Semiconductor Prices Set To Rise Again
A six-day power-cut in China could set off a supply crunch in global silicon and polysilicon supplies, which in turn could see prices of semiconductors increase. On the metals front, Chinese exports of aluminium and alumina to Europe have hit top gear, and could go a long way in rebalancing the global supply chain. Meanwhile, a look at the earnings chart of global IT services majors reveals that American companies are dialling down on procurement.
The Rail Baltica Project could see demand for copper and electrical components increase many times over, while electricity consumption in the Baltic states is also due for a spike. Across the Atlantic, commercial aviation is set to embrace more sustainabi
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