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The Latest Breaking News from Supply chain

European Commission wary of China’s export control plans over key tech components

The EU executive was unable to confirm on Monday whether China had lifted all export controls on rare earths and Nexperia chips for European industries.

Euronews

Canada 'No Longer Just Talking,' With A $4.6 Billion Critical Minerals Investment

Canada has announced a 6.4 billion Canadian dollar ($4.6 billion) package of critical mineral projects to challenge China’s overwhelming dominance in the critical mineral supply chain. The announcement came on Friday at the close of the G7 Energy and Environment Ministers’ meeting in Toronto.

Benzinga

The Tire Industry’s Quiet Price Hike No One’s Talking About

If you’ve recently shopped for tires and felt sticker shock, you’re not imagining things. The tire industry is quietly undergoing a significant price hike, and most consumers aren’t aware of the reasons behind it. From tariffs to supply chain disruptions, several factors are converging to drive up costs. While flashy…

Clever Dude

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Ministers’ claims to have helped JLR in doubt as £1.5bn support left untouched

Exclusive: No cyber-attack assistance cash has gone into carmaker’s accounts or to struggling suppliers

The Guardian - UK

American startup Substrate promises 2nm-class chipmaking with particle accelerators, at a tenth of the cost of EUV — X-ray lithography system has potential to surpass ASML's EUV scanners

A U.S. startup is developing a compact particle-accelerator-based X-ray lithography system that could surpass ASML's EUV scanners in resolution and cut wafer costs tenfold by the end of the decade, but its plan to build its own fabs rather than sell tools means it must reinvent the entire semiconductor production…

Tom’s Hardware

Sprott Uranium Miners ETF Opens Clearest Path To Highly In-Demand Asset

Although the rise of artificial intelligence and the subsequent demand surge have created robust market demand for affiliated infrastructures, global nuclear energy leaders expressed serious concerns about future supply chains and resource management. During the 50th Symposium hosted by the World Nuclear Association (WNA), experts in the field warned that…

Benzinga

APEC Unmasks A New Order: Trump And Xi Freeze The Fight, Not The Friction

The summit's host, South Korea, had hoped to use APEC to showcase regional collaboration on issues like clean energy and supply chain resilience. Instead, the gathering became a theater for global diplomacy.

International Business Times

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Santander urges ministers to intervene in UK car finance compensation scheme

Lender’s chief executive says redress proposals could affect jobs, supply chains and broader UK economy

The Guardian - UK

The Drone Arms Race: From Battlefield to Balance Sheet

A new defense arms race is fueling a structural shift in the drone industry, creating long-term growth opportunities for key players in this dynamic sector.

MarketBeat

Server DRAM prices surge up to 50% as AI-induced memory shortage hits hyperscaler supply — U.S. and Chinese customers only getting 70% order fulfillment

The DRAM supply chain is choking, and server memory is taking the first hit, with major U.S. and Chinese hyperscalers now receiving just 70% of the server DRAM they order.

Tom’s Hardware

SuperX Invests In MicroInference To Strengthen Nvidia-Based AI Supply Chain

SuperX AI Technology Ltd. (NASDAQ:SUPX) announced on Friday that it has made a strategic investment in MicroInference Pte. Ltd., a Singapore-based solutions provider for compute and networking under the NVIDIA Corporation’s (NASDAQ:NVDA) NVIDIA Partner Network (NPN).

Benzinga

The Egg & Meat Supply Crisis: Why Prices Went Up, and How to Shop Around Smartly

If your grocery bills have felt heavier lately, you’re not imagining it. Egg and meat prices have climbed again, leaving shoppers wondering why everyday staples are suddenly luxury items. The cost of a dozen eggs has more than doubled in some regions, while meat prices have surged due to ongoing…

Grocery Coupon Guide

Catastrophic Jaguar Land Rover cyberattack to cost UK economy at least $2.5 billion, according to estimates — 5,000 independent organizations decimated by supply chain fallout

The hack of British car manufacturer, Jaguar Land Rover, has cost the UK economy as much as $2.5 billion, affecting more than 5,000 organizations as the breach brought the company and its entire supply chain to their knees.

