You said before that nothing riles Indians more than the idea that the Indian government is getting bullied by a foreign leader or a foreign government. How are you analyzing the dynamics in these trade talks between the US and India. So first of all, thank you very much for having me on your show.That said, you know, India was initially amongst the first countries to set off on a trade deal. They have a rather ambitious agreement between Trump and Prime Minister Modi, about 500 million by 2030 in terms of ...

30 June 2025 | 4:00AM EDT Americas Transportation: US Tariff Impact Tracker - High Frequency Trends Indicate Softer Trends from China Possibly Forthcoming US Tariff Impact Tracker – The directional uptick in inbound traffic from China to the US ebbed last week and in fact showed slight sequential downticks of -4% for vessels and -7% for TEU's, indicative again that the China surge may be somewhat abbreviated or have less depth than some may have previously thought. Container rates dropped sharply and Los An ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha 29 June 2025 | 7:20PM BRT Global Metals & Mining: Takeaways from GS Global Copper Week 2025 +55(11)3371-4580 | marcio.farid@gs.com Goldman Sachs do Brasil CTVM S.A. Matt Greene +44(20)7051-0489 | matt.greene@gs.com Goldman Sachs International Mike Harris +1(713)654-8481 | mike.harris@gs.com Goldman Sachs & Co. LLC Emerson Vieira +55(11)3372-0256 | emerson.vieira@gs.com Goldman Sachs do Brasil CTVM S.A. Henrique Marques +55(11)3371-0778 | henrique.marques@gs.com Goldman Sachs ...

Flash | 26 Jun 2025 07:08:07 ET │ 11 pages China Battery Materials Lithium into 4th week of Jun – Client feedback on our lithium call CITI'S TAKE We called for a near-term lithium price bottom at the start of the month, and published 3M positive CW for Tianqi Lithium (see note). Most investors we've spoken to agree that the lithium price could already touch the near-term trough at Rmb60k/t, given most of the smelters are already likely loss making and there should be supply discipline to rebalance the marke ...

Flash | 26 Jun 2025 04:50:43 ET │ 16 pages China Materials Re-assessing 3 near-term calls, Aluminum & Lithium Names Still Preferred, Less Bullish on Steel Names CITI'S TAKE We are calling for steel supply reform, near-term lithium price bottom, and potential corporate actions from aluminum names within China Materials. Lithium and aluminum names have performed quite well, whilst steel names lagged. It is time for a re-assessment. Our key understandings: (1) Steel – NBS dataset was relatively discouraging vs ...

also pave the way for combination Covid and flu shot. Meanwhile, China's manufacturing sector contracting for the third straight month as deflation fears ripped through the world's second largest economy. Inventory and employment data also declining.For more on China and ongoing trade tensions, let's bring in retail research founder and president David Riedel. David, great to have you with us. >> Thank you.>> We've got a few more economic readings under our belt, so to speak, since the China US trade war re ...

How manufacturing supply chains evolve will determine where new jobs will be created across Europe. But it is not the only deciding factor https://t.co/6psBou4TyN ...

CLAYTON, Mo., June 30, 2025 /PRNewswire/ -- Olin Corporation (NYSE: OLN) and K2 Pure Solutions are pleased to announce an expansion of their strategic partnership to strengthen bleach distribution across California and the broader Western United States. This enhanced collaboration builds on a successful foundation and is aimed at improving supply reliability, regional coverage, and service responsiveness for a wide range of customers.In addition to improving regional bleach availability, this expanded partn ...

Core Insights - Walmart has opened its first owned and operated case-ready beef facility in Kansas to eliminate middlemen and control costs amid rising beef prices [1][2] - The facility, spanning 300,000 square feet, will package and distribute Angus cuts sourced from Sustainable Beef LLC to 600 stores in the Midwest, enhancing transparency and capacity in the beef supply chain [2][6] - This strategic move is expected to lower costs, allowing Walmart to offer competitive pricing as beef prices continue to rise [7][9] Company Strategy - Walmart's investment in Sustainable Beef LLC in 2022 is part of its initiative to create an end-to-end supply chain for Angus beef, sourcing cattle from a 250-mile radius [5] - The establishment of the case-ready facility is aimed at improving quality, traceability, and supply chain strength in the concentrated U.S. beef industry [6][12] - The company is also focusing on enhancing its fresh food perception, particularly in produce and protein categories, to attract higher-income households [12][14] Market Context - As of May, beef and veal prices increased by 8.6% year-over-year, with projections indicating a further rise of 6.8% due to tight supplies and strong consumer demand [9][10] - Current cattle supplies are at a 74-year low, contributing to the increase in wholesale prices and ultimately affecting consumer prices [10]

Key Takeaways STRT has risen 145.1% in a year, outperforming DORM's 37.7%, but fundamentals reveal deeper strengths. Over 90% of STRT's U.S. sales are tariff-free, while DORM sources up to 40% of goods from China. STRT has just 5.25% debt-to-capitalization, offering more flexibility than DORM's debt-focused strategy.Strattec Security (STRT) and Dorman Products, Inc. (DORM) are U.S.-based auto parts manufacturers whose revenues depend on vehicle production and aftermarket demand, making them key suppliers ...