All the below links and tweets are in English.
取り急ぎ以下貼っておきます。
World Vol.541 (U.S. economy – indexes, etc.)
World Vol.540 (Russia’s invasion of Ukraine)
World Vol.539 (U.S. economy – PPI, CPI)
World Vol.536 (U.S. economy – incl credit rating downgrade)
World Vol.535 (Trump Indictment …)
World Vol.534 (Russia’s invasion of Ukraine)
World Vol.532 (U.S. economy – incl interest rate hikes)
World Vol.530 (U.S. economy – consumer sentiment, PPI, CPI, etc.)
内容例（各回ツイートもご覧ください）
以下、順に、
541：@federalreserve２件、@NAR_Research、@EIAgov
540：@StateDept,@C4ISRNET、@arbutina_zoran,@dwnews
539：@BLS_gov２件、@econjared46,@WhiteHouseCEA、@TransportStats
538：@WhiteHouse,@FinancialCmte
537：@SlavEnergy,@OilandEnergy、@zerohedge、@NickMarsh6,@BBCWorld、@ARJUNKHARPAL,@CNBC
536：@benjaminpayne,@NPR,@gpbnews、@washingtonpost、@carolinedowney_,@NRO
534：@Orysiaua,@CHUkraineForum、@IrynaVoichuk,@AlyaShandra,@EuromaidanPress、@tejparikh90,@AdamPosen,@FT,@PIIE
532：@ClaireMalon,@zillow,@chicagotribune、@aarthiswami,@MarketWatch、@federalreserve、@YahooFinance,@Harvard_JCHS
531：@NOAA
530：@WhiteHouse
「China supply chain」と入れて出て来たツイートをご参考まで以下貼っておきます。
Venti Technologies, based in both Suzhou, Jiangsu, China and Boston, Massachusetts, is helping to advance the category with its autonomous logistics for industrial and global supply chain hubs. https://t.co/CS2Jn8e6Og pic.twitter.com/ugcUCZXjPz
— Forbes (@Forbes) August 31, 2023
“I will not bow to China’s threats.” Tech billionaire Terry Gou denies Beijing could pressure him through his extensive operations in the country, which include much of Apple’s supply chain https://t.co/u5ENhqpvj5
— Bloomberg (@business) August 28, 2023
In early July, Beijing announced export restrictions on eight gallium and germanium products and materials for which China dominates global production. The move signaled Beijing’s willingness to leverage upstream supply chain advantage: https://t.co/MviKchTdrC
— FDD's Center on Cyber & Technology Innovation (@FDD_CCTI) August 30, 2023
China’s “going out” strategy under the Belt and Road Initiative and Indonesia’s #nickel ore export ban in 2020 have prompted Chinese firms to pour billions of dollars into Indonesia’s nickel supply chain.
Read our latest cross-divisional research: https://t.co/yJVUjYC6eG pic.twitter.com/4Cpm8SVRrw
— S&P Global Ratings (@SPGlobalRatings) August 31, 2023
Rosy sales projections aside, global adoption of BEVs faces huge obstacles. Raw materials shortages, supply chain snarls, mainland China’s dominance, and charging-network snafus demonstrate the transition from ICE to EV will not be an easy path. https://t.co/nuZbfSkJ3f pic.twitter.com/a10GUciVim
— S&P Global Mobility (@SPGMobility) August 31, 2023
SharkNinja CEO Mark Barrocas, facing the possible reinstatement of China tariffs, said "We spent the better part of the last four years diversifying our supply chain outside of China." https://t.co/eLuN8VMwGC
— Boston Business Journal (@BosBizJournal) August 25, 2023
"ReElement offers a panacea to the reliance on China. Americans can move the supply chain back to the country with the use of ReElement’s innovative refining platform."https://t.co/kqIMTpor4b
— ReElement Technologies (@ReElementTech) August 25, 2023
Merit3D is shattering the mold by offering an agile, cost-effective process that transforms the way we create parts.
