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31.08.26 - 17:54
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Steel Rally May Be Near Its Peak: Analyst (Bloomberg)
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Wells Fargo's Equity Research Analyst Timna Tanners pours cold water on the steel rally, warning that high prices could attract imports and face pressure from new domestic capacity. She calls Canada's looming counter-tariffs largely symbolic and explains why Nucor and Steel Dynamics could outperform if steel prices retreat. (Source: Bloomberg)...
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31.08.26 - 17:36
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LG Deal Advances Arkansas Lithium Project (Bloomberg)
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Standard Lithium CEO David Park joins Bloomberg Open Interest on the company's new deal with LG Energy Solutions and how it could unlock financing for a major US lithium project. He also warns China's dominance of lithium chemicals poses a strategic threat and says booming demand from AI data centers, energy storage, EVs and defense could reshape the domestic lithium market. (Source: Bloomberg)...
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31.08.26 - 16:12
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BT on track for estimated £2bn windfall from selling old copper amid AI boom (The Guardian)
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Telecoms company to benefit from rollout of full-fibre broadband and soaring prices for recycled metalBT is on track for an estimated £2bn-plus windfall over the next decade from selling off old copper cabling, as it cashes in on soaring prices amid the AI market frenzy and switches the UK's network to full-fibre broadband.Copper is one of the main beneficiaries of the “electrification of everything”, essential for the rapid growth of AI data centres, electronics and the fast-growing renewable energy industry. Continue reading......
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28.08.26 - 17:15
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VW vor Rüstungsdeal mit Iron-Dome-Hersteller Rafael (Tichys Einblick)
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Die Zukunft des Volkswagen-Werks in Osnabrück könnte sich in den kommenden Wochen entscheiden. Der Autobauer steht nach Medienberichten kurz vor einer Vereinbarung mit dem israelischen Rüstungskonzern Rafael Advanced Defense Systems. In dem Werk soll künftig Ausrüstung für das Luftverteidigungssystem Iron Dome hergestellt werden. Eine Vereinbarung könnte bereits im September unterzeichnet werden. Nach Informationen der Nachrichtenagentur
Der Beitrag VW vor Rüstungsdeal mit Iron-Dome-Hersteller Rafael erschien zuerst auf Tichys Einblick....
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28.08.26 - 02:42
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Regulators fast-track lithium battery M&As as China shifts from capacity expansion to consolidation (Digitimes)
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China's lithium battery industry is shifting from an era of aggressive capacity expansion toward consolidation, as regulators rapidly clear deals aimed at revitalizing existing assets and closing gaps across the supply chain. The unconditional approval of six recent transactions involving batteries, energy storage, and new-energy materials — including one cleared in just 10 days — signals that Beijing sees mergers and acquisitions (M&As) as an increasingly important tool for restructuring an industry squeezed by overcapacity and price wars....
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