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...Spirit supplies Boeing with the fuselages for its 737 Max aircraft and both manufacturers are undergoing an audit by America’s aviation safety regulator....
...“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.”...
...Those patronising Löfven’s manufacturing background seemed unaware that welding involves advanced skills....
...Both were lossmaking business models with complex supply chains. Regardless, their market capitalisations peaked at about $50bn in 2021. Both were left exposed when interest rates rose in 2022....
...That left fewer shares available for investors on the open market, creating a “supply-demand imbalance” and thus “a positive reaction” from buyers, said a banker who worked on the deal....
...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....
...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....
...The fierce competition and smaller profits are also affecting companies in the EV supply chain — notably battery makers....
...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....
...Turkish companies already play a role in Airbus’s supply chain, with more than 30 providing a range of components....
...A version of this article was first published by Nikkei Asia on May 1. ©2024 Nikkei Inc. All rights reserved....
...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....
...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....
...The world’s second-biggest economy is Tesla’s biggest market outside the US and a vital part of the supply chain for its electric vehicles....
...Luca de Meo, Renault’s chief executive, has called for the EU to adopt an Airbus-like approach to EV production, with more industrial co-operation and public investment....
...China is Tesla’s biggest market outside the US, a vital part of the supply chain for its EVs and of growing importance as a regional export hub....
...A version of this article was first published by Nikkei Asia on April 19 2024. ©2024 Nikkei Inc. All rights reserved....
...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...
...Yuzawa said: “Gigacasting is going to reshape the whole underbody supply chain network.”...
...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....
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