prices up 50% from the 2020 lows, reaching their
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Patrick Coddou
soundslikecanoe
It may be helpful to share this email I sent to customers today. I've found that when delivering bad news, emails like this are always received very well.Candor, clarity, and
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Onur Erkin Sucu
OnurESucu
1/ As we are approaching to reveal of @TheHashmasks, I wanted to share my analysis on Hashmasks and $NCT.There are only 16,384 unique Hashmasks available and 16000+ already sold. 2/
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Naomi O'Leary
NaomiOhReally
CNN reports the UK's contract with Astrazeneca was actually also signed in August - like the EU's just one day prior - and uses the same 'best efforts' language.It goes
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Debra Robinson
DebraG_Robins
More "paper" silver (fake does not exist, not on the elemental chart), has been dumped onto the market today than in an entire year of actual mining production.. thank you
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Robert Rennie
Robert__Rennie
Little doubt positive demand shock that lifted #ironore prices through the NH summer months is still in play. E.g. Chinese transport FAI is running at circa 9.8%yy, as massive infrastructure
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Taylor McKinnon
publiccarbon
Today's 9th Circuit ruling upended a modeling fallacy that both BOEM and BLM rely on to misconstrue the greenhouse gas pollution associated with dozens of federal fossil fuel projects onshore
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Lea Kissner
LeaKissner
Finishing up this session at #enigma2021 is from Trey Herr speaking about "BREAKING TRUST – SHADES OF CRISIS ACROSS AN INSECURE SOFTWARE SUPPLY CHAIN"[ *cough* #SolarWinds #SolarWindsHack *cough* ]https://www.usenix.org/conferen
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Jason Furman
jasonfurman
Some confusion on twitter about supply shocks vs. demand shocks.I think *likely* much more supply shock than demand shock. No the CPI does not settle the issue (see below).But I'm
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Sinéad O'Sullivan
SineadOS1
Ah! Phil brings up the idea of the supply-demand curve for Moon resources. Short thread on the magic of innovation, capitalism and economics of space investing! 1/nhttps://twitter.com/DrPhiltill/status/1304162217483538432 Entrepreneurs usua
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Christina Henderson
chenderson
Okay, while we wait for #Verzuz to begin, let’s talk vaccine distribution. On Tuesday night, I sent an email to the City Administrator after receiving several emails/tweets re: childcare
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Maarten
MaartenBron
Rebase tokens / elastic supply tokens are often misunderstood. People called "rug pull" when the positive rebase of $UNIF happened, same for $SUSF yesterday. "Dead by rebase" People dumped bc.
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Matthew Yglesias
mattyglesias
A child allowance would rescue millions of vulnerable kids from poverty, but @swinshi says it’s bad anyway because it reduces work incentives.So I asked him if he could give me
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EU FLEGT and REDD facilities
FlegtRedd
The #PalmOil industry is a major contributor to #Indonesia's economy and in 2018, 36.6 million tonnes of palm oil were produced, equal to roughly half of the world’s supply. The
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Yet Another Columnist
Sime0nStylites
1. The AZ / EU supply issue is one of the most important and most difficult issues of the first half of 2021 with the potential for extremely damaging repercussions.
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