Tim Watson
@thwatson.bsky.social
Iinfra - energy, rail & #AI (Allen Iverson). Proposed & rejected subject of a D3 Tennis statue.
Reposted by Tim Watson
Fixed asset investment has rebalanced towards infrastructure and manufacturing. Click here for more: tinyurl.com/2bxbrkvd
February 26, 2025 at 7:34 PM
Fixed asset investment has rebalanced towards infrastructure and manufacturing. Click here for more: tinyurl.com/2bxbrkvd
Reposted by Tim Watson
Gulfsands Petroleum ready to get back into Syria, to see what's up with its upstream assets there after 14 years of being unable to access them
www.argusmedia.com/en/news-and-...
www.argusmedia.com/en/news-and-...
UK Gulfsands Petroleum eyes return to Syria's upstream | Latest Market News
London-listed Gulfsands Petroleum plans to return to Syria's upstream as soon as sanctions on the country are lifted and "circumstances allow," the company's managing director John Bell said.
www.argusmedia.com
February 19, 2025 at 11:00 AM
Gulfsands Petroleum ready to get back into Syria, to see what's up with its upstream assets there after 14 years of being unable to access them
www.argusmedia.com/en/news-and-...
www.argusmedia.com/en/news-and-...
Reposted by Tim Watson
Baltic states have shut down last links to Russian electricity grid
• Move highlights deep, structural impact of war in Ukraine on Europe's energy supplies and infrastructure
• Baltic states will connect to EU grid and Russian enclave of Kaliningrad will need to generate own power supplies
• Move highlights deep, structural impact of war in Ukraine on Europe's energy supplies and infrastructure
• Baltic states will connect to EU grid and Russian enclave of Kaliningrad will need to generate own power supplies
February 18, 2025 at 12:01 PM
Baltic states have shut down last links to Russian electricity grid
• Move highlights deep, structural impact of war in Ukraine on Europe's energy supplies and infrastructure
• Baltic states will connect to EU grid and Russian enclave of Kaliningrad will need to generate own power supplies
• Move highlights deep, structural impact of war in Ukraine on Europe's energy supplies and infrastructure
• Baltic states will connect to EU grid and Russian enclave of Kaliningrad will need to generate own power supplies
Reposted by Tim Watson
While not winning gigafactory or new vehicle final assembly plants, Louisiana has been a different type of winner from BIL/IRA.
Its petrochemical sector, port and river access, and proximity to Southeast gigafactory projects have made it a magnet for the midstream.
🔌💡
electrek.co/2025/02/17/5...
Its petrochemical sector, port and river access, and proximity to Southeast gigafactory projects have made it a magnet for the midstream.
🔌💡
electrek.co/2025/02/17/5...
This $500M EV battery material plant is the first of its kind in the US
Japan's UBE has broken ground in Louisiana on a DMC and EMC plant – key components for lithium-ion batteries in EVs and battery storage.
electrek.co
February 18, 2025 at 11:51 AM
While not winning gigafactory or new vehicle final assembly plants, Louisiana has been a different type of winner from BIL/IRA.
Its petrochemical sector, port and river access, and proximity to Southeast gigafactory projects have made it a magnet for the midstream.
🔌💡
electrek.co/2025/02/17/5...
Its petrochemical sector, port and river access, and proximity to Southeast gigafactory projects have made it a magnet for the midstream.
🔌💡
electrek.co/2025/02/17/5...
Reposted by Tim Watson
Just a shocking shocking statistic (courtesy of Draghi’s op-ed in the FT): Forget the US, Europe has successfully put barriers on itself
“The IMF estimates that Europe’s internal barriers are equivalent to a tariff of 45 %for manufacturing and 110 % for services”
giftarticle.ft.com/giftarticle/...
“The IMF estimates that Europe’s internal barriers are equivalent to a tariff of 45 %for manufacturing and 110 % for services”
giftarticle.ft.com/giftarticle/...
