US TRADE SUPPLY CHAINS
Rare earth rattles: As US woos China, India watches and weighs its chances
Amidst China's rare earth export restrictions causing global concern, India is actively seeking joint exploration opportunities with Central Asian nations to diversify its supply chains. Minister Piyush Goyal has called China's actions a "wake-up call," as India aims to become a reliable alternative for businesses reducing dependence on Chinese suppliers, though challenges and a lengthy process are anticipated.
European shares stable as markets eye Sino-US trade talks
European stocks were steady on Tuesday, shrugging off modest losses from the previous session, as investors stayed on edge awaiting fresh signals from the second day of tense U.S.-China trade negotiations.
How this IIM Calcutta programme prepares you for what’s next in supply chain management
Here’s why the Advanced Programme in Supply Chain Management (APSCM) by IIM Calcutta is ideal for professionals navigating the complexity of global and regional supply chains—across sectors such as manufacturing, retail, services, and infrastructure.
Oil inches up, outcome of US-China trade talks awaited
Oil prices saw a slight increase as investors awaited the results of U.S.-China trade discussions, which could potentially reduce trade tensions and boost fuel demand. While Iran plans to present a counter-proposal for a nuclear deal, disagreements with the U.S. persist over uranium enrichment.
Brazil's Embraer looking to step up jet production
Embraer aims to significantly boost its commercial plane production to meet airline demands for alternatives to the Boeing-Airbus duopoly. Exploring a new aircraft design to compete with industry giants, the company is also open to establishing a final assembly line in India, contingent on securing substantial orders from Indian airlines.
Auto companies 'in full panic' over rare-earths bottleneck
Global automakers are alarmed by China's rare-earth export restrictions, fearing a new supply chain crisis. With limited alternative magnet sources, companies are stockpiling and seeking workarounds to avoid factory shutdowns. The industry's reliance on China for critical raw materials raises concerns about future leverage and potential disruptions.
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Aerospace was ready to take off. Then tariffs landed
The aerospace industry is gathering in Paris amidst a recovering supply chain, crucial for meeting rising aircraft demand. However, tariffs pose a new threat, potentially increasing costs and creating material scarcity. Despite these challenges, the industry, particularly Boeing, aims to ramp up production, hoping to boost US aircraft exports, but trade tensions could hinder this growth.
Trump’s tariff chaos threatens his push for rust belt revival
Donald Trump's trade policies face criticism. These policies may hinder the revival of US manufacturing. Tariffs are creating uncertainty for businesses. Companies are delaying investments due to fluctuating costs. The Midwest region, a manufacturing hub, is particularly anxious. Despite recent job growth, the trade war is casting a shadow. Erratic policy-making is making it difficult for businesses to plan.
Chinese and Hong Kong stocks gain ahead of Sino-US trade talks
Chinese and Hong Kong stocks edged higher on Monday, led by the rare earth and technology sectors, as investors awaited high-level U.S.-China trade negotiations in London.
Nikkei index jumps as chip stocks rally ahead of Sino-US talks
Japan's Nikkei share average advanced on Monday ahead of trade talks between the U.S. and China in London later in the day, with investors watching for any easing of restrictions on semiconductor shipments.
Oil prices hold gains ahead of US-China trade talks
Oil prices maintained gains as investors awaited U.S.-China trade talks in London. The prospect of a trade deal boosted prices, supported by a U.S. jobs report hinting at a potential Federal Reserve rate cut. Attention now shifts to China's inflation data, crucial for assessing demand in the world's largest crude importer, despite concerns over increased OPEC+ supply.
Why aluminium prices are rising and what to expect next
Aluminium prices are currently trading between $2,450 and $2,600 per ton, experiencing a 10-15% increase since January due to US-China tariffs and supply chain issues. China's manufacturing slowdown and environmental policies impact global supply, while demand remains stable with growth in EVs and construction.
China okays rare earth licences to suppliers of top three US auto companies
China's dominance of the critical mineral industry, key to the green energy transition, is increasingly viewed as a key point of leverage for Beijing in its trade war with US President Donald Trump. China produces around 90% of the world's rare earths, and auto industry representatives have warned of increasing threats to production due to their dependency on it for those parts.
US team for trade talks in India, aims at expeditious conclusion of pact
India and the US are currently engaged in negotiations for a bilateral trade agreement (BTA), aiming for a swift and mutually advantageous initial phase. Discussions focus on enhancing market access by lowering tariffs and trade barriers, alongside strengthening supply chain integration.
China's rare earth weapon changes contours of trade war battlefield
China is strategically weaponizing its supply chain, mirroring U.S. export controls. Recent rare earth export license issues, highlighted by a Trump-Xi call, reveal China's refined trade war tactics. Modelled after U.S. sanctions, China's system grants insight into critical supply chain points.
