sell

It is one thing to spend 5% of GDP to rearm and a very different one is to sell weapons to Europe. Spain that has it very clear

by

The “pacifist” Spain, which has faced the United States alone by questioning the “unit” of NATO compared to that 5% defense expense pursued by Washington, lives a paradox. Because While he refuses of the rearma, or at least the figures that are handled, has the opportunity to accompany a national company in the epicenter of that Dispension in artillery and military resources for the old continent. It We count A few days ago. The first track Morgan Stanley gave it: Indra had raised its target price by 118%. A crossroads. Of all this did an analysis The Financial Times. In the epicenter of a continent that accelerates Your rearmeSpain is presented as the more particular case Of all: The country historically more reluctant to military spending in NATO now tries Turn Indraa company of civil roots and computer tradition, in a kind of European defense champion. Partially supported by the State, which It has 28% of its capital, Indra is undertaking an ambitious (and risky) transformation with the aim of rivaling with consecrated names such as Bae Systems, the Almighty Rheinmetall or Thales. New DNA. Its new president, Angel Escribanoentrepreneur with industrial DNA forged in the manufacture of turrets for combat cars in the Middle East, has placed the reconquest of manufacturing capabilities as cornerstone of this new stage. “There has never been an opportunity like this in three decades of defense in Spain,” has declaredaware that the Expenditure supercycle European military, triggered by war in Ukraine, represents an unrepeatable occasion for the company. From radar to armored ones. Until recently, Indra It was synonym of air traffic control systems or military missions management software. His presence in defense was important but discreet, focused on digital solutions rather than tangible product. However, in the middle of a war where drones, artillery and armored scenethe company now seeks to occupy the physical space of The military industry: Also manufacture the “metal”, not just electronics. In June, he raised his participation in Tess defends 51%taking control of the consortium that produces The VCR Dragon For the Spanish army. The step was not exempt from friction: Indra faced Santa Barbara Systems (controlled by the American General Dynamics) for the course of the company, even suggesting its purchase. Although this was rejected, interest persists and the company explores other acquisitions, including the defense division from Iveco In Italy. Indra Buy and buy. The Financial Times counted That to reach 10,000 million euros of billing in 2028 (a two -year advanced target compared to the original plan), the road map includes more than 20 possible purchase operations in Europe. On the horizon even an option as delicate as tempting appears: acquire Mechanical & Engineering notary (EM & E), the armament firm founded by the president himself, which, a priori, would create an obvious conflict of interest, but also a technical synergy difficult to match. The civil DNA dilemma. Despite of the turn Towards the defense, Indra remains a mostly civil company: its IT unit, MINSAIT, represents 62% of your income, compared to 21% of the military area. Minsait competes in the corporate world with giants such as Capgemini or Infosys, providing technological services to banks, health systems and public administrations. Some analysts and former director see in this duality a Structural contradiction: defense and services are “water and oil”, Explain the FT. In fact, when in 2024 the company announced that the defense It would be his priority And that Minsait would become “not strategic”, the market reacted positively Given the possible sale of your business not related to war. The company failed to close any agreement and now notary states that it only wants burn off the branch of payments, while it begins to revalue the rest of the unit as a source of dual use technologies (AI, cybersecurity or cloud solutions) that can adapt to the military environment. This reconsideration, although pragmatic, keeps alive the tension between what the market desires (a purely defensive company) and what the management is willing to offer. Reputation and influence. It is the last of the legs that was analyzed in the Times report. Although their actions have quadrupled since the Russian Invasion of Ukraine and its market value already exceeds 6,000 million In euros, Indra continues to quote with a strong discount regarding its European counterparts. While Bae is valued at 25 times its planned benefits, and Rheinmetall touches 60 times, Indra stays in just 18. Reasons? According to analysts As Beatriz Rodríguez de Bestinver, the growing interference of the Spanish government in the corporate strategy, which generates uncertainty about economic logic behind some decisions. It is also pointed out that, despite its turn, Indra is not yet perceived as a defense company in its purest form. Nor does the perception of improvisation in the transition from software to military hardware or doubt about whether the State be willing to firmly support the qualitative leap. The put by war. No doubt, the Spanish case tests the European model of rearme: Can a historically pacifist country lead a robust defense industry without sacrificing its institutional culture? The scribe plan It seems clear: cover all dimensions of the Modern combat. In the sea, Indra supplies Radars and Sónar for the submarines of Navantia, and in the air, leads Spanish participation in the Future Fuat Air System (FCAS), together with Airbus and Dassault. Plus: in space bought 90% of the Hispasat satellite operator for 725 million euros, and on land, already controls part of armored production, with a view to incorporating armament and sensors. It even has a participation In ITP AeroManufacturer of aeronautical components. Yes or no. In summary, the concept of “total war” seems to have penetrated the Indra strategywhich is no longer raised as a party supplier, but as a Comprehensive actor of the European war ecosystem. Notary summarize His vision with a phrase that contains both urgency and ambition: “We would not forgive if we were not able to transform this company into what … Read more

