Pippa Stevens @PippaStevens13 Twitter profile

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Pippa Stevens

@PippaStevens13

6 years

TFW you know you've made it

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Pippa Stevens

@PippaStevens13

4 years

U.S. Q2 GDP plunged by 32.9% - the most in history. Lowest reading prior to today was in 1921 Follow the latest market updates here:

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Pippa Stevens

@PippaStevens13

1 year

Happy Friday from me and - apparently - my long-lost twin

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Pippa Stevens

@PippaStevens13

2 years

Uranium stocks are jumping as nations worldwide reconsider #nuclearpower amid Europe’s #EnergyCrisis & surging #EnergyPrices $URNM +16% in the last month, with $URA gaining 10% More here ⬇️ #nuclearpower

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Pippa Stevens

@PippaStevens13

2 years

Big moves for #uranium stocks after Japan signals a return to #NuclearPower $URA $URNM on track for their best day of the year

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Pippa Stevens

@PippaStevens13

1 year

When he goes to Duane Reade at 9pm on Valentine’s Day and all they have left is balloons in Spanish…

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Pippa Stevens

@PippaStevens13

10 months

Out of office! (📷 @kacieqphoto )

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Pippa Stevens

@PippaStevens13

2 years

The European Parliament has designated #nuclear power as green under its Taxonomy, which seeks to protect investors from greenwashing Will this lead to more #nuclearpower & what does it mean for #uranium stocks? $URNM $URA More here via @CatClifford :

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Pippa Stevens

@PippaStevens13

2 years

Globally Russia represents 43% of enrichment capacity, 38% of conversion capacity, 18% of fabrication capacity, and 6% of uranium production (16% of US imports), according to BofA Russia, Kazakhstan & Uzbekistan combined are ~55% of total #uranium production #nuclear $URNM $URA

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Pippa Stevens

@PippaStevens13

2 years

Move over FAANG, enter MIFTs -- #metals important for future technologies. Here's what it means, why it's important and who's exposed 👇 #EVs #Solar #wind #lithium #cobalt #nickel

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Pippa Stevens

@PippaStevens13

2 years

Publicly traded #uranium companies vs #oil & #gas companies as seen on @CNBCFastMoney Numbers via @Sprott $URNM $URA #nuclearpower

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Pippa Stevens

@PippaStevens13

2 years

"We don't know how high it can go," Jeff Currie from @GoldmanSachs tells @SquawkCNBC of oil. "Our model suggests demand destruction kicks in around 125. However, when we look at the way those models are constructed in history, the environment today is much different." #OOTT

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Pippa Stevens

@PippaStevens13

3 years

#Uranium stocks are getting a boost as investors give nuclear power a second look $URNM & $URA, ETFs that track the space, are both up more than 20% for October. For 2021, $URNM +120%+ and $URA up nearly 90% What's behind the rally 👇 #nuclearpower

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Pippa Stevens

@PippaStevens13

2 years

Canaccord on #uranium : "Despite a significant pullback in our global equity coverage, the fundamentals for uranium remain the strongest they have been in years." Firm's picks: NexGen Energy $NXE, Denison Mines $DML, Paladin Energy $PDN & Yellow Cake $YCA #nuclear #nuclearpower

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Pippa Stevens

@PippaStevens13

2 years

BofA on #NuclearPower : "Why we're ever more positive on nuclear: not a Renaissance but a clear new day" "As we continue to unpack the Inflation Reduction Act (IRA) legislation we find a meaningfully improved story for the nuclear industry." #nuclear #uranium $URA $URNM

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Pippa Stevens

@PippaStevens13

2 years

"We are now taking a more bullish stance on pricing for #Lithium , and we are calling for significantly higher spot prices into 2023...We expect 4Q pricing to remain at or > $70kg, as we anticipate demand to remain strong into year-end," says Deutsche Bank #EVs #ElectricVehicles

