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InterviewIndian business & finance
India seeks to secure critical mineral resources in race for lithium
...Lithium, a critical component for EV batteries, has been found in India’s northern territory of Jammu and Kashmir and the central state Chhattisgarh....
April 23, 2024
InterviewOil & Gas industry
Biden decision will ‘erode confidence’ in LNG industry, Shell CEO says
...industry that has become a pillar of the global energy system....
February 4, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
InterviewRenewable energy
World’s biggest solar company warns west not to cut out Chinese suppliers
...But western political and industry leaders have called for greater diversity in supply amid a glut of Chinese imports, as well as expressing security fears about China-made components being used in critical...
February 15, 2024
News in-depthTechnology sector
Supply chain shortages delay tech sector’s AI bonanza
...Analysts also see a strong upside for providers of components....
August 23, 2023
Opec
Global oil market likely to be ‘extremely tight’, says Citadel
...That means that the volumes that its member nations supply, and the timing of that supply, “will define where prices go in the next 12 months”, he said....
April 8, 2024
Renewable energy
Supply chain strains pose threat to UK renewables targets, report warns
...But most of the critical components are made outside the UK....
April 16, 2024
FT Live
Accelerating the Energy Transition in Asia
Industrial strategies and policy drivers for sustainability
Tuesday, 30 JulyMandala Club, 31 Bukit Pasoh Rd, Singapore 089845
Energy sector
Commodity traders bet on big data and AI
...Oil and refined products is one area where the available data on supply levels, demand patterns and logistical variables has ballooned in recent years, Barrack told the Financial Times....
April 21, 2024
Melrose Industries PLC
Melrose raises profit outlook after doubling earnings
...However Melrose warned of continuing headwinds from industry-wide supply chain challenges and the “well-publicised issues with the Boeing 737 Max”....
March 7, 2024
John Gapper
Diamonds won’t be forever unless miners make them sparkle
...Even after the 19th-century discovery of diamonds in South Africa, De Beers controlled supply and prices through its cartel....
April 26, 2024
InterviewChinese business & finance
Chinese robot maker says protectionism will not stop its march
...“[The automation industry] should be the last barrier set up. Because our industry solves problems concerning people’s livelihood.”...
April 4, 2024
#techAsia
Telecom chips move in-house and the US takes aim at TikTok Premium content
...“If we don’t control our key component procurement properly, we might have to log loss of inventory valuation. So we have to be extremely careful,” Chen said....
March 14, 2024
Shale Oil & Gas
How US shale keeps sheltering America from the next oil price surge
...Shale also remains uniquely vulnerable to price gyrations, making it an unreliable component of the global oil market, say some analysts....
April 23, 2024
Artificial intelligence
Booming AI demand threatens global electricity supply
...Electricity supply is becoming the latest chokepoint to threaten the growth of artificial intelligence, according to leading tech industry chiefs, as power-hungry data centres add to the strain on grids...
April 17, 2024
Letter
Letter: EV infrastructure is a job for car and battery makers
...Mind you, if they did, it would only exacerbate the current inadequacy of the UK’s electricity distribution network to supply the chargers. Charles Mercey Tellisford, Somerset, UK...
April 19, 2024
Japanese business & finance
Japan’s small EV battery suppliers feel the heat in race for scale
...Industry groups such as BASC, of which Toyota, Nissan and Honda are members, are introducing measures such as training existing car component suppliers to enter the battery business or proposing standards...
April 24, 2024
FT Live
US Decarbonization and Industrial Transition Summit
Securing the resources to build and finance America's clean energy future
Wednesday, 29 MayWashington, D.C., USA
Watches & Jewellery
The Maison Alcée high-end clock kit teaching the art of horology at home
...Next, she worked in supply chain management for Cartier, and then in a Paris-based restoration workshop run by the Richemont luxury conglomerate before moving on to run Tag Heuer’s movement assembly workshop...
January 26, 2024
Supply chains
European manufacturers and retailers face ‘chaotic’ period after Red Sea attacks
...The auto industry is particularly vulnerable because of its “just in time” manufacturing processes, without large stockpiles....
January 21, 2024
LexAutomobiles
Mobileye stumble suggests auto supply chain reckoning will be costly Premium content
...The years since have involved a complex balancing act to get supply and demand aligned for components, and then the end autos themselves....
January 4, 2024
Trade Secrets
Driving forced labour out of supply chains starts to get serious Premium content
...to interfere in their supply chains?...
February 19, 2024
War in Ukraine
EU prepares sanctions on Chinese and Indian companies over Russia links
...The commission has ignored requests from some member states and the EU aluminium industry to further restrict supplies of the metal from Russia, given that it is a crucial component in aircraft and other...
February 12, 2024
Aerospace & Defence
European defence groups warn over reliance on Chinese cotton used in gunpowder
...“The shortage just highlights the need to strengthen the responsiveness and ability of the European Union’s defence industry to ensure the timely supply of ammunition and missiles in Europe.”...
April 8, 2024
MBA
Supply chains: when the chips are down
...Replacing China in supply chains will take time. It is the largest producer of key components in electric vehicle battery production....
February 11, 2024
Italian economy
Singapore chipmaking start-up to invest €3.2bn in Italy
...Proponents such as Intel say chiplets can offer designers more flexibility, for instance by combining cutting-edge components with older, cheaper ones....
March 11, 2024
ExplainerSemiconductors
Why chipmakers are investing billions into ‘advanced packaging’
...What are the implications for the industry? Advanced packaging requires greater co-operation between industry specialists....
April 24, 2024
Disrupted Times
Brussels blasts Big Tech
...Russia’s enriched uranium makes up 30 per cent of EU supply....
March 25, 2024

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