Tesla is piling up the cybertruck that does not sell

by

The Tesla Cybertruck is becoming a problem for Tesla. One that, granite granite (car by car, rather), is causing important headaches to the company … in all areas. The photo that best reflects is that of a dealer near Detroit (United States). Stored. The Hunters Square shopping center in Farmington Hills, next to Detroit, lives an out of the out of the out. Specifically, the one carried out by the Tesla dealership in the area whose cars are occupying more and more space in the shopping center. As reported in Crain’s Detroit Business The vehicles received by the shopping center are vehicles waiting for buyer and have been viralized after Some publications on Instagram They have highlighted the storage of what, almost all, are units of the Tesla Cybertruck. A letter. They point out in the American environment that from the City of Farmington Hills they have already sent a letter to contact those responsible for the mall since, they have reached an agreement with the Tesla dealership, it is illegal to store vehicles on public roads. The problem for the public institution is higher because, in addition, there are some projected works to overthrose part of the building and remodel it so the cars also bother in this sense, they point out from Motorpasion. Click on the image to go to the original post The forest. What happens with the storage of these Tesla Cybertruck are trees that should not cover the forest. Tesla Cybertruck sales are not working as expected and the big question is If the company has reached the roof of sales to which they could nourish too soon. In fact, it is not the first time we have news of the difficulties that Tesla is having to place cars on the market. For example, the client who returned the car the same day he discovered that he had completely stopped in A field for four months Before your sales. What do I do with all this? According to data from Cox Automotive collected by InsideevsTesla sold 6,406 Cybertruck units in the first quarter of 2025. It is half that in the third and fourth quarter of 2024. The figure, they point out, is alarming because Tesla promised that would manufacture 250,000 units per year but then has reduced that figure to 120,000 units per year. Selling at this rhythm, Tesla can expect to sell about 25,000 units at the end of the year. There are 95,000 units less than planned (or promised). They explain in Autoevolution that the company has tried to alleviate the problem with aggressive discounts. We also knew that months ago They were removing commemorative plates from the most expensive editions To lower the price. A problem. Excess stock for a car company It is a real problem. It means that they are occupying resources in the assembly line and in the warehouse to which they are not giving exit. To put them in the market, they are sold cheaper than expected and, therefore, the profit margin is dramatically reduced. And, in the worst case, the car ends up giving himself for not losing more money. It is something that can explain well Stellantis to Tesla. But that is the short term. The images of vehicles stored for months waiting to give it out and find a good discount program also damages the image of the vehicle and the company. In the case of Tesla Cybertruck the problem is greater because the car was sold as a flag model of the company. However, since its launch it has not stopped filling covers by its reliability problemstheir unfulfilled promises And, above all, the news of his loose sales. Photo | Google Maps and Tesla In Xataka | “It is not up to par”: the Danish ITV has suspended one in four Tesla Model 3 in one year and is a music that sounds to us

