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...global economist at Capital Economics, said high wage growth, which policymakers monitor closely as a key driver of domestic price pressures, resulted from higher inflation expectations linked to elevated energy...
...“If all goes well with iPhone 16 battery supply, Apple plans to move more iPhone battery production to India,” said one of the people close to the company....
...The reshoring of critical industries such as energy and semiconductors to the US, Pollock said, “requires a ton of new capital to reinforce supply chains and energy infrastructure”....
...Various armed groups control strategic supply chains into Rwanda and Uganda, analysts and Congolese officials say....
...But executives think AI could improve supply chains and production....
...A version of this article was first published by Nikkei Asia on April 19 2024. ©2024 Nikkei Inc. All rights reserved....
...“CVR Energy is a cash cow,” said Nick Moglia, a credit analyst with CreditSights....
...Demand for infrastructure investments is reigniting after a year of weak fundraising, as businesses seek to profit from transitions to cleaner energy and supply chains that are closer to consumers....
...He added that Cheniere was also in talks with more European entities over LNG supply deals....
...A flood of Chinese-produced solar panels is driving prices to record lows in the US, a boon for renewable energy developers but a threat to solar manufacturers trying to create a domestic supply chain for...
...“They’ve run into some ramp up issues,” said Ur-Energy Inc chief executive John Cash, which is restarting production at two mines in Wyoming....
...The job cuts come as the slowdown in sales of EVs makes waves across the global car industry, with companies across the supply chain from South Korea to Germany slashing jobs and costs....
...The company, which supplies water and sewage services to about a quarter of England’s population, is lobbying the government and industry regulator Ofwat to let it increase bills and pay dividends as it...
...With assets worth $134bn, Berkshire Hathaway Energy supplies 12mn electric and gas customers, maintains more than 30,000 megawatts of power generation capacity and owns a 21,000-mile natural gas pipeline...
...“This energy transition is starting to expose some weaknesses in that kind of complacent attitude.”...
...Russia’s enriched uranium makes up 30 per cent of EU supply....
...and supply chains shift On X, follow Antoine Gara (@AntoineGara), Brooke Masters (@brookeamasters) and Michela Tindera (@mtindera07), or follow Michela on LinkedIn for updates about the show and more....
...Data from the China Passenger Car Association showed that Chinese sales of pure battery cars and plug-in hybrids, which the government counts as “new energy vehicles”, or NEVs, rose 36 per cent last year...
...In the first two months of the year, Tesla’s market share of China’s new energy vehicle sales, which include EVs and hybrid plug-ins, slipped to 6.6 per cent, from 7.9 per cent in the same period a year...
...Back then it was not a given prospect: Tesla was in the midst of “production hell”, building cars in a tent in its car park, while making some models without seats or computer modules because of supply chain...
...Taiwan’s importance in the global supply chain, Deng said, was only “appropriately recognised” after the disruptions of the Covid-19 pandemic....
...Many of the largest names in the US solar industry have shared Sunrun’s pain as higher interest rates, cost inflation, California regulatory changes and supply chain issues have checked much of the momentum...
...The International Energy Agency this year found the global energy industry was responsible for 135mn tonnes of methane emissions in 2022, only slightly below record high levels of 2019....
...The emphasis on cost has underpinned the group’s vertical integration, from supplies of resources to batteries and computer chips....
...“There was an enormous consensus at the end of last year that supply was going to be problematic and the reality has been that the record supply in January has been absorbed extremely well,” said Andres...
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