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Taiwan
Taiwanese groups consider overseas headquarters to hedge against Chinese attack
...The plans, which remain preliminary in most cases, highlight how global efforts to secure supply chains are forcing companies that play a vital role in manufacturing networks, especially for tech products...
April 9, 2024
Renewable energy
Supply chain strains pose threat to UK renewables targets, report warns
...But it also highlights concerns about forced labour in Chinese supply chains....
April 16, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Rare earths
Mining billionaire Gina Rinehart builds rare-earth stakes in push for non-Chinese supply
...This disrupted plans by foreign companies to acquire the companies, and she is now seen as a significant force in the development of lithium, a key material for electric vehicles, in Australia....
April 17, 2024
LexAutomobiles
Mobileye stumble suggests auto supply chain reckoning will be costly Premium content
...The years since have involved a complex balancing act to get supply and demand aligned for components, and then the end autos themselves....
January 4, 2024
Uranium
Uranium prices could power on after largest producer warns on supply, say investors
...Producers are buyers,” said Nick Lawson, chief executive of Ocean Wall, an investment house, in a reference to mining companies buying uranium supply to meet their supply obligations....
January 12, 2024
Artificial intelligence
Booming AI demand threatens global electricity supply
...The power supply issue has also fuelled concerns about the latest technology boom’s environmental impact....
April 17, 2024
FT Live
Commodities Global Summit 2025
The pre-eminent gathering of senior commodity executives, traders and financiers
Monday, 24 March 2025Lausanne, Switzerland
News updates from March 15: US home fees set to fall; Foxconn boosts outlook on AI hopes
EU countries pass landmark supply chain law after cutting number of companies in scope
...EU countries have voted to pass a landmark supply chain law that would make companies responsible for environmental and human rights abuses, but only after the number of companies it will affect was cut...
March 15, 2024
Brexit
Brexit has ‘exacerbated’ UK drug shortages, research finds
...These shifts have led some companies to remove the UK from their supply chains....
April 17, 2024
Bitcoin
Crypto miners hoard bitcoin as supply cut looms
...“Mining companies are playing a constant game of chicken with each other,” said Larisa Yarovaya, associate professor of finance at the University of Southampton....
April 18, 2024
News in-depthSemiconductors
Taiwan’s chip industry heads overseas amid supply chain shift
...Geopolitical tensions, combined with a growing focus on supply chain resilience, have triggered a significant shift in the tech industry....
April 10, 2024
Industrial metals
Aluminium and nickel prices jump after sanctions on Russian supply
...The latest sanctions do not prevent Russian companies from rushing to move metals produced before April 13 into LME warehouses or conducting bilateral deals independently of metals exchanges....
April 15, 2024
Thales SA
Thales’s growth hit by supply issues as order book hits record high
...The company’s order intake stood at €23.1bn in 2023, roughly stable from the previous year....
March 5, 2024
Letter
Letter: If fossil fuel demand falls, supply takes care of itself
...In that case, new supplies will be redundant, and as organisations like Carbon Tracker have pointed out, fossil fuel companies that overinvested in new supplies will face financial losses and eventual bankruptcy...
April 2, 2024
FirstFT
FirstFT: Global public equities supply shrinks at fastest pace in 25 years
...The global supply of public equity is shrinking at its fastest pace in at least 25 years, as economic and geopolitical uncertainty weighs on new share sales while companies keep buying back large volumes...
April 5, 2024
Equities
Global supply of equities shrinks at fastest pace in decades
...As recently as November the bank’s team forecast supply rising by $360bn in 2024 as already listed companies reduced the pace of buybacks while newer companies pushed ahead with public offerings....
April 5, 2024
FT Live
The Global Boardroom: 8th Edition
FT journalists in conversation with leaders in business and government
Wednesday, 4 DecemberDigital Conference
Special ReportFuture of Water
‘New climate reality’ stretches global freshwater supply
...Recently, Spanish bank BBVA issued a loan to electric utility company Iberdrola where the rate of interest was linked to specific water indicators....
March 22, 2024
LexSemiconductors
Taiwan quake is a reminder of seismic risk to global chip supply Premium content
...That is a reminder of how exposed the world’s chip supply is to seismic risk....
April 3, 2024
Trade Secrets
Driving forced labour out of supply chains starts to get serious Premium content
...In this case, it’s the question of human rights abuses in corporate supply chains, specifically European companies and the alleged forced labour of Uyghurs in China’s Xinjiang province....
February 19, 2024
InterviewChinese business & finance
Chinese robot maker says protectionism will not stop its march
...The founder of China’s largest industrial automation company believes the key role played by the country’s robot makers in keeping global supply chains running will insulate them from rising global protectionism...
April 4, 2024
EU energy
EU watchdog warns bloc still needs Russian LNG
...supply contracts agreed with Moscow before the 2022 Ukraine invasion....
April 19, 2024
News updates from February 15: White House discloses Russian ‘anti-satellite capability’, UK GDP contracts by more than expected
South Korea looks to secure supply chains and key technologies with financial support
...supply chains amid trade tensions....
February 15, 2024
Chinese politics & policy
China and Russia pledge to work together to maintain ‘supply chain stability’
...The US Treasury secretary warned her Beijing counterparts on Saturday of “significant consequences” for Chinese companies that provided “material support for Russia’s war against Ukraine, including support...
April 9, 2024
Industrial metals
Glencore-backed nickel miner fails to secure financing after rising costs
...However, the company warned that it “does not believe that any of these options are likely to recover any value for the company’s shareholders”....
April 15, 2024
Moral Money
Landmark EU legislation hangs in the balance Premium content
...First proposed by the European Commission in 2022, it would require companies to identify any environmental and social harms in their supply chains, and act to address them....
February 14, 2024
EU economy
EU waters down supply chain law to placate Germany and Italy
...EU countries are set to vote on a significantly watered-down law holding companies liable for human rights and environmental abuses in their supply chain, as part of a last-ditch effort to persuade Germany...
March 6, 2024

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