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Companies developing robotic technology could benefit from increased demand in the industrial, defense and services sectors.
Honeywell International Inc.
Lockheed Martin Corporation
Northrop Grumman Corporation
Intuitive Surgical, Inc.
Emerson Electric Co.
Rockwell Automation, Inc.
Elbit Systems Ltd.
Science Applications International Corporation
Brooks Automation, Inc.
Oceaneering International, Inc.
Hollysys Automation Technologies Ltd.
Mazor Robotics Ltd.
The coming week’s docket of economic reports and earnings releases comes just following the Trump administration’s announcement of a partial trade deal with China late last week.
The company has told customers in the Puget Sound region that there will be delivery delays because it will take several months to restore full production.
The Pentagon will deploy more weapons and troops to Saudi Arabia, including Lockheed Martin and Raytheon missile defense systems.
(Bloomberg Opinion) -- This week, the Nobel Prize in chemistry was awarded to John Goodenough, Stanley Whittingham and Akira Yoshino for their work developing the lithium-ion battery. The Royal Swedish Academy of Sciences, in announcing the award, said the three men “created a rechargeable world.” The ubiquitous battery is now found in items as varied as hearing aids and power grids. It is a testament not just to technological revolutions, but also to the power of advancements in performance and decreases in cost. Whittingham began working on the lithium-ion battery in an Exxon Mobil Corp. laboratory in the 1970s, when it was being considered for automotive applications. The lithium-ion battery wasn’t a fit for cars then, but research and development continued and the technology improved, to the point that it became a viable power source in search of an application. But it was Sony Corp., not Exxon Mobil, that would introduce the first lithium-ion battery for consumers. That new device in need of a suitable power source? The handheld 8 mm camcorder. In 1995, camcorders created the biggest source of demand for lithium-ion batteries. By 2000, laptops had become the biggest driver of demand; by 2005, it was feature phones. By 2010, the smartphone was the biggest source of demand for lithium-ion batteries. As this rather dramatic chart shows, passenger electric vehicles have vaulted past consumer electronics to become the single biggest source of demand for lithium-ion batteries, less than 15 years after Martin Eberhard built the first Tesla Roadster battery pack from 6,831 of the lithium-ion cells used in laptop computers.The lithium-ion battery has come a very long way in other ways, too. Battery costs have come down by more than 80% in nine years.And battery manufacturing capacity has increased more than 200-fold in 15 years. There is far more expansion planned. Next year will see more new capacity added than the global manufacturing capacity’s total in 2016. By 2023, total capacity will have more than doubled.The combination of cost, capacity and capability has in itself created a new market for the lithium-ion battery: energy storage within power grids. We need look no further than northern Indiana, where power utility Nipsco plans to replace coal-fired power with wind, solar and solar-plus-storage projects. The Royal Swedish Academy of Sciences concluded its announcement of this year’s chemistry prize rather poetically: “Lithium-ion batteries have revolutionized our lives since they first entered the market in 1991,” the academy said. “They have laid the foundation of a wireless, fossil fuel-free society, and are of the greatest benefit to humankind.” Sometimes being good enough is revolutionary, too.Weekend readingSome of 2019’s wackiest investment predictions are coming true. “Firms that align their business models to a net zero world will be rewarded handsomely,” Bank of England Governor Mark Carney said in a speech in Tokyo this week. “Those that fail to adapt will cease to exist.” Carbon Tracker estimates that Japan’s coal-fired power generation fleet could end up as $71 billion of stranded assets. Singapore’s Temasek Holdings Pte has decided against investing in Saudi Aramco’s initial public offering, in part over environmental concerns. Unilever says that it will reduce its use of virgin plastic by 50% by 2025, and reduce its absolute use of plastic packaging by 100,000 metric tons. A new Organization for Economic Cooperation and Development study finds that obesity-related diseases will claim more than 90 million lives in the next 30 years, lower life expectancy by three years, and reduce gross domestic product by 3.3% in OECD countries. Three out of 10 low-income Americans do not have access to broadband of any kind. In the latest “Stephanomics” podcast, Bloomberg Economics’ Stephanie Flanders explores why birthrates are so low, and what those low birthrates mean for the global economy. Arkansas’s Ouachita Electric Cooperative Corp. is seeking a 4.5% decrease in its electricity rates, thanks to its solar power assets. Northrop Grumman Corp. has launched the Mission Extension Vehicle-1, the first satellite designed to service and extend the life of other satellites. Dyson Group Plc has pulled the plug on its electric vehicle plans, saying “we simply cannot make it commercially viable.” The most detailed map of U.S. automobile emissions. Get Sparklines delivered to your inbox. Sign up here. And subscribe to Bloomberg All Access and get much, much more. You’ll receive our unmatched global news coverage and two in-depth daily newsletters, the Bloomberg Open and the Bloomberg Close.To contact the author of this story: Nathaniel Bullard at firstname.lastname@example.orgTo contact the editor responsible for this story: Brooke Sample at email@example.comThis column does not necessarily reflect the opinion of the editorial board or Bloomberg LP and its owners.Nathaniel Bullard is a BloombergNEF energy analyst, covering technology and business model innovation and system-wide resource transitions.For more articles like this, please visit us at bloomberg.com/opinion©2019 Bloomberg L.P.
