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Reuters (September 13)

2021/ 09/ 13 by jd in Global News

“Shortages of metals, plastics, wood and even liquor bottles are now the norm.” As these “hobble” the U.S. economy, “new challenges continue to arise, including hurricane disruptions to U.S. oil refineries.” Supply lines present additional challenges. “With so many manufacturers rushing to build supplies at the same time, the containers, ships, and trucks needed to move the goods often aren’t available, and have soared in cos…. That has disrupted some of the mechanisms that normally help keep supplies, and prices, in check.”

 

Wall Street Journal (September 12)

2021/ 09/ 12 by jd in Global News

“Joby Aviation, which plans to begin an electric air taxi service in 2024, is worth more than Lufthansa, EasyJet or JetBlue…. Earlier this year, Tesla was worth more than the next nine car manufacturers combined, though now only the next six. Beyond Meat, made with pea protein, is worth more than the entire market for peas eaten globally…. Do fundamentals even matter?”

 

Wall Street Journal (April 13)

2021/ 04/ 14 by jd in Global News

“The great car-chip shortage is bad for the auto industry, but only temporarily. The real losers are consumers who need wheels to get back to work.” Investors remain unfazed. “Investors can afford to remain relaxed about the chip shortage… there is an offset for manufacturers: Those cars they do ship this year could carry unusually high margins.”

 

The Economist (January 23)

2021/ 01/ 25 by jd in Global News

“Today about a trillion chips are made a year, or 128 for every person on the planet.” With uses burgeoning in applications from EVs to AI, “demand will soar further,” especially as IoT connects machines and other things. In contrast, the industry is experiencing profound consolidation. As chip generations become more challenging and costly, “the number of manufacturers at the industry’s cutting-edge has fallen from over 25 in 2000 to three.” The “grueling 60-year struggle for supremacy is nearing its end.”

 

Chicago Tribune (December 17)

2019/ 12/ 18 by jd in Global News

“Chicago-based Boeing said Monday that it will suspend production of the Max starting sometime in January.” The 737 Max is the largest U.S. export product. “Shares of major manufacturers that supply Chicago-based Boeing with critical elements of the 737 Max fell Tuesday” and the “ramifications are likely to ripple beyond the factory floor and across both the aviation and manufacturing sectors. The decision could affect the country’s trade balance.”

 

Chicago Tribune (October 4)

2019/ 10/ 06 by jd in Global News

“The jobs figures carry more weight than usual because worries about the health of the U.S. economy are mounting. Manufacturers have essentially fallen into recession as U.S. businesses have cut spending on industrial machinery, computers and other factory goods. And overseas demand for U.S. exports has fallen sharply as President Donald Trump’s trade conflicts with China and Europe have triggered retaliatory tariffs.”

 

The Guardian (October 1)

2018/ 10/ 03 by jd in Global News

“British manufacturers are pulling back sharply on investment plans due to mounting uncertainty over Brexit and growing fears of a global trade war,” with only a third of firms planning to “to increase their investment in plant and machinery – a record low.”

 

Inc (September Issue)

2018/ 09/ 24 by jd in Global News

SwanLeap has become “the fastest-growing private company in America.” Based in Madison, Wisconsin, the company “uses an artificial intelligence platform and custom software to help huge manufacturers, retailers, and other clients save money on shipping, and better manage their supply chains.” In 2013, SwanLeap’s first year revenues totaled $110,000. In 2017, the firm took in “just shy of $100 million, good for a nosebleed-inducing three-year growth rate of 75,660.8 percent.” In 2018, it’s aiming for $500 million.

 

Wall Street Journal (July 18)

2018/ 07/ 20 by jd in Global News

To “counter U.S. protectionism, the EU and China are drawing closer together.” While the EU remains at odds with China on certain trade issues, Trump’s tariffs have helped to paint China in a better light globally. “China has increasingly used the mounting trade spats to portray itself as a protector of the rules-based international order, while chastising the U.S. for disrupting global commerce…. China’s engagement with the EU is driven by its desire to keep open world markets that its manufacturers need to thrive.”

 

Wall Street Journal (March 18)

2018/ 03/ 20 by jd in Global News

“The batteries that power our modern world—from phones to drones to electric cars—will soon experience something not heard of in years: Their capacity to store electricity will jump by double-digit percentages, according to researchers, developers and manufacturers.”

 

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