He does not want me to sell his chips for the most advanced outside of China

by

The US Department of Commerce has taken a very important step forward in his offensive against Huawei’s business outside China. During the last weeks this Chinese company has presented two chips for artificial intelligence (AI), the Ascend 910d and the Ascend 920with those who pursue occupy the holes in the Chinese market that presumably will leave Nvidia as a result of the latest sanctions to China deployed by the US. The American company led by Jensen Huang can no longer deliver to its Chinese clients Your H20 GPUand, precisely, Huawei aspires to get that market portion with its new chip ascend 920. The other GPU, the Ascend 910D chip, presumably delivers a performance comparable to that of the GPU NVIDIA H100so it aspires to consolidate as a solid alternative to the latter. The US cannot control the presence of Huawei in China, but has taken a very important step forward to cut off its presence outside its country of origin. The US is using the most powerful tool you have: its patents Frequently some readers ask us why the US has the power to prevent Asml, which is a company of the Netherlands, to sell its most advanced lithography teams to its Chinese clients. This right lies on a fundamental principle: the most advanced machines produced by ASML, such as its equipment of extreme ultraviolet photolithography (UVE) or deep ultraviolet (UVP) use US technologies. One of the most important is the innovation that allows these machines to generate ultraviolet radiation with adequate wavelength. According to the Department of Commerce, Huawei has produced these chips illegally using US technologies This is in essence the same principle that the US Department of Commerce has appealed to approve a resolution by which no country on the planet You can buy the GPU for the Ascend de Huawei. According to this American institution, this Chinese company has produced these chips using US technologies illegally, so its export outside the country borders governed by Xi Jinping violates the export controls of the Department of Commerce. In practice, the US will cost the commercial flow of the GPUs for Huawei out of China, especially when these semiconductors go to allies of the latter country. Its strategy to exert pressure on countries interested in getting the Huawei chips is to announce fines, the possibility of revoking export rights, and even establishing criminal consequences. However, the Department of Commerce has not banned the circulation outside of China of All GPUs for Huawei. The chips ascend 910b, 910c and the imminent 910d are prohibited, but the ascend 910 that TSMC produced Legally for Huawei in 2019 and 2020 it can circulate on the planet with freedom. Image | Huawei More information | US Department of Commerce In Xataka | In a low voice, China has begun to remove some tariffs from US products. Your concern: the chips

Ryanair continues to sell flights at bus price and still earns a lot of money. Your business starts after check-in

by

An any of April. Madrid-Milán for 15 euros. The passenger clicks “accept” without thinking. At five clicks – 10 kilos pole, seat selection, priority boarding -, The amount already exceeds 60. Uugh. Ryanair is enough that arithmetic as simple as relentless to show off record benefits while their rivals scratch cents or directly lose money. Where is the magic? Why does its cost structure seem unbeatable? Accounts against intuition Ryanair’s last fiscal year closed with a benefit of almost 2,000 million and a solid growth over 2023: 1,920 million euros of net profit. Year -on -year growth of 34%. 13,440 million euros in income. 183.7 million transported passengers. Average occupation of 94% in its airplanes. All according to Your annual report of 2024. By 2025 it plans to go further, and it is already on the way to exceed 200 million travelers. In a sector where even Lufthansa (4%) or Air France-KLM (2%) barely reach margins of a digit, Ryanair moves comfortably in the environment of 14-15%net profitability, according to Capa analysis. Let’s see why. It does not give benefits to fly, but for everything else Ryanair has been refining a mantra for years: disaggregate the trip to the last screw and collect for everything that happens before, during and after the seat of the plane. There are several concepts there, but first of all, one stands out: that of the Auxiliary incomewhich reached 4.3 billion euros in 2024, one third of the billing, and 23.4 euros per passenger, according to their results report. What are they? Luggage. From the cabin suitcase to billing. From 12 or 13 euros to 75 euros according to the season. Seat and priority. Choose place, travel with the family or the group in contiguous seats or embark first, part of 3 or 4 euros and can reach 35 euros. Sales on board. From snacks and drinks to raffles or Duty-Free. Third Party Commissions. Hotels, rental cars, insurance … Everything is inserted in the purchase flow to capture margin without even their own inventory. Subscriptions and gift cards. As choice fidelity programs. We could put in the equation even to institutional advertising. A reef. Cantabria is paying 18 million euros in four years for Ryanair to “promote” the brand on its website and maintain routes, he revealed eldiario.es. This proposal touches the Freemium And in fact nine years ago The CEO said That “within five to ten years, prices will be free, in that case the flights will be full”, referring to the possibility of monetizing both the aforementioned roads, and with the distribution of airport income. It is not something that has happened or seems that it will happen, at least within the period. The cost that fits in a backpack Ryanair presumes that Fly costs 34 euros per passengernot counting the fuel. The figure comes from an internal slide projected in Milan and exhibited by The Flight Club. If we crumble it … Staff: 8 euros. It lowers it with multipurpose crews and flexible contracts. Airport and Handling: 8 euros. It resorts to local subsidies, bases in secondary (cheaper) airports and the payment of minimum rates Property and maintenance. 8 euros. Its homogeneous fleet of Boeing 737 that lowers with mass orders that derive in large discounts. Routes and navigation. 6 euros. It resorts to point flights, without connections that make the final price more expensive. Others. 4 euros. Little for a minimal business structure and the use of free or low cost viral marketing. To compare: Easyjet, your rival Low Costhas a cost of more than double, 79 euros per person. Wizz Air leaves it at 52 euros. Always without counting the fuel. The traditional ones, such as Lufthansa, can go above 160 euros. That is what we add the increasing number of people who fly with Ryanair. There are four key levers that are worth highlighting: Unique and dense fleet. Those mentioned 737 (has more than half a thousand of thema good part of those of 197 places) consume 16% less fuel per seat and add 4% capacity. Simple mathematics. Express rotation. Since an airplane touches wheels until it takes again as soon as half an hour passes. That allows each plane to fly more hours and distribute amortization on more flights and more seats. Digital approach. He Check-in face -to -face costs 55 euros. A deterrence for most, a tariff for the accommodation in the analog. The result is that 99% do it online and Ryanair barely needs counter. AND wants to go further. Low profile airports. Stansted instead of Heathrow, Beauvais instead of Charles de Gaulle. Rates can be up to 80% cheaper and times direct and indirect public aid in order to preserve routes can compensate. The undercover subsidies, by the way, are overcoming borders and Morocco is following that wake. Spain, perfect laboratory The relationship of Spain with Ryanair is unique. This airline It controls almost 20% of flights that land or take off in Spain. The following in the ranking, at a certain distance, are also Low Cost. Besides, Spain is Ryanair’s second marketonly behind Italy and above the United Kingdom, with 2,416 million euros in revenue last year. However, the Fine of 179 million euros to airlines Low Cost imposed by the Ministry of Consumer in November also Ryanair splashed fully, who was charged 108 of those millionsreceivable hand luggage. O’Leary, the CEO, in its unbridled line, He called “Crazy Communist” Minister Pablo Bustinduy at a press conference threatened to cut routes in protest of what he considered an “illegal” fine. These types of orders are not isolated, but a usual play: it is enough to pronounce that threat to, very often, get the authorities to give up, although sometimes it does not happen and in fact Spain is getting tired of them. Is what has happened for example In Valladolid and Jerez this year. Some airports depend on their traffic in 60%, Ryanair knows it and plays with it in his favor to … Read more

