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HomeSupply Chain

Supply Chain

Morgan Stanley
Critical Minerals

Morgan Stanley Says $7 Trillion Needed To “Re-Wire” EV Battery Supply Chain In Multipolar World

May 18, 2023 Mariel Alumit

The automotive industry is undergoing a major transformation from petrol and diesel cars to electric vehicles with significant implications for the Western auto supply chains. Morgan Stanley’s global director of research Katy Huberty told clients […]

Crude Oil News

Inflation starts to ease in the shale patch

May 17, 2023 Mariel Alumit

US oil and gas producers are finally seeing some relief from soaring inflation, but any cost savings are likely to be put back into shareholder returns rather than invested in production growth. During first quarter […]

the cost of a wind turbine has increased by 38 percent in two years
Climate Crisis

Data insight: the cost of a wind turbine has increased by 38% in two years – and cost for critical minerals up

April 30, 2023 Mariel Alumit

The Covid-19 pandemic, global supply chain crisis and war in Ukraine have all played havoc with global commodity markets. For commodity traders, it has been big business: across the sector – which includes hedge funds, banks […]

US
Rare Earth Minerals

Research institutions, US Army partner to identify risks in critical minerals supply chain

February 27, 2023 Mariel Alumit

​The Worcester Polytechnic Institute (WPI) and the US Army Combat Capabilities Development Command Army Research Laboratory announced the launching of an initiative aimed at identifying risks in the supply chain for critical minerals and materials, […]

Oil Markets
Commodities

The Fed’s Fight Against Inflation: Is WTI Crude Oil Recession Proof?

December 10, 2022 Mariel Alumit

  The Fed’s recent interest rate hike is aimed at combating inflation, but will ancillary factors affecting WTI crude oil demand and prices add fuel to the fire?   How quickly things have changed. Just […]

Commodities

As US-China Relations Worsen, Expect Supply Chain Chaos

October 28, 2022 Stu Turley

By John Paul Hampstead of FreightWaves The trans-Pacific trade lane connecting the world’s most important countries is a pillar of the global economy. But now it’s becoming an epicenter of supply chain, financial and geopolitical […]

supply chain
Renewables Not Sustainable

Energy enters a perilous era of supply chain risks

July 7, 2022 Mariel Alumit

Hackers targeting Ukraine hit a network of satellite modems and shut down the country’s internet service — hours before Russian troops crossed the border. At around the same time, the remote operator of 5,800 wind […]

IEA
Renewables Not Sustainable

IEA Releases Special Report on Diversity of Solar Panel Supply Chain

July 7, 2022 Mariel Alumit

Chinese industrial and innovation policies focused on expanding solar panel production and markets have helped solar PV become the most affordable electricity generation technology in many parts of the world. However, this has also led […]

UK
Finance

UK now third most attractive clean energy investment market, but global renewables market faces supply chain crunch

May 24, 2022 Mariel Alumit

The UK has climbed two places to third in EY’s bi-annual ranking of the attractiveness of national renewable energy investment, partly due to the Government’s increasing of wind and nuclear targets in the face of […]

diesel
Commodities

White House weighs use of emergency diesel reserve to ease supply crunch

May 23, 2022 Mariel Alumit

TOKYO May 23 (Reuters) – The White House is weighing an emergency declaration to release diesel from a rarely used stockpile in a bid to address a major supply crunch and blunt rising prices, an […]

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