Workflow
supply chain
icon
Search documents
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 ...
Micron Plans $200 Billion US Chip Spend, Chime IPO | Bloomberg Tech 6/12/2025
Bloomberg Technology· 2025-06-13 13:35
BLOOMBERG TECH IS LIVE WITH CAROLINE HYDE AND ED LUDLOW. ED: COMING UP, MICRON BOOSTS ITS COMMITMENT TO INVEST IN NEW R&D IN THE USA. CAROLINE: WE STAY ACROSS THE EVOLVING STORY OF THE BOEING DREAMLINER CRASH AT LEAST 200 DEAD.ED: THE FINTECH FIRM CHIME PRICES ABOVE RANGE. >> FIRST WE CHECK IN ON THESE MARKETS. THERE IS CAUTIOUS TRADING AS WE DIGEST ANOTHER POINT SHOWING INFLATIONARY PRESSURE IS NOT AS HIGH AS EXPECTED.CAN THE FED RAISE -- CUT NOT ONCE BUT TWICE THIS YEAR FOR 2025 WITH THE MARKET PRICES IN. ...
Monte Alto Metallurgical Results Successfully Deliver High-Purity MREC and Yellowcake Product
Globenewswire· 2025-06-12 12:30
High-purity MREC production: Successfully produced a Mixed-Rare-Earth Carbonate (MREC) product that meets quality specifications for conventional solvent-extraction separation circuitsStrong magnetic rare-earth recoveries: High recoveries of magnetic rare earth elements NdPr and DyTb via hydrometallurgical leaching, with TREO extraction rates between 86-90%Uranium co-product recovery: Successful extraction of uranium with precipitation of uranium peroxide (a form of yellowcake)Direct ‘run-of-mine’ mineral-t ...
ASIAN MANUFACTURING ACTIVITY FALLS TO 17-MONTH LOW AS TARIFFS HIT CHINA-BASED SUPPLIERS: GEP GLOBAL SUPPLY CHAIN VOLATILITY INDEX
Prnewswire· 2025-06-12 12:05
Core Insights - The GEP Global Supply Chain Volatility Index fell to -0.46 in May from -0.39 in April, indicating increasing spare capacity in global supply chains due to tariffs and trade tensions [1][5][10] Group 1: Regional Analysis - Asia reported the greatest degree of spare capacity in 18 months, with raw material purchases declining for the second consecutive month, primarily driven by a decrease in Chinese factory demand [2][8][10] - North America's supply chains remain underutilized, particularly in Mexico and Canada, although U.S. manufacturers increased raw material purchases to bolster inventories against potential price hikes [3][9][10] - Europe's industrial sector showed signs of recovery, with activity levels stabilizing, particularly in Germany due to fiscal stimulus, while the U.K. faced significant underutilization in its manufacturing sector [4][10] Group 2: Supply Chain Metrics - Global demand for raw materials and components remained weak, marking the lowest level year-to-date, with procurement activity in Asia experiencing its sharpest decline in nearly 18 months [8][17] - The North American index improved to -0.24 from -0.34, reflecting a slight increase in purchasing volumes in the U.S., while the European index remained stable at -0.30, indicating underutilized capacity [10][17] - The U.K. index rose to -0.97 from -1.12, still indicating significant slack in supply chains and ongoing weakness in the manufacturing industry [10][17]
Electra and Three Fires Group Advance Canada's First Indigenous-Led Battery Recycling Venture
Globenewswire· 2025-06-12 11:00
TORONTO, June 12, 2025 (GLOBE NEWSWIRE) -- Electra Battery Materials Corporation (NASDAQ: ELBM; TSX-V: ELBM) (“Electra”) and the Three Fires Group today announced significant progress on the Aki Battery Recycling joint venture, the first Indigenous-led lithium-ion battery recycling initiative in Canada. Aki is pioneering a low emission, circular solution for managing battery waste, strengthening domestic supply chains and reducing reliance on offshore processing. Since launching the joint venture in 2024, k ...
Can US Catch Up With China's Rare Earths Dominance?
