Supply Chain Edge: Striking back, Panama problems, worrying shipments November 3, 2023 • The US autoworkers’ strike has ended, causing a 0.2-percentage-point drag to US GDP and US$3 billion of lost profits for the “Big 3” automakers — ratification should not be taken for granted. Other automakers are struggling with supply chain shortages, and more evidence of a slowdown in elec... Read more →
Lithium Shortage Possible if Charges Stick September 15, 2016 The Chilean government is investigating exports of lithium by SQM based on licensing issues, according to local press. Panjiva data shows that 36.4% of supplies of the mined material in the U.S., used to produce lithium ion batteries, came from Chile. Imports increased 126% in August on a year... Read more →