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Pippa Stevens

@PippaStevens13

1 year

Batteries are gaining more attention in the push to #electrification , leading Cowen to dub it “the new gig(a) economy.” #lithium batteries are at the “cornerstone of several mega themes” across energy/tech/autos/industrials More👇 $ALB $LAC $PLL $TSLA

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Pippa Stevens

@PippaStevens13

2 years

#Battery cell cost breakdown 2021 vs. 2022 (expected) amid the surge in raw material prices #Lithium - goes from 9% to 13% of total cost #Nickel - 12% to 21% via BofA #EVs #electricvehicles #batteries #metals #nickelsqueeze

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Pippa Stevens

@PippaStevens13

2 years

More gains for #uranium stocks today In the last month $URA +10%, $URNM +14%. Today's gainers include $UEC $NXE $URG $PDN #NuclearPower #nuclear #EnergyCrisis

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Pippa Stevens

@PippaStevens13

2 years

#ICYMI - #Lithium prices are surging amid #EV boom. With demand outstripping supply, what does this mean for upstream #miners ? More here 👉 $ALB $SQM $LAC $LTHM

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Pippa Stevens

@PippaStevens13

2 years

In a note title "The case for uranium" Morgan Stanley says: "A further drawdown in utility inventories and diversification away from Russian nuclear fuel leave room for more price upside through 2023." #uranium #nuclear #NuclearPower

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Pippa Stevens

@PippaStevens13

2 years

Europe is in the midst of an #EnergyCrisis as it looks to move away from dependence on Russian #oil & #gas What does that mean for #nuclear #solar & #wind ? And how have renewable energy stocks been performing? 👇 $URA $URNM $TAN $FAN $ICLN

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Pippa Stevens

@PippaStevens13

2 years

BMO on #uranium : "One of the key commodity beneficiaries of everything that has gone on this year is uranium" #nuclear #nuclearpower $URA $URNM

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Pippa Stevens

@PippaStevens13

2 years

#Uranium stocks declined today after Russia seized Europe's biggest nuclear power plant in Ukraine One investor said the move was simply a "knee-jerk reaction" that won't alter any long-term nuclear power plans More here ⤵️ $URNM $URA #RussianUkrainianWar

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Pippa Stevens

@PippaStevens13

1 year

Big Pyramid, little Pippa

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Pippa Stevens

@PippaStevens13

3 years

Consumers are paying the most at the pump in 7 years... the national avg. for a gallon of gas is now $3.22, more than $1 above this time last year In one California county, residents are paying over $5/gallon

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Pippa Stevens

@PippaStevens13

2 years

This is a terrible photo but I flew over Albemarle’s Silver Peak, NV site (the only operating lithium site in the U.S.) and it was exciting! $ALB #lithium #EVS #electricvehicles

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Pippa Stevens

@PippaStevens13

1 year

Lots of focus on #lithium , but the #energy transition depends on a host of raw materials, including #copper #graphite #zinc #boron #nickel #rareearths & more. BofA calls them the #MIFTs - metals important for future tech. #EVs #solar #wind #batteries

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Pippa Stevens

@PippaStevens13

1 year

We're in "what feels like the early stages of a #nuclear renaissance,” @uraniuminsider 's Justin Huhn told @alex_harring "There’s huge upside for the commodity itself. The equities are massively discounted.” via @CNBCPro #uranium $URA $URNM

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Pippa Stevens

@PippaStevens13

2 years

The Inflation Reduction Act includes funding to develop domestic supply chains for materials critical to the energy transition like #lithium $ALB $LAC $PLL

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Pippa Stevens

@PippaStevens13

2 years

"In our investor conversations, we find there’s growing acceptance that nuclear power has an important role to play in a low-carbon world," says Credit Suisse #nuclear #nuclearpower #uranium #IRA

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Pippa Stevens

@PippaStevens13

2 years

"The allure of lithium is clear. It has the fastest growing demand for any commodity that we cover (at 17% CAGR until 2030)," says Bernstein #lithium #EVs #MIFTs

