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...“[I]f a subsidy benefits one dominant player disproportionately, there is a real risk of dependence on a single supplier, market foreclosure and less resilient supply chains as a consequence,” Caulfield...
...A version of this article was first published by Nikkei Asia on April 4 2024. ©2024 Nikkei Inc. All rights reserved....
...Airbus’s 2018 rescue of the C-Series, which it subsequently rebranded as the A220, kept jobs and production of the efficient carbon-fibre composites wing in Belfast....
...the $12.5bn BlackRock-GIP deal is set to shake up investment management How Adebayo Ogunlesi’s contrarian bet led to $12.5bn BlackRock tie-up Infrastructure funds draw billions of dollars as energy and supply...
...These are hard calls and we’re in no position to forecast the EV supply-demand balance....
...But then you notice the discreet pedestals at each end of the installation, created by Los Angeles based PlayLab, Inc. Each showcases four “historiated sculptures” encased in glass....
...Their report notes that the 2016 Paris Agreement calls for measures to limit the global temperature rise to below 2°C from pre-industrial levels, and to pursue efforts to limit it to 1.5°C....
...Look at triple-C’s [where average spreads are nearly 10 per cent, right in line with historical averages], for example....
...of 4680 for Model Y. 2) Double negative on affordability - Higher rates are impacting all OEMs but bigger cuts in new prices have dragged residual values c.10 ppts lower than new, a bigger than peers drag...
...Two people with knowledge of the company’s supply network said that Tesla also changed its mind on some of the engineering late in the process, which had a knock on effect on its parts suppliers....
...Apple did its best to make a switch to USB-C charging cables sound exciting....
...“There’s clearly a hunger for new supply in high-yield,” said Andrzej Skiba, head of US fixed income at RBC Global Asset Management. Two sales this week signalled a shift....
...The US electric-car maker signed a $2.9bn order for L&F to supply battery materials through into 2025....
...C-suites are crying out for Armando Iannucci to spruce things up....
...The audit firm also drops in the f-word pretty quickly and concludes that there is an unacceptable risk of material fraud....
...asset management division of BNP Paribas, the French banking group, has sent letters to 14 of the world’s largest pharmaceutical companies asking them to use a cloned substance called recombinant factor C...
...Apple has spent two decades and billions of dollars building a massive supply chain for its products. At the centre of that operation is China....
...Its $2.9bn order to South Korea’s L&F to supply it with battery materials — instead of fully made batteries — underscores its plan to include batteries in its model of vertical integration....
...And it makes sense that margins might be normalising, because supply chains already have....
...C and Greencoat UK Wind — top £3bn....
...CureVac and Novavax, two Covid-19 vaccine makers that appeared to be potential key players in allaying global supply constraints early in the pandemic, have appointed new chief executives....
...Another 59 per cent of the 18,700 companies that did report to CDP were scored as “C” or “D”, meaning they were only just beginning to recognise their environmental impact....
...Perhaps this reflects a bet that Russian instability will constrain global energy supply....
...Morgan Stanley analyst Adam Jonas argued last week that the supply of electric vehicles is likely to outstrip demand in 2023....
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