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...Neil Beveridge, an analyst with Bernstein in Hong Kong, said “overcapacity remains the greatest risk” facing investors buying into China’s battery value chain, although he noted that scale and technology...
...“I have been very impressed by the size of the inbound investment into the US [from global clients] over the past five years,” says Aaron Bates, head of ultra-high net worth and growth strategies at Bernstein...
...There’s also a lovely reading of Bob Dylan’s “Mr Tambourine Man” and a winsome cover of Neil Young’s “Old Man”....
...This weekend I’m looking forward to cooing over a friend’s new baby, watching the new Doctor Who and seeing the new Leonard Bernstein biopic. However you spend it, have a wonderful weekend....
...Chinese battery plants are built for about $50mn per GWh, according to Neil Beveridge at Bernstein. CATL, the Chinese manufacturer, is planning a 100GWh plant in Hungary that will cost $83mn per GWh....
...“This is clearly a transition quarter, with a massive impact from zero-Covid,” Bernstein analyst Luca Solca wrote in a note....
...“The recovery is going very slowly, and yet the oil demand data has been incredibly strong,” said Neil Beveridge, senior analyst at Bernstein in Hong Kong....
...“We’re going to see China’s oil demand peak by the end of the decade, and then global oil demand,” said Neil Beveridge, senior energy analyst at AB Bernstein....
...Plus: a happy hour hosted by Neil Patrick Harris, the annual “best of the best” wine tasting and cooking demos aplenty....
...CATL, Samsung and LG lead the industry’s R&D spending, with CATL outspending almost all other Chinese battery companies combined, according to Neil Beveridge at Bernstein....
...“The US has got to go on a war footing to build up these industries to be able to compete,” says Neil Beveridge, a Hong Kong-based analyst who leads Bernstein’s energy research....
...Beveridge, an analyst with Bernstein in Hong Kong....
...Bernstein, who said it was the longest contract he had ever seen....
...Neil Beveridge, an analyst with Bernstein in Hong Kong, said the group’s history and state ties stood as a potential “obstacle” to winning over foreign customers as it pursued a $26bn international push....
...Neil Beveridge, an analyst with Bernstein in Hong Kong, said China accounted for about seven in every 10 EVs sold globally....
...Neil Beveridge, a Hong Kong-based analyst with research group Bernstein, said the move would not immediately affect Chinese lithium supply since Canada was not a large supplier and the targets were not among...
...“BP, Shell and Total have an edge and it is unique to these three companies,” said Oswald Clint at Bernstein, adding that the US oil majors and other international oil companies had struggled to replicate...
...“These are the two highest quality companies in China’s internet land,” said Robin Zhu, an analyst at AB Bernstein....
...“China is trying to position itself as the Saudi Arabia of clean tech hardware, being the lowest cost supplier and achieving the highest market share,” said Neil Beveridge, a senior analyst at Bernstein...
...Beveridge at Bernstein Research....
...“We see Wanblad’s appointment as a strong choice, paving the way for an orderly transition,” said Danielle Chigumira, analyst at Bernstein Research....
...“It’s just very difficult to break this relationship between energy consumption and GDP growth,” said Neil Beveridge, a senior analyst at Bernstein in Hong Kong....
...Neil Campling, researcher at Mirabaud, said that while the Hertz order was worth $4.2bn for Tesla, it had led the stock to add $80bn in market value. “That’s insane,” he said....
...Analysts at Bernstein have estimated that BHP’s oil and gas unit could be worth $13bn. Woodside has a market value of $15bn....
...Analysts at Bernstein Research said the unit could be worth as much as $13bn. BHP declined to comment....
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