Teledyne Technologies (TDY) is an attractive choice for investors right now, courtesy of solid backlog, strong balance sheet and acquisition strategy.
The Air Force issued a presolicitation Wednesday on FedBizOps for a sole source award to modernize, retrofit and produce all variants of the unmanned aerial vehicle, which has been in service since 2001.
Investing in small cap stocks has historically been a way to outperform the market, as small cap companies typically grow faster on average than the blue chips. That outperformance comes with a price, however, as there are occasional periods of higher volatility. The last 12 months is one of those periods, as the Russell 2000 […]
Is Lockheed Martin Corporation (NYSE:LMT) a good dividend stock? How can we tell? Dividend paying companies with...
A story from Valencia College's Kissimmee accelerated skill training program reminds Michael Kepner of what his new downtown Orlando program is trying to accomplish. “She was holding him in her arms, he reached down to grab her certificate," said Kepner, the director of Valencia's accelerated skills and training program. "She asked her son if he wanted the certificate and said ‘Take it, I did this for you.’ " Kepner is trying to replicate that success with the 4,500-square-foot Center for Accelerated Training at 400 Pittman St. in downtown Orlando.
Honeywell's (HON) VeriShield Smart Hearing Solution will assist companies in improving their hearing conservation programs with a personalized approach to worker protection.
In his second "Executive Decision" segment of Tuesday night's Mad Money program, Jim Cramer sat down with David Farr, chairman and CEO of Emerson Electric Co. , the industrial conglomerate that just received the attention of an activist investor. Farr started off by saying that the Emerson's business continues to perform well, with 5.5% sales growth for 2019. Farr said those plans are already underway as Emerson is cutting costs and firming up its balance sheet so it will be positioned to grow when the global economy rebounds.
The global robotics manufacturer, which already has a large oil and gas presence in Houston, is making its first foray into health care with the Texas Medical Center.
Is Intuitive Surgical, Inc. (NASDAQ:ISRG) a good stock to buy right now? We at Insider Monkey like to examine what billionaires and hedge funds think of a company before spending days of research on it. Given their 2 and 20 payment structure, hedge funds have more incentives and resources than the average investor. The funds […]
While the market driven by short-term sentiment influenced by the accomodative interest rate environment in the US, increasing oil prices and deteriorating expectations towards the resolution of the trade war with China, many smart money investors kept their cautious approach regarding the current bull run in the second quarter and hedging or reducing many of […]
Investing in hedge funds can bring large profits, but it’s not for everybody, since hedge funds are available only for high-net-worth individuals. They generate significant returns for investors to justify their large fees and they allocate a lot of time and employ complex research processes to determine the best stocks to invest in. A particularly […]
We at Insider Monkey have gone over 730 13F filings that hedge funds and prominent investors are required to file by the SEC The 13F filings show the funds' and investors' portfolio positions as of June 28th. In this article, we look at what those funds think of Northrop Grumman Corporation (NYSE:NOC) based on that […]
Shares of iRobot slumped after Raymond James downgraded the Roomba maker, warning of pricing pressures in the market. Yahoo Finance's Melody Hahm, Jared Blikre and Heidi Chung join Akiko Fujita on The Ticker to discuss.