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...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....
...Last year, the company completed the €1.2bn takeover of its Spanish rival Expal, which cemented its leading position in the munitions supply chain....
...“We [also] need an overview of what concrete contribution our European partners will make to support Ukraine this year,” Scholz told reporters last Monday....
...The new owner of UK car dealerships Stratstone and Evans Halshaw is preparing to cut hundreds of jobs after a collapse in the supply of used cars following the coronavirus pandemic....
...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...
...“Different strands are being discussed about supply, a joint venture, an acquisition . . . nothing is concrete,” he added....
...Daniel Richards, a director at London-based maritime consultancy MSI, said delays at the ports could force some companies to hold extra stock....
...The years since have involved a complex balancing act to get supply and demand aligned for components, and then the end autos themselves....
...Producers are buyers,” said Nick Lawson, chief executive of Ocean Wall, an investment house, in a reference to mining companies buying uranium supply to meet their supply obligations....
...These shifts have led some companies to remove the UK from their supply chains....
...“Mining companies are playing a constant game of chicken with each other,” said Larisa Yarovaya, associate professor of finance at the University of Southampton....
...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...
...Geopolitical tensions, combined with a growing focus on supply chain resilience, have triggered a significant shift in the tech industry....
...We’ve been somewhat remiss in our pursuit of proxy nuggets this year, due in part to a visit to the concrete jungle where dreams are made of....
...But it also highlights concerns about forced labour in Chinese supply chains....
...The company’s order intake stood at €23.1bn in 2023, roughly stable from the previous year....
...Western pharmaceutical groups are warning of worsening disruption to supply chains because of problems certifying manufacturing sites in China, with some factory inspectors refusing to visit the country...
...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...
...As recently as November the bank’s team forecast supply rising by $360bn in 2024 as already listed companies reduced the pace of buybacks while newer companies pushed ahead with public offerings....
...Its portfolio includes aggregates, cement, concrete and increasingly roofing products....
...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 grip of the so-called “Magnificent Seven” tech companies on US stock markets has loosened as investors focus on concrete results rather than solely on artificial intelligence’s potential....
...This disrupted plans by foreign companies to acquire the companies, and she is now seen as a significant force in the development of lithium, a key material for electric vehicles, in Australia....
...That is a reminder of how exposed the world’s chip supply is to seismic risk....
...Recently, Spanish bank BBVA issued a loan to electric utility company Iberdrola where the rate of interest was linked to specific water indicators....
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