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Pippa Stevens

@PippaStevens13

2 years

Today’s office 📍 #lithium #EVs #MIFTs $ALB

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Pippa Stevens

@PippaStevens13

2 years

#Uranium stocks are down today, but still in the green for the week with $URA +4.7% & $URNM +5.9% This week's winners include $NXE $UEC $UUUU $CCJ $DNN #NuclearPower #nuclear #EnergyCrisis

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Pippa Stevens

@PippaStevens13

4 years

JPMorgan on retail sales h/t @thesheetztweetz

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Pippa Stevens

@PippaStevens13

2 years

"Entering the Nuclear Renaissance" says KeyBanc #Nuclear is "19% of total U.S. power generation, making it the largest source of non-carbon emitting power...despite this the industry has struggled to command the same influence with policymakers as other clean technologies have."

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Pippa Stevens

@PippaStevens13

3 years

Good time to resurface this gem as #evergiven *finally* sets sail “Shoei Kisen Kaisha Ltd. are pleased to confirm that, following the conclusion of a formal agreement with the Suez Canal Authority, the vessel and her crew have departed The Great Bitter Lake in the Suez Canal."

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Pippa Stevens

@PippaStevens13

2 years

Citi raises #lithium forecasts, says “high lithium prices are here to stay” thanks to demand from #ElectricVehicles #EVs

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Pippa Stevens

@PippaStevens13

1 year

Key 2023 themes for #NuclearPower via @Sprott : - Energy security as countries move away from Russia (key player in #uranium conversion) - Higher conversion & enrichment prices boost uranium spot prices - #EnergyTransition = more interest in #nuclear $URA $URNM

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Pippa Stevens

@PippaStevens13

1 year

#Lithium prices more than doubled in 2022 amid surging demand from #ElectricVehicles . In the last three years prices are now up 800%+ Will the momentum continue? & what does that mean for upstream players like $ALB $LTHM $SQM $LAC $PLL 👇 #EVs #MIFTs

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Pippa Stevens

@PippaStevens13

2 years

My father got the same glasses as *moi* and I swear it was solely to embarrass me!!!

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Pippa Stevens

@PippaStevens13

4 years

Oil is on track for its worst day since 1991 and second worst day on record ... dropped more than 30% at the low to levels not seen since Feb. 2016 #OOTT Here's what's going on: cc @naterattner

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Pippa Stevens

@PippaStevens13

2 years

RBC says #uranium market set to tighten amid pivot away from Russia "We expect the global uranium market to remain in a deficit (~25Mlbs annual average) through the end of the decade before entering a more severe deficit starting in 2030" #nuclearpower #nuclear $URNM $URA

Pippa Stevens

@PippaStevens13

2 years

The European Parliament has designated #nuclear power as green under its Taxonomy, which seeks to protect investors from greenwashing Will this lead to more #nuclearpower & what does it mean for #uranium stocks? $URNM $URA More here via @CatClifford :

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Pippa Stevens

@PippaStevens13

2 years

U.S. oil jumps above $109, hits highest since 2013. Brent breaks above $110 as Russia's war on Ukraine intensifies, prompting supply fears in what was a very tight market *prior* to the invasion #OOTT #WTI #brent #oil

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Pippa Stevens

@PippaStevens13

9 months

#ICYMI - This week for the first time in 30 years a nuclear reactor built from scratch in the U.S. came online. More on what this means for #nuclearpower #nuclearenergy #uranium 👇 & for even more: via @CatClifford

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Pippa Stevens

@PippaStevens13

4 years

Historic day in the oil market as #WTI closed in negative territory for the first time in history. BUT: things may not be as bad as they seem with longer-term contracts trading above $20/per barrel #OOTT #Oil Read more here👉

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Pippa Stevens

@PippaStevens13

2 years

#ICYMI - @ENERGY said yesterday that hundreds of retiring #coal plant sites could be converted to #nuclear "The case study found that greenhouse gas emissions in a region could fall by 86% when #nuclearpower plants replace large coal plants" #uranium

