The RSM US Manufacturing Outlook Index increased in March but is showing signs of impending economic damage caused by the Russian invasion of Ukraine. … READ MORE >
Industrials
Industrial production advanced, and oil and coal outputs ramped up amid rising prices
Industrial production grew at a slower rate in February as utility outputs dropped back down from an unusually cold January. Manufacturing took the driver seat on the month, despite a sharp drop in auto production. … READ MORE >
Rapid-fire sanctions: What do they mean for industrial companies?
Given the wide-reaching implications of these sanctions on everything from energy and metals to airplane parts and shipping, we can reasonably expect that manufacturers and companies in the broader industrial space will need to brace for impact—if they haven’t felt it already. … READ MORE >
Defense technology: Emerging trends from the fourth quarter
A roundup of key themes that emerged from fourth-quarter earnings calls in the defense technology industry. … READ MORE >
Chart of the day: Manufacturing grows as supply chains improve
The manufacturing purchasing managers’ index rose 1 percentage point to 58.6 in February, registering the 21st consecutive month of growth. … READ MORE >
As inflation has risen, companies ask: ‘Can I really raise my prices?’
As businesses consider raising prices, there are more dynamics at play than just rising costs. Businesses need to take a broader view as they assess whether now is the time to make such price hikes. … READ MORE >
This week in energy: Jet fuel demand, oil and gas earnings, ESG metrics
In this week’s energy industry analysis, we take a look at the jet fuel demand landscape, fourth-quarter earnings reports for oil and gas companies, and the first oil and gas producer in North America to issue a sustainability-linked bond. … READ MORE >
Chart of the day: U.S. industrial production rebounds
A colder-than-normal January pushed industrial production up significantly as utility production rose 9.9% on the month—the highest rate on record. … READ MORE >
Labor shortage remains a major challenge for oil and gas: Spring 2022 outlook
Oil and gas companies are facing a labor shortage that poses serious risk to the industry’s efforts to recover from the tumult of the past two years. Some workers are moving to the renewable energy space, while others are leaving the industry altogether. … READ MORE >
Rising capex investments require ‘new collar’ workers: Spring 2022 outlook
Since the last economic recession, the industrial sector has lagged others in capital goods investments, but 2021 saw record industrial spending in this area as companies played catch-up. This elevated spending could have important implications for the industry’s future, especially on the labor front. … READ MORE >