Solar SunShot is well named. The Australian government announced today it would plough A$1 billion into bringing back solar manufacturing to Australia, boosting energy security, swapping coal and gas jobs for those in the solar industry, and guarding against supply chain shocks and geopolitical tension. The announcement is big. At a stroke, the federal government […]
Reshoring News
Sébastien Gillet: “If it hadn’t been for COVID, I believe we could have already achieved a certain level of international recognition, building on what Global Industrie showcased in 2018 and 2019. COVID certainly slowed our progress. However, last year’s edition in Lyon provided reassurance, and the current one is shaping up to do the same. […]
The reindustrialization of America should be the top focus for investors in the coming years, as the country’s “industrial renaissance” is a matter of utmost importance to economic security, Richard Bernstein Advisors wrote in a note this week. The trend of American companies shifting away from dependence on foreign labor and supply chains should dominate […]
Well before President Joe Biden signed the CHIPS and Science Act into law back in August 2022, Intel has been a cornerstone of U.S. efforts to increase domestic chip manufacturing. This morning, the White House announced an agreement with the Department of Commerce that would deliver the silicon giant up to $8.5 billion to shore […]
While “de-risking” has only recently entered the strategic vocabulary of Western policymakers, Japan has sought to de-risk its economy from China for well over ten years. Yet, the Japanese policy response to China’s coercive economic capacities has often been more ambivalent and less coherent than it initially appears. Take the case of China-Japan economic integration. […]
. This is an audio transcript of the Talking Heads podcast episode: Justin Winter, Investing in Water Daniel Morris: Hello and welcome to the BNP Paribas Asset Management Talking Heads podcast. Every week, Talking Heads will bring you in-depth insights and analysis through the lens of sustainability on the topics that really matter to investors. […]
Deploy AI to tackling variances. A-based visions systems are also used to handle variances that have made some tasks too complex for traditional programming. For example, Micropsi Industries’ MIRAI enabled an HWL thermal treatment plant in Germany to automate the loading and unloading of highly reflective metal rods, where the rods’ original position and target […]
The private equity leader expands investor access with industrial-focused, perpetual-life REITs. ST. LOUIS, March 18, 2024 /PRNewswire/ — ElmTree Funds, a leading private equity real estate firm with an established track record in the commercial real estate net-lease sector, announced today the launch of ElmTree Industrial Trust, Inc. and ElmTree Industrial Access Trust, Inc., two […]
Some four years after the pandemic supply-chain disruptions sparked calls for a US reshoring boom, there’s still little consensus about what a reshoring boom actually looks like. US manufacturing construction spending has surged to a record annualized pace of more than $200 billion, but few companies are shuttering factories elsewhere in the world in order […]
Shares of Lithium Americas Corp. (LAC) are rising Thursday afternoon after receiving a conditional commitment from the US Department of Energy for a loan worth $2.26 billion. Lithium Americas plans to utilize this loan to invest into its Thacker Pass mining operation and create a lithium processing plant. Yahoo Finance’s Ines Ferre breaks down the […]
