Category: Supply Chain

Crab Heist Puts Spotlight on Surge of Cargo Thefts

The New York Times – Business:
Stolen food and beverages, which are easier to offload than costly electronics, are driving an overall spike in cargo crimes, truckers, insurers and other experts say.
Trump Imposes Limited Tariffs on Foreign Semiconductors

The tariffs will allow President Trump to take a cut of Nvidia’s chip sales to China while putting off a decision about imposing higher taxes on the chip industry.
How U.S. Defense Industry Dodged a Rare-Earth Shortage After China’s Curbs

America’s ability to make precision-guided missiles was threatened during Trump’s tariff war. But experienced players have rescued the supply chain, for now.
How Japan Built a Rare-Earth Supply Chain Without China

The 15-year effort by Japan is a model for countries now scrambling to reduce their dependence on Beijing’s critical metals.
An Auto Holy Grail: Motors That Don’t Rely on Chinese Rare Earths

Weary of being captive to geopolitics, car companies are looking for ways to replace powerful rare-earth magnets in electric motors.
Netherlands Hands Back Control of Chipmaker Nexperia

Uncertainty over the availability of the Chinese-owned company’s chips, which are used in cars and electronics, had added to concerns of a global shortage.
Europe’s Chip Dreams Confront Business Realities

European chipmakers need TSMC’s help to grow their own semiconductor supply chain, but the chip giant’s Taiwanese suppliers find Europe a tough place to do business.
Poor Countries Got $1 Trillion From China. So Did Rich Ones.

Beijing has used loans to developing nations to expand its influence, but a new study says no country has received more Chinese financing than the United States.
High Beef Prices? Trump Official Blames Biden and Migrants.

Treasury Secretary Scott Bessent said migrants were bringing sick cows across the border, snarling beef supply chains.
Solvay of Belgium Creates Rare Earths Deals With U.S.

The contracts are the latest sign of how Europe is lagging the United States in the race to break China’s chokehold on rare earths.
How China’s Rare Earth Chokehold Could Strangle Europe’s Military Buildup

Drones, missiles and other crucial components of Europe’s rush to rearm itself rely on an increasingly unsteady supply of minerals from China.
How Trade Tensions Sent Automakers Scrambling for Chips

Carmakers and their suppliers are piecing together new supply chains after a Chinese-owned company in the Netherlands was caught in the middle of the trade war, revealing European vulnerabilities.