Forget the US — Europe has successfully put tariffs on itself
High internal barriers and regulatory hurdles are far more damaging for growth than anything America might impose
giftarticle.ft.com
February 16, 2025 at 9:38 AM
Just a shocking shocking statistic (courtesy of Draghi’s op-ed in the FT): Forget the US, Europe has successfully put barriers on itself
“The IMF estimates that Europe’s internal barriers are equivalent to a tariff of 45 %for manufacturing and 110 % for services”
giftarticle.ft.com/giftarticle/...
“The IMF estimates that Europe’s internal barriers are equivalent to a tariff of 45 %for manufacturing and 110 % for services”
giftarticle.ft.com/giftarticle/...
Reposted by Tim Watson
🏜️ Arizona utilities announce effort to add more nuclear energy in the state
🪨 They are eyeing multiple coal plants that could be replaced
Both large and small reactors will be evaluated
🔌💡 www.powermag.com/arizona-util...
🪨 They are eyeing multiple coal plants that could be replaced
Both large and small reactors will be evaluated
🔌💡 www.powermag.com/arizona-util...
Arizona Utilities Announce Effort to Add More In-State Nuclear Power
Arizona's three major electric power utilities said they will collaborate to explore adding more nuclear power generation in the state, possibly placing
www.powermag.com
February 5, 2025 at 11:13 PM
🏜️ Arizona utilities announce effort to add more nuclear energy in the state
🪨 They are eyeing multiple coal plants that could be replaced
Both large and small reactors will be evaluated
🔌💡 www.powermag.com/arizona-util...
🪨 They are eyeing multiple coal plants that could be replaced
Both large and small reactors will be evaluated
🔌💡 www.powermag.com/arizona-util...
Reposted by Tim Watson
Reuters: The U.S. Provided Ukraine with Only Half of the Promised Aid in 2024.
Additionally, the publication sources stated that by early December 2024, Ukraine had received only 30% of the promised armored vehicles.
www.reuters.com/investigatio...
Additionally, the publication sources stated that by early December 2024, Ukraine had received only 30% of the promised armored vehicles.
www.reuters.com/investigatio...
February 3, 2025 at 10:56 AM
Reuters: The U.S. Provided Ukraine with Only Half of the Promised Aid in 2024.
Additionally, the publication sources stated that by early December 2024, Ukraine had received only 30% of the promised armored vehicles.
www.reuters.com/investigatio...
Additionally, the publication sources stated that by early December 2024, Ukraine had received only 30% of the promised armored vehicles.
www.reuters.com/investigatio...
Reposted by Tim Watson
Big shift in where greenfield FDI is going away from China and toward new Asia growth engines and friend-shoring.
January 26, 2025 at 6:13 PM
Big shift in where greenfield FDI is going away from China and toward new Asia growth engines and friend-shoring.
Reposted by Tim Watson
A critical chart for understanding the world, from my new paper with Brad Setser.
German and Chinese net auto exports before and after the Covid-19 pandemic.
As Brad put it nicely: "Germany never recovered. China never looked back."
The chart also shows....
1/x
German and Chinese net auto exports before and after the Covid-19 pandemic.
As Brad put it nicely: "Germany never recovered. China never looked back."
The chart also shows....
1/x
January 24, 2025 at 1:10 PM
A critical chart for understanding the world, from my new paper with Brad Setser.
German and Chinese net auto exports before and after the Covid-19 pandemic.
As Brad put it nicely: "Germany never recovered. China never looked back."
The chart also shows....
1/x
German and Chinese net auto exports before and after the Covid-19 pandemic.
As Brad put it nicely: "Germany never recovered. China never looked back."
The chart also shows....
1/x
Reposted by Tim Watson
Commercial flights between Turkey and Syria resumed Thursday after 13 years.
Commercial flights between Turkey and Syria resume after 13 years
www.stripes.com
January 23, 2025 at 5:00 PM
Commercial flights between Turkey and Syria resumed Thursday after 13 years.
Reposted by Tim Watson
China is hard for the US to beat in Latin America. To advance strategic interests, China happily cuts deals with left- and right-wing leaders alike. That pragmatism means ideological warnings from Washington don’t work well. Deals and FDI are what counts. My column
www.economist.com/internationa...
www.economist.com/internationa...
