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...Its latest iterations make more chips per hour, lowering production costs for customers. ASML can then not only increase sales but also prices and margins....
...The surge in demand for new renewables capacity has been boosted in part by the IRA, which provides 10 years of tax credits for the construction and production of wind, solar and other forms of clean energy...
...Stocks in Europe and Asia rose on Friday as sentiment was boosted by positive economic data out of China and tailwinds from the successful listing of UK chip designer Arm....
...The sharp increase in borrowing costs since mid-2022 has hit Europe’s building sector particularly hard, as shown by data the EU’s statistics office released on Thursday revealing EU construction production...
...Cheap panel prices have provided a tailwind for US solar deployment, which in turn has boosted the zero-carbon power source’s presence on the electric grid....
...Last year the cement group launched what it said was Europe’s first production line of “calcined clay” for use in cement....
...“There’s no doubt that there’s been a tailwind blowing in Georgia’s direction for some time,” said Mark Muro, a senior fellow at Washington’s Brookings Institution think-tank....
...Aside from the tailwinds that came with limited competition and sharp rent discounts, Shagylydzhov said he had received “immediate” support from local authorities....
...But investors have been burned before by prophecies of secular tailwinds and new production discipline. They should retain their hard-won scepticism....
...These tax credits “should still serve as a nice tailwind”....
...François Riahi, chief executive, said the group operated in a “dynamic industry, carried by strong tailwinds and that remains largely unconsolidated”....
...It expects to sell 50,000 cars this year and says it has production capacity of 300,000 electric vehicles a year....
...Between the household help and the rollout of Joe Biden’s signature legislation, such as the Inflation Reduction Act and the Chips Act, there’s been a huge tailwind for demand and consumption....
...Apple’s recent move to diversify iPhone production from China to India is the most striking example....
...“Policy has really been an increasingly powerful tailwind to the manufacturing base,” said Mark Zandi, chief economist at Moody’s Analytics, saying it will help the sector both in the near term given the...
...Birkenstock’s IPO filing — the company is seeking an $8bn valuation — lists “modern feminism” as a tailwind that will continue to support the growth of the brand (“While trends in fashion come and go, we...
...In part, low hydro production reflects lower electricity demand overall. Winter was warm and people have been trying to save energy....
...Currently more than 85 per cent of the company’s production is gas but this is expected to fall to 53 per cent....
...Thomas Schmall, head of VW’s components unit, said during a visit to the carmaker’s factory in Salzgitter, Germany that the “IRA is a big tailwind for us, as it decreases the cost of cells and makes possible...
...In this sector, uncertainty about the hydrogen production tax credit in the Inflation Reduction Act has been a headwind for companies, Jefferies wrote....
...But overseas, its fortunes took off much later, helped by geopolitical tailwinds. These included tougher US defence export rules, which diverted a number of orders from Middle East states elsewhere....
...It is forecasting EPS growth of 11-13 per cent on an actual basis, including the tailwind from the strong dollar....
...Things like the Inflation Reduction Act and some of the domestic production incentives that the Biden administration has put forward have been sticking points with various allies....
...Zalando, Europe’s largest online fashion retailer, is cutting 5 per cent of its 17,000 workers as the “pandemic tailwinds” that created a sales boom fade away....
...Despite the tailwinds bringing more private funding into defence, it remains to be seen whether these will prove to be profitable investments....
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