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Five Things to Look for in the May ISM Report

by Juliet Jeske May 31, 2021 The Institute for Supply Management’s Report on Business releases details on the U.S. manufacturing sector on Tuesday.  Economists predict the manufacturing sector will continue to show strong signs of growth while grappling with shortages and rising prices of raw materials and supplies.  The ISM creates […]

RARE EARTH SUPPLY CHAIN MAY MAKE A COMEBACK IN THE U.S.

A year and a half ago, a consultant approached executives at Energy Fuels, a uranium producer in southeast Utah, with an intriguing possibility. Energy Fuels could use its uranium technology and permits to enter the business of rare earths––a crucial component in nearly every electronic device manufactured today.

5 things to watch in Wednesday’s consumer prices report

Consumer prices may increase as much as 3.7% over a year ago, which is the biggest jump in nearly a decade, sparking stronger debate over whether a growing economy and ample stimulus is igniting inflation. Wednesday’s report from the Bureau of Labor Statistics will show sluggish progress in indexes like […]

U.S. Manufacturing in April Dips Slightly but Remains Strong

May 3, 2021 by Juliet Jeske The U.S. manufacturing sector dipped slightly in April but is still showing tremendous momentum which is a sign that the economy is headed for a robust recovery from the COVID-19 crisis.  The April Manufacturing Purchasing Managers Index, a monthly survey of the manufacturing industry, […]

TSMC 12-inch wafer

Pandemic disrupts supply chains and drives new era of techno-nationalism

These disruptions have brought supply chains of critical industries to the fore, revealing deep dependencies on China and its neighbors. The shortage has prompted a bipartisan push to restore semiconductor manufacturing in the United States, which has atrophied since the 1990s. While supply chains were moved overseas to cut costs, many companies are reevaluating potential tradeoffs in security. In light of the pandemic, government and private sector reassessments may usher in a retreat from globalization and a new era of “localization.”