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...Greensill’s collapse trapped $10bn of assets in supply chain finance funds run by Credit Suisse....
...The company, which says it does not supply the Israeli military, is ultimately owned by Israel-based defence group Elbit Systems....
...Mark Bristow, one of the mining industry’s most prolific dealmakers, has warned that M&A will do nothing to grow the supply of copper that the world needs to go green, as sector leader BHP pursues a £31bn...
...Thames has asked for a 40 per cent increase to £608, before inflation, but has said it may ask for another rise if it can find the supply chain to deliver work before 2030....
...“Creating supply and demand is hard. They really need to be talking to market makers like local funds and asset managers and I still am not seeing that,” said one Singapore-based hedge fund executive....
...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...
...That is a reminder of how exposed the world’s chip supply is to seismic risk....
...Carmakers have become better at catering to such demands, investing in supply chains and dedicated teams....
...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...
...This is classic supply and demand....
...Profits jumped more than a third at the owner of Primark as the sprawling business returned to “some normality” in its first half following years of supply chain upheaval, sending its shares up almost a...
...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....
...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...
...“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...
...Indonesian President Joko Widodo’s government has leveraged Indonesia’s nickel resources to draw investments from battery and EV producers, make the country an indispensable part of the global supply chain...
...“If Korea reduces its chip supply to China, then China can reduce its display supply to Korea....
...As modern, more ethically responsible consumers increasingly question where and how their products are made, more brands will prioritise supply chain transparency, he believes....
...It is emblematic, he adds, of how “BYD has been systematically acquiring competence in all major supply chain disciplines”....
...supply....
...This could offer opportunities linked to shifting global supply chains and the “China Plus One” trend....
...The miner’s all-share £30bn offer for rival Anglo American aims to extract copper, a metal for which everyone sees rising demand and limited new supply....
...The corps supply a band of black-masked, black-suited Shadows who charge about, directing or blocking the action and performing collective lifts on the main characters, like the “invisible” stagehands in...
...Henry said nickel demand remained healthy, driven by electric vehicle demand, but it would take time for “supply and demand to recalibrate”....
...“The government needs a broader supply chain for all services. The way to do that is to have open competition rather than large single contracts,” he said....
...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....
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