2024/5/10 News

calculatedrisk.substack.com

Calculated Risk : I spoke with a major window supplier earlier this week about construction delays. In early 2023, they were quoting 26 weeks for delivery.

Calculated Risk : Now they are quoting 4 to 5 weeks. A major change - and I expect the average time from start to completion to decline in 2024.

 

www.bloomberg.co.jp

 

www.businessinsider.jp

 

www.nikkei.com

 

econbrowser.com

 

ISW : Recent satellite imagery of depleted Russian military vehicle and weapon storage facilities further indicates that Russia is currently sustaining its war effort largely by pulling from storage rather than by manufacturing new vehicles and certain weapons at scale. 

 

ISW : Russia is relying on vast Soviet-era stores of vehicles and other equipment to sustain operations and losses in Ukraine at a level far higher than the current Russian DIB could support, nor will Russia be able to mobilize its DIB to replenish these stores for many years. 

 

econbrowser.com

 

www.jetro.go.jp

 

www.jetro.go.jp

 

www.nikkei.com

 

www.nikkei.com

残る発電所は脱炭素燃料との混焼や、石炭由来の水素を燃料にする石炭ガス化複合発電(IGCC)に転換する。

 

www.nikkei.com

 

www.newsweekjapan.jp

 

www.bloomberg.co.jp

 

jp.reuters.com

 

www.marketplace.org