The Latest Breaking News from Supply chain

COVID-19 has laid bare the vulnerability of the supply chain model that has dominated the way African firms have organised their production. In this model firms rely on multiple suppliers, many of whom are located far away (mostly in China).

Supply chain constraints continue to trouble the solar industry. Moreover, considering declining solar installations, we think fundamentally weak solar stocks Sunrun (RUN) and Array Technologies (ARRY) might be best avoided now. Read more….

Australia's east coast is in for a wetter-than-average spring, putting further pressure on already-strained parcel supply chains.

Supply chain disruptions have eased since the height of the pandemic, but concern over a potential rail strike, which appears to have been narrowly averted, highlights how that system remains fragile.

The sector is also facing challenges from rising supply chain costs and a lack of skilled labour

Investors’ sentiment has been deteriorating in the semiconductor sector amid the lingering supply chain issues and slowing demand. However, Federal initiatives and continued digitization and automation brighten the industry’s long-term prospects. Therefore, investors could consider buying quality chip stocks Taiwan Semiconductor (TSM), Applied Materials (AMAT), MaxLinear (MXL), Axcelis (ACLS), and…

President Biden said the rail deal includes a wage increase above 24 percent over five years and cap workers’ health care contributions.

If railroad companies and workers can’t resolve their dispute by Thursday night, the country could see its first railroad strike in 30 years.

EV sales are booming and are expected to displace gas-powered cars within a decade as the primary mode of transportation. Rather than trying to pick winners and losers among the manufacturers, investors should bet on key companies that are part of the supply chain. 2 of these companies are Freeport…

With supply chain issues negatively impacting the global economy, it should come to no surprise that the industrials sector has been trading close but better than the overall S&P 500, as the sector is down 10.3% year-to-date, as of Sept. 9.

Despite the ongoing supply chain disruptions, the industrial sector has witnessed growth in factory production. Additionally, accelerating the adoption of advanced technology should boost the industry’s prospects. The industrial conglomerate 3M Company (MMM) has recently announced layoffs, and its overhanging legal woes look concerning. Thus, we think fundamentally strong industrial…