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Axios reports the White House was surprised by Israeli media claims that Trump would host Israeli Prime Minister Netanyahu next Monday; no meeting has been scheduled. Netanyahu has sought a meeting for more than two weeks while past visits were typic

2026-07-17

Axios reports the White House was surprised by Israeli media claims that Trump would host Israeli Prime Minister Netanyahu next Monday; no meeting has been scheduled. Netanyahu has sought a meeting for more than two weeks while past visits were typically finalized within days, a delay the White House sees as reflecting diverging interests and growing disappointment since the two jointly launched a war on Iran five months ago. Trump had said Netanyahu could visit after the NATO summit on July 7–8, but no arrangements were made. Netanyahu’s office said a planned US trip was canceled after the postponement of the funeral for former U.S. senator Graham. White House officials say the meeting was never confirmed or entered on the president’s calendar and that Trump is very annoyed by Netanyahu’s public criticism of the planned F-35 sale to Turkey, saying Netanyahu should not be intervening on the issue.

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2026-07-17

A private survey reveals that Japanese companies' rare earth procurement costs have risen by an average of over 20% compared to last year, further increasing cost pressures on businesses. Resilire, a Tokyo-based supply chain risk management company,

A private survey reveals that Japanese companies' rare earth procurement costs have risen by an average of over 20% compared to last year, further increasing cost pressures on businesses. Resilire, a Tokyo-based supply chain risk management company, conducted an online survey in June of 400 decision-makers at manufacturing companies that procure rare earths and rare earth materials, and released the results this week. When asked about changes in procurement costs over the past year, approximately 30% of respondents indicated that costs had increased by 20% to 29%, the most common answer. Additionally, about 20% reported a cost increase of 10% to 19%, and over 10% cited an increase of 30% to 39%. Overall, Japanese companies' rare earth procurement costs have increased by an average of 22.3%. The survey also shows that most companies are finding it difficult to pass on the increased costs to their customers. Among companies experiencing rising procurement costs, only 4.2% indicated they were able to pass on almost all of the cost increases to product prices; approximately 10% stated they were completely unable to pass on the costs. If we include companies that pass on less than 25% of their costs and those that pass on between 25% and 49%, more than 40% of the surveyed companies can only absorb less than half of the new costs.
2026-07-16

TSMC (TSM.N): We are checking to ensure that our chips do not end up in inventory.

TSMC (TSM.N): We are checking to ensure that our chips do not end up in inventory.
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