And it looks coolerLars (@larsmoravy):@PP3RR3AULT @DriveTeslaca @ItsKimJava Cost, supply chain and manufacturing efficiency in our factories ...

Rare Earth Industry Analysis - Rare earth magnets are crucial for various sectors like robotics, EVs, wind turbines, and industrial products, with an estimated demand of 50,000 tons per year in the US [4] - Current production plans of MP Materials (10,000 tons) and USA Rare Earths (4,800 tons) indicate a significant supply gap in the US magnet market [4] - The US aims to establish independence in the rare earth supply chain by bringing processing and magnet manufacturing back from China [3] - Government intervention, like the approach with MP Materials, is seen as a way to counter China's influence and support the development of a domestic rare earth supply chain [6][7] Nuclear Energy Sector - Oaklo is pursuing vertical integration to address bottlenecks in the US nuclear reactor buildout, focusing on asset ownership and fuel strategy [8] - Nuclear power is expected to grow as a percentage of the overall power generation in the US [9][10] - The US generally adds 50 gigawatts of power per year, and this is expected to accelerate, potentially doubling [9][10]

Canadian Prime Minister Mark Carney pushed back against US President Donald Trump’s protectionism in the auto industry, saying North America’s interwoven supply chain makes US manufacturers more competitive on costs https://t.co/ATkdYjAx7A ...

RT Arnaud Bertrand (@RnaudBertrand)This is actually big, potentially huge, notably because China's new rare earth export controls include a provision (point 4 here: https://t.co/dbTVALE5Xf) whereby anyone using rare earths to develop advanced semiconductors (defined as 14nm-and-below) will require case-by-case approval.Which effectively gives China de-facto veto power over the entire advanced semi-conductor supply chain as rare earths are used at critical steps throughout - from ASML (who use rare earths fo ...

FedEx 股价与评级 - JP Morgan 将 FedEx 股票评级从超配下调至中性，目标股价下调 10 美元至每股 274 美元 [1] - 预计 FedEx 的战略转型带来的潜在收益将被不利的行业背景和日益激烈的竞争所抵消 [2] 物流行业现状 - 物流管理指数显示，9 月份的货运量为指数建立以来的最低水平，而 9 月通常是物流和运输公司的一个旺季 [3][4] - 零售商和制造商因消费者购买力下降而减少订单，导致集装箱滞留在仓库中 [6] 经济影响与关税 - 货运量下降反映了更广泛的经济状况和关税的影响 [5] - 由于全球贸易战的影响，公司提前进口商品，导致商品积压在仓库中，未能转化为消费 [5] 运输与物流 - 货运公司按运输的物品数量收费，因此货运量减少意味着收入减少 [8] - 投资者关注 10 月份的仓库到商店的假日货运量，预计假日购物季的库存将减少 [9] 前瞻性指标 - 海运预订量是领先指标，表明未来的货运趋势 [10] - 与去年相比，今年减少了 100 万个集装箱的货运量 [11]

Joining us with more on the retail landscape, Jan Niffin, J Rogers Niffin, worldwide CEO. Jan, it's great to see you. So, uh, following up on Courtney's point there, um, how do you see these these brands, these retailers managing tariffs right now.And do you think that's going to change going into the holiday season. What should consumers expect in terms of pricing, in terms of inventory selection. I think Courtney, you pretty well nailed it.We don't really see a lot getting passed through right this moment ...

Government Initiatives & Industry Support - The US government, through the Trump administration and Secretary Lethnik, aimed to bring domestic semiconductor manufacturing back to the US for economic, supply chain, and national security reasons [2][3][5] - The CHIPS Act and tariff proposals are complementary, with the CHIPS Act providing economic tools for capacity building and tariffs shifting demand to fill that capacity [4] - Government involvement is seen as necessary to bolster the semiconductor industry, although discussions with GlobalFoundries (GF) have not included the government taking an equity stake [6][7] Business Strategy & Market Dynamics - Businesses have the autonomy to choose how they satisfy customers based on their business and financial models [2][6] - GlobalFoundries (GF) is prepared to expand its manufacturing scale in the US [2] - Customers are recognizing the need to pull back from globalization to create a more balanced and resilient supply chain, with the US playing a more significant role [8] - GlobalFoundries (GF) will build at the rate and pace that customers need to bring domestic supply home [9] Capital Expenditure & Investment - GlobalFoundries (GF) has discussed a $16 billion capital expansion leveraging CHIPS funding and investment tax credits [10] - The pace of capital deployment is dependent on securing customer commitments to bring more supply back to the US [10]

