Eoin Dinsmore

Hanging up my tweeting boots, and heading to Asia

[Eoin Dinsmore @eoindinsmore]

@BondHack Sleepy Starmer... Come on, at least make an effort

[Eoin Dinsmore @eoindinsmore]

@dieworkwear A thread on good alternatives to "slim fit button-up shirt and chino" for workwear would be appreciated (don't fancy a full suit)

[Eoin Dinsmore @eoindinsmore]

@YanQinyq Great work

[Eoin Dinsmore @eoindinsmore]

Phenomenal

[Gerard Reid @gerardreid14]

#global #solar installations according to @BloombergNEF are likely to hit 390GW this year, up over 40% on last year. What this means is that over the last 18 months we have installed as much #solar as were done in the previous 5 years!!

[Eoin Dinsmore @eoindinsmore]

@WarrenPies @Rory_Johnston @ExitMultiple I was laughing at this and my wife asked what I was laughing at.. I started "so, the chairman of the Federal Res..." but she had already walked away, shaking her head

[Eoin Dinsmore @eoindinsmore]

@jesseatcal Thank you Jesse, and may success keep coming your way!

[Eoin Dinsmore @eoindinsmore]

Right, here is the sign off. I'm off to work as an analyst for a mining company in Singapore. Shifting to a watching, no tweeting model.

I'll keep learning from you guys &gals, keep it up!

[Eoin Dinsmore @eoindinsmore]

Yikes, it's a race to get the lowest China GDP forecast.. punchy from UBS at 3%

[ChinaPropertyFocus @ChinaPropFocus]

#UBS economist Tao Wang revised down China 2022 #GDP growth forecast further from 4.2% to 3% on more evidence of a deeper Q/Q contraction in Q2. Individual data such as truck freight index has rebounded since mid-April but remained in double-digit y/y decline.

[Eoin Dinsmore @eoindinsmore]

Killer price panel at the CRU Aluminium conference in London - Pala, Concord, BMO, BOCI, Goldman... All bullish

[Eoin Dinsmore @eoindinsmore]

Industrial metals Commitment of Traders: spec positioning clearout after metal rout - nearly all metals now have spec net position at 52 week low

[Eoin Dinsmore @eoindinsmore]

Recommending a podcast you have not listened to: honest overconfidence... But this was a great podcast!

[Eoin Dinsmore @eoindinsmore]

Required listening for eh.. every one on here

[Eoin Dinsmore @eoindinsmore]

Required listening for eh.. every one on here

[Eoin Dinsmore @eoindinsmore]

Which aluminium co exec chairman was a PR guy for Roman Abramovich before he was an MP, before the Lords, before En+? Fascinating podcast on Greg Barker

https://t.co/KsbJyVkOqJ

[Eoin Dinsmore @eoindinsmore]

All commodities people should be paying Bill, he makes sense of China.

[Alicia GarciaHerrero 艾西亞 @Aligarciaherrer]

#China #April #data scary 😱 Retail sales down 11.1% YoY. Car sales - 30% YoY. FAI around 1.8% YoY, compared to 6.6% in March and 12.2% in January and February. Property investment -10%. Infra only 3% and manufacturing investment half of what it was in March (1/2)

[Tom Willatt @tomw_benchmark]

@elonmusk asked if he can see @Tesla buying a mining company: It’s not out of the question. If that’s the only way to accelerate sustainable energy, we will do that #FTCar #lithiumionbattery

[Novelis Inc. @Novelis]

We’re building a $2.5B #aluminum recycling, rolling & finishing plant in #Alabama! Our new plant will be the 1st of its kind built in the U.S. in 40 years. Learn more at https://t.co/EVnmhz1B0C. #MadeinAlabama #buildinbaldwin #sustainability

[Eoin Dinsmore @eoindinsmore]

Re-upping this after the Novelis announcement today.. more investments have been flagged

[Eoin Dinsmore @eoindinsmore]

Novelis huuuge investments planned on aluminium rolling - cans and cars still delivering on the ali demand side

[Eoin Dinsmore @eoindinsmore]

Huuugh mine, and making amazing progress. Chinese investors in Africa (Zijin) rewarded massively, while investments in Peru (MMG) in disarray.

[TMX Newsfile @newsfile_corp]

Kamoa-Kakula on Track to Become the World's Third-largest Copper Mining Complex by Q4 2024, with Copper Production of Approximately 600,000 Tonnes per Year

Full Story: https://t.co/6HH7NHOACX

@IvanhoeMines_ $IVN.CA $IVPAF #Mining #MiningStocks #Metals #Copper #OTC #OTCStocks

[Eoin Dinsmore @eoindinsmore]

Aurubis upbeat on copper demand - premiums increase also caused in part by buyers seeking alternatives to Russian cathode