Kedrosky Daily Graphs • 2020-11-17 • Energy, Cordcutters, Moderna, etc

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Kedrosky Daily Graphs

Declining fees at asset manager is driving consolidation 

2020 11 16 18 07 40

Source: FT

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Cord-cutter services are increasingly coming down to a few winners

2020 11 16 18 32 59

Source: Variety

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There is much more uncertainty about Moderna vaccine efficacy than the headline number suggests

2020 11 16 18 39 08

Source: Stephen Senn

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Global energy demand doesn’t peak until 2030, according to Mckinsey 

2020 11 16 18 05 31

Source: Mckinsey 

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Renewable energy investments topped upstream oil & gas in 2020, for the first time ever

2020 11 15 21 12 38

Source: IEA

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Latest California vehicle miles traveled data:

  • 362,612,227 million vehicle miles traveled, up 1.0% from a week ago.
  • Vehicle miles traveled is up 104.5% from the Apr 05, 2020 trough.

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Latest US air passenger data:

  • 978,297 daily travelers, up 1.0% from a week ago.
  • Air passengers are up 1017.6% from the Apr 14, 2020 trough.
  • Daily passengers are down 59.2% compared to one year ago.


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