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Pippa Stevens

@PippaStevens13

2 years

Cameco falling after announcing deal w/ Brookfield Renewable to acquire Westinghouse "we believe this transaction makes long-term strategic sense for $CCJ...in the short term, we anticipate a negative share price reaction and unease amongst investors" says Canaccord #uranium

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Pippa Stevens

@PippaStevens13

4 years

"We are trying to get Mexico, as the expression goes, over the barrel," says Trump. "Mexico is committing to 100,000 fewer barrels ... the United States will help Mexico along" and be reimbursed at a later date #OOTT #COVID19 #OPEC #G20SaudiArabia

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Pippa Stevens

@PippaStevens13

1 year

"Lithium prices continue to make all-time highs...despite the obvious headwinds...Industry feedback suggests OEMs continue to look past near-term weakness in order to secure supply for the 24/25e EV sales targets" - UBS #lithium #EVs #ElectricVehicles

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Pippa Stevens

@PippaStevens13

2 years

@svershbow @damemagazine @svershbow celeb spotting of the dynamic duo!

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Pippa Stevens

@PippaStevens13

2 years

Russia's invasion of Ukraine has upended global energy markets, including the worldwide flow of #oil Data from Kpler shows more Russian oil than ever is on the water - barrels are "heading further afield," specifically to India & China More here: #OOTT

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Pippa Stevens

@PippaStevens13

3 years

Stocks on the #Robinhood restricted list are surging today after the start-up said it would allow "limited trading" again $GME $AMC $KOSS $EXPR $NAKD More here:

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Pippa Stevens

@PippaStevens13

3 years

What is happening #gamestopstock $GME $AMC $KOSS

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Pippa Stevens

@PippaStevens13

9 months

Roughly one year after Biden signed the Inflation Reduction Act — also known as the climate deal and the largest climate package in U.S. history — it’s had a big impact. But there’s more to be done 👇

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Pippa Stevens

@PippaStevens13

2 years

Shares of Cameco closed nearly 14% lower after $CCJ announced a deal to buy Westinghouse with $BEP. More on the deal & stock reaction here 👇 #uranium #nuclear #nuclearpower $URNM $URA

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Pippa Stevens

@PippaStevens13

1 year

Lithium Americas jumping 9%+ after receiving a favorable ruling for its Thacker Pass project, with the judge upholding the BLM's record of decision approving the project Comes one week after $GM said it will invest $650M in $LAC to secure #lithium

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Pippa Stevens

@PippaStevens13

2 years

A) who buys an $800 giraffe and B) who buys an $800 giraffe AT THE AIRPORT

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Pippa Stevens

@PippaStevens13

7 months

Olive oil prices are at a record high after more than doubling over the last year. Here’s why 👇

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Pippa Stevens

@PippaStevens13

4 years

“These production adjustments are historic; they are largest in volume and the longest in duration, as they are planned to last for two years" says #OPEC SG Barkindo #OOTT #Oil #opecmeeting #opecplus Read about the historic 9.7mbpd cut 👇

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Pippa Stevens

@PippaStevens13

2 years

Shares of #uranium name Cameco Corporation $CCJ jumping after BofA upgraded the stock to a buy rating Shares are up 100%+ this year amid renewed interest in #nuclearpower & supply/demand imbalances $URNM & $URA also jumping

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Pippa Stevens

@PippaStevens13

4 years

Nikola CEO on why the co. developed the Badger pickup: "We didn't intend to do anything with it until we saw the Cybertruck. A lot of people didn't like the look ... including me, I think it looks like a doorstop." $NKLA $TSLA #Nikola

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Pippa Stevens

@PippaStevens13

2 years

Old but helpful from BofA on different fuel sources. "Uranium is an extremely efficient fuel..." #uranium #nuclearpower #nuclear

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Pippa Stevens

@PippaStevens13

2 years

Commodity prices are surging, which is a big part of the #inflation story Nat. gas topped $9, hitting the highest since Aug. 2008. #WTI is on track for a 6th positive month, and #gas hit another record today, with the nat'l avg. at $4.60 More ➡️ #OOTT