There is something Apple knows how to do very well: sell iPhone. There is also something that does not know how to do: the intermediate iPhone

by

Apple has been obsessed with the fourth iPhone. A story of failures, attempts and more attempts until trying to find a key that, perhaps, does not exist. He iPhone 17 Air It will not be a commercial success, according to Mark Gurman in Bloomberg. The reason is that this model only aspires to be that intermediate iPhone that has never worked. The key is to ask why. The fourth iPhone. My partner Javier Lacort explained in January 2025. Apple does not find the fourth iPhone key. For four generations, with the launch of the iPhone 12the families of these mobiles are made up of base model, base model with a surname (Mini, Plus, Air …), and the two pro variants. With the exception of the model with last names, the intermediate, all are more than settled in sales. The mini failed. The Plus failed And, although nobody knows what will happen to the iPhone 17 Air, this model is a shot in the air. The intermediate iPhone. To understand the situation of the fourth iPhone you have to try to locate the space you try to occupy. And that space is that of the intermediate iPhone. An iPhone that does not become pro, but that offers something different from the base model. The problem is that, on that way to offer a secondary characteristic, primary specifications are lost. Battery In the case of the iPhone Mini, a adjusted price in the case of Plus models, cameras in the future iPhone 17 Air. Great sacrifices to end an intermediate model in your pocket. The question is why. The smartphone industry has been limiting and segmenting for surnames for years. But, beyond dances between pros and ultras, market analysis makes it clear what works: base (cheaper) model and premium model (the most expensive). Xiaomi understood it well, and stopped bringing the pro models of his family number (eg: Xiaomi 15) to leave a clearer photo: Xiaomi 15 and Xiaomi 15 Ultra. Because no, an Xiaomi 15 Pro does not have much fit between the two. It is the same as manufacturers and Oppo. In Spain, only their Pro Flagships are sold, and not ultra, more than probably to maintain a competitive price strategy. There are no more needs to meet. The smartphone industry is going through a saturation point. And this is not something negative, it is a symptom of market maturity. Manufacturers want to revitalize sales in a market that grows very discreetly, but they run into a difficult wall to jump: all needs are covered. Trying to conquer the market with ultradelgated mobiles (a characteristic that barely responds to a real demand) generates doubts, especially at a time when the batteries live their best moment and the consumer clearly prioritizes autonomy. Only the results of the iPhone 17 Air and Samsung Galaxy S25 Edge They will clear the unknown. Image | Xataka In Xataka | Although the figures say that the iPhone 15 was the best -selling mobile in 2024, the great winner was another: China

