Onshoring & Charging

(1) Optimism about S&P 500 Q1 earnings growth on the rise. (2) S&P 500 Energy & Real Estate sectors enjoy the biggest Q1 upward earnings estimate revisions. (3) Only Utilities’ and Industrials’ estimates get cut. (4) Shortages of masks and semis highlight importance of domestic supply chains. (5) Taiwan Semi building in Arizona, while Samsung scouts for a location. (6) “Green” technology companies building new manufacturing capacity too. (7) Many capital goods orders on the rise. (8) Norway, world’s EV leader, tries wirelessly charging taxi batteries. (9) Nio swapping batteries in China. (10) UK ponders how to charge cars parked on the street.