[ad_1] China has introduced new export restrictions on materials containing key materials for RF and storage applications — scandium and dysprosium — which may hurt key players in these industries, including Broadcom, GF, Qualcomm, TSMC, Samsung, Seagate, and Western Digital. China’s new restrictions follow two prior rounds of rare earth export rules that are slowly tightening the supply of these critical minerals, especially those used in several chipmaking applications.Scandium is widely used for RF front-end modules found in smartphones, Wi-Fi modules, and base stations, whereas dysprosium is used for HDD heads and electric vehicles.This is not the first time China’s…
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[ad_1] I was recently asked in an interview, “What mutual fund would you recommend for investors with FOMO (fear of missing out)?” A discussion.The short answer is that investors with FOMO can never be satisfied. They will always clutter their portfolio with the next shiny product they come across. Unless and until they tell themselves, “my portfolio is diversified enough”, “I cannot be having winners at all times in my portfolio”, :”there will always be some funds (or stocks or bonds) that do better than what I have and there is nothing I can do about it (except buying indiscriminately!)”,…
[ad_1] If the phrase “tax-exempt municipal bonds” makes your eyes glaze over, bear with us. This is important.To squeeze more revenue into federal coffers as proposed tax cuts become a reality, there is talk in the other Washington of eliminating the tax exemption for interest paid on municipal bonds.Such bonds are issued in every corner of Washington — from Aberdeen to Zillah.“Municipal bonds are the tools that governments used to create infrastructure projects — schools, bridges, roads, you name it,” said Washington Treasurer Mike Pellicciotti.“It’s every level of government — fire districts, school districts, library districts — at the state,…
[ad_1] China has suspended exports of a wide range of critical minerals and magnets, threatening to choke off supplies of components central to automakers, aerospace manufacturers, semiconductor companies and military contractors around the world.Shipments of the magnets, essential for assembling everything from cars and drones to robots and missiles, have been halted at many Chinese ports while the Chinese government drafts a new regulatory system. Once in place, the new system could permanently prevent supplies from reaching certain companies, including American military contractors.The official crackdown is part of China’s retaliation for President Trump’s sharp increase in tariffs that started on…
[ad_1] President Donald Trump and US Secretary of Transportation Sean Duffy have made no secret of their desire to defund what they term “woke” transportation projects, i.e. any one that reduces reliance on automobiles. And while New York’s congestion pricing has been at the center of their crosshairs, California High Speed Rail has been an ongoing target for Trump going back to his previous term in office.High Speed Rail has not had many defenders in the media although it remains popular with California voters. While recognizing that the project has had its setbacks and disappointments since voters first approved a…
[ad_1] Singapore and Chile have signed a landmark Implementation Agreement enabling the transfer of high-integrity carbon credits under Article 6 of the Paris Agreement, supporting both countries’ ESG goals and carbon neutral strategy. The legally binding pact facilitates transparent, verifiable, and correspondingly adjusted credit transfers, ensuring no double counting while aligning with international climate standards. This is Singapore’s fifth Article 6 agreement, following similar partnerships with Papua New Guinea, Ghana, Bhutan, and Peru. The framework will allow Singaporean companies to offset up to 5% of their taxable emissions under the country’s International Carbon Credit (ICC) framework, starting from January 1,…
[ad_1] A string of high profile companies including the industry super fund-owned IFM Investors have quit Canberra’s net zero carbon emissions scheme. [ad_2] Source link
[ad_1] Europe’s steelworkers are furious. They are afraid for their jobs. Is there still a future for Europe’s heavy industry? Yes, says the European Commission – and presents a rescue plan. [ad_2] Source link
[ad_1] The projected fair value for Boston Scientific is US$80.33 based on 2 Stage Free Cash Flow to Equity Boston Scientific’s US$93.67 share price indicates it is trading at similar levels as its fair value estimate Our fair value estimate is 30% lower than Boston Scientific’s analyst price target of US$115 Today we will run through one way of estimating the intrinsic value of Boston Scientific Corporation (NYSE:BSX) by estimating the company’s future cash flows and discounting them to their present value. The Discounted Cash Flow (DCF) model is the tool we will apply to do this. There’s really not…
[ad_1] The U.S. currently levies a 25% tariff on steel and aluminum imports.Local metals industry veteran Tom Crowley thinks the tariffs won’t affect local industry much.Crowley thinks the tariffs are a good idea but says he’s just not sure industry can be revived to the expected extent.WATCH THE VIDEO for Crowley’s comments on the steel and aluminum tariffs and trade.(The following is a transcription of the full broadcast story)”I’m a guy that bought steel from all over the world and sold it.” That’s Jackson neighbor Tom Crowley, who recently retired after four decades in the metals industry — including more…