Market Access
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X @Balaji
Balaji路 2025-11-07 15:52
Economic Impact - America has significantly benefited from international market access, exemplified by the global presence of American brands like McDonald's and Hollywood movies [1] - The American Empire's common market has encompassed the entire world for the last 30 years, contributing to its prosperity [2] Geopolitical Strategy - America's expansion occurred through Manifest Destiny, acquisitions like the Philippines and Puerto Rico, and extending its influence globally after 1945 and 1991 [1] Globalism Concerns - There are concerns that "International Capitalism" is akin to Globalism, which some believe has negatively impacted the West, particularly the US [2]
Kinetik (KNTK) - 2025 Q3 - Earnings Call Transcript
2025-11-06 15:00
Financial Data and Key Metrics Changes - In Q3 2025, the company reported a just-equity bid of $243 million, distributable cash flow of $158 million, and free cash flow of $51 million [14] - Adjusted EBITDA for the midstream logistics segment was $151 million, down 13% year-over-year, primarily due to lower commodity prices and higher operating expenses [15] - The updated full-year adjusted EBITDA guidance range is now $965 million to $1.005 billion, reflecting a decline from previous expectations due to commodity price volatility [16][21] Business Line Data and Key Metrics Changes - The midstream logistics segment faced challenges from lower commodity prices and increased costs, while the pipeline transportation segment generated an adjusted EBITDA of $95 million [15] - The startup of the King's Landing facility is expected to enhance processing capacity, with over 100 million cubic feet per day being consistently flowed [5][6] Market Data and Key Metrics Changes - Waha natural gas pricing has declined by over 50% since February, significantly impacting the company's earnings and operational decisions [17] - The Delaware Basin rig count has decreased by nearly 20% since the beginning of the year, indicating a cautious stance from producers [20] Company Strategy and Development Direction - The company is focused on executing a multi-year organic investment strategy, including projects like King's Landing and the ECCC pipeline, to enhance market access and deliver value [13][10] - A new agreement with Competitive Power Ventures to connect to a 1,350-megawatt energy center demonstrates the company's ability to unlock value through strategic partnerships [9] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges faced in the past quarters and emphasized the need for improved forecasting and cost management [12] - Despite current headwinds, management remains confident in the long-term strategy and the potential for value creation through organic growth initiatives [21] Other Important Information - The company has secured a five-year European LNG pricing agreement, which will enhance its service offerings and provide customers with diversified pricing exposure [10] - The company is actively pursuing opportunities in the data center market, leveraging its infrastructure to connect gas supply to power generation sources [77] Q&A Session Summary Question: Impact of producer delays on future development - Management indicated that delays are primarily within the current quarter and are not significantly pushing development into 2026, with most benefits expected in 2026 [26][29] Question: Development expectations in the Yazo formation - Management noted that the northwest shelf is seeing good geology and continued activity, with robust EMP M&A activity indicating potential future development [32][34] Question: Hedging strategy for commodity exposure - The company is relatively well-hedged for 2025 and aims to maintain 40-80% of equity volumes hedged on a rolling 12-month basis for 2026 [45] Question: Timing for King's Landing 2 announcement - Management stated that planning for King's Landing 2 is contingent on the development activity and gas packages coming online, with a potential 24-month timeline for the project [46][48] Question: Managing Waha exposure until 2028 - The company is actively managing existing capacity and has secured additional capacity to the Gulf Coast to mitigate exposure [72] Question: Update on in-basin power project - Management confirmed ongoing discussions with upstream customers regarding the power project, which is seen as important for managing controllable costs [73]
NBA Games Return to China For First Time in Six Years
Bloomberg Television路 2025-10-11 03:00
THE BROOKLYN NETS WILL PLAY THE PHOENIX SUNS THIS WEEKEND AND ADRIAN WONG JOINS US NOW. WHY IS THIS SUCH A BIG DEAL. ADRIAN: BECAUSE CHINA, THE BA IS A $5 BILLION BUSINESS.IT'S THE LARGEST AND MOST IMPORTANT MARKET FOR THE MBA OUTSIDE THE U.S.. BASKETBALL IS PERHAPS THE MOST POPULAR SPORT IN CHINA. THIS IS ACCORDING TO A REPORT.OVER HALF OF CHINESE INTERNET USERS WATCH THE MBA. TO GIVE CONTEXT OF WHY THIS RELATIONSHIP SOURED TO BEGIN WITH, BACK IN 2019, THE GENERAL MANAGER FOR THE HOUSTON MARKETS AT THE TIM ...
Tonix Pharmaceuticals appoints industry veteran Ganesh Kamath as Head of Market Access
Proactiveinvestors NA路 2025-09-30 13:09
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] Group 2 - The team delivers news and insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4] - Automation and software tools, including generative AI, are used, but all content is edited and authored by humans [5]
X @Bloomberg
Bloomberg路 2025-09-26 10:42
China expands access to its bond repurchase market in a bid to encourage global investors to buy yuan assets https://t.co/BwUKTuic7e ...
X @Bloomberg
Bloomberg路 2025-09-23 14:56
China calls for deeper trade and investment ties with South Africa as it pledges to accelerate cooperation in industrialization, agriculture and market access https://t.co/uBlTouPf6v ...
The E.U. is set to remove tariffs on U.S. industrial goods
CNBC Television路 2025-08-28 15:44
We're getting a news alert this morning out of Washington. Let's get back to Megan Cassella. Morning Megan.>> Hey guys, good morning again. So, some trade news coming out of Brussels just now. The European Commission formally taking some steps today to better implement that EU US EU trade framework deal that was announced earlier this month.They're putting forward two proposals today that they hope to pass before the end of the month. One would cut uh keep preferential market access for a number of US indus ...
X @The Economist
The Economist路 2025-08-18 15:00
We analyse which countries have the easiest and toughest access to the world鈥檚 biggest market https://t.co/AZonTvreTx https://t.co/vaUqTupW19 ...
X @The Economist
The Economist路 2025-08-15 23:00
Market Access Analysis - The analysis focuses on identifying countries with the easiest and toughest access to the world's biggest market [1] Industry Focus - The report analyzes countries' market access conditions [1]