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...“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.”...
...Yet during times of instability, defence spending steps up — which results in full order books but long delays because the companies lack enough skilled workers to fill the supply chain....
...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....
...But the CSDDD still looks like a landmark piece of legislation that will force big companies operating in the EU — including a large number of non-European ones — to scrutinise their own supply chains more...
...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....
...The clunky rollout of subsided US charging stations could speed up, making EVs more attractive. These are hard calls and we’re in no position to forecast the EV supply-demand balance....
...In the last fiscal year, R&D costs were equal to 7.8 per cent of revenue, up from 3.3 per cent in 2014. But it has not been willing to fund a new supply chain for mass car production....
...Seventy per cent of the UK’s so-called gold standard aerospace and defence supply chain businesses are located in the region....
...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...
...Traditionally, the main body of a car has been made by welding or stamping together a large number of separate parts....
...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...
...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....
...Some Chinese producers of EV battery materials are taking an even more circuitous route to western markets by setting up joint ventures with South Korean industrial groups....
...The integrated system is intended to offer factories a steady supply of carbon-free industrial heat from renewable energy that keeps flowing after the sun goes down or the wind stops blowing....
...A year later, the supply crunch meant the rental rates it could charge customers had rocketed....
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