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Making Lithium Batteries Without Rare Earths From China
Bloomberg Technology· 2025-06-17 19:49
We have some tension here. Bloomberg's Joe Doe. The United States cannot produce rare earths in the volumes that are required.This is your whole raison d'etre. Emily very much for having me. Thank you.And he's exactly right. We don't produce anything in this country at scale that is used in a battery or that is a rare earth. Exactly what he said is applicable to our battery materials.So what pure lithium has done is we have invented our way out of this problem. We know that you cannot copy paste China's lit ...
Vince.(VNCE) - 2026 Q1 - Earnings Call Transcript
2025-06-17 13:32
Vince Holding (VNCE) Q1 2026 Earnings Call June 17, 2025 08:30 AM ET Company Participants Akiko Okuma - Chief Administrative Officer & General CounselBrendan Hoffman - CEO & DirectorYuji Okumura - CFOMichael Kupinski - Director of Research, Managing Director, Head of Technology Research Operator Good morning or good afternoon all, and welcome to the Vince Q1 twenty twenty five Earnings Conference Call. My name is Adam, and I'll be your operator today. I will now hand the floor to Akiko Okuma to begin. So pl ...
柠檬疯涨似黄金,一天一个样,茶饮市场表示不会轻易涨价
Sou Hu Cai Jing· 2025-06-17 07:09
然而,有趣的是,尽管黄柠檬价格大幅上涨,众多茶饮品牌加盟商却表示不会轻易涨价。这是为何呢?因为柠檬水在茶饮门店中扮演着至关重要的引流角 色。一旦涨价,很可能会影响到客流量。毕竟,柠檬水凭借其清爽的口感,一直深受消费者喜爱,是夏季必备饮品。 柠檬水除了口感清爽,还具有一定的营养价值。它的主要成分除了水,还富含维生素 C、钾、钙等多种矿物质,少量多酚和类黄酮物质也为其增色不少,此 外还有香豆素以及柠檬酸、柠檬烯、柠檬苦素类化合物等。柠檬独特的挥发性香味物质和酸酸的口感,能提升人们喝水的愉悦感,不知不觉中增加喝水量, 从而带来诸如让排便更顺畅、有助于减肥等好处。 近日,微博话题 #柠檬疯涨似黄金# 迅速蹿红,成功吸引了大众的目光。据相关媒体报道,安岳黄柠檬价格一路飙升,单价已涨至 7.5 - 10 元 / 斤,单箱价格 更是高达 200 元 / 箱,与之前的低价时期相比,近乎翻了三倍。这一涨幅,着实令人咋舌。 面对柠檬价格的暴涨,不少消费者开始寻找替代方案。一些精明的网友发现,青柠檬的价格相对稳定,于是纷纷转向购买青柠檬制作饮品。虽然青柠檬的酸 度更高、香气更浓郁,但与黄柠檬相比,其维生素C含量反而更胜一筹,这让追 ...
广州开发区、黄埔区:加大国产EDA和IP等推广应用力度 打造具有自主知识产权的工具软件体系
news flash· 2025-06-17 06:29
广州开发区、黄埔区:加大国产EDA和IP等推广应用力度 打造具有自主知识产权的工具软件体系 智通财经6月17日电,《广州开发区 黄埔区支持集成电路产业高质量发展若干政策措施》近日发布。其 中提出,鼓励企业面向前沿设计应用开发EDA(电子设计自动化)软件和关键IP(知识产权)核,加强 关键核心技术研发,加大国产EDA和IP等推广应用力度,打造具有自主知识产权的工具软件体系,提升 产业链供应链安全稳定水平。对企业自行采购符合要求的非关联集成电路企业或机构自主研发设计的 EDA工具及IP授权,并实际开展芯片研发的企业,且年采购金额累计50万元以上的,经认定,按其当年 实际采购金额最高30%给予补贴,每家企业每年最高补贴100万元。 ...