With Merit3D, businesses can tweak their designs on-the-fly, print locally, and sidestep China's supply chain uncertainties.https://t.co/clM0yDnCDE
— Utah Business (@UtahBusiness) August 29, 2023
Unsurprisingly, Huawei is leading the charge in China’s fierce counter-attack in the tech war. The indigenous Chinese supply chain takes shape — a necessary, but not sufficient, building block for indigenous innovation. Another US strategic miscalculation! https://t.co/MuJGM9O2Up
— Stephen Roach (@SRoach_econ) August 23, 2023
I joined @peterbergencnn #IntheRoom to talk about cobalt mining in the Congo: “It's an environmental apocalypse, and yet it's at the bottom of the supply chain of the global EV industry, which is meant to support a green transition." Please listen here: https://t.co/4qoPA0XEup
— Siddharth Kara (@siddharthkara) August 29, 2023
China’s dominance in the U.S. supply chain waning: https://t.co/DTLIDCAm0S
— Matthew Continetti (@continetti) August 31, 2023
10 most 2022 US imported products from China include $7.3 billion Lithium ion batteries. US percent of imports from China continues to fall sharply through mid-2023 as manufacturers switch supply chain sources. pic.twitter.com/kZ86ODnMsI
— Cathy Kichler 💎 (@CathyKichler) September 1, 2023
Redwood Materials raised $1B to boost plans to supply 100 GWH of recycled lithium-ion battery materials by 2025, enough for 1M+ EVs. Recycling could avoid the harms of mining and ease US dependence on China's dominance in the L-ion battery supply chain: https://t.co/yCk7fWSxUi
— Jeff St. John (@jeffsaintjohn) August 30, 2023
🇪🇺 Supply chain issues, rising interest rates, and red tape threaten future capacity
— The Telegraph (@Telegraph) August 29, 2023
Watch: The U.S. has banned many cotton imports from China over concerns it is harvested by forced labor in Xinjiang. WSJ unpacks the complexity of the supply chain to explain why experts believe much of the cotton is still making its way to the U.S. https://t.co/9qa2mqEasp
— Real Time Economics (@WSJecon) August 31, 2023
The long-term irony of this supply chain strategy is that when India becomes rich and powerful on trade (just like China did), the United States will condemn and sanction it just as it does China. India won't get a free pass for being a democracy.https://t.co/Q6Pqw6Rftj
— Ian Garrick Mason (@iangarrickmason) August 30, 2023
This @voxeu column
👉US import from CN was slower than from RoW
👉no consistent evidence of reshoring or diversification of imports
👉Exporters replacing China increased their import-dependence on China
➡️Should we call it “supply chain diversion”???
•https://t.co/tucai4zQEa pic.twitter.com/UoP53gz95L— Richard Baldwin (@BaldwinRE) August 31, 2023
Apple’s major suppliers list in 2022 shows that 80% of its manufacturing partners have a footprint in China, but as the company seeks to diversify its supply chain, that list is set to change and could mean higher prices for consumers.
Debby Wu has more https://t.co/gCZ1xg1Kyv pic.twitter.com/NpLcLyzkzw
— Bloomberg TV (@BloombergTV) August 28, 2023
🇺🇸🇨🇳 𝗢𝗡 𝗨.𝗦. 𝗖𝗛𝗜𝗡𝗔 𝗧𝗥𝗔𝗗𝗘
U.S. tariffs on Chinese goods, recently enacted industrial policies, and the pandemic, have touched off a "'great reallocation' in supply chain activity: Direct US sourcing from China has decreased," from 21.6% of U.S. imports as of 2016 to… pic.twitter.com/bwzCGQwuQy
— PiQ (@PiQSuite) August 27, 2023
China will put in place a preliminary technological system covering all key industries of the manufacturing sector by 2025, according to a guideline unveiled Tuesday. The system is expected to guide enterprises to set up advanced R&D and supply chain management systems. pic.twitter.com/6wtkpOVz0S
— China Science (@ChinaScience) August 29, 2023
This is interesting. China is driving Asia-Pacific's lead in global offshore wind development, as Europe loses top spot due to rising costs and supply chain disruptions. The region accounted for about 57% of offshore wind capacity in 2022. But! https://t.co/iut8fVyuVb #cdnecon
— Emma Graney 🇦🇺🤷🏻♀️🇨🇦 (@EmmaLGraney) August 29, 2023
https://twitter.com/WangLutongMFA/status/1697197905558552865
https://twitter.com/CGTNOfficial/status/1695775671144857647
https://twitter.com/RT_com/status/1696563359653548202
“Any time we see a software supply chain attack, it’s somewhat interesting. But in terms of sophistication, this is a cut above the rest.” https://t.co/j4a9A97NfH
— WIRED (@WIRED) August 26, 2023
#Saudi, #UAE and #Iran add massive oil resources to #China’s #BRICS trade mix #Egypt enters as a beggar state with immense global supply chain value, #Ethiopia adds networks in the Horn of Africa, while Argentina expands the alternative forum to the western hemisphere pic.twitter.com/GsrScRdFlI
— Dr Andreas Krieg (@andreas_krieg) August 24, 2023
Rapidly expanding the recycling of products, like solar panels and electric vehicles, would avoid UK supply chain risks from China #EthicalHour https://t.co/ek6J02WDY1
— Dr Andrew Lumsden-Groom (@LumsdenGroom) August 30, 2023
🇮🇳⚠️🇨🇳 China can take down India's pharmaceutical industry in an instant
⚠️ 80% of #India’s API requirement (inputs for finished drugs) is met by imports, more than 2/3 of which come from #China
➡️#India needs to build out its supply chain https://t.co/qpKDwaFTSN
— Prof. Michael Tanchum (@michaeltanchum) August 23, 2023
Chinese workers protest factory closures and layoffs
– China Labour Bulletin compiles "Strike Map"
– Electronics and garment sectors hit hardest
– Dwindling demand and supply chain shifts cited as causes#ChinaProtestshttps://t.co/v4nuqQBrfh
— Swarajya (@SwarajyaMag) August 28, 2023
The catch: #Mexico under AMLO is behaving like anything but this👇🏽
"US is likely to look to allies that are geographically close and politically aligned as trade tensions, supply-chain difficulties and geopolitical concerns push the US further from China" https://t.co/nrlTvo2YBq
— Amb. Arturo Sarukhan (@Arturo_Sarukhan) August 27, 2023
#Xi is calling on BRICS nations to “oppose decoupling and supply chain disruption,” meaning to embrace #UyghurForcedLabor products and normalize #UyghurGenocide.
