Solar Installations To Grow by 142 GW In 2020 – Markit

Global solar installations will continue double-digit growth as new annual installations in 2020 will reach 142 gigawatts (GW), a 14 % rise over the previous year.  That is 7x the total capacity in 2010. At the beginning of the last decade, there were only 7 countries with more than 1 GW of installed capacity, with … More Solar Installations To Grow by 142 GW In 2020 – Markit

2020 Electronics Manufacturing Outlook – Walt Custer

“Subdued but Positive Beginning for 2020” Global Economy World manufacturing activity was flat as we began 2020 but the trend appears to be one of slow but steadying improvement (Chart 1).  The recent global (country composite) Purchasing Managers index was in “Zero Growth” territory (PMI=50) however the various country components of this world index varied … More 2020 Electronics Manufacturing Outlook – Walt Custer

German Industrial Production Surprises To The Upside

German industrial production increased beat expectations in November, after being in negative territory in the two previous months. Total industrial output — comprised of output in manufacturing, energy and construction — rose 1.1% in November from October, in calendar-adjusted terms. Economists expected a 0.7% increase in November. Construction output increased 2.6% in November on month, … More German Industrial Production Surprises To The Upside

German Manufacturing New Orders Fall In November, Domestic Orders Up

WIESBADEN – Based on provisional data, the Federal Statistical Office (Destatis) reports that price-adjusted new orders in manufacturing had decreased in November 2019 a seasonally and calendar adjusted 1.3% on the previous month. For October 2019, revision of the preliminary outcome resulted in an increase of 0.2% compared with September 2019 (provisional: -0.4%). This revision was caused by … More German Manufacturing New Orders Fall In November, Domestic Orders Up

US Trade Balance & Export Growth Of Selected Electronics Industries

  JANUARY 7, 2020 — The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $43.1 billion in November, down $3.9 billion from $46.9 billion in October, revised. – Census Bureau The reduction came mainly from China, though the “Trade Deficit”, as defined by just … More US Trade Balance & Export Growth Of Selected Electronics Industries

Trajectory of Global Manufacturing PMIs

A couple of excellent tables illustrating the trajectory of manufacturing PMIs. Digging deeper, the electronics industry, in general, does appear to be fairing better than the overall manufacturing sector, which has been hurt by the auto slowdown and problems at Boeing. Global U.S. China Hat Tip:  Sebastian Sienkiewicz  @Amdalleq  and  Millennial Macro @MillennialMacro