Today, the race for rare earths in high demand for things like drones and EVs, but a market all but cornered by the Chinese. Not if one American company gets its way. Vulcan Elements announcing a $65 million fund raise today, led by Altimitter's Brad Gersonner. John Masslin is that company's CEO and co-founder. He does join us now. We're so pleased to have you. Welcome and congratulations on this raise. Thanks for having me. Led by Alimter, as I said, how'd that relationship come to be? We've had conversati ...

Rare Earth Resources - Greenland's rare earth resources have potential implications for global supply chains [1] - The US is planning to expand its influence regarding Greenland's rare earth prospects [1]

Rare Earths & Global Supply Chains - Greenland's rare earth resources have potential implications for global supply chains [1] - The US is planning to expand its influence regarding Greenland's rare earth prospects [1] Podcast Focus - The podcast discusses Greenland's rare earth prospects [1]

On today’s Big Take podcast, @JoeDeaux takes us inside Greenland’s rare-earths prospects. What its resources could mean for global supply chains and how the US is planning to expand its influence. https://t.co/m2IINTpTMI ...

Tariff Impact on D'Addario - D'Addario estimates incremental tariffs will reach $22 million by year-end, tripling the $700 thousand paid last year [1] - Retaliatory tariffs imposed by China threaten D'Addario's Chinese business, which generates $5 million to $10 million annually [15] Company Operations and Strategy - D'Addario is a global company with approximately 1100 employees, about 800 based in Farmingdale, New York, and roughly $240 million in annual revenue [4] - The company distributes its products in over 130 countries, with its own distribution companies controlling about 50% of its international business [7] - D'Addario has been onshoring production, including starting its own injection molding factory in New York before the pandemic, to mitigate tariffs and supply chain disruptions [8] - D'Addario believes it can cut its tariff bill in half by onshoring additional products and parts [10] - Approximately 50% of D'Addario's product is sold in the U S, and 50% is sold internationally [7] - About 5% of D'Addario's business represents finished goods sourced from overseas, predominantly from China [5] - D'Addario sources raw materials from its own plantations in the South of France and Argentina for its reed business [5] Industry Perspective - Allianz Trade surveyed 4500 companies across China, the EU, the UK, and the U S, finding that U S firms are absorbing tariff costs into their margins [18][19] - Allianz Trade anticipates that U S retailers and wholesalers will start passing on tariff costs to consumers as inventories run low [19]

As the boundaries between legal and illegal supply chains blur, its role in the global tech economy—as a partner, a geopolitical buffer and a back door—will only grow https://t.co/1rzbTXtZ9M ...

Impact of Tariffs on Manufacturing - Tariffs are projected to decrease American manufacturing, contrary to potential expectations [1] - Globally interconnected supply chains mean tariffs on imported components increase production costs for US manufacturers, making exports less competitive [2] - Producing goods in locations without tariffs, such as Mexico, can result in lower costs, encompassing both labor and tariff expenses [2] Challenges for Exporters - Tariffs negatively impact exporters by adding complexity and increasing costs [3] - The US labor cost is generally not competitive for a wide range of products [3] Uncertainty and Market Paralysis - Lack of clarity regarding tariff implementation paralyzes decisions to move manufacturing back to the US [3]

Automakers in the US will be hoping that Trump's deal with the EU signals their supply chains in Canada and Mexico are about to get a break, @liamdenning says (via @opinion) https://t.co/wPmSBhoYH1 ...

🎙️China’s economy held steady despite Trump’s tariffs. But manufacturers are still racing to adapt as the trade war threatens global supply chains.What’s next? Join our reporters for a Live Q&A on July 17 at 9:30 p.m. EDT / July 18 at 9:30 a.m. HKT https://t.co/QyaitSMSXB https://t.co/Dsltny8Dtt ...

Trade Balance - India experienced a narrower trade deficit in June [1] Global Supply Chains - Global supply chains are under stress due to Washington's tariff policies [1]