Shame!https://t.co/QCobpmZeok
— Rushan Abbas (@RushanAbbas) August 24, 2023
America and China were about 17% and 29% respectively of global manufacturing output in 2022. However, the US has much less supply chain risk than China. https://t.co/WkkbLUsyxO pic.twitter.com/5ZvBsT5f4r
— Napoleon Bonaparte Appreciator (@NapoleonBonabot) August 24, 2023
Has the US lost industrial capacity to China for a few decades? Yes
Is the US still a major manufacturing power house and now in a process of reindustrialization because of East Asia’s supply chain risk? Also yes https://t.co/Fowj0pnfmt— Napoleon Bonaparte Appreciator (@NapoleonBonabot) August 24, 2023
Republican attorneys general from 16 U.S. states have asked the Securities and Exchange Commission to audit China-founded fast-fashion retailer Shein's supply chain for use of forced labor. https://t.co/uv2tFzx0Gv
— The Japan Times (@japantimes) August 29, 2023
China’s tech industry usually ramps up hiring in summer, but this year is different amid weak demand and ongoing supply chain decoupling.https://t.co/OAwjLxjJsk
— Nikkei Asia (@NikkeiAsia) August 27, 2023
The move is expected to prevent widespread disruption in the global semiconductor supply chain. https://t.co/NMJez1Ltjf
— Nikkei Asia (@NikkeiAsia) August 24, 2023
China’s ban on exports of rare earths to Japan in 2010 created the best scenario for Tokyo’s developing its own rare earth supply chain, giving the middle finger to Beijing as the US starts establishing the same kind of supply chain. https://t.co/BPZ9oH77LJ
— TheFinancialDistrict (@TheFinancialD) September 1, 2023
China's chokehold on wind turbine manufacturing threatens the national security of any country reliant on wind power.
China controls EVERY single supply chain segment:
75% of gearbox manufacturing
65% of generator manufacturing
60% of blade manufacturing pic.twitter.com/QMqB3EJQQo— Brian Gitt (@BrianGitt) August 22, 2023
Chinese EV makers attending IAA Mobility in Munich:
– BYD (Hall B3.D40)
– Xpeng (Hall C2.A41)
– Leapmotor (Hall B1.B10)
– Dongfeng (Hall B1.C10)
– Seres (Hall A2.D10)
– MG (Hall B2.E23)Missing:
– Nio
– Hiphi
– Zeekr
– GWMEV supply chain attending:
– CATL (Hall A2.E30)
– CABL…— CarNewsChina.com (@CarNewsChina) August 29, 2023
China’s Dominance in the Solar Panel Supply Chain pic.twitter.com/7x1UK6SL7S
— Alvin Foo (@alvinfoo) September 1, 2023
https://twitter.com/MacroPoloChina/status/1695194700129423755
https://twitter.com/MacroPoloChina/status/1694738193977946151
https://twitter.com/SunnyJDSOLAR/status/1697306306003218907
https://twitter.com/DerekHallen/status/1696148505138495934
https://twitter.com/TripInChina/status/1696740846438432978
https://twitter.com/CGMeifangZhang/status/1694082315385819365
#China holds over 50% of the global processing and refining capacity for essential #EVBattery materials. Notably, China accounts for 70% of cathode production capacity and 85% of anode production capacity worldwide.
Read more about China’s #EVIndustry⏬https://t.co/JdDdBByrnr
— China Briefing (@ChinaBriefing) August 28, 2023
China's red supply chain in motion! Chinese manufacturers including BYD, Luxshare, and GoerTek are aggressively entering Apple's supply chain via various products. What changes can we expect in Apple's future supply chain?https://t.co/uVY9rGaiO7
— TrendForce (@trendforce) August 30, 2023
Over 300 well-known Chinese and foreign companies have registered for the Nov 28-Dec 2 inaugural China International Supply Chain Expo. https://t.co/93jyRddyo2 pic.twitter.com/tuOVh2mzph
— China.org.cn (@chinaorgcn) August 31, 2023
Over 300 well-known Chinese and foreign companies have registered for the Nov 28-Dec 2 inaugural China International Supply Chain Expo in Shanghai. #supplychain #expo @investshanghai @exposinchina https://t.co/db9Jxgw5lj
— Enterprising China (@sinoprise) August 31, 2023
COSCO Shipping offers “For For Tune”
“For For Tune” is a new digital end-to-end supply chain solution for shipping cargo from Europe to China, including inland transportation services and optional customs clearance in China#wcn #worldcargonewshttps://t.co/oXSlMtiKVS
— WorldCargo News (@WorldCargoNews) August 31, 2023