If the question is “you will sell the Nintendo Switch 2 despite the price increase” the answer is: yes, a lot

by

469 euros. Is what is worth Nintendo Switch 2 Brand new without a single game. A price that makes it compete with consoles such as PlayStation 5 wave Xbox Series x And that, no matter how much it hurts, it takes on some sense: The switch is no longer a toy. It was possible to wonder if, after this price increase, Nintendo would have easy to sell its new console. The answer is clearer than ever. Not that he is selling well, he is selling more than he had planned. The Price Upon. The Nintendo Switch went on sale in Spain at a price of 329.99 euros. Four years after its launch, the company It reduced it to 299.99 euros. A strategic movement to give way to a switch OLED that went on the Spanish market in 2021 by 349.99 euros. Four years later, the company launches its new switch 2 for 469 euros, and with specifications that few expected. Ability to execute games in 4K 60FPS, an important graphic jump in the games that await you and the great added of Switch: portability. Uncertainty. A few days after your presentation, Nintendo postponed switch 2 reservations in the United States. Reason? The constant changes in tariffs imposed on China and other countries by the Trump administration. The rumors about price increases on the PVP that had been planned were in the air although, after a foreseeable calm, it seems that everything follows its course. Dying of success. Partially loved the stormNintendo has revealed how Switch reserves are going. The answer is “extremely” well. Shuntaro Furukawa has explained in X The current situation. “We have acquired many pieces in advance and state progressing with the production so that we can make the deliveries of Nintendo Switch 2. On April 2, we announced its details and open a lottery for sale in My Nintendo Store. As a result, we receive an extremely large amount of applications: approximately 2.2 million people only in Japan. This far exceeds our initial expectations and far exceed Switch 2 that can be delivered through My Nintendo Store on June 5. The Switch 2 is dying of success before birth in Japan, so much that it will not be able to meet all the initial deliveries. Forced march in production. Nintendo not only has to supply Japan from Switch 2, it has to do the same with the global market. Furukawa has assured that the company will reinforce its production system, one that continues to depend on countries like China, which has been imposed a 125%tariff. The big doubt is what will happen to the price of this console in its long life cycle. Competitors like Sony are clear: They are already uploading prices. Image | Nintendo In Xataka | New promotions of the Nintendo Switch 2. If you reserve it now, you can take a good gift

The aid seemed the only way to sell electric cars. Germany is demonstrating that we were wrong

by

Electric car sales do not take off without state aid. And it has logic if we take into account that we are talking about a technology that forces the driver to Make some adaptation And, according to what cars we buy, force him to plan your trips. The electric car has many advantages. In Spain, with current prices and rates, an electric car can be much cheaper That one of combustion shortly time. In fact, The more trips and kilometers dothe car comes out. To this we must add the advantages Undoubted for day to day such as the absence of vibrations, of noise, the comfort of having the entire torque to a throttle pedal … but they are advantages that the client has to discover and that it is normal that it does not encourage it when the disbursement will be of tens of thousands of euros. To foster change, states have focused on giving purchase aid. It is a good way to lower the price and leave it at a cost closer to combustion models, especially when electric were sensibly more expensive than gasoline or diesel. They are decisions for which the reference countries have opted in the electric car market. He did it Norway, he did (and he does) China And Germany did it. And the German case showed us that without purchase aid, Electric car sales are deflated… or deflated. Because they have grows again. What if we have been looking at the wrong place? Direct aid to purchase At the end of 2023 justice forced Germany to withdraw aids to the purchase of electric cars. The reason is that funds had been diverted to combat the crisis derived from the coronavirus to the promotion of the electric car. Without destiny for that money, the government had preferred to reinvest it in the game of electric mobility. For justice, this was illegal and therefore I ordered the aid to immediately withdraw. Overnight, aid fell to the purchase that extended to all cars up to 65,000 euros. Last year, in 2024, a reduction in subsidies was already expected but buyers could expect a mattress of 4,500 euros in cars of up to 40,000 euros and 3,000 euros in which a price of between 40,000 and 65,000 euros appears. The help was complemented by manufacturers with 2,250 euros and 1,500 euros, respectively. That is, savings in the first case could be up to 6,750 euros and in the second of up to 4,500 euros. Figures similar to those we see in Spain with the MOVES III PLANrecently reimputed until the end of the year or exhaust the funds available. Last year, the fall in electric car sales was considerable. In its first year of direct aid to the purchase, Germany enrolled 27.4% less electric cars. A blow to European accounts with the main electric car market by volume falling from 524,219 tuition from 2023 to 380,609 units enrolled in 2024. By market share, the German electric car fell from 18.4% to 13.5%. However, everything has changed in these first months of 2025. They collect in Motorpasion than the 17% of cars Enrolled in Germany are electric. Compared to the month of March of last year, 35.5% have been grown and the trend indicates that it will continue to grow. It is very good news because they lack direct aid to the purchase of cars of this type. What the State is doing is to encourage the purchase of this type of fleet cars. Companies can deduce up to 40% of the value of the car in the purchase of new cars. A decision that has triggered sales since company vehicles reflect 67% of new car registration in Germany. The strategy is not new in Europe and focuses on the importance of aid beyond lowering the price of cars. In Norway, they stood out that if they have made the electric car Your best selling technology It has been because for years they have given themselves constant subsidies related to the property of the electric car. Not paying some taxes or road toll have been definitive attractive for implementation. Yes indeed, 1.8 billion euros have been raised. Belgium has been the other great country where the electric car has exploded in sales in recent months. In Belgium they already exceed 30% quota electric car market. Last year, to February 2024, they exceeded 20% market share and in 2022 they barely exceeded 8%. The secret is in the aids that, again, are given to companies. Depending on income, a company can be deduced up to 100% of the electric car fee. The percentage will fall over the years but prevent maintaining this economic incentive until 2031. In Bloomberg They explain that in a country where the company car is usually used as an incentive when changing work, promoting the purchase of this type of cars is key to popularize them and reach sectors that did not expect to make the leap for a few years (or did not expect it at all, as one of those interviewed in the article recognizes). The strategy contrasts with the one we have been carrying so far in Spain. Our country has also joined the delivery of purchase aids but, in addition to not being direct at the time of signing the contract, Each extension It has been a birth. The suspension for two months In the last extension of the Moves III Plan it has been the best example. Photo | Volkswagen In Xataka | The electric car is sweeping so much in China that the natural step is already raised: stop calling it “electric”