Marco Rubio will find China is hard to beat in Latin America
China buys lithium, copper and bull semen, and doesn’t export its ideology
www.economist.com
January 15, 2025 at 10:44 AM
China is hard for the US to beat in Latin America. To advance strategic interests, China happily cuts deals with left- and right-wing leaders alike. That pragmatism means ideological warnings from Washington don’t work well. Deals and FDI are what counts. My column
www.economist.com/internationa...
www.economist.com/internationa...
Reposted by Tim Watson
“Saudi Aramco, the world’s largest oil company, is to expand its investments in lithium production in the race to build a supply chain for the metal vital for batteries to power electric cars.”
🔌💡🚗
www.ft.com/content/d349...
🔌💡🚗
www.ft.com/content/d349...
Saudi Aramco to expand investments in lithium as it diversifies from oil
World’s largest oil company in race to build supply chain for metal vital for batteries to power electric cars
www.ft.com
January 15, 2025 at 11:55 AM
“Saudi Aramco, the world’s largest oil company, is to expand its investments in lithium production in the race to build a supply chain for the metal vital for batteries to power electric cars.”
🔌💡🚗
www.ft.com/content/d349...
🔌💡🚗
www.ft.com/content/d349...
Reposted by Tim Watson
"China is expanding its footprint in Antarctica with its fifth research station on the continent. Recent satellite imagery shows construction progressing quickly at Qinling Station, located on Inexpressible Island near the Ross Sea." www.csis.org/analysis/chi...
China Makes Progress on Its Fifth Antarctic Research Station
New satellite imagery, including images captured using synthetic aperture radar, shows recent construction progress at Qinling Station, China's newest research station in Antarctica.
www.csis.org
January 7, 2025 at 10:10 AM
"China is expanding its footprint in Antarctica with its fifth research station on the continent. Recent satellite imagery shows construction progressing quickly at Qinling Station, located on Inexpressible Island near the Ross Sea." www.csis.org/analysis/chi...
Reposted by Tim Watson
Inventory to sales still very high in the building materials complex according to the US Census data.
I think a lot of the deflationary impulse in building materials has run its course, but broad reflation will also be pretty tough too given current LBM inventories.
I think a lot of the deflationary impulse in building materials has run its course, but broad reflation will also be pretty tough too given current LBM inventories.
January 6, 2025 at 2:26 PM
Inventory to sales still very high in the building materials complex according to the US Census data.
I think a lot of the deflationary impulse in building materials has run its course, but broad reflation will also be pretty tough too given current LBM inventories.
I think a lot of the deflationary impulse in building materials has run its course, but broad reflation will also be pretty tough too given current LBM inventories.
Reposted by Tim Watson
European reliance on Chinese imports has increased markedly vs 2017
January 1, 2025 at 4:38 AM
European reliance on Chinese imports has increased markedly vs 2017
Reposted by Tim Watson
Russian gas flows through Ukraine are set to stop on Wednesday when a transit deal between the two countries expires in the wake of Moscow’s full-scale invasion. on.ft.com/4a1HwaQ via @financialtimes.com
Russian gas set to stop flowing through Ukraine
Transit deal due to expire with no follow-up agreement on flows to central Europe
on.ft.com
December 31, 2024 at 6:50 PM
Russian gas flows through Ukraine are set to stop on Wednesday when a transit deal between the two countries expires in the wake of Moscow’s full-scale invasion. on.ft.com/4a1HwaQ via @financialtimes.com
Reposted by Tim Watson
“By January 2024, agents working at the behest of India’s intelligence agency, the Research and Analysis Wing (RAW), began quietly discussing with Maldivian opposition leaders the possibility of removing [Maldives president] Muizzu” www.washingtonpost.com/world/2024/1...
A plot in paradise and India’s struggle for influence in Asia
Secret contacts between Indian agents and politicians in the Maldives over ousting its pro-China leader reflect the growing contest between Asia’s great powers.
www.washingtonpost.com
December 30, 2024 at 9:10 AM
“By January 2024, agents working at the behest of India’s intelligence agency, the Research and Analysis Wing (RAW), began quietly discussing with Maldivian opposition leaders the possibility of removing [Maldives president] Muizzu” www.washingtonpost.com/world/2024/1...
