Hints and tips:
...With assets worth $134bn, Berkshire Hathaway Energy supplies 12mn electric and gas customers, maintains more than 30,000 megawatts of power generation capacity and owns a 21,000-mile natural gas pipeline...
...But executives think AI could improve supply chains and production....
...“Vladimir Putin is also the CEO of Russia Oil Inc and he understands the dynamics of the market very well,” Yergin said....
...“There was an enormous consensus at the end of last year that supply was going to be problematic and the reality has been that the record supply in January has been absorbed extremely well,” said Andres...
...The negotiations come during a summer in which blistering heat has stretched power supplies in the US south including Texas, where the grid has repeatedly broken daily demand records....
...It counts makers of flooring, paint, insulation, roofing and modular homes among its subsidiaries....
...BofA’s Jadrosich pointed to risks such as a recent increase in the price of insulation from supplier Owens Corning, which cited strong demand....
...Lithium is not the only part of the battery supply chain on the receiving end of an impending influx of investment....
...Utility PNM Resources described a “perfect storm” of regulatory obstacles, supply chain problems and “lengthier periods of unseasonably hot weather driven by climate change” earlier this year when it delayed...
...New regulations have spurred investments nearer the start of the supply chain, too....
...California had on previous days been able to avoid its second set of rolling blackouts in two years through conservation during the early evening, when air conditioning use typically surges and supply drops...
...The US is the world’s leading producer of natural gas and its exporters have in recent months been running plants flat-out to increase supplies to the EU....
...“Suncor’s integrated oil sands operations are a critical part of the global energy supply, and we believe these assets are dramatically undervalued.”...
...The ambassador from the United Arab Emirates tweeted about increasing Opec supply more quickly; his country’s energy minister tweeted a correction. Delegates watched oil prices react on their phones....
...We cannot turn off the taps of fossil fuel supply immediately without causing socially unjust harm, but we must turn them down as fast as possible....
...“Our strategy is driven by the important role that low-cost, sustainable North America energy supply will play in meeting growing global demand.”...
...Western miners are competing to secure sustainable supplies of nickel outside China, an important battery metal....
...Weekly Toyo Keizai magazine estimates that Japan Inc will face a shortfall of 3,000 outside directors next year....
...the Rocky Mountains and Gulf Coast, is the fifth big oil and gas producer to seek bankruptcy protection following a crash caused by coronavirus destroying demand and a Saudi-Russia price war that sent supply...
...Job moves Blackstone Alternative Asset Management has hired Joe Dowling, the former chief executive of Brown University’s investment office, as its new global co-head alongside John McCormick....
...The company has seen a significant increase in demand for its range of testing equipment and it now supplies the top 25 global car manufacturers....
...The lag in delivering funds means that there will not be an immediate impact on supply....
...Walmart will have to bring its cash and supply chain expertise while ringfencing the brand....
...Value-added products claim insulation from the price cycle since they price at a dollar margin over costs. But the picture for demand is still uneven....
...“Fundamentally, it’s a question of supply and demand,” he says....
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