ADAM TOOZE

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Currencies market have no centralised trading venue -> tricky to determine which types of market participants are, in aggregate, buying

September 3, 2020

Currencies market have no centralised trading venue -> tricky to determine which types of market participants are, in aggregate, buying or selling at any time.
US CFTC data capture a limited slice of market but are best available.
@eva_szalay
ft.com/content/632540… https://t.co/8QVji6t2d7

Waiting for the green energy revolution: c. 1/2 of renewable production is STILL hydro built 1900-1975. Wind is the only

March 7, 2021

Waiting for the green energy revolution: c. 1/2 of renewable production is STILL hydro built 1900-1975. Wind is the only thing to have significantly shifted

Story so far is that electricity demand grew astonishingly for 60 years, fed from all source. Nuclear was big. Then

March 7, 2021

Story so far is that electricity demand grew astonishingly for 60 years, fed from all source. Nuclear was big. Then electricity demand plateaued. Gas halved

Might be time to think of ways in which one might source some cheap steel for the overheated US market.

March 7, 2021

Might be time to think of ways in which one might source some cheap steel for the overheated US market. I mean, it might help