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 ...

HOUSTON, June 30, 2025 (GLOBE NEWSWIRE) -- Freight Technologies, Inc. (Nasdaq: FRGT, "Fr8Tech" or the "Company"), a logistics management innovation company, offering a diverse portfolio of technology-driven solutions, is pleased to announce that it has signed a two-year contract with Accel Comercial, S.A. de C.V. ("Accel Logistica"), to license Fleet Rocket, Fr8Tech's advanced Transportation Management System (TMS) software platform. Accel Logistica provides comprehensive logistics and supply chain solution ...

AUSTIN, Texas and NEW YORK, June 30, 2025 (GLOBE NEWSWIRE) -- T1 Energy Inc. (NYSE: TE) ("T1," "T1 Energy," or the "Company") values the ongoing support in the current draft of the budget bill under consideration in the U.S. Senate for the 45X Production Tax Credit, which encourages domestic production of solar modules and component pieces. This tax policy, backed by both houses of Congress and provisionally extended through 2032, provides a foundation for the growth of a domestic solar supply chain. T1 Ene ...

VIRGINIA CITY, Nev., June 30, 2025 (GLOBE NEWSWIRE) -- Comstock Inc. (NYSE: LODE) (“Comstock” and the “Company”) announced today that it is set to join the Russell Microcap® Index at the conclusion of the 2025 Russell Microcap Index’s annual reconstitution, effective after the U.S. market opens on June 30, 2025. Membership in the Russell Microcap Index means automatic inclusion in the appropriate growth and value indexes. FTSE Russell determines membership for its indices primarily by objective, market-capi ...

GLOBAL M2 SUPPLY IS EXPANDING AT 8.77% YOY, THE FASTEST SINCE Q4 2021.YOU'RE NOT BULLISH ENOUGH. https://t.co/mDCAE8fbfr ...