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“[But] the shift from West Coast ports to East Coast ports will be a short-term solution for companies since it is not a feasible long-term solution and it’s in the best interest of West Coast ports to make it their issue to resolve and return to norm.” scmr.com/article/reshor…

It's not just #reshoring ...

Infrastructure spending, as a whole, is projected to nearly double over the next decade.

It's hard to see how industrial stocks $XLI don't thrive in this environment.

Keep an eye on infrastructure focused ETFs like $PAVE and $IFRA

Are you watching the #reshoring trend as closely as I am?

And how are you playing this?

Are you investing in semiconductor stocks? Or do you prefer robotics stocks or even good ole fashioned industrial stocks?

Let me know...

$SMH $SOXX $ROBO $BOTZ $XLI

Reshoring isn’t the only change taking place in supply chains: scmr.com/article/reshor…

Murtaza Hussain Tensions will only rise between India and China. The US needs to continue reshoring capacity and it will be fine. US investment will shift to other Asian nations.

kearney.com/service/operat…

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What's the best way to cash in on the #reshoring trend?

Semis? $SMH $SOXX

Robotics stocks? $ROBO $BOTZ

Or what about industrials? $XLI

Infrastructure ETF $PAVE is setting up rather nicely on the weekly.

VSK Energy LLC, a new venture backed by Indian solar panel maker Vikram Solar Ltd, has announced its plan to invest up...Learn more in our insight >>>

#India #InflationReductionAct #investment #manufacturing #renewableenergy #reshoring #solarenergy

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Reshoring sparks a building boom in the US

Those arguing for reprising Monroe Doctrine might say: “Let them control it, we’ll simply retreat behind tariff walls and reindustrialize.” Reshoring is highly desirable, but need access to the crucial Asian market to properly implement.

The next 10-15 years will be about reshoring supply chains. I wonder if the next wave of investment, specifically VC/PE will find a way to capitalize.

Tensions in the South China Sea have also sparked interest in #reshoring .

It's no secret that Taiwan is a semiconductor hub.

The country produces 9 out of 10 high-end chips – the kind used for #AI applications, $AAPL devices, and advanced weapons systems.

$TSM $SOXX $SMH

William McKinley 🇭🇰 Tam Gaz reshoring. Sen ne düsünüyorsun hocam?

The U.S. Energy Department plans to provide a conditional commitment for a loan of up to $9.2...Learn more in our insight >>>

#BlueOvalSK #ElectricVehicles #EVbattery #Ford #InflationReductionAct #manufacturing #reshoring #SKInnovation #UnitedStates

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Our Mission is only growing stronger! With the increased opportunities reshoring is unlocking, P1 is busier than ever, as is American manufacturing. Revitalize. Reimagine. Resurgence!
#manufacturing #american #cncmachining

Where are China's exports going? Less and less to the US

Due to increased supply chain reshoring, China's exports to the U.S. have dropped for ten consecutive months. This trend is expected to continue in the future.

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Excellent thread on reshoring/friendshoring/derisking meme in the US Blob.

US is essentially coercively moving production from high efficiency manufacturing countries like PRC, TWN, etc, and forcing them to build in places like Arizona with wasteful subsidies.

Made in America is about to make a HUGE comeback

Since 2020, interest in #reshoring has skyrocketed

This means everything from electric vehicle #EV to semiconductor $SMH manufacturing is coming back to America.

Here's everything you need to know about this megatrend...🧵

VSK Energy LLC, a new venture backed by Indian solar panel maker Vikram Solar Ltd, has announced its plan to invest up...Learn more in our insight >>>

#India #InflationReductionAct #investment #manufacturing #renewableenergy #reshoring #solarenergy

bit.ly/42QCLfn

This is a stark visual of RESHORING's impact.

China's/CNY's loss is Mexico's/MXN's gain.

The fundamental difference between Chinese industrial policy and US industrial policy and why the former succeeds and the latter fails is because they are moving in opposite directions. The Chinese goal is to move up the technological ladder and capture more high value added. It