Reposted by Tim Watson
Improved efficiency is enabling record U.S. crude oil production from fewer rigs www.eia.gov/todayinenerg...
www.eia.gov
December 28, 2024 at 8:04 PM
Improved efficiency is enabling record U.S. crude oil production from fewer rigs www.eia.gov/todayinenerg...
Reposted by Tim Watson
Ukraine receives first US gas shipments via Greece
https://www.ft.com/content/a769f6a0-00af-4e20-8b6d-16177ee72c96
https://www.ft.com/content/a769f6a0-00af-4e20-8b6d-16177ee72c96
Ukraine receives first US gas shipments via Greece
Kyiv’s purchase comes before expiry of Russian gas transit deal and Trump’s inauguration
www.ft.com
December 27, 2024 at 2:28 PM
Ukraine receives first US gas shipments via Greece
https://www.ft.com/content/a769f6a0-00af-4e20-8b6d-16177ee72c96
https://www.ft.com/content/a769f6a0-00af-4e20-8b6d-16177ee72c96
Reposted by Tim Watson
SCMP: "Chinese companies are increasingly looking to set up factories in central and eastern Europe to circumvent tariffs and business disruption amid heightening geopolitical tensions, according to a European industrial real estate developer."
www.scmp.com/business/art...
www.scmp.com/business/art...
www.scmp.com
December 25, 2024 at 6:14 AM
SCMP: "Chinese companies are increasingly looking to set up factories in central and eastern Europe to circumvent tariffs and business disruption amid heightening geopolitical tensions, according to a European industrial real estate developer."
www.scmp.com/business/art...
www.scmp.com/business/art...
Reposted by Tim Watson
The biggest obstacles to US decarbonization, according to outgoing Energy Secretary Jennifer Granholm:
1. It’s too hard to connect new renewables to the grid due to lack of transmission
2. Not enough investment in 24/7 clean “baseload” power, like nuclear & geothermal heatmap.news/podcast/shif...
1. It’s too hard to connect new renewables to the grid due to lack of transmission
2. Not enough investment in 24/7 clean “baseload” power, like nuclear & geothermal heatmap.news/podcast/shif...
December 23, 2024 at 6:30 PM
The biggest obstacles to US decarbonization, according to outgoing Energy Secretary Jennifer Granholm:
1. It’s too hard to connect new renewables to the grid due to lack of transmission
2. Not enough investment in 24/7 clean “baseload” power, like nuclear & geothermal heatmap.news/podcast/shif...
1. It’s too hard to connect new renewables to the grid due to lack of transmission
2. Not enough investment in 24/7 clean “baseload” power, like nuclear & geothermal heatmap.news/podcast/shif...
Reposted by Tim Watson
German industry is still struggling to meet the supply needs of the war in Ukraine & domestic rearmament—despite increasing production, backlogs of unfilled weapon & ammo orders have risen to the highest levels on record
December 23, 2024 at 11:02 AM
German industry is still struggling to meet the supply needs of the war in Ukraine & domestic rearmament—despite increasing production, backlogs of unfilled weapon & ammo orders have risen to the highest levels on record
Reposted by Tim Watson
Energy spending as a % of total consumer spending is getting close to Covid lows. Not a misprint:
December 20, 2024 at 10:06 PM
Energy spending as a % of total consumer spending is getting close to Covid lows. Not a misprint:
Reposted by Tim Watson
America's housing stock is the oldest it's ever been and just keeps getting older. We don't have enough homes in this country and too much of what we have is dated and decaying.
December 18, 2024 at 2:27 PM
America's housing stock is the oldest it's ever been and just keeps getting older. We don't have enough homes in this country and too much of what we have is dated and decaying.
Reposted by Tim Watson
Consumer prices in the UK have increased by over 34% since the 2016 Brexit vote - more than in any other Western European country.
December 18, 2024 at 1:38 PM
Consumer prices in the UK have increased by over 34% since the 2016 Brexit vote - more than in any other Western European country.