sell more pigs in China

by

There is no war without collateral effects. AND Commercial They are no exception. In full climb of the tariff pulse between the US and China, with Gravel crossings of more than 100% to their exports and the uncertainty of how these rates will affect the Milmillonario Comercio Between both countries, the Spanish pig sector seems to have encountered an unexpected “Window of opportunity”. The reason? The US is a relevant supplier of pork for China, but from now on it will be penalized by tariffs, leaving an important (and tempting) hollow in the Asian market. And Spain already It has moved token (with agreements to the highest level) to expand your presence in Chinese butchers. A percentage: 125%. At the end of last year, when Trump (then still elected president) already loved the tariffs to China, Canada or Mexico, from Beijing They launched a notice To navigators: “No one wins a commercial war.” Months later already waiting to see how the tariff pulse evolves, time seems to prove him right. Washington has raised 145% (including 20% for fentanyl) The rates imposed on Chinese exports to the US while the Xi Jinping Executive has reacted by increasing its own to the goods “Made in USA “ 125%. A sector: the pig. This crossing of encumbrances has made the commercial war (extendable to other countries) be intensified between Washington and Beijing, with derivations to multiple sectors. Among all there is one that Spain looks with special interest: pig. The reason is very simple. China is A huge producerbut also a great market that matters every year hundreds of thousands of tons and mobilizes thousands of millions of dollars. And to show a button: according to Reuters, in 2023 China received pork (including casquery) by value of 6,000 million. In that generous flow of swine merchandise to the Chinese market, the US plays a relevant role. The forecasts for 2024 passed through the US It was consolidated as one of the large pork exporters worldwide, with a global flow of 3.24 million of metric tons. In one of its latest balances, US Meat Exportation (USMEF) states that, although last year pork exports to China/Hong Kong descended 6%, they exceeded the 467,200 tonswith a value of approximately 1,140 million dollars. One question: And now what? The big question after the application of 125% tariffs to US exports to China and the battery of Bureaucratic countermeasures displayed by Beijing is … how will they affect that flow of pork directed to the Chinese market? Will it remain competitive or leave a hole? The question is specially interested in other great producers who have already managed to get a place in the butchers of the Asian giant, such as Brazil or the EU. And within the latter Spain stands out. This same week AHDB published A report In which he points out that in 2024 China imported 1.06 million tons of pork, 31% less than the previous year, and about 1.15 million tons of “spoils” (casquería), the latter product and has grown up 4% interannual. According to their data, among the great exporters include the EU-27 (with a key weight from Spain), Brazil and the United States. A country: Spain. As Publish today The country The scenario that have opened the trade war and the 125% tariffs applied by Beijing to the US interests, and much, the Spanish pig sector. After all, the Asian market knows well and in the past it has demonstrated its ability to work on it with figures much higher than the current ones: in 2020, after China had to Sacrifice a good part From his cabin for an outbreak of swine fever, Spain triggered his export there until he added a record volume, with an assessment of 3,117 million of euros, according to The country. Since then the flow of Spanish pig exports to China was reduced in a sensitive way until it was around 1,066 million of euros in 2024. Different factors have entered at stake, such as The general fall in pork imports in China coinciding with the recovery of the Chinese cabin or the increase in the Spanish pig for the impact of the Ukraine War (influenced the cost of feeding the cattle) or the effects of the Swine respiratory syndrome nationally. A advice: “Be attentive”. With that backdrop, the sector sees with a special interest both the tariffs from China to the United States and The steps Qua is already giving Spain to recover land in the Asian market. A few days ago the Ministry of Agriculture, Fisheries and Food of Spain and the General Administration of Chinese Customs signed a protocol for the export of pigs that, In the words of the Moncloa“It will allow expanding the list of authorized products that are exported from Spain.” “You have to be attentive to the opportunities that arise in this changing future. The export protocol signed on Thursday is another sign that China wants to open its market to new suppliers,” Guiseppe Aloisio reflectsGeneral Director of the National Association of Meat Industries of Spain (ANICE). Although it assumes that part of the hole will probably be assumed by Brazil, it also believes that the new scenario can open an “opportunity sale” to Spain. A but: demand for dumping. Not everything is opportunities and advantages. And not only for the interest of other great producers such as Brazil (or even Russia) in the Chinese pig market. Maybe Spain and China have approximate positions in recent days, but it does not so much the prospects of the European (and Spanish) pig sector were tarnished by another Beijing movement: The investigation Open in 2024 to EU imports for the suspicions of unfair competition, a movement that was once interpreted as a replica to The decision of Brussels of Apply tariffs To Chinese electric cars. The key is whether with the beginning of the commercial war that process has gone to the background. “Research Antidumping They are framed in a new … Read more

