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Supply Chains
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Europe's carmakers are running out of rare earths, and China knows itOnly around a quarter of Chinese export license applications for rare earth magnets have been approved since Beijing tightened controls, according to CLEPA, and European auto suppliers have already…Eclipse glasses are running short as chasers scrambleRetailers are reporting stock shortages ahead of the next eclipse window, a reminder that niche demand spikes can still catch supply chains flat-footed.Taylor Farms recalls jalapeño products across 26 statesThe salmonella outbreak behind it has sickened 345 people and hospitalised 36 across 27 states, traced to a grower in Sinaloa, Mexico, and lands weeks after Taylor Farms was already fighting a sepa…Rain saves Australia's wheat crop from the worst forecastsABARES now expects 26.7 million tonnes of wheat for 2026-27, down 26% year on year but well above the roughly 21.3 million tonne figure some private forecasters were pricing in earlier this season.…US beef prices hit recordsCattle herd sizes are at their lowest since the 1950s after years of drought-driven culling, and rebuilding a herd takes years, not quarters. Restaurant chains reliant on burgers and steaks are alr…Goodyear swings to a lossLower tyre volumes met higher input costs, a combination that has hit the whole auto supply chain as consumers delay replacement purchases. Goodyear's stock has underperformed Michelin and Bridgest…AbbVie borrows $8bn for Apogee as pharma dealmaking keeps its paceAbbVie is raising at least $8 billion in debt to fund its Apogee Therapeutics acquisition, adding to a pharma M&A cycle that's barely paused since the Pfizer and Bristol Myers deals of the past two…Rolling strikes at BHP's Australian port threaten iron ore supplyStrike action at a key export port used by BHP puts pressure on the world's largest iron ore producer at a moment when Chinese steel demand has been the wildcard determining prices all year. Even a…Jersey Mike's $1bn IPO opened lower, not higherA sandwich chain pricing a $1bn IPO and then sinking on its trading debut signals public market investors are getting choosier about consumer franchise valuations, even profitable, cash-generative …Qualcomm's profit fell on costs, not demandChip demand isn't the problem at Qualcomm, cost inflation is. The company's profit declined even as revenue held up, which points to margin pressure from input costs and R&D spend rather than any w…UK car production down 7.5%, and carmakers want government helpA 7.5% drop in first-half vehicle production is the kind of number that turns into a lobbying campaign, and that's exactly what's happening as manufacturers push the government for cost relief. Ene…C.H. Robinson's profit rose on pricing, not volumeThe freight broker grew profit by charging more per shipment, not by moving more freight, which tells you freight demand is still soft even as pricing power returns to logistics providers.Taco Bell scrambles to contain a Cyclospora outbreakTaco Bell is pulling supply trucks to contain contamination, the latest fast-food chain forced into a costly recall over a parasite linked to fresh produce.TSMC doubles down on America with another $100bnTaiwan's most important company keeps building its most important factories somewhere other than Taiwan, and that's the whole point of the exercise. This fresh $100bn pledge stacks on top of the $6…Ransomware halts Coca-Cola's Fairlife dairy productionA ransomware attack that stops physical production, not just IT systems, is the scenario every CISO fears and most boards still underfund against. Coca-Cola suspended manufacturing at Fairlife's da…Taco Bell pulls lettuce over Cyclospora outbreakHealth authorities have linked the outbreak to Taylor Farms lettuce supplied to Taco Bell locations across several states, forcing the chain to yank the ingredient before the CDC finishes its case …Ocado shares plunge 18% on tech licensing strugglesThe division meant to prove Ocado is a software company rather than just a grocer with robots failed to convince the market again. Licensing revenue from its automated warehouse tech has repeatedly…ArcBest consolidates brands, cuts 2% of workforceThe trucking and logistics group is folding multiple brand names into one identity while trimming headcount, a standard freight-downturn playbook as shipment volumes stay soft across the sector.BHP's first Port Hedland strike since 2000 lands right as it flags a copper slowdownIron ore workers walking out at Port Hedland for the first time in a quarter century is a labour signal, not a supply shock, since BHP posted solid full-year output numbers alongside the strike new…Dover braces for another summer of border queuesPost-Brexit passport checks keep colliding with peak travel season, and operators are running contingency plans again rather than a fix, which tells you this is now a permanent seasonal cost rather…Apple passes the memory bill to consumers, and the iPhone's exemption is temporaryApple has raised prices on Macs and iPads by $200 or more on several models, with some lines up roughly 20 percent, citing a worsening memory chip crunch that has pushed NAND and DRAM costs sharply…Washington puts $250m into a billionaire's chip startup, and the strategic logic is obviousThe US government is committing $250 million to a chip manufacturing startup backed by a high-profile billionaire investor, continuing the CHIPS Act-era strategy of deploying public capital to acce…Valve's Steam Machine launches today. It is a bet that PC gaming economics can survive the console playbook.Valve has launched the Steam Machine, its most direct challenge to Sony and Microsoft's living-room hardware dominance, running SteamOS and built around an AMD chip with FSR 4 support. Critically, …The oil shortage narrative just inverted. A glut is already formingThe market spent months pricing a sustained supply crisis. The mechanism that would have caused it is now unwinding faster than the consensus assumed. A preliminary US-Iran deal includes an immedia…US proposes 10% tariffs on 60 economies over forced laborThe Trade Representative has targeted major partners including China, the EU, Japan, South Korea, Australia, and the UK with additional duties of at least 10 percent following a Section 301 investi…China mine blast kills 82, coking coal futures hit daily limitA gas explosion at Shanxi province's Liushenyu mine killed 82 workers and triggered daily limit moves in Chinese coking coal futures as traders priced in supply disruptions and safety crackdowns. T…Japan's plastic addiction creates supply risk as Iran tensions mountJapan generates 129kg of plastic waste per person annually, heavily dependent on petrochemical feedstocks from the Gulf that transit the Strait of Hormuz. Tokyo Bay anchovies show 80% plastic parti…Tianqi Lithium bets on electric ships and trucksChina's Tianqi Lithium argues consensus battery demand forecasts are too conservative because they underestimate electric heavy trucks and ships, which could drive the next leg of lithium growth be…US-China trade truce continues despite ongoing Section 301 probeTrade Representative Greer confirmed both sides are willing to maintain the current truce while continuing a Section 301 investigation opened in October that could justify new tariffs. China has co…Rare earth minerals expected central to Trump-Xi summit talksCritical material supply chains likely on the negotiating table alongside trade and technology.Asian airlines cut 2 million seats as fuel crisis hits harder than pandemicAirAsia's Tony Fernandes calls the jet fuel shortage worse than Covid for airlines, and the numbers back him up. Asian carriers have slashed 2 million seats amid soaring oil prices driven by Middle…Dry bulk rates hit two-year highs as capesize demand surgesThe Baltic Dry Index jumped 3.2% to 2,560 points, its highest since December 2023, driven by capesize vessels earning $37,158 daily. The 22% weekly surge in capesize rates reflects fleet tightening…Shin-Etsu withholds annual forecast as Iran war hits chemical supply chainsJapan's largest chemical producer cannot predict its own revenue twelve months out because the Strait of Hormuz has been closed for seven weeks. Shin-Etsu Chemical announced it is withholding full-…China turns export controls into economic warfareBeijing is deploying export restrictions like cruise missiles — precise, targeted, and designed to cripple supply chains before anyone notices the launch. The soaring use of trade controls signals …