Hints and tips:
...That suggests a global supply shortage of 2.2mn b/d in the third quarter. “This is a very significant global deficit,” said Bjarne Schieldrop, chief commodities analyst at SEB....
...chain disruptions....
...Negative sentiment on trade has been exacerbated by the geopolitical tensions with the US, which have led western companies to talk more loudly about “de-risking” supply chains away from China....
...Foxconn launched two new electric vehicles on Tuesday, prototypes of its Model B crossover SUV and the Model V pick-up truck....
...So B&M, which also reports on Wednesday, should be lifted by shoppers trading down....
...She has been a trusted partner to the US and to me, personally, as the US and Europe pursue priorities from diversifying our critical supply chains to responsibly managing our respective economic relationships...
...Russian deputy prime minister Alexander Novak in March said the country would build up its “supply chains” in oil....
...or gives them control over the supply chains for clean energy and makes the US economy resilient in the 21st century, with the second half of the 21st century....
...“Money is not in short supply [and] the commitment is there from the procurer. The supply chain, yes it’s a challenge, but it’s not insurmountable.”...
...That includes ambitious measures to increase supplies, diversify supply chains, reduce demand through electrification and decarbonise the sector.”...
...She attributed this dynamic to the inflationary environment and supply chain snags that have allowed companies to increase conventional product prices faster than in prior years....
...“America has a clear opportunity to build back our domestic supply chain and manufacturing sectors so we can capture the full benefits of an emerging $23tn global clean energy economy,” she said....
...The assessment tool can improve the sustainability of their whole business, including supply chains, she explained. Seow established the region’s B Corp hub in Singapore, home to 13 certified B Corps....
...The purge of YMTC’s supply chain has been handled with the spirit of a national emergency....
...Most of that cost can be slashed quickly, falling to about $400/kW as supply chains are developed....
...In short, what we are seeing may be something more serious than some sand in the wheels of the juggernaut of rising oil demand, easily fixed via a historic supply cut and a V-shaped recovery....
...It is outweighing the supply increase “by a factor of 4-5”, he said. “The oil market supply chains are broken due to the unbelievably large losses,” Mr Tonhaugen added....
...For many policymakers in Beijing, the inevitable trend is towards more decoupling of the two countries’ tech supply chains....
...The price tag on the department store chain: $5.1bn....
...Neville Hill: Manufacturing businesses that are highly integrated into EU supply chains are likely to find that the UK’s departure from the single market leaves them less competitive....
...On near-term COVID impact, apart from MO (cigs), SM (cigars) & PM (heated), supply chains are geog diverse (these three have already reported issues)....
...Hand-washing, meet greenwashing How stakeholder-friendly will companies feel if the market falls and supply chain disruptions triggered by the coronavirus continue?...
...The impact of COVID-19 has now shifted from a supply chain issue to a demand issue for the retail sector....
...on it at a very deep discount,” said Antoine Halff, senior research scholar at the Center on Global Energy Policy at Columbia University....
...Thoughts on cargo: While the president contends that trade will not be impacted as goods can still flow, we see no viable way supply chains and trade will not be further impacted with airline cargo capacity...
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