There are 2,400 Tesla Cybertruck without owner. Fix the failure is to sell them in a SO: Saudi Arabia

by

Tesla expected her cybertruck to become a success of sales. Clearly, he did not calculate well what was coming. The company is in an unknown crisis. When he had managed to settle as another company of vehicles, an unexpected events are complicating his numbers. A stranger. Tesla sold less cars in 2024 that in 2023. It is not uncommon for a company to face this situation but is unpublished for Elon Musk’s company that year after year had settled in sustained growth. Although he did everything possible to improve his numbers at the end of the year, the accounts did not finish leaving. Despite this, investors pointed to an optimistic future. Despite the rejection of some of them, they had seen the Musk bet for autonomous driving And, with Donald Trump in power, the prospects were good enough for the shares to walk towards the 500 euros of value. A Batacazo. But 2025 is being a bad year for the company. Before the end of the year, investors began Adjust action prices. Then came the confirmation that Tesla did not improve numbers of the previous year. And month after month The sales of their cars have been weighed by the renewal of Tesla Model and … and we do not know to what extent because of political opinions and behavior of Elon Musk. The truth is that the company has crashed in Europe. The Tesla Model and, which was The best -selling car in the worldis missing at the moment until the arrival of his renewal. It remains to be seen how much traction it now has that the competition squeezes and seems discarded a Tesla “cheap” of $ 25,000. With name and surname. If a car is being a failure that is the Tesla Cybertruck. The company’s pick-up promised to be a success. It was supposed to accumulated hundreds of thousands of reservations And it did not seem to import that it arrived with a very marked premium and, to top it off, a reduced autonomy. At times, the car was a sales missile and became the best -selling luxury model of Tesla. But, little by little, the globe was punctuing. The multiple arrived Review callsthe videos in which He joked with his offroad capabilities and one Foundation series that seemed impossible to sell. To the point of putting the same car on the street for thousands of dollars less Thanks to remove some sheets. They are not sold. We already explained Why Tesla could have made Cybertruck a special model in its range, well built (to which the plates did not fall), produce it under minimum, generate expectation and risk very little with its proposal. However, the company wanted to believe that its gigantic Cybertruck could be a mass car. And everything indicates that their calculations have been completely wrong. In Motorpasion They collect that the company has an average 30 -day stock available. It could deliver up to 2,400 vehicles that are valued at a price of about 200 million dollars. Right now, they are completely standing waiting for a buyer. Of course, it seems that the production of 1,300 weekly units It is being more a problem than an attractive figure. Looking for solutions. Overdimensizing the demand of a car can be a serious problem for a brand. Having too stock stands out the product and generates serious cost problems when storing vehicles. In addition, he suggests that too much money has been invested in a assembly line that is not profitable. That same problem has had, for example, Stellantis that did not measure (or Tavares did not want to measure) Well your audience in the United States. That caused an excess of stock in some concessionaires that practically gave the fiat 500ethe electrical version of the utility. The decision made by Tesla is also the most obvious: to start selling its cheapest options. The company has opened a new line offering the most modest versions of the Cybertruck. It is the so -called Long Range, with greater autonomy but less benefits and a simpler suspension (springs instead of pneumatic suspension). Saudi Arabia. The other way to open market is Sell ​​your cars in Saudi Arabia. While the company eliminated the Chinese market the Tesla Model X and Model S (almost testimonial there) as a result of the increase in tariffs between the two countries, the company looks at the Middle East. The country has launched a project to fill its cargo points, as part of the plan for converts as a nation for 2030. Aware of the money available for its potential customers, Tesla has not hesitated to offer all its range in the Arab country. Actually, it is a maneuver that makes sense. Tesla can allow you to distribute your cars there and try to open a new market. Perhaps it will not be the one that generates the greatest sales volume but it is likely that you can sell your most expensive and, therefore, profitable cars there. A Tesla Cybertruck can find a very nutritious market in Saudi Arabia. Photo | Tesla and Abdulrhman Alkhnaifer In Xataka | The owners of a Tesla Cybertruck “packed” it with solar panels for $ 10,000. They won 7 kilometers of autonomy

