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Reuters Events | Supply Chain & Logistics Business Intelligence

1 week ago | reutersevents.com | Alex Hadwick

The need to know for the week starting 14th April 2025 The need to know from Reuters’ global network of journalistsAt China's largest trade fair, exporters say US markets are 'frozen'Candice Li says that after Washington raised tariffs on Chinese goods by 145%, U.S. orders for the medical devices her firm is making have vanished.
US steel tariffs set to hike costs, lead times in clean power

1 week ago | reutersevents.com | Anna Flávia Rochas

Last month, President Donald Trump raised steel and aluminum tariffs by 25%, ending all country exemptions, in addition to higher tariffs on China already hitting the clean power sector. The Trump administration expanded the list of derivative products subject to tariffs, covering a broader range of manufactured goods, including items used by the energy industry.
Trump strategy threatens critical mineral supplies for clean power

2 weeks ago | reutersevents.com | Neil Ford

U.S. solar, wind and battery developers depend heavily on imports of highly processed critical minerals from China, making them particularly sensitive to an escalating global tariff war under the Trump administration. On April 4, China placed export restrictions on rare earth elements as part of a sweeping response to U.S. President Donald Trump's tariffs, squeezing supply to the West of minerals used to make a wide range of goods in energy, defence, and electronics.
Reuters Events | Supply Chain & Logistics Business Intelligence

2 weeks ago | reutersevents.com | Alex Hadwick

The need to know for the week starting 7th April 2025 The need to know from Reuters’ global network of journalistsTrump's tariffs roil company plans, threatening exports and investmentBusinesses around the globe on Thursday faced up to a future of higher prices, trade turmoil and reduced access to the world's largest market after U.S. President Donald Trump confirmed their worst fears by instituting broad tariffs worldwide.
Reuters Events | Supply Chain & Logistics Business Intelligence

3 weeks ago | reutersevents.com | Alex Hadwick

The need to know for the week starting 31st March 2025 The need to know from Reuters’ global network of journalistsTrump says reciprocal tariffs will target all countriesU.S. President Donald Trump said on Sunday that reciprocal tariffs he is set to announce this week will include all nations, not just a smaller group of 10 to 15 countries with the biggest trade imbalances.
Microreactor builders eye share of growing nuclear market

4 weeks ago | reutersevents.com | Neil Ford

Soaring power demand from U.S. data centres has accelerated interest in new micro-reactors that can be factory-built and trucked to operating sites. Microreactors are small modular reactors (SMRs) with generating capacity of 20 MW or below. Larger SMRs rely on full transmission grid integration while microreactors can be deployed faster, in smaller increments and closer to the point of use.
SMR firms race to build a nuclear fuel supply chain

4 weeks ago | reutersevents.com | Mark Shenk

SMRs could help meet an expected surge in U.S. electricity demand coming from the expansion of power-hungry data centers but they are still in the development stage and unlikely to become commercially available until at least the end of the decade. As well as investing billions of dollars to develop this technology ahead of their rivals, SMR companies need to secure supplies of nuclear fuel.
US installs record 50 GW of solar in 2024; Battery installs could double in 2025

1 month ago | reutersevents.com | Robin Sayles

US installs record 50 GW of solar in 2024The U.S. installed a record 50 GW of solar capacity in 2024, representing the largest addition of any power generation technology in over two decades, the Solar Energy Industries Association (SEIA) and Wood Mackenzie said in their latest quarterly market report. Texas was the largest market, installing 11.6 GW and 21 states set new annual installation records, the report said.
US grids must harness electric vehicle growth to tackle load risks

1 month ago | reutersevents.com | Anna Flávia Rochas

U.S. deployment of electric vehicles (EVs) is expected to grow rapidly in the coming years, alongside soaring demand from data centers, changing how utilities and grid operators manage loads and expand their power networks. President Trump has removed electric vehicle targets and reduced funding support but experts continue to predict strong growth in EV deployment due to long-term automaker commitments, state-level policies, consumer adoption trends and falling battery prices.
Reuters Events | Supply Chain & Logistics Business Intelligence

1 month ago | reutersevents.com | Alex Hadwick

The need to know for the week starting 24th March 2025 The need to know from Reuters’ global network of journalistsExclusive: Proposed US port fees on China-built ships begin choking coal, agriculture exportsPresident Donald Trump's plan to revive U.S. shipbuilding using massive fees on China-linked ship visits to American ports is causing U.S. coal inventories to swell and stoking uncertainty in the embattled agriculture market, as exporters struggle to find ships to send goods abroad.