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...CATL has grown over the past decade to supply 37 per cent of the world’s EV batteries last year and Zeng is an influential voice in the industry....
...“This is what the US government wanted to see from the beginning and is the result of its recent industrial policy of giving subsidies for localised production.”...
...Tesla has 28 days of unsold supply, up from 15 days last year. This may be connected to rising competition and the reduction of US government subsidies, two factors over which Tesla has no control....
...The fierce competition and smaller profits are also affecting companies in the EV supply chain — notably battery makers....
...It has continued to cut prices for its most popular models as unsold-vehicle inventory piles up: that measure rose to 28 days of supply from 15 days a year ago....
...Tesla blames supply problems, pointing to conflict in the Middle East and an arson attack at its Berlin factory. But a gap between production and delivery numbers suggests issues with demand....
...A version of this article was first published by Nikkei Asia on April 19 2024. ©2024 Nikkei Inc. All rights reserved....
...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....
...These are hard calls and we’re in no position to forecast the EV supply-demand balance....
...and marine ecosystems....
...But it has not been willing to fund a new supply chain for mass car production. Scrapping a project with high upfront costs makes sense. Competition has grown. Tesla has been forced to cut its prices....
...The rivers ran exceptionally high; a marine heatwave that struck the UK and Ireland was classified as “beyond extreme”. Heat-related deaths rose....
...Spirit is a crucial industrial partner in the Northern Ireland Advanced Composites and Engineering Centre, a research lab located next door....
...Spirit supplies Boeing with the fuselage to the 737 Max, and Boeing comprises nearly two-thirds of its business....
...While the company pointed to several issues that blighted the first quarter, including disruption in the Red Sea supply route that forced its Berlin plant to halt production, former executives and analysts...
...Gaining an early edge with its fully vertically integrated supply chain, BYD is now facing competition from not only traditional carmakers and EV start-ups, but also Big Tech companies that are angling for...
...supply chain finance company had should pay out....
...He has spent years tying the company’s fortunes to China and built a supply chain that is heavily dependent on factories in Shenzhen and Zhengzhou — although the company is now trying to diversify manufacturing...
...In Brussels, fears of a wave of Chinese-made cars have led the European commission to probe Beijing’s industrial support as well as boost its own local subsidies....
...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....
...In short, freeports are a regional industrial strategy that dare not speak its name, and could be used as the spur for new clusters and investment, although how much of this activity is “additional” will...
...Hertz’s struggles have underscored that US consumers are proving more wary of EVs than expected and that even small strategic errors at companies with complex supply chains and capital structures can quickly...
...“We need to reinvent industrial policy in America.”...
...Prices have also been raised by tight supply, after a drought of investment in new projects in the 2010s....
...The Biden administration, moreover, has touted “friendshoring”, or focusing supply chains on allies. Friendshoring ought to go both ways....
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