Craig Mackenzie

Long-term investment strategist at Aberdeen Asset Managment. Views expressed are mine only.

[Craig Mackenzie @CraigMack]

New EU Taxonomy safeguards proposal could have drastic effects https://t.co/VzH98cQuK6 via @LinkedIn

[Craig Mackenzie @CraigMack]

New EU Taxonomy proposals could have drastic effects https://t.co/eExhU8WlVd

[Craig Mackenzie @CraigMack]

@DurdleDoorHP Will the shower blocks be open (touring campers)?

[British Electricity Tracker @myGridGB]

Britain's electricity mix at 1pm on 24th May 2020

Nuclear 20.6% Gas 10.0% Coal 0.0%
Wind 36.2% Solar 21.5% Hydro 1.7%
Biomass 2.3% Import 7.0% Storage 0.0% Other 0.7%

Generation 27GW
Carbon intensity 82 gCO2eq/kWh
vs target of 50-100 gCO2e/kWh by 2030

[Sal Capone @sallydaviesjr]

There are flattened curves and there are flattened curves.

[🎒Shailja #FreePalestine Patel @shailjapatel]

"instead of quarantining the entire population (and assuming anyone could be carrying the virus), the most pragmatic way out would be... mass-testing 75-100,000 people per day... with symptoms, and then tracing all of their contacts" - @devisridhar

https://t.co/pDwTVn2y2p

[Sky News Politics @SkyNewsPolitics]

Jeremy Hunt calls for mass testing to end coronavirus lockdown faster https://t.co/xlVzCVCP8S

[Craig Mackenzie @CraigMack]

When will Western governments get this?

[Eric Feigl-Ding @DrEricDing]

5) Thus, what will it truly take? According to @devisridhar (Chair of Global Health at @EdinburghUni), the only way is via MASSIVE TESTING on a grand scale, the likes of which only been seen in S Korea—need #COVID19 test + CONTACT TRACING, or else no hope. https://t.co/XDdk9z1bA4

[Craig Mackenzie @CraigMack]

Possible dramatic change of strategy behind today's UK govt announcements...no more flatten the curve, it's time for Wuhan lite. https://t.co/kMCuLuMOHM

[Craig Mackenzie @CraigMack]

@BishopWorcester And when the leader of the non-free world (Xi JP) actually managed to contain the virus.

[Craig Mackenzie @CraigMack]

Get ready for this in Europe

[Craig Mackenzie @CraigMack]

@platospodcasts You’re not supposed to smoke it. 🤪

[Craig Mackenzie @CraigMack]

@severincarrell @Spotify Yes with that gentle hiss and subtle crackle to add interest.

[Coal - GB Grid @UK_Coal]

At 76 Hours 15 Minutes this is now the longest #Coal free run in Britain since the industrial revolution, overtaking the run set in April 2018.

We will provide a final length once Coal units are generating again.

[Steve Peers @StevePeers]

A meme that neatly sums up the merits of no deal Brexit (ht @BrimhamG)

[Craig Mackenzie @CraigMack]

@BishopWorcester Interesting.

[Craig Mackenzie @CraigMack]

@S_Rabinovitch Very nice piece. One niggle: "the labour force has started shrinking, which has pushed up wages...For consumption this is an unalloyed positive." More consumption per capita, but fewer workers might mean less consumption overall?

[Craig Mackenzie @CraigMack]

@JolyonMaugham But there is a slim difference between this and saying that we didn't like the first deal we agreed with the EU, so we're revoking article 50 and then (if we still want to leave) coming back to the table to get a better one. And this is not good faith.

[Craig Mackenzie @CraigMack]

Excellent view of our current predicament: Britain must accept the trade-offs for any kind of Brexit https://t.co/7RhD5527JP