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DEMAND AND SUPPLY
Soitec locks customers into multi-year deals as AI wafer demand surgesSoitec told investors last month that photonics-SOI revenue would more than double this financial year from slightly above $100 million, ...- Higher LNG prices likely from September; downstream players may face margin pressure costs: ReportIndia’s LNG demand remains resilient despite spot prices above $20/MMBtu, but rising gas costs could squeeze downstream margins, according ...
- Carbon emissions are worsening the western US water crisis, new study findsDecades of carbon emissions significantly worsened the western United States water crisis. Fossil fuel and cement producers' emissions redu...
- Tata Motors sees strong electric CV demand, expects China cell supply bottleneck to ease by quarter-endTata Motors expects strong demand for its electric commercial vehicles to continue growing. The company anticipates resolving battery cell ...
- Silver rebounds from correction: Can the recovery gain momentum?Silver has rebounded sharply from its recent correction, supported by gold’s rally, a weaker US dollar and expectations of stronger industr...
- India’s housing market sees structural shift towards premium, luxury homes: CareEdge RatingsIndia’s housing market is seeing a structural shift towards premium and luxury homes, with affordable housing losing share in new launches....
- Andreessen Horowitz raises $1.1 billion for AI infrastructure fundThe “Machine Age Fund” will invest in AI computer infrastructure such as chips, memory, networking and storage, the firm said in a blog pos...
- Passenger vehicle and 2W retail demand strengthens in August ahead of festive season on strong Onam pull: ReportPassenger vehicle demand shows constructive growth, likely exceeding nine to ten percent year-on-year. Two-wheeler retail growth is estimat...
- Sugar supply likely to improve on switch to fortnightly quotaUnder the fortnightly quota, sugar mills will be required to sell at least 40% of the allocation in the first week and the remaining quanti...
- Government to allocate fortnightly sugar sale quota to mills from September to prevent artificial scarcityRetail sugar prices are easing as ex-mill rates decline significantly. The government will now allocate sugar fortnightly to mills from Sep...
- GCCs, tightening supply to keep India's office market on growth track: EquirusIndia's commercial real estate market is expected to remain strong, supported by continued expansion of Global Capability Centres (GCCs), l...
- US goods trade deficit widens 17% to $118.8 billion in JulyThe United States merchandise-trade deficit grew substantially in July. This shortfall reached its highest point since early last year. Inb...
- SK Hynix holds groundbreaking ceremony for $4 billion Indiana AI chip packaging facilityThe facility, at the Purdue Research Park in West Lafayette, is scheduled to begin cleanroom operations in the second half of 2028, accordi...
- Centre starts onion sale in capital at Rs 35/kg, 44% below market priceThe government has started selling onions from its buffer stock at Rs 35 per kg. This move aims to provide relief to consumers and control ...
- 45 Indian coal power plants have critical low fuel, government data showsForty-five Indian power plants operate with critically low coal inventories now. Monsoon rains disrupt supplies and electricity demand rise...
- Onion supply comfortable to meet domestic demand in coming months: GovtGovernment assures ample onion supply for upcoming months. Robust production and buffer stocks support domestic demand. Targeted market int...
- India to divert 350,000 tonnes of sugar exports to local market amid shortageIndian refiners will divert 350,000 tons of sugar offshore to the domestic market. This move aims to ease a significant supply crunch and t...
- Allcargo Logistics scales up its blue-collar workforce to cater to festive demandIn a strategic move, Allcargo Logistics plans to raise its blue-collar workforce by twenty percent. This decision aims to strengthen its ex...
- US refiners face historic stress test as global crisis loomsUS refineries are running near maximum capacity to fill global fuel shortages caused by the Iran war and disruptions in Russia. While this ...
- Copper emerges largest contributor for BHP’s EBITDA in fiscal 2026BHP's copper business became the largest earnings contributor, providing 54 percent of underlying EBITDA. Copper prices saw a significant s...
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