#supply-chain-decoupling

#supply-chain-decoupling

"Transportation costs are a big factor there. Every company that is involved and has logistics and they have to pay for gas, either they have to absorb this cost, or they will charge the third party that will provide this service. I'm not surprised this is happening, because at some point, Amazon will say we cannot absorb all this cost."

Major indices, including the Nasdaq Composite, S&P 500, and Dow Jones Industrial Average, all recorded gains, with the Nasdaq delivering its strongest weekly performance since November.

Apple is, in this type of environment, really going to try and maximize gross profit dollars, not gross margins. And that is through pricing, that is through supply chain actions.

Blasts and sirens rang out across Israel, Kuwait, the United Arab Emirates and Saudi Arabia on Friday as air defense systems tried to stave off Iranian drones and missiles. At least two refineries were set on fire by drone attacks or falling debris.

China controls the overwhelming majority of global rare earth processing capacity, a figure that has remained structurally stable for nearly two decades despite sustained Western policy attention. The problem has never been geology. It's always been industrial chemistry at scale.

"In the era of great powers, our freedom is no longer a given. It is under threat," said German Chancellor Friedrich Merz at the opening of the Munich Security Conference earlier in February. Merz explicitly mentioned China. "China has the ambition to shape global affairs, laying the foundations for this over many years with strategic patience. In the foreseeable future, Beijing could draw level with the US in terms of military might. China is systematically exploiting the dependencies of others, reinterpreting the international order on its own terms," he said.

President Trump hates the United States' trade deficit. Indeed, he is so concerned about the "economic and national security risks" the deficit creates that he imposed a tariff regime that raised geopolitical tensions across the globe.The only problem is that his tariffs don't appear to be rebalancing the huge volume of goods and services the U.S. imports, versus its declining exports.

Under the deal, Taiwan will eliminate or reduce 99 percent of tariff barriers and provide preferential market access to numerous US goods, including auto parts, chemicals, machinery, health products, dairy products and pork, the office of the US trade envoy said in a statement. The US will, in turn, exempt a large range of Taiwanese goods from tariffs, including chalk, castor oil, pineapples and ginseng.

China recorded strong exports in 2025 with a record $1.2 trillion trade surplus, as producers shifted their focus to markets other than the US amid Trump's tariffs. Customs data showed that Beijing's global surplus rose 20% from the previous year, which saw a $992 billion surplus. Exports in 2025 stood at $3.7 trillion and imports at $2.58 trillion, government data showed on Wednesday. The record surplus was aided by a 6.6% bump in exports in the month of December when compared to December 2024,