Hints and tips:
Related Special Reports
...“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.”...
...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....
...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....
...These are hard calls and we’re in no position to forecast the EV supply-demand balance....
...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....
...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....
...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...
...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...
...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....
...A year later, the supply crunch meant the rental rates it could charge customers had rocketed....
...BlackRock believes that the resulting lack of capital expenditure on developing new supply over the past decade adds to the sector’s allure....
...One industry expert echoed that point, saying demand for EVs is still good, but the supply is better....
...) Cybertruck “off-mission” - Modest incr. growth, no mfg leverage, drags on profit/cash (incl capex guidance raised twice) all suggest Cybertruck diverted resources from high volume global segments and supply...
...“It’s hard to say which country is at an advantage based on the maturity of their markets and industrial bases alone.”...
...“While we move towards a more domestic supply chain, we want to be making rapid progress towards our climate goals,” Hopper said....
...“With this unprecedented supply of cheaper materials, how does recycling compete in that environment? It is a much tougher environment than we have seen previously.”...
...The company was founded in 1921 by ironworker Shozaburo Shimano in the industrial city of Sakai, just south of Osaka....
International Edition