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...“The data centre construction boom continues globally, with supply struggling to keep up with record demand,” Green Street analyst David Guarino wrote in a note on Monday....
...“In the long term China needs both to keep gas supplies diversified — that is a very important part here.”...
...The Australian mining billionaire Gina Rinehart has built a nearly 6 per cent stake in rare-earth developer Lynas, strengthening her hand in the contest to build a non-Chinese supply of critical minerals...
...“Much of the semiconductor supply chain . . . is concentrated in a couple of Asian locations, and that leaves the US supply chain incredibly vulnerable to disruption,” said Raimondo, adding that the new...
...Topco was one of the earliest Asian suppliers to set up an office in the US state of Arizona, where TSMC and Intel are both building advanced factories, but the company has put construction of a planned...
...That is a reminder of how exposed the world’s chip supply is to seismic risk....
...Home Depot has been acting as a sector consolidator with the acquisition of HD Supply for $8bn in 2020 and two smaller purchases last year. This is one of Home Depot’s biggest buys to date....
...Tougher rules on corporate social responsibility in supply chains would also help Europe meet its geopolitical goals, Forrest added, because they would force businesses to diversify away from cheap supplies...
...Supply conditions improved, albeit at a slower pace than in the previous three months, as companies pointed to the negative impact on deliveries from Red Sea shipping disruption....
...Carmakers have become better at catering to such demands, investing in supply chains and dedicated teams....
...The UK government also aims to expand nuclear capacity beyond the two EDF-backed plants that are already under construction or at the planning stage....
...“It also feels like we’re past the worst in the construction sector in the US and Europe,” he said....
...They fear its impact on the construction sector, supply chains and the ability of both to recover and deliver badly needed homes when the market bounces back....
...The government has been encouraging institutional investors to put money into building and owning rental homes, including student and retirement housing, to help increase supply and bring down prices....
...Then there is the issue of water supply....
...And better planning could cut construction times....
...supply....
...German manufacturing looks to be on the road to recovery after official data showed factory production rebounded at the start of the year, thanks to strong growth in construction and carmaking....
...The second chart showed China’s CSI 500 small-caps index: While the third showed the New York Federal Reserve’s global supply chain pressure index....
...“If Korea reduces its chip supply to China, then China can reduce its display supply to Korea....
...Hitachi took a £64.8mn impairment against the value of the plant in its accounts for the year to the end of March 2023, as it signalled the production gap alongside supply chain pressures and rising inflation...
...Britain emerged as a big winner from the Aukus deal with the British design selected for the construction of SSN-Aukus. Australia and the UK will both operate the SSN-Aukus....
...John Glen, chief economist at the Chartered Institute of Procurement and Supply, a professional body which helps to compile the survey, said that “inflated borrowing costs and falling demand have conspired...
...There was also growth of 5.7 per cent in carmaking and 4.6 per cent in chemicals as supply bottlenecks and energy price pressures eased....
...Data from the Resolution Foundation think-tank showed a lack of new construction and the lagging modernisation of older homes has left the UK with the worst-value housing of any advanced economy....
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