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Critical Minerals and the Future of the U.S. Economy

Critical minerals play an indispensable role in the modern economy—yet the U.S. mineral supply chain is highly vulnerable. This edited volume offers comprehensive analysis and recommendations to create resilient supply chains for national, economic, and energy security.
www.csis.org
 

Inflationary pressures could drive support to ag markets | Weekly Commodity Market Update​

Feb 18, 2025 #inflation #agriculture #news

This week Will and Ben discuss how higher than expected inflation measurements could benefit agriculture.

11:01
 

Steel Prices Climb & Copper Faces Volatility –Your Questions, Answered!​

Check Scrap Prices: https://iScrapApp.com/ - This week, we're answering your biggest questions about the scrap metal market! From why steel prices are climbing to what’s next for copper and catalytic converters, we break it all down so you can stay ahead of the game.
Read more: https://iscrapapp.com/blog/weekly-scr...

12:07
 

Wall Street Breakfast Podcast: Palantir Drops On Defense Cut Memo​

Summary​

  • Palantir Technologies (NASDAQ: PLTR) fell over 10% after a memo from Defense Secretary Pete Hegseth suggested budget cuts, impacting future defense contracts.
  • Airbus expects to deliver around 820 commercial planes this year despite supply chain challenges, pushing A350 freighter service to the second half of 2027.
  • Amazon (NASDAQ: AMZN) is discontinuing its Chime communication service, with full support ending by February 20, 2026, after failing to compete with established platforms.
  • Key upcoming events include Walmart's earnings call, Visa's Investor Day, and presentations from major companies at the CAGNY and Barclays Industrial Select Conferences.
 

Dow futures drop 100 points as Walmart shares slide after earnings: Live updates​

Stock futures moved lower Thursday, a day after the S&P 500 hit a fresh all-time high, while retail giant Walmart slid after issuing a disappointing outlook.

Futures linked to the Dow Jones Industrial Average dropped 110 points, or 0.3%. S&P 500 and Nasdaq-100 futures shed 0.2% each.

Dow member Walmart dropped more than 7% after the company said it expects fiscal year sales to grow between 3% and 4%. The company’s fiscal 2026 earnings outlook, meanwhile, was also below analyst expectations. The weak guidance overshadowed fiscal fourth-quarter earnings that topped estimates.

More:

 
Bancosta Week 7

World Container Index - 06 Mar

06 Mar 2025: Drewry’s World Container Index decreased 3% to $2,541 per 40ft container this week.
www.drewry.co.uk

Baltic Exchange Dry Index - Price - Chart - Historical Data - News

Baltic Dry increased 231 points or 23.17% since the beginning of 2025, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Baltic Exchange Dry Index - values, historical data, forecasts and news - updated on March of 2025.
tradingeconomics.com
 
The Rower Turned Engineer Who Helped Make Nvidia a $3 Trillion Company: Jonah Alben uses lessons from his days as Stanford rowing coxswain to design AI chips and keep selling to China. (Wall Street Journal)
 

Dow drops 700 points for worst day of 2025 so far on new fears about economic growth: Live updates​

Stocks sold off on Friday as new U.S. data sparked concern among investors over a slowing economy and sticky inflation, leading them in search of safer assets.

Losses increased into the close as traders feared staying long into a weekend that could bring another barrage of headlines from the Trump administration, which has proposed a flurry of tariffs and other market-moving policy changes since taking charge a month ago.

The Dow Jones Industrial Average lost 748 points, or 1.7%, bringing its two-day losses to more than 1,200 points. Friday’s loss was its biggest of the young year. The S&P 500 traded 1.7% lower, falling for a second day after closing at a record on Wednesday. The Nasdaq Composite dropped more than 2%.

More:

 

Set Sail with the Marine Engineers' Beneficial Association on their 150th Anniversary​

Feb 23, 2025 #supplychain #shipping #mariners

Set Sail with M.E.B.A. | Interview with President Adam Vokac
In this episode, Sal Mercogliano — a maritime historian at Campbell University (@campbelledu) and former merchant mariner — interviews the president of the Marine Engineers' Beneficial Association president, Adam Vokac, on the 150th anniversary of the union and discusses the state of the American maritime sector and employment in the US merchant marine.

32:13

- Marine Engineers' Beneficial Association https://www.mebaunion.org/
- Interview: Adam Vokac, President of M.E.B.A. https://maritime-executive.com/magazi...
 

Dow futures jump 300 points as traders look to recover from Friday’s sell-off: Live updates​

Stock market futures moved higher early Monday as Wall Street looked to bounce back from a slide late last week.

Futures for the Dow Jones Industrial Average added 303 points, or 0.7%. S&P 500 futures added 0.5%, while Nasdaq 100 futures were up 0.4%.

The move follows the stock market’s fall on Thursday and Friday to end the week in the red. The Dow finished down 2.51% for its worst weekly performance since October. The S&P 500 and Nasdaq Composite slipped 1.66% and 2.51%, respectively, for the week. On Friday alone, the Dow dropped more than 700 points, while the S&P 500 and Nasdaq shed 1.7% and 2.2%.

More:

 

Berkshire operating earnings surge 71% in fourth quarter, cash hoard balloons to record $334 billion​

  • The Warren Buffett-led conglomerate said its operating profit — which encompasses earnings from the company’s wholly owned businesses — skyrocketed to $14.527 billion during the final three months of 2024.
  • That was led by by a whopping 302% jump in insurance underwriting from the year-earlier period to $3.409 billion.
More:

 

Borderlands Mexico: Organized crime groups fuel rise of US cargo thefts

This week in Borderlands: Organized crime groups fuel rise of US cargo thefts; Imperial Auto opens $21M factory in Mexico; EGO Group launches electronic components plant in central Mexico; and Billor opens logistics hub in Houston.
www.freightwaves.com

Mass deportations could disrupt US food supply chain, experts say

The Trump administration’s mass deportations of undocumented immigrants could cause disruptions in the U.S. food supply chain, experts say.
www.freightwaves.com
 

Wall Street Breakfast Podcast: Alibaba Bets $52B On AI, Cloud​

Summary​

  • Alibaba plans to invest $52 billion in AI and cloud infrastructure over the next three years, emphasizing its commitment to cloud computing and AI hosting services.
  • Prosus announces an all-cash offer to acquire Just Eat Takeaway for €4.1 billion, representing a significant premium over recent share prices.
  • Shein's profit dropped, pressured by competition and poor final quarter performance, ahead of its planned IPO in London.
  • Equinox Gold shares rose 3% premarket after announcing plans to acquire all outstanding shares of Calibre Mining in a court-approved deal.
More:

 
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