AI Data Centers Are Hungry for Metal. One Fund Is Betting on Recyclers
Closed Loop Capital's Tazia Smith says AI's appetite for copper and aluminum is a permanent shift, and repair firms like Moog turn data center components into margin savings.
Topic
Supply Chains
Topic
Supply Chains
GE Aerospace Pays $11.75 Billion to Own Its Jet Turbine Blades
GE Aerospace is paying $11.75bn for its turbine blade supplier. Only five countries can grow single-crystal blades that survive 1…
A Black Swan Has Become a Flock: Toll Group Chairman Calls for Robust Supply Chains
Toll Group's Thomas Knudsen says post-2020 shocks turned single black swans into a flock, demanding robust supply chains with tru…
UK 'dangerously' exposed to China squeeze on critical minerals, MPs warn
MPs warn Britain is 'dangerously' dependent on China for minerals powering defence and AI, as lithium demand is set to rise 45-fo…
Trump's Tariff Pivot Pushes ASEAN Closer to Beijing, Analysts Warn
Tariffs meant to squeeze China are hammering Vietnam, Malaysia and other U.S. partners, pushing ASEAN toward Beijing-built trade…
US-China Trade Calm Hides a $1.5 Trillion Supply Chain War
The US-China tariff truce runs to January, but both powers are weaponizing supply chains. An IEA estimate puts the cost of a rare…
Southeast Asia Drew a Record $243.9 Billion in FDI in 2025 — Now It Has to Defend It
ASEAN drew a record $243.9 billion in FDI in 2025, but tariffs, chokepoint coercion and China's island-building threaten the rule…
Southeast Asia's $258 Billion Chip Bet Runs Through a Fragile Alliance
ASEAN's new semiconductor framework targets an integrated supply chain, but an Arm corruption probe and Vietnam's missed 2027 tar…
UK Emergency Stockpile Advice Sends Sales of Torches and Tinned Food Soaring
Torch sales at Maplin nearly quadrupled and Iceland's tinned food sales jumped 40% after the UK government's Be Ready campaign ur…
U.S. Designates Helium a Critical Material as Qatar Supply Squeezed
The Energy Department designated helium a critical material on Friday, unlocking federal financing for producers as Iran's closur…
U.S. Chamber Warns 25% Brazil Tariff Would Backfire on U.S. Industry
The U.S. Chamber of Commerce told USTR that a proposed 25% tariff on Brazil would hurt U.S. manufacturers, supply chains and cons…