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Tesla's 13.7GWh Storage Deployment: Connecting Scale to Supply Chain Returns

Biz / Investment

Tesla's 13.7GWh Storage Deployment: Connecting Scale to Supply Chain Returns

Tesla's energy storage deployment increased in the third quarter, though financial results for the quarter have not yet been released. This article contrasts the revenue growth and margin contraction seen in the past second quarter, while analyzing suppliers' obligations regarding volume, pricing, and quality alongside buyers' operational requirements.

박소유 Editor · 10/06/2026

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Global Economy

Can We Really Compare 7.1 Million U.S. Job Openings to 5.2 Million Hires?

One cannot simply divide U.S. job openings by hires to calculate a fill rate, because positions open at month-end and personnel movements over the course of a month do not track the same cohort. Analyzing the August JOLTS data—breaking down openings, hires, and separations by timing, denominators, and preliminary versus revised status—highlights the limits and applications for corporate workforce planning.

이지영 Editor · 09/30/2026

Can We Really Compare 7.1 Million U.S. Job Openings to 5.2 Million Hires?

Biz / Investment

H&M's Profit Margin Rises to 10.6%: What Strength Remains After the One-Off Effects?

H&M's operating profit margin for the third quarter of fiscal 2026 included a one-off effect of about 1.6 percentage points. We analyze the conditions for repeatable profitability by reading sales currencies and inventory locations separately.

강지혜 Editor · 09/27/2026

H&M's Profit Margin Rises to 10.6%: What Strength Remains After the One-Off Effects?

AI / Tech

Tesla Cybercab Begins Commercial Operation in Austin: Where Does It Stand?

The Cybercab has initiated commercial services in select areas of Austin. We examine the current state of the business by distinguishing between the cities operating robotaxi services, the Cybercab dispatch range, production capacity versus actual deployment, and regulatory document requests.

이우리 Editor · 09/26/2026

Tesla Cybercab Begins Commercial Operation in Austin: Where Does It Stand?

Global Economy

U.S. Manufacturing Hourly Compensation Rose While Unit Labor Costs Fell: Why They Must Be Read Together with Productivity

U.S. manufacturing hourly compensation rose in the second quarter while unit labor costs declined. We analyze how to distinguish between labor costs, productivity, and investment effects by breaking down BLS revision formulas and periods.

강지혜 Editor · 09/26/2026

U.S. Manufacturing Hourly Compensation Rose While Unit Labor Costs Fell: Why They Must Be Read Together with Productivity

Global Economy