Many investors are learning about Return On Equity (ROE) for stock analysis. ROE assesses how effectively a company generates returns on shareholder investments. Cheetah Net Supply Chain Service Inc. has a ROE of 1.9%, below the industry average of 13%. With a debt to equity ratio of 0.37,

JENNMAR Holdings subsidiary JM Steel in Pittsburgh has expanded its manufacturing lines dedicated to Nextracker to achieve 4 GW of capacity, revitalizing American manufacturing. This growth capital investment in the U.S. solar industry has exceeded $100 million over the last four years. This expansion created 60 new manufacturing jobs

Honda is investing US$11 billion in an electric vehicle (EV) supply chain in Canada to create a fully integrated vertical supply chain for EV production. The investment aims to manufacture 240,000 electric vehicles by 2028 and create over 1,000 jobs in Ontario. Honda plans to electrify its

Global experts are calling for a new "supply chain diplomacy" between the US and China to address severe shortages caused by the COVID-19 pandemic and geopolitical tensions. Professor John Kent suggests working collaboratively on supply chains to prevent inflation and reduce the risk of military conflicts. Despite tariffs

At RSA 2024, top cybersecurity experts will discuss strategies to defend against software supply chain attacks and the use of AI-powered tools by threat actors. Ismael Valenzuela of BlackBerry and Douglas McKee of SonicWall will provide insights on proactive defense measures. Attendees can also explore AI-based tools at the BlackBerry

Nextracker and JENNMAR subsidiary JM Steel have expanded a facility in Pittsburgh, tripling capacity for solar energy projects. The refurbished factory now produces steel components for solar energy, creating jobs and supporting the U.S. solar industry growth. This partnership aims to advance clean energy and American manufacturing, demonstrating a

India faces risks from China's dominance in critical minerals supply chains, threatening its defense sector. To de-risk these supply chains, India should create a multilateral knowledge bank, promote technical cooperation, and improve financing mechanisms. The US and other partners can help India strengthen its defense capabilities and indigenized

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Experts believe interconnection, rather than decoupling, is crucial to reduce the risk of conflict between the U.S. and China. The supply chains between the two countries play a key role in reducing inflation and supporting commerce and must be managed transparently. Despite challenges from the COVID-19 pandemic and geopolitical

Apple is increasing its involvement in China while expanding production in Southeast Asia and India. The company reduced its reliance on suppliers from Taiwan, the U.S., Japan, and South Korea. Despite tensions between the U.S. and China, Apple's ties with China are deepening. The company'

The US Department of Energy proposed rules that would designate companies operating in China as foreign entities of concern (FEOC), affecting access to tax credits for EVs. Anode material imports from China have increased significantly, but US battery producers may struggle to find alternative suppliers before 2027. Major players in

Globalisation is regressing, impacting China's future on the global stage. The trend of global interconnectedness plateaued post-financial crisis, with signs of reversal due to the pandemic and shifting trade dynamics. India and Mexico emerge as potential recipients of manufacturing shifts away from China, each with unique advantages and

Vertical focuses on specific verticals within the supply chain, highlighting trends and news. This month, the focus is on the aerospace and defense supply chain. Global conflict is driving defense manufacturing, which faces challenges like talent shortages and raw material sourcing issues. Recent foreign aid bills passed by the U.

Albemarle's Kevin Chan discussed the challenges facing the Western battery supply chain at a conference in South Korea. The IRA tax credits in the US are positively impacting revenue in the lithium-ion battery sector. Geopolitical conflicts and labor shortages in the West are causing delays and higher costs

Countries like Australia, the United States, and Myanmar are increasing their rare earth mineral production, reducing reliance on China. China's export restrictions have led to a global diversification of supply chains. The demand for rare earth minerals is expected to continue to grow, with potential environmental concerns being

The semiconductor industry faces challenges in production efficiency and supply chain complexities, as geopolitical tensions prompt a reassessment of offshoring strategies. Manufacturers are prioritizing security in addition to cost savings, with a growing emphasis on compliance and regulatory vigilance. Distributors are vital in helping customers navigate the evolving landscape and

The Biden administration secures $6.4 billion deal with Samsung Electronics to bring semiconductor expertise to the U.S. This deal is a part of the CHIPS and Science Act initiative to strengthen supply chains and protect national security. Samsung will establish a new chip facility in Texas to produce

The shortage of electrical equipment is impacting utility supply chains, causing rising prices and longer lead times. Manufacturing investments and the growing demand from data centers and electric vehicles are driving electricity consumption higher. Transformers and switchgear are in short supply, with prices up by 40-60% and lead times increasing.

China has criticized the U.S. for planning new restrictions on its steel and aluminum products, calling it arbitrary and harmful to global supply chains. The U.S. intends to impose 25% tariffs on some Chinese products as part of efforts to support its steel industry. Despite minimal impact on

In a recent article, Michael Jacobs, the Senior Vice President for Supply Chain at Ferguson, discussed the company's complex supply chain operations as a distributor of plumbing and heating products. Ferguson serves over a million customers in the US and Canada, sourced goods from 36,000 suppliers in

TVS Supply Chain Solutions Limited subsidiary, TVS SCS North America, achieved Partner-level supplier status in the John Deere 'Achieving Excellence Program' for 2023. This recognition highlights their dedication to quality products and services. TVS SCS North America was praised for continuous improvement in key performance categories. The company

Redwood Materials in Nevada has made significant strides towards creating a closed-loop battery materials supply chain, including ramping up hydrometallurgical operations, producing battery anode copper foil, and commissioning a large-scale recycling rotary calciner. The company's environmentally responsible approach boasts a 95% lithium recovery rate, reducing environmental impact and

Smaller economies like Malaysia are making strides in the semiconductor supply chain, moving away from low-end production towards services that enable production. With the tech rivalry between the U.S. and China intensifying, companies are looking for alternatives. Neighboring Singapore is also attracting significant investments in the semiconductor industry. These

A new open-access platform, Supply Trace, has been launched by Northeastern and Sheffield Hallam Universities to help identify forced labor risks in supply chains. The platform, currently in the pilot phase targeting the apparel sector, leverages data and machine learning algorithms to trace relationships between entities. Plans are in place

Seoul, South Korea has implemented the U.S.-led Indo-Pacific Economic Framework (IPEF) agreement on supply chains. Trade Minister Cheong In-kyo stated that measures will be taken to utilize the IPEF to support the industrial supply chain. The agreement, launched by President Joe Biden in 2022, focuses on trade, supply