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Pippa Stevens

@PippaStevens13

4 years

The S&P 500 is ~5.5% below its Feb. 19 high, and less than 1% away from breaking even for the year Follow all the latest market updates here: #stocks #investing

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Pippa Stevens

@PippaStevens13

1 year

“Nuclear is making a strong comeback,” ⁦⁦ @fbirol ⁩ from ⁦ @IEA ⁩ says at the #GlobalEnergySummit #nuclearpower #uranium #energy

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Pippa Stevens

@PippaStevens13

1 year

"The #IRA provides what is likely the most comprehensive regulatory support framework for the development of an electric vehicle & battery supply chain anywhere globally," says Evercore ISI. Reiterates outperform rating on shares of $ALB $LAC $LTHM & $PLL #lithium #EVs

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Pippa Stevens

@PippaStevens13

7 months

A whirlwind few days in Vegas for RE+ - 40K attendees all talking #solar #energystorage #grid #batteries #EVs & more! Here’s some of what I saw ☀️

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Pippa Stevens

@PippaStevens13

2 years

Is it a bad idea to get on the subway with these Y/N

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Pippa Stevens

@PippaStevens13

2 years

BofA increases '22-27 #uranium forecasts by ~20% on avg. Since Russia invaded spot uranium +47% to just over $63.50/lb due to concerns "about future disruption & a desire by market participants to lock in supplies in anticipation of that possibility." #Nuclear $URA $URNM

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Pippa Stevens

@PippaStevens13

3 years

AMC Entertainment jumped 301.21% today in what can only be described as a wild day of trading Final volume data still coming in, but per FactSet 1.19 BILLION shares traded today - to put that number in context $AMC 30-day average daily volume is 86.78M

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Pippa Stevens

@PippaStevens13

1 year

"The IRA prompted us to increase our nuclear market share by nearly 2X in 2050 (15% vs. 8% previously). We assume existing units remain online and factor in modest new capacity beginning in the late 2020s," says Wells Fargo #nuclear #nuclearpower #uranium #energy

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Pippa Stevens

@PippaStevens13

5 months

Back in a bit! 🍯🌙

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Pippa Stevens

@PippaStevens13

2 years

Brent tops $97 #OOTT #Oil

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Pippa Stevens

@PippaStevens13

3 years

How long were they sitting on this headline #BlueOrigin #JeffBezos

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Pippa Stevens

@PippaStevens13

4 years

Morgan Stanley's new #Tesla targets: • Bull: $2,070➡️$2,500 • Base: $740➡️$1,050 • Bear: $281➡️$375 Stock currently at ~$1,500 Firm remains underweight $TSLA due to "host of near-term risks" More here:

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Pippa Stevens

@PippaStevens13

1 year

“The IRA will completely reshape the #renewables supply chain in the US, incentivising the reopening of shuttered facilities as well as provide opportunities to build entire equipment supply chains from scratch," says @WoodMackenzie #solar #wind #lithium #EVs #cleanenergy

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Pippa Stevens

@PippaStevens13

1 year

Nat gas has always been a volatile trade, but the 70%+ drop over the last six months is a record. This week U.S. prices traded under $2 - after topping $10 in August A brief look at what’s going on (from Tuesday) #ONGT 👇

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Pippa Stevens

@PippaStevens13

3 years

Latest from BSM: "In addition to the dredgers already on site a specialised suction dredger is now with the vessel and will shortly begin work. This dredger can shift 2,000 cubic meters of material every hour." #Suez #EVERGIVEN #suezblocked

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Pippa Stevens

@PippaStevens13

1 year

Merry Christmas from #ConEd !!! #ONGT #energybills #EnergyCrisis

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Pippa Stevens

@PippaStevens13

4 years

Historic day for the market with the Dow posting its largest drop since the '87 crash As the final hour of trading gets underway, follow all the latest updates here: @naterattner #stocks #investing #coronavirus #Covid_19