You can no longer sell your chip for the most successful in China

by

The commitment reached Jensen Huang, the general director of Nvidia, and Donald Trump At the end of last week In the restaurant of the Mar-A-Lago Tourist Complex of Palm Beach (Florida) It was a mirage. Wet paper During the last weeks several filters anticipated that the Department of Commerce, which under Trump’s mandate is being led by Howard Lutnick, intended to prevent the chip for artificial intelligence (AI) NVIDIA H20 I continue to arrive in China. At the current situation for the company directed by Jensen Huang this GPU is very important. In fact, her engineers designed her to have a chip for the people who could deliver to her Chinese clients when US sanctions They prohibited Nvidia for sale in the country led by Xi Jinping of the GPU A800 and H800as well as graphics cards with chip GeForce RTX 4090. Previously the Department of Commerce had also radically restricted the sale in China of the GPUs A100 and H100the most advanced of Nvidia at that time. Nvidia’s success in China has the days counted The reception they have given to the GPU H20 The Chinese clients of Nvidia has been very good despite the fact that the capabilities of this chip are clearly lower than those of the other proposals for the this company. In fact, initially the Department of Commerce allowed its sale in China because this integrated circuit met the restrictions it had imposed. And despite its limitations its sales in China 50% quarter to quarter have grown Since he arrived in this market in mid -2024. The US Department of Commerce has imposed export restrictions on China from the GPU H20 Despite all this era of bonanza for Nvidia in China is about to finish. And finally the leaks have been fulfilled: the US Department of Commerce It has imposed restrictions to the export to China of the H20 GPU, and this in practice means that this chip presumably It will not reach Chinese clients in Nvidia. During the dinner I have mentioned in the first lines of this article Jensen Huang presumably committed to Donald Trump to invest more money in data centers for the US. In return, Nvidia could continue selling its H20 GPU in China. After all, this is the chip that currently supports its business in this Asian country. But This pact has faded. And the company led by Jensen Huang is already paying it. His shares have fallen 6% and Nvidia has announced that this prohibition will cause a hole in its accounts of 5.5 billion dollars due to the commitments linked to the H20 GPU that the reserves of this chip had already acquired that it will finally not be satisfied. Among the Chinese clients who have bought large amounts of this GPU, and who presumably planned to continue doing it, are Tencent, Alibaba or Bytedance. Image | Nvidia More information | Bag and Securities Commission | Reuters | SCMP In Xataka | The Nvidia pulse and US administration becomes more virulent. The B20 GPUs for danger

Log In

Forgot password?

Forgot password?

Enter your account data and we will send you a link to reset your password.

Your password reset link appears to be invalid or expired.

Log in

Privacy Policy

Add to Collection

No Collections

Here you'll find all collections you've created before.