Boeing Launches $22 Billion Share Offering to Get Breathing Room, Dodge Junk Credit Rating, after Having Wasted $64 Billion on Share Buybacks by Wolf Richter • Oct 28, 2024 • 130 Comments It will dilute the bejesus out of already beaten-up stockholders. Share buyback karma.
Construction Spending Squeaks to Record amid Eyepopping Boom in Spending on Factories while Residential Construction Tries to Dig Out of Last Year’s Slump by Wolf Richter • Sep 3, 2024 • 43 Comments Majority of construction spending goes into nonresidential, dominated now by a spending spree on factories.
Manufacturing (beyond Boeing) Not Dead: Orders Rose to New Highs in 2024, after a Little Dip in 2023, after Pandemic Boom by Wolf Richter • Aug 26, 2024 • 29 Comments And the order backlog has started rising again.
Eyepopping Factory Construction Boom in the US Reaches New Highs amid Big Corporate & Strategic Rethink by Wolf Richter • Aug 1, 2024 • 70 Comments One of the big changes that came out of the chaos of the pandemic. And robots cost nearly the same anywhere.
Corporate Profits by Major Industry, Q1 Update: “Greedflation” Hits Ceiling in Some Industries but Still Thrives in Others? by Wolf Richter • Jun 27, 2024 • 46 Comments The huge spike in profits during the high-inflation years backtracked in some industries but got even hotter in others.
Global Steel Production Update: China’s Property Crisis & Manufacturing Slowdown Trigger China’s Worst Ever 3-Year Drop of Steel Production, after Years of Blistering Growth by Wolf Richter • Jun 20, 2024 • 64 Comments US production of crude steel edged down further. Nucor Steel moved up to #15 globally. US Steel, #24, gets acquired by #4, Nippon Steel.
Eyepopping Factory Construction Boom in the US: Semiconductors, Auto Industry, and Everyone Else by Wolf Richter • Jun 3, 2024 • 103 Comments A massive corporate rethink is underway. Inflation in construction costs explains only a small portion of the spending boom.
Eyepopping Factory Construction Boom in the US: Chip Makers on Forefront, but CHIPS Act Funds Not Even Released Yet by Wolf Richter • Feb 3, 2024 • 83 Comments Supply-chain chaos, edgy US-China relations, and scary dependence on China triggered a rethink, now showing up as investments in manufacturing plants.
Are the Headlines about Factory Orders Messing with us Again? by Wolf Richter • Dec 4, 2023 • 51 Comments The drop in new orders was off an all-time high, while unfilled orders rose to an all-time high. Orders by major category.
The Eyepopping Factory Construction Boom in the US by Wolf Richter • Dec 2, 2023 • 228 Comments The supply-chain catastrophe in 2020-2021, the edgy US-China relationship, and the scary dependence on China triggered a big corporate rethink.
