Tag - supply-chains

 
 

SUPPLY CHAINS

Workers transport soil containing rare earth elements for export at a port in Lianyungang, Jiangsu province, China in 2010.
BUSINESS / Markets
Jun 4, 2025
Global alarms rise as China's critical mineral export curbs take hold
China has a stranglehold on minerals crucial for sectors ranging from aerospace to semiconductors.
The Bayan Obo mine containing rare earth minerals, in Inner Mongolia, China.
BUSINESS / Companies
May 31, 2025
Carmakers warn China's rare-earth curbs could halt production
Auto executives are sounding the alarm on an impending shortage of rare-earth magnets from China that could force the closure of factories within weeks.
Apple's Fifth Avenue store in New York on May 23
BUSINESS / Tech
May 28, 2025
Apple reels from share selloff as Trump’s 25% tariff threat drives uncertainty
Some are skeptical the tariffs will come to pass, but any such measures would require Apple to absorb costs or raise prices, eroding demand.
The site of a rare earth metals mine in China
BUSINESS / Companies
May 23, 2025
Rare earth production outside China 'major milestone'
Lynas' announcement illustrates how much more needs to be done to broaden the supply of elements critical for electric vehicles and renewable technology.
A CATL recruitment advertisement in Germany
BUSINESS / Tech
May 21, 2025
CATL's $2 billion German plant boosts China’s invest-abroad bet
"I see ourselves as a blueprint for Chinese companies who are looking to expand in Europe,” said Matthias Zentgraf, the battery giant’s European president.
The Lynas Rare Earths processing plant in Kalgoorlie, Western Australia
BUSINESS
May 18, 2025
Australian firm produces heavy rare earth, in first outside China
Beijing has banned the export of processing technology that could help rival nations, and has been accused of using state-imposed quotas to control supply.
While the results were better than analysts had expected, investors are focused on how tariff concerns will play out in the coming quarter.
BUSINESS / Companies
May 2, 2025
Tim Cook says unchanged U.S. tariffs could dent Apple’s next-quarter margins
Apple Q2 beats expectations but warns that unchanged tariffs could cost the company $900 million and requires drastic supply-chain realignment.
Global trade, energy and financial networks are increasingly being leveraged as strategic tools by nations, with supply chains, shipping routes and financial systems becoming potential points of conflict.
COMMENTARY / World
Apr 21, 2025
How much 'weaponization' can the global economy take?
Global trade, energy and financial networks are increasingly being leveraged as strategic tools by nations.
Toyota and Lexus cars and sport utility vehicles unloaded from car carrier ships to the Toyota Logistics Services automotive processing terminal at the Port of Long Beach in Long Beach, California, on Thursday
BUSINESS / Economy
Apr 15, 2025
Trump floats temporary reprieve for autos as parts tariffs loom
The president said he is exploring exemptions to his tariffs on imported vehicles and parts to give auto companies more time to set up manufacturing in the U.S.
Shoppers outside an Apple store in New York on April 7
BUSINESS / Economy
Apr 13, 2025
U.S. exempts tech imports in tariff backpedal
President Donald Trump's move offers relief to U.S. tech firms and partially dials down a trade war with China.
People walk through an Apple Store in Hong Kong on Friday.
BUSINESS / Tech / FOCUS
Apr 13, 2025
Apple was on brink of crisis before tariff concession from Trump
Donald Trump’s 125% tariffs on goods produced in China threatened to upend its supply chain as seriously as the COVID-19 snarls did five years ago.
Machineries seen at a factory in Binh Duong, Vietnam
BUSINESS / Economy / ANALYSIS
Apr 12, 2025
What Samsung and Vietnam stand to lose in Trump's tariff war
Trump's punishing potential 46% tariff has exposed the vulnerability of the Southeast Asian country's export model.
U.S. President Donald Trump wants Apple to begin building iPhones in the United States. But Apple is unlikely to move production to the country in the foreseeable future for a variety of reasons.
BUSINESS / Tech / FOCUS
Apr 12, 2025
Why Trump’s dream of made-in-the-USA iPhones isn’t going to happen
Apple is unlikely to move production to the U.S. in the foreseeable future for a variety of reasons, including a shortage of facilities and labor.
Taiwan Semiconductor Manufacturing Co.'s JASM plant in Kumamoto Prefecture. Ensuring stability in the semiconductor supply chain is a matter of national security and must be based on cooperation between the government and private sector.
COMMENTARY / Japan / Geoeconomic Briefing
Apr 4, 2025
Identifying choke points in the semiconductor supply chain
Addressing bottlenecks in chipmaking is essential for Japan's economic security and requires public-private collaboration, including aimed at information sharing.
Port City Brewing Company founder and President Bill Butcher adds bottle caps, which he imports from Mexico, into the bottle machine at his brewery in Alexandria, Virginia, on Thursday.
BUSINESS / FOCUS
Mar 16, 2025
'Impossible': U.S. breweries buffeted by Trump tariffs
From Canadian malted barley to aluminum beer cans, Trump's tariffs have hit multiple products that American craft breweries need.
U.S. President Donald Trump is exempting automakers from newly imposed tariffs on Mexico and Canada for one month, the White House said Wednesday, as a temporary reprieve following pleas from industry leaders.
BUSINESS / Economy
Mar 6, 2025
Trump’s tariff pause cheered globally and watched closely in Tokyo
The U.S. president is delaying 25% tariffs on cars from Mexico and Canada and might consider carve-outs for agricultural imports from those countries.
Many Japanese companies are exporting more to the United States to get ahead of U.S. President Donald Trump's tariff threats.
BUSINESS / Companies
Mar 5, 2025
Japanese firms boost exports to U.S. to get ahead of tariffs
Overall, Japanese exports to the U.S. jumped 8.1% in January to ¥1.5 trillion ($10 billion), the highest for the month in at least 19 years.
John Bozzella, president of the International Organisation of Motor Vehicle Manufacturers (OICA), president and CEO of the United States-based Alliance for Automotive Innovation (Auto Innovators), speaks at the Paris Automotive Summit during the 2024 Paris Auto Show on Oct. 15, 2024.
BUSINESS / Markets
Mar 5, 2025
Automakers warn that Trump tariffs will hike vehicle prices as much as 25%
Many in the industry warn that the tariffs will disrupt the integrated supply chain across North America that has been in place for more than 25 years.
Visitors take pictures of wafer samples at the Intel booth during Computex 2024 in Taipei on June 4, 2024. U.S. President Donald Trump's threat of tariffs on semiconductor chips has complicated Taiwan's bid to remain a global powerhouse in the critical sector and stay onside with key backer Washington, analysts said.
BUSINESS / Tech
Feb 25, 2025
Trump's chip tariff threats raise stakes for Taiwan
Taiwan produces more than half of the world's chips and nearly all of the most advanced ones, making the island essential to global supply chains.
Southeast Asian economies, once seen as beneficiaries of the U.S.-China trade war, now face challenges as escalating tariffs and trade tensions threaten their growth and regional stability.
COMMENTARY / World
Feb 5, 2025
Winners of the first trade war may not be so victorious
Stuck between the U.S. and China, Southeast Asia’s challenges this time around are much greater.

Longform

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