Bloomberg Television· 2025-06-12 06:52
Would you say, Harvey, that the trade spat essentially is about critical minerals and it really is about supply chain warfare. Actually, there are two elements to this. And you are exactly right, because this is an issue that has been going on for probably 20 years.The Chinese, to their credit, have used a long term strategy. And many 15, 40 years ago, they dropped the price of rare earths substantially and made it easy for Western countries to get their supply and to be able to simply order and have it del ...
Wabash Recognizes Outstanding Suppliers for 2024
Globenewswire· 2025-06-11 20:15
Core Insights - Wabash recognizes 38 top suppliers with the 2024 Supplier Awards for excellence in supply chain performance [1][2] - Fastenal and Whiting Door are awarded the Pinnacle Award, the highest honor for supplier of the year [2][4] - The awards are based on criteria such as innovation, quality, delivery, cost, and service [2] Company Highlights - Fastenal operates over 3,600 locations in 25 countries, providing a wide range of industrial supplies and services [3] - Fastenal's approach combines local expertise, technology, and logistics to enhance customer supply chains [3] - Whiting Door, founded in 1953, specializes in manufacturing roll-up doors and has a strong reputation for quality and innovation [4] - Whiting Door has three manufacturing locations and emphasizes ISO-certified processes and continuous improvement [4] Supplier Relationships - Wabash emphasizes the importance of collaborative supplier relationships for delivering innovative solutions [3] - Fastenal's partnership with Wabash focuses on operational integration and driving efficiencies [5] - Whiting Door highlights a long-standing relationship with Wabash based on shared goals and customer service [5] Awards and Recognition - In addition to the Pinnacle Award, 29 companies received Platinum Awards for ongoing excellence in supply chain performance [5] - Distinguished Supplier Awards were given to companies for outstanding customer service and business responsiveness [7]
Oxford: Owner of Tommy Bahama, Lilly Pulitzer and Johnny Was Reports First Quarter Results
Globenewswire· 2025-06-11 20:05
Financial Performance - Consolidated net sales for the first quarter of fiscal 2025 were $393 million, a decrease from $398 million in the first quarter of fiscal 2024, representing a decline of 1.3% [1][4][38] - GAAP EPS for the first quarter was $1.70, down from $2.42 in the same period last year, while adjusted EPS was $1.82 compared to $2.66 in the prior year [1][4][38] - Gross margin on a GAAP basis was 64.2%, slightly lower than 64.9% in the first quarter of fiscal 2024 [4][38] Sales Breakdown - Tommy Bahama's net sales decreased by 4.2% to $216.2 million from $225.6 million [2][36] - Lilly Pulitzer experienced a 12.0% increase in net sales, reaching $99.0 million compared to $88.4 million [2][36] - Johnny Was saw a significant decline in net sales, dropping 15.1% to $43.5 million from $51.2 million [2][36] Cost and Expenses - SG&A expenses increased to $223 million from $213 million, with a notable portion attributed to higher employment and occupancy costs due to the opening of 31 new retail locations [4][5][38] - The company incurred $1 million in additional charges in cost of goods sold due to U.S. tariffs on imported goods [4][38] Balance Sheet and Liquidity - Inventory increased by $18 million, or 12%, on a LIFO basis compared to the end of the first quarter of fiscal 2024 [6][38] - Cash used in operations was $4 million, a significant decrease from cash provided by operations of $33 million in the first quarter of fiscal 2024 [7][38] - Borrowings outstanding rose to $118 million at the end of the first quarter, compared to $19 million at the same time last year [8][38] Dividend and Guidance - The Board of Directors declared a quarterly cash dividend of $0.69 per share, payable on August 1, 2025 [9] - For fiscal 2025, the company revised its sales guidance to a range of $1.475 billion to $1.515 billion, with GAAP EPS expected between $2.28 and $2.68 [10][38] Operational Insights - The company is focusing on diversifying and shifting its supply chain to mitigate future tariff impacts [2][38] - The effective income tax rate for the first quarter of fiscal 2025 was 24.1%, down from 25.6% in the prior year [11][38]