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08.04.26 - 12:21
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These Consumer Goods Could Be First To Vanish As "Supply Shock" Disrupts Asian Factories (ZeroHedge)
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These Consumer Goods Could Be First To Vanish As "Supply Shock" Disrupts Asian Factories
Goldman analysts warned that the petrochemical supply shock sweeping across Asia is now morphing into a full-blown COGS shock, hitting a range of industries with factories across the region. The immediate consequence is that manufacturers - from sofa makers to apparel producers - are being forced to dial back production and, in some cases, idle plants altogether as soaring petrochemical-linked input costs drive up the price of plastics and other key materials.
In the note "Petrochemical Supply Shock Begins Idling Asian Factories", we laid out earlier on Tuesday how the shock is unfolding.
Now, we focus on industries where the COGS shock is already forcing "surging input costs," which are reducing manufacturing lines or idling plants and leading to possible shortages.
"With key raw materials and inputs such as PTA, Caprolactam, polyester, and polyamide up on average 29%, ...
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07.04.26 - 11:30
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What the Iran War Means for Global Food Prices (Bloomberg)
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Bloomberg Opinion columnist Javier Blas says the war in Iran, and the blockage of the Strait of Hormuz, has prompted warnings about another bout of global food inflation similar to the one that followed Russia's invasion of Ukraine. Despite those fears, the agricultural market isn't at risk today, at least in the short term. Oil prices may be soaring, but the world's plentiful food stocks are helping to keep commodity prices in check. However, if the US doesn't find an off-ramp from the war, rising energy and fertilizer costs could eventually push the farming industry to a breaking point. Speaking to Stephen Carroll on Bloomberg Radio Javier Blas says we're not there yet though. (Source: Bloomberg)...
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07.04.26 - 05:31
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Krankenkassen: ′Lieber etwas teureres Bier und Zigaretten′ (DPA-AFX)
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BERLIN (dpa-AFX) - Höhere Steuern auf Tabak und Alkohol wären aus Sicht der Krankenkassen sinnvoll. "Lieber etwas teureres Bier und Zigaretten als die milliardenteuren Folgeerkrankungen vom Trinken und Rauchen", sagte der Chef des GKV-Spitzenverbands, ......
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