摩根士丹利:聚焦-中国 6 月出口额下降
摩根· 2025-06-17 06:17
June 16, 2025 10:48 AM GMT Multi-Industry | North America CoTD: China Exports Turning Lower in June Chart of the Day (CoTD) highlights charts that tie into latest investor conversations, are timely for the macro + company events, or just ones that we find interesting. I would greatly appreciate your support in the 2025 All-America Extel survey, it is very important to Morgan Stanley and myself (Request a Ballot). Thank you, Chris Exhibit 1: China Maritime Exports (YoY): While we would have expected a race t ...
Flex CEO Advaithi: American manufacturing is possible, but difficult
Bloomberg Television· 2025-06-16 17:38
from the Trump tariff 1.0% to today, we've seen a pretty significant shift of our supply chains from China, from Asia to North America. So, we've moved from being 30% procured from those regions to now 45% being procured in North America, which means that a lot of manufacturing can happen in the region for the region. And if I look forward, I would say we will continue to see a very significant shift in those supply chains back to North America.I think there will be a few challenging areas like we've talked ...
StandardAero CEO on growing demand, business changes post-Covid
CNBC Television· 2025-06-16 15:24
is a part as well up as you see, some 8.7%. >> Meanwhile, the Paris Air Show, the world's largest aerospace industry exhibition event, takes place this week. Our Phil LeBeau joins us this morning from Paris with the CEO of engine maintenance company Standard Aero.Morning, Phil. >> Good morning. Carl.Russ Ford, CEO of Standard Aero. I think some people are watching this right now and they say, I know a little bit about standard aero, but I don't know a whole lot. Explain to people why that engine maintenance ...
USA Rare Earth and Moog Sign Memorandum of Understanding for Delivery of U.S.-Made Neo Magnets for Data Center Cooling Solutions
Globenewswire· 2025-06-16 11:00
USAR to Qualify its Magnets for use in Moog’s CoreMotion™ Liquid Coolant Distribution PumpsSTILLWATER, Okla., June 16, 2025 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) (USAR or the Company) today announced it has signed a memorandum of understanding (MOU) with Moog Electric Motion Solutions (Moog) for delivery of the Company’s neo magnets, of which USAR plans to begin production in early 2026. Moog Electric Motion Solutions provides precision motion and fluid control systems and will begin proto ...
Airbus CEO on Demand, Tariffs Impact, European Defense
Bloomberg Television· 2025-06-16 07:25
Is it going to be a quiet show. There's so many things going on at the moment. Does that put a little bit of a cloud over what's going to happen.I think the accident last week obviously was a very tragic event. We are all working hard in this industry for these not to happen. So when it happens, it's a it's a big setback.But yes, we have a slow start in the show. But I think it will be a good show. As you rightly say, there are plenty of uncertainties and difficulties, but also some megatrends.More and more ...
美国稀土产业链布局加速 USA Rare Earth(USAR.US)获机构力挺
智通财经网· 2025-06-13 23:12
尽管股价当日回调,这家公司股价过去一个月已上涨超过64%。Gianarikas指出,稀土供应问题近年来 持续受到关注,企业和政府均意识到建立可靠、本土化稀土供应体系的战略紧迫性。 总部位于美国的USA Rare Earth正在推动本土磁体制造能力建设,虽然目前尚未实现大规模销售收入, 市场对其发展前景充满期待。Canaccord分析师George Gianarikas在最新报告中指出:"美国迫切需要建 立独立的磁体供应链。" 作为高科技设备、电动车电机以及国防系统不可或缺的材料,稀土金属在全球供应链中占据关键位置。 USA Rare Earth除了正加速推进磁体制造能力之外,还拥有德克萨斯州Round Top山的稀土矿产开采 权。 Gianarikas在报告中表示,当前美国面临的挑战是如何以更快的节奏构建稀土及相关零部件的国内产 能。他写道:"美国需要一个解决方案,且速度要快。"他给予USA Rare Earth"买入"评级,并设定目标 价为17美元。 智通财经APP获悉,美国稀土企业USA Rare Earth(USAR.US)股价周五下跌近8.9%,报收13.24美元,尽 管有分析师指出该公司在重建美国本 ...