Browsing Tag
China
667 posts
The a2 Milk Company recalls U.S. infant formula batches as cereulide detection sparks market sell-off
The a2 Milk Company faces investor scrutiny after a U.S. infant formula recall. Read how the risk could affect brand trust and strategy.
Is The Estée Lauder Companies quietly rebuilding its skin care future through 111SKIN?
The Estée Lauder Companies backs 111SKIN as clinical luxury skin care gains momentum. Find out why this minority stake matters.
How China’s lithium processing dominance is forcing the West to rethink industrial policy
The West has lithium mines and battery ambitions. China still controls the refining layer that turns critical minerals into real industrial power.
Unilever PLC (LSE: ULVR) reports 3.8% underlying sales growth as Dove, India and Home Care drive Q1
Unilever volumes are recovering, but currency and portfolio risk remain. Can ULVR turn simplification into a cleaner growth story?
Why lithium price volatility is becoming the biggest threat to Western battery material projects
Lithium is strategic, but prices still swing like a commodity. Western projects now face the gap between policy ambition and bankable returns.
Haleon (HLN) Q1 2026 results: Can Sensodyne and parodontax offset weak cold and flu demand?
Haleon’s cold and flu drag is testing growth. Sensodyne, parodontax and margin discipline may decide whether HLN can regain momentum.
AstraZeneca Q1 2026 results: Can oncology and rare disease growth keep AZN’s 2030 ambition on track?
AstraZeneca’s growth engine is firing, but pricing pressure and launch risk still loom. Can oncology and rare disease carry AZN to 2030?
Can North America build a mine-to-battery lithium chain without relying on China?
North America has lithium ambition, but China still dominates processing. The real test is turning mines into battery-grade supply.
Can Europe’s Critical Raw Materials Act turn lithium projects into bankable infrastructure?
Europe wants lithium sovereignty, but projects still need bankable economics. The Critical Raw Materials Act now faces its financing test.
Why lithium converters matter more than mines in the next phase of the EV supply chain
The West has lithium, but China still dominates processing. Lithium converters may decide who really controls the EV battery supply chain.