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We estimate that more than a quarter of the world's hogs have now been lost to African Swine Fever, with the bulk of those in China, where market hog prices have doubled over the past year. Piglet prices are up 95% due to lost breeding animals. #oatt

This is a big deal. I have it on good authority that this is a game-changer for Tesla and EVs in general. When you combine that with Tesla moving to manufacture its own cells, things are getting exciting $TSLA $TSLAQ electrek.co/2019/09/07/tes…

African swine fever reaches the Philippines. The country has a pig herd of around c.13 million. After spreading throughout all provinces in China and Vietnam, the next few months are grimly predictable for the country. #AfricanSwineFever #hogs #pigs #pork reut.rs/318LIRV

China approves export licences for 25 Brazilian meatpacking plants as it looks to secure pork supply in light of African Swine Fever decimating domestic production. Perhaps we will see the approval process speeding up in Europe as well? #Brazil #China reut.rs/2ZNNhIp

Australia’s sheep flock falls to 100-year lows as drought bites on.ft.com/2ULE1yM

GNS to pay US$8.6m for infringing 2 patents w/ existing royalty for a 3rd patent infringement continuing. Muted market reaction to yesterday’s announcement that GNS had lost the case suggested damages would be small. GNS was confident on legal position so may appeal. #Genetics

SSE reaches agreement to sell its retail division to OVO for an EV of £500m. Following on from the Octopus Energy deal with Your Co-op Energy, the "challengers" are now making a big impact on the UK retail energy market. #energy #utilities #EnergyTransition #UK

Quite remarkable UK third round CfD results. 6GW of new offshore wind capacity to be developed for a strike price as low as £39.65/MWh (2012 prices). Obviously electricity prices may change before 2025, but these could essentially be seen as subsidy-free #CfD #offshorewind

Just let them take over already. Can't do any worse than our lot.

Yep, it's happening #pigs #pork #ASF #africanswinefever

Fall of China’s biggest rubber trader unsettles global market ft.com/content/50b6a9… via Financial Times

As many have found already, building an operation in China can be challenging & you often need to go through several local partners before finding success. I disagree with the last quote - for some, it is better to stick with the export model for now #pork asia.nikkei.com/Business/Food-…

Clean energy outpaces fossil fuel in UK for first time ft.com/content/e685de… via Financial Times

Chinese EV shakeout starting as subsidies are dialled back… #EVs #China #ElectricVehicles ft.com/content/adeb6c…

.Good Energy launches EV charging offering for businesses. One of the often-overlooked consequences of the rise of the EV will be the opportunity for hotels, pubs and restaurants, due to ‘refuelling stations’ being able to be sited at many more locations #EVs #ElectricVehicles

Fantastic roadshow in Beijing and Shanghai with Mining Indaba - over 150 investors attending

Potential political and social unrest issues. Last time this happened there were onion-laden lorries being hijacked! #India #onions

Great first year guys!

Hfox1 (H) Looking Upstream & Downstream 🤔 Dave Mutton Nemo & the sharks WheelieDealer Henry Viola-Heir Dan Neil2025 Jean Black slarratt1 Battlebus Diana 🇬🇧🇺🇦 Mehrdad Yousefi Hardman & Co FINTECHNA Chris Bailey Andrew Jones Pure Stock Facts Marc R Gagné MAPP Sebastien Meunier HRMA-LLC @nicktudor100 Brendan Gunn Jeff Robinson, CEO and Chairman of $MRES and $RLAB @Amatayl Edmund Shing Stockopedia Simon DIY Investor Michael Tee ChimpWithAPin ShareScope John Slinger MP ニック Sanjay Yellowstone Events @proactive_UK Childofthe70s Ian Sellars philjoakley Joe Lowry Hedgeye Mike Ridyard Yahoo Finance @timrogers1962 Mary McDougall Investors' Chronicle An excellent & insightful Hedge Fund Journal article #Kernow: Contrarian Alpha from UK #Equities, Hidden quality longs and forensic accounting shorts. thehedgefundjournal.com/kernow-contrar… #HedgeFund #ESG #Investing #Trading

Huge congratulations to #Kernow Asset Management on an absolutely stellar 3 years of growth & performance📈 Thank you for kind invitation to what was the fantastic event of your Three Year Anniversary celebrations🙌at #London's historic The Queen's Club 🎾 linkedin.com/posts/kernow-a…