Financial Data and Key Metrics Changes - Conagra's organic net sales for Q1 2026 were $2.6 billion, reflecting a 0.6% decline compared to the prior year [18] - Adjusted gross margin was 24.4% and adjusted operating margin was 11.8%, both down from the previous year but slightly better than initial expectations [18] - Adjusted earnings per share (EPS) were $0.39, down $0.14 from the year-ago period [18] Business Line Data and Key Metrics Changes - Grocery and Snacks segment net sales were $1.1 billion, representing a 1% decline in organic net sales [19] - Refrigerated and Frozen segment also delivered $1.1 billion in net sales, with organic net sales up 0.2% [20] - International segment organic net sales declined 3.5%, while Foodservice segment returned to growth with a 0.2% increase [20] Market Data and Key Metrics Changes - 44% of Conagra's portfolio held or gained volume share in Q1, an improvement from Q4 fiscal 2025 [7] - Frozen portfolio volumes improved by 3.2 points compared to Q4 fiscal 2025, with significant share gains in frozen vegetables, meals, and prepared chicken [8] - Snacks business saw strong volume in protein snacks, but faced declines in specific products due to promotional timing shifts [10] Company Strategy and Development Direction - The company is focused on growing its frozen and snacks segments while investing in supply chain resiliency [16] - Conagra is maintaining a disciplined approach to capital allocation, with $450 million planned for capital expenditures [15] - The company successfully completed divestitures of Chef Boyardee and frozen seafood businesses, using proceeds to reduce net debt by over $400 million [13] Management's Comments on Operating Environment and Future Outlook - Management expects inflationary pressures and weak consumer sentiment to persist, reaffirming full-year guidance for fiscal 2026 [5] - Core inflation expectations have increased to the low 7% range, primarily due to rising costs in animal proteins [14] - The company anticipates organic net sales growth for the second half of the year as supply constraints ease [28] Other Important Information - Conagra reduced net debt by nearly $1.1 billion compared to the year-ago period, ending the quarter with net leverage at 3.55 times [25] - The company is on track to complete its supply chain modernization efforts, including the Baked Chicken project [12] - Adjusted SG&A expenses were unfavorable to the prior year due to higher incentive compensation and advertising spend [22] Q&A Session Summary Question: What are the expectations for organic net sales growth? - The company continues to expect organic net sales growth in the range of negative 1% to positive 1% for fiscal 2026 [26] Question: How is the company managing inflation and tariff costs? - The company has been able to mitigate a large portion of tariff costs in Q1 but expects higher net tariff costs in Q2 due to inventory utilization [28] Question: What is the outlook for the second quarter? - The company expects organic net sales to decline in low single digits in Q2, driven by recent consumption trends and trade expense shifts [28]

Government Policy & National Security - The U.S government is considering equity investments in critical mineral producers to strengthen supply chains deemed vital to national security [1] - The U.S government is exploring quasi-equity investments, potentially including warrants to purchase company shares [1] - A forum hosted by the Australian Ambassador to the U.S attracted key officials involved in the Trump administration's critical minerals policy [1] International Cooperation - Over ten Australian mining companies met with U.S officials in Washington to discuss potential investments [1] - The discussions did not focus on specific transactions but explored financial techniques the government could utilize [1]

Manufacturing & Industrial Base - US technological superiority is not sufficient for winning conflicts; industrial production has a deterrence factor and mass matters [1] - The US systematically outsourced key-scaled manufacturing, eroding skill sets, and now lags in mass manufacturing at scale [1] - The US needs to address the skilled labor replacement problem in manufacturing, as many skilled workers are nearing retirement [2] - China has strategically controlled rare earths and magnet-making technology, creating supply chain bottlenecks [3] - China's manufacturing autonomy is estimated to be 20 years ahead of the US due to a lack of pressure to put software engineering automation in manufacturing [3] Defense & National Security - US war games show that the US would run out of key high-end munitions in about 8 days, which is not a deterrence factor [1] - Russia is currently outproducing NATO on 155 munitions, highlighting the need for increased production capacity [4] - The US lacks a strategic plan for preserving supply in a catastrophic situation [4] - China has invested in technologies that push back the US and cripple the US war apparatus, such as space-based sensing and carrier killer missiles [20][21] - The US military is better at infusing technology into war fighting, but faces challenges in producing enough at scale and affording it [4] Policy & Economic Strategies - The US government should create large offtake agreements to support domestic manufacturing and create a commercial market [5] - The US needs to identify key supply chain constraints and implement strategies such as stockpiling and regulatory relaxation [5] - The US should leverage its capital market system to create incentives for industries to grow, such as low-cost loans and risk-sharing with banks [5][9] - China's success is due to subsidizing capex, energy, and export subsidies, creating an uneven playing field [7] - The US should counteract unfair practices from other countries and incentivize growth through targeted policies and protectionism [13]