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Peril of EV Start-Ups: Fisker’s Investor Warning

Supply Chain Matters

According to a published report by The Wall Street Journal ( Paid subscription ), this asset light company has recently elected to transition its business model to an auto dealership based vehicle distribution model. Shipping new vehicles from Austria to the U.S. based dealer network.

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November Global PMI Reporting Reflects Some Stabilization

Supply Chain Matters

A continued subdued product demand environment and added caution reportedly led to a decline in overall purchasing activity, lower levels of inventory and improved supplier delivery times. Austria was indicated as the worst performer, followed by Germany and France. The reported November value posted a six-month high value of 44.2,

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Global PMI Levels in August Remain Sluggish

Supply Chain Matters

The lowest production performance and associated supply chain activity levels were reported as that of Germany , Austria , Czech Republic , United Kingdom and Poland. The inventories index decreased 2.1 manufacturers are continuing to draw down inventory levels. Continued Contraction Levels for the U.S.

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September and Q3 Global PMI Levels Remain in Contraction

Supply Chain Matters

Reportedly, destocking activities increased with finished product and raw materials inventories decreasing by the end of the quarter. Reportedly, with the exception of Greece , all other EU countries registered PMI declines, with Germany and Austria having the fastest rates of production declines. was relatively unchanged from the 49.0

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Where are all the N95 Masks? A Supply Chain Dilemma

NC State SCRC

The shortage of N95 masks seems to be a big mystery, but several recent articles in the New York Times and the Wall Street Journal explore the case of the missing masks. The global inventory of masks was also diminished by the wildfires in California and Australia, which used up many of the supplies held by humanitarian organizations.