Tom’s Hardware

This Rare Earths Stock Could Get a Major Trump Boost, and Analysts Think It Can Gain 40% From Here

NioCorp is a rare earth stock that should gain momentum as the U.S. administration aims to build a domestic supply chain of critical minerals.

Barchart

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Benzinga

Trump's 100% Tariff Threat Turns China's Rare-Earth Play Into A Dangerous Gamble

China is tightening its grip on rare-earth exports in a high-stakes economic play, threatening global supply chains in sectors like technology, defense and semiconductors, yet analysts warn the move could backfire by accelerating diversification efforts and provoking harsher U.S. tariff retaliation.

Benzinga

Trump's $8.5 Billion Deal With Australia Challenges Chinese Dominance

President Donald Trump and Australian Prime Minister Anthony Albanese on Monday signed a multibillion-dollar partnership at the White House. The goal is to secure the future of global critical mineral supply chains and strengthen defense cooperation.

International Business Times

Bala Subrahmanyam Tontepu: Transforming Supply Chain Finance with Cloud Data Innovation in Banking

In today's rapidly evolving financial landscape, the intersection of technology and banking has become a critical driver of innovation and efficiency. One of the key figures leading this transformation is Bala Subrahmanyam Tontepu.

Barchart

China Talk, Tesla Earnings and Other Can't Miss Items this Week

Markets enter a potentially pivotal week as US-China trade negotiations resume following last week's dramatic tariff escalation, with investors hoping for diplomatic progress that could ease tensions over rare-earth export restrictions and the retaliatory 100% tariffs imposed by President Trump.

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Clever Dude

Why Your Dream Car Might Be Cheaper Than You Think in 2025

If you’ve been waiting to buy your dream car, 2025 might finally be your year. After several years of inflated prices caused by chip shortages and supply chain issues, the auto market is starting to balance out. Inventories are up, demand is cooling, and dealerships are suddenly more eager to…

Benzinga

Pictet's New AI And Clean-Tech ETFs Bring Institutional Megatrends To US Investors

Pictet Asset Management, a 220-year-old Swiss asset manager, launched its first U.S.-listed ETFs, providing investors with actively managed exposure to artificial intelligence (AI) and environmental innovation. The products include Pictet AI Enhanced International Equity ETF (NYSE:PQNT), Pictet AI Automation ETF (NYSE:PBOT), and Pictet Cleaner Planet ETF (NYSE:PCLN).Also Read: Meet GMOD:…

Benzinga

Tesla Rival Li Auto To Boost Hong Kong Presence For Research, Supply Chain Operations

China’s Li Auto Inc. (NASDAQ:LI) established its overseas headquarters in Hong Kong earlier this year, the company said on Thursday, tapping the region’s status as a global financial center and technology hub to support its international expansion.

InsideEVs

Why The BMW iX3's Kidney Grille Is Such A Big Deal

No, it's not the design. It goes deeper than that. We speak to BMW executives about why the new iX3 grille is a sea change for the carmaker.

Benzinga

Why Is Sadot Group Stock Soaring Today?

Shares of Sadot Group Inc. (NASDAQ:SDOT) are trading higher Wednesday amid agriculture-related trade comments from U.S. President Donald Trump. Sadot Group is a global food supply chain company based in Texas.

Benzinga

Oracle Deepens Microsoft Partnership, Unveils AI Agent Studio And Marketplace

Oracle Corp (NYSE:ORCL) is expanding its enterprise AI and supply chain solutions, partnering with Microsoft Corp (NASDAQ:MSFT) and launching new AI agents and a marketplace to streamline workflows and boost productivity.

Benzinga

How JP Morgan Wants To Fix America's Supply Chain Problem

JP Morgan Chase Co. (NYSE:JPM) shares are trading higher on Monday. The company introduced a $1.5 trillion 10-year Security and Resiliency Initiative.

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