@BernsteinBuzz

Thoughts from Bernstein Research by @feehary Interested in finding out more? Find us at https://xitter.cf/t.co/6PmFfJepBz (No replies to comments)

 London, NYC & HK
bernsteinresearch.com
Joined April 2020
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254Media
Hyperscaler depreciation. Great job guys…
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Just how many GWs are we expecting? We ran 5 different models to get to a base case.
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You are inundated with AI supply forecasts. What do you need to believe for AI demand?
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Bernstein Research retweeted
Rihard Jarc
@RihardJarcFeb 27
Altman on CNBC just said that he expects the Trainium usage to continue to grow.
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Your periodic reminder that the oil industry has to run pretty hard just to stand still.
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Another way to show the extraordinary concentration of stock returns so far this year…
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YTD, the absolute contribution from the ten largest stocks is the biggest ever.
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The big got bigger – eCommerce consolidated through the pandemic
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This PC cycle is pretty shocking.
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As the main driver of Nickel demand transitions from stainless steel to EV batteries, we will need to add production capacity.
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China is the only lodging market globally to still be below 2019 RevPAR levels.
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The global marginal cost of oil rose 14% in 2022 to $83 per barrel.
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While lead times are normalising, you’ll still have to wait almost a year for a new Porsche in Europe.
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Whilst there might be some disagreement about the absolute level, everyone agrees we need more renewables.
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We think 2023 could see record LNG project announcements to fill in the looming supply deficit.
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US Alcohol per capita consumption accelerated through the pandemic led by spirits, Tequila in particular.
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We expect over 300 new electric vehicles this year.
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US shale oil productivity dropped sharply last year underpinning a higher margin cost.
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Surprisingly, there is no correlation between vaping & heated tobacco usage.
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Bernstein Research retweeted
Zhihan Ma@BernsteinESG15 Mar 2023
While renewable projects yield lower IRRs vs. upstream oil & gas projects, upstream returns can be highly volatile. Investing in low carbon projects helps reduce earnings volatility, making the business case for oil majors to gradually diversify away from fossil fuel.
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