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Supply Chain News 13 July 2025 - 17 November 2025

Tesla (TSLA) News Today: China Supply Chain Shake-Up, Thiel Trims Stake, AI5 Delay and Divided Wall Street – 17 November 2025

Tesla (TSLA) News Today: China Supply Chain Shake-Up, Thiel Trims Stake, AI5 Delay and Divided Wall Street – 17 November 2025

Tesla (TSLA) stock edges higher on November 17, 2025 as Elon Musk accelerates a shift away from China-made parts, Peter Thiel slashes his stake, AI5 chip timelines slip, and analysts clash over robotaxi upside vs. “tough reality.” TSLA stock today: rebound after a choppy stretch As of mid‑afternoon on November 17, 2025, Tesla shares trade near $414.46, up about 2.5% on the day, with intraday moves between roughly $397 and $415. Volume is elevated relative to normal sessions. This bounce comes after a sharp pullback from recent 52‑week highs above $480, driven by: At today’s price, multiple independent analyses still
17 November 2025
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Solvay Strikes Two U.S. Rare‑Earth Supply Deals as Europe Lags on Subsidies — Shares Rise on Nov. 13, 2025

Solvay Strikes Two U.S. Rare‑Earth Supply Deals as Europe Lags on Subsidies — Shares Rise on Nov. 13, 2025

Published: November 13, 2025 Belgium’s Solvay has signed two agreements to supply rare‑earth oxides to U.S. magnet makers Noveon Magnetics and Permag, a fresh sign that demand—and government backing—in North America is pulling new non‑Chinese supply into the market. The stock reacted on Thursday, rising about 3.4% to lead Belgium’s BEL 20 index. Reuters+1 What happened Solvay said the Noveon deal covers neodymium and praseodymium (NdPr) alongside the heavy rare earths dysprosium and terbium (DyTb)—key ingredients for high‑performance permanent magnets used in EVs, wind turbines and defense systems. A second agreement will see Solvay supply samarium oxide to Permag, which
13 November 2025
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SMX (Security Matters) PLC Stock Rockets on Supply Chain Tech Breakthroughs – Can the 2025 Comeback Last?

SMX (Security Matters) PLC Stock Rockets on Supply Chain Tech Breakthroughs – Can the 2025 Comeback Last?

Figure: SMX’s technology bridges physical materials with digital records. The company’s platform “embeds encrypted identifiers into a wide range of materials, including plastics, metals, and liquids,” linking each product to a tamper-proof digital “passport” that verifies its entire lifecycle stocktwits.com stocktwits.com. This novel approach aims to convert trust and transparency into tangible value – for example, by proving recycled content or ethical sourcing, companies can potentially secure better financing terms and brand premiums accessnewswire.com accessnewswire.com. Comparative Context: SMX operates in a niche intersection of blockchain, materials science, and supply chain management. Unlike traditional track-and-trace solutions (e.g. RFID tags or QR
5 November 2025
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Car Factories on the Brink: Chip War Crisis Forces Eleventh-Hour Trade Truce

Car Factories on the Brink: Chip War Crisis Forces Eleventh-Hour Trade Truce

Background: Dutch Takeover Spurs Chinese Backlash Nexperia is a major producer of so-called “mature node” semiconductors – basic but ubiquitous components like diodes, transistors and voltage regulators used in cars and consumer electronics reuters.com. Originally part of Philips, Nexperia was sold in 2017 to Chinese investors and later fully acquired by Wingtech Technology, a Shanghai-listed electronics firm investing.com investing.com. For years this arrangement flew under the radar, but rising geopolitical frictions set the stage for conflict. In December 2024, the U.S. Commerce Department placed Wingtech on its Entity List, accusing it of aiding China’s efforts to acquire sensitive chip capabilities
1 November 2025
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Volkswagen Faces Shutdown as Chip War Escalates – Global Auto Industry on Edge (Nexperia)

Volkswagen Faces Shutdown as Chip War Escalates – Global Auto Industry on Edge (Nexperia)

Chip Dispute Threatens Volkswagen’s Output A new chip crisis is looming over Volkswagen just as the industry hoped supply shortages were easing. Nexperia – a major supplier of the tiny electronic components that go into every modern vehicle – has told automakers it “could no longer guarantee” chip deliveries as of mid-October reuters.com. The warning came after an unprecedented intervention by the Dutch government: on September 30, officials invoked emergency laws to take control of Nexperia, ousting its China-appointed CEO amid concerns sensitive technology could leak to China reuters.com reuters.com. Beijing swiftly retaliated. China’s Commerce Ministry issued an export ban
21 October 2025
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Global Drone Market in Q3 2025: Supply Chain, Geopolitics, and Export Controls

Global Drone Market in Q3 2025: Supply Chain, Geopolitics, and Export Controls

In Q3 2025 the global drone market faces significant supply-chain pressure from component shortages, tariffs, and logistics delays, with China historically dominating motor, ESC, battery, flight controller, camera, sensor, propeller, and carbon-fiber airframe production. After China tightened dual-use drone component exports in late 2024, infrared sensor exports fell by 30% and prices tripled, while U.S.-bound component volume dropped 60% and high-end infrared modules rose from $400–$500 to over $1,500. In April 2025 the United States imposed a 125% tariff on Chinese drone imports, pushing total import taxes to about 170% and lifting prices roughly 2.7x for many Chinese-made drones and
13 July 2025
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