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...The Biden administration has revoked export licences that allow Intel and Qualcomm to supply Huawei with semiconductors as Washington increases the pressure on the Chinese telecoms equipment company....
...BCG is working with global tech giants and AI companies — from Microsoft and Google to OpenAI and Anthropic — to integrate their technology into company operations and processes....
...Grant Thornton has said it expects to earn £46mn in fees for running the administration of collapsed supply chain finance company Greensill Capital, making it one of the most costly UK insolvency processes...
...The plans, which remain preliminary in most cases, highlight how global efforts to secure supply chains are forcing companies that play a vital role in manufacturing networks, especially for tech products...
...Twelve months ago, few would have backed a debt-laden used-car sales platform and a building supplies group to be among the standout performers on the US stock market....
...Still, Dietz warned that the market may still see “supply-side challenges” like higher prices and shortages of lumber, lots and labour in 2024....
...This would mean they miss out on higher prices later if supply shortages persist and demand remains resilient, for instance if the shift to electric vehicles — which do not require catalytic converters —...
...But it’s intriguing that the German supply chain law has managed to affect some powerful companies in ways people didn’t necessarily expect....
...EU countries have voted to pass a landmark supply chain law that would make companies responsible for environmental and human rights abuses, but only after the number of companies it will affect was cut...
...“We have invested in this area for more than 10 years, and it finally generates good results amid this massive supply chain and tech shift.”...
...“Achieving the renewables deployment ambitions will be very challenging without significant co-ordination across industry and government to resolve supply chain constraints,” said the report’s co-author,...
...Guillaume Faury, Airbus chief executive, said the company was still struggling with supplies of cabin equipment, not just limited to seats, as well as with supplies of aerostructures....
...to the region’s supply chains....
...French aviation and defence electronics group Thales expects supply chain problems to hold back growth again this year, despite it having a record high order book as countries boost military spending to...
...In that case, new supplies will be redundant, and as organisations like Carbon Tracker have pointed out, fossil fuel companies that overinvested in new supplies will face financial losses and eventual bankruptcy...
...The global supply of public equity is shrinking at its fastest pace in at least 25 years, as economic and geopolitical uncertainty weighs on new share sales while companies keep buying back large volumes...
...The companies are the two largest non-Chinese rare-earth developers and recently held merger talks....
...The ministers said the “exceptional circumstances” of Russia’s war on Ukraine and the need to shift supply away meant “publicly supported investments in the gas sector can be appropriate as a temporary response...
...That is a reminder of how exposed the world’s chip supply is to seismic risk....
...It should go further, and ban Russian LNG after a cut-off date. Such a radical redrawing of EU energy supplies seemed barely imaginable in 2022....
...“This is not just an environmental challenge,” says Guli, “It is an economic and commercial risk. It is a supply chain risk....
...Japan Tobacco’s chief executive has said the company will keep its lucrative Russian business to satisfy investors after reshaping its supply chains to comply with sanctions....
...In October, the company said in filings to a Virginia regulator that it was experiencing “significant load growth due to data centre development” and that growing power demands presented a “challenge”....
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