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...The potential expansion of Tesla’s global factory network comes as growth in global EV sales slows. The group is also building a plant in Mexico that is expected to come online in 2026....
...Is this just Toyota trying to protect its existing suppliers?” A version of this article was first published by Nikkei Asia on April 19 2024. ©2024 Nikkei Inc. All rights reserved....
...Global battery makers are scrambling to secure essential machines and materials, but many of these suppliers are struggling to meet the surging demand due to lack of workers, finance, and space to build...
...Wall Street remains reluctant to fund new drilling campaigns by producers that earned a reputation for profligacy in recent years....
...The battery maker’s second consecutive decline in quarterly sales highlighted the impact the EV slowdown was having on key suppliers....
...Chinese supplier Luxshare has been investing in Vietnam since 2019. Taiwanese suppliers Quanta Computer and Compal Electronics also gained a head start....
.... ©2024 Nikkei Inc. All rights reserved....
...Exhibit C: Norway’s continued drilling for oil and gas in the Arctic as well as its increasing use of the argument that it is the main democratic petroleum supplier for Europe....
...A version of this article was first published by Nikkei Asia on April 4 2024. ©2024 Nikkei Inc. All rights reserved....
...Li, of U-Power, is among Chinese EV executives who want their companies to be seen as “global”....
...Apple suppliers including Foxconn, Quanta and Luxshare have expanded production in Vietnam over the past year....
...Renesas bought Apple supplier Dialog for €4.8bn ($5.6bn) in 2021 and splashed out over $10bn on both US rival Integrated Device Technology in 2019 and US chipmaker Intersil in 2017....
...The state-owned Global Times, best known for its nationalist bashing of the US, reported the increased investment pledge and quoted Cook as saying: “There’s no supply chain in the world that’s more critical...
...China, the dominant solar equipment supplier, doubled production capacity last year to more than 1tn watts and now produces nearly three times more panels than global demand, according to the International...
...The shale revolution that began about 15 years ago saw a proliferation of thousands of small-time drillers turn the global energy order on its head and restored the US to the status of world’s biggest producer...
...It’s all been about hammering suppliers on price and on contractual terms.”...
...In the US, lands leased for oil and gas can also be used for geothermal drilling without having to apply for new permits....
...Many employment and supplier contracts update at the beginning of the year....
...A version of this article was first published by Nikkei Asia on January 26. ©2024 Nikkei Inc. All rights reserved....
...Apple supplier Luxshare is taking over an iPhone assembly factory from Taiwanese rival Pegatron, as the Chinese contract manufacturer deepens its relationship with the US technology giant....
...Not even a mighty global brand like PepsiCo, it seems....
...What’s going on with global oil supplies right now? Myles McCormickYeah. So that’s another kind of important element of this....
...Three Korean battery suppliers — LG Energy Solution, SK On, and Samsung SDI — are among the global top 10 in making batteries for the growing EV market....
...“The carbon may be released at a later date and within a timeframe that it still contributes to global warming.”...
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