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Pippa Stevens

@PippaStevens13

2 years

National average for a gallon of gas tops $4, highest since July 2008 #OOTT

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Pippa Stevens

@PippaStevens13

1 year

Shares of Enphase had a wild ride yesterday - surging 10%+ in premarket trading before ending lower on 3X avg. volume $ENPH warned of some U.S. Q1 weakness, but CEO Badri Kothandaraman told me the European biz is “literally on fire” #solar $TAN 👇

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Pippa Stevens

@PippaStevens13

1 year

What could possibly go wrong…

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Pippa Stevens

@PippaStevens13

2 years

gm hope you have a better day than this vending machine

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Pippa Stevens

@PippaStevens13

2 years

Long live the $AAPL earnings day = Oreos tradition (Note: I cannot take credit for bringing said Oreos. Consuming is a different matter entirely.)

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Pippa Stevens

@PippaStevens13

2 years

#EV stocks getting a *jolt* today after the House passed the #InfrastructureBill , which includes $7.5B for EV charging Some of today's inners: $CHPT $BLNK $EVGO $VLTA #ElectricVehicles

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Pippa Stevens

@PippaStevens13

1 year

The eye-popping rally in #lithium , which saw prices rise 800% over the course of 3 years, has taken a breather over the last month More on what’s driving the action & where prices could go next 👇 #EVs #ElectricVehicles #MIFTs

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Pippa Stevens

@PippaStevens13

3 years

Supply chain bottlenecks & rising raw material costs are hitting the #solar industry. A new report from @SEIA & @WoodMackenzie said costs were up q/o/q & y/o/y for residential, commercial & utility - a first since they began tracking prices in 2014

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Pippa Stevens

@PippaStevens13

2 years

The mane event on my flight…should I offer her my extra hair tie y/n

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Pippa Stevens

@PippaStevens13

3 years

U.S. GDP grew at a record 33.1% in Q3, but important to remember it follows a record 31.4% plunge in Q2 Follow the latest market-moving news here: #GDP #economy #coronavrius #COVID19 #markets cc @naterattner @CNBC

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Pippa Stevens

@PippaStevens13

2 years

An inside look at the largest #lithium brine plant in the U.S. The U.S. is rushing to develop domestic supply chains for materials critical to #EVs & the #EnergyTransition w/ @katie_brigham

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Pippa Stevens

@PippaStevens13

2 years

> Copper hits fresh record high > Palladium hits a new record > Gold hits highest level since Sep 2020 > Wheat hits highest level since March 2008 h/t @cnbc #Commodities #metals #gold #wheat

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Pippa Stevens

@PippaStevens13

6 years

"It felt a little like a 5-hour tech support call." @kevinroose on Zuckerberg day 1 >>via The Daily @nytimes @mikiebarb

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Pippa Stevens

@PippaStevens13

1 year

Ford just announced a $3.5B #EV #battery plant in Michigan, which it will operate in collaboration with CATL There’s rightly been a lot of focus on #lithium , but the #EnergyTransition depends on a bunch of raw materials #MIFTs

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Pippa Stevens

@PippaStevens13

4 years

United CEO Oscar Munoz did not mince words: "We expect to fly fewer people during the entire month of May than we did on a single day in May 2019." $UAL slashes May schedule by 90%, warns of possible job cuts #coronavirus #airlines

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Pippa Stevens

@PippaStevens13

4 years

Some shocking econ data out today: March retail sales dropped 8.7%, the biggest drop on record going back to 1967 Amid #COVID , food & beverage sales unsurprisingly got a boost. Clothing sales, not so much Follow the latest here: @naterattner

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Pippa Stevens

@PippaStevens13

2 years

2022's commodity rally continuing today with #WTI rising to the highest level since Nov. 10 while #natgas jumped 14.3% (!) for its best day since Sept. 2020 amid frigid forecasts More here: #OOTT

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Pippa Stevens

@PippaStevens13

9 months

#ICYMI - Piedmont Lithium $PLL secured the key “air permit” for its TN #lithium conversion facility. CEO Keith Phillips told me the location is “ideal,” says he’s confident every major automaker & battery maker will be interested in their material

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