The world's auto supply chain is in the hands of a few Chinese bureaucrats
China's control over rare earth magnet exports, crucial for electric vehicles and other industries, has become a point of contention in the trade war with the U.S. Stricter export controls implemented in April have led to significant delays in license approvals, impacting global automakers and technology firms.
Tariffs make the world poorer and more perilous
President Trump's tariffs have disrupted global trade, weakening international relations and undermining the rules-based order. This retreat from free trade hurts consumers with higher prices and limited choices, potentially leading to political discontent.
Trade war heats up: As China clamps down on rare earths, Trump hits back by blocking ethane exports
The Trump administration plans to block US ethane exports to China. This move is a response to China's restrictions on rare earth metals. Enterprise Products Partners faces rejection of ethane export approval. This decision could disrupt the US ethane market and global flows. China's petrochemical plans may face setbacks.
Why rare earths are the new battleground in US-China trade war
China Rare Earths Policy: Two months after China enforced strict export controls on key rare earth elements, manufacturing industries across the United States, Europe, and India face mounting disruptions. These elements are vital to defence, electronics, and electric vehicles. India’s Bajaj Auto has issued a public warning, citing looming production halts. With global dependency on China’s rare earth dominance, the trade standoff is sparking urgent diplomatic efforts and renewed calls for supply chain diversification.
EU asks China to address ‘alarming’ rare earth disruptions
Automakers like Mercedes-Benz and BMW are preparing for possible supply crunches, drawing parallels to the semiconductor crisis.
US auto suppliers say immediate action needed on China rare earths restrictions
U.S. auto suppliers are urgently calling for action as China's restrictions on rare earth exports threaten to disrupt auto parts production. The Vehicle Suppliers Association warns of serious supply chain risks due to the new licensing requirements, which have already halved rare-earth magnet exports. Automakers are feeling the impact, with Ford already halting production due to shortages.
US service sector unexpectedly contracts in May; inflation heats up
The U.S. services sector unexpectedly contracted in May, marking the first decline in nearly a year, according to the Institute for Supply Management (ISM). The nonmanufacturing PMI dropped to 49.9, signaling potential economic challenges ahead. Businesses are facing higher input prices and strained supply chains, raising concerns about stagflation despite a slight increase in services sector employment.
Trump tariffs stoke supply chain worries for US businesses, survey shows
A recent Gallagher survey reveals that a significant majority of U.S. business owners are worried about supply chain disruptions, largely due to President Trump's tariffs.
How is India benefiting from supply chain diversification away from China? Morgan Stanley’s Chetan Ahya explains
Morgan Stanley's Chetan Ahya highlights India's growing advantage over China due to tariff differences. American companies are considering increased imports from India. Government policies are significantly boosting manufacturing and exports. Electronics manufacturing is expanding beyond mobile phones. Infrastructure development will further strengthen India's manufacturing exports. Optimism in Indian equity markets aligns with positive economic fundamentals.
Global alarms rise as China's critical mineral export curbs takes hold
Global automakers are raising alarms about China's restrictions on rare earth exports, warning of potential production delays and economic disruptions. Following similar concerns from US and Indian manufacturers, German automakers have joined the chorus, highlighting the critical role of these minerals in various industries.
India to benefit from supply-chain shifts due to ongoing tariff tensions: Nomura
India is poised to secure a trade agreement with the US, potentially granting it a tariff advantage over China with a reciprocal tariff of 10%. This deal is expected to boost India's economy through trade diversion and supply chain shifts. Nomura projects a GDP growth of 6.
US manufacturing remains subdued in May; delivery times lengthening
U.S. manufacturing activity contracted for the third consecutive month in May, hitting a six-month low, according to the Institute for Supply Management. Tariffs contributed to slower supplier deliveries, signaling potential shortages. The sector is struggling with trade tensions and uncertainty surrounding import duties, leading to subdued production, declining imports, and continued job losses in factories.
Charting the global economy: US GDP falls on larger trade hit
The US economy experienced a slight contraction at the beginning of the year due to reduced consumer spending and increased trade tariffs. Conversely, Canada's economy was boosted by a surge in exports driven by tariffs, while India's GDP grew at a robust pace. Globally, concerns linger about European growth prospects in China and fluctuating inflation rates.
Export controls are endangering the fragile U.S.-China truce
Despite a recent truce on tariffs, the United States and China are engaging in supply chain warfare, wielding export controls over critical components. China has restricted rare earth magnet exports, impacting industries globally, while the U.S. has banned semiconductor sales to Huawei and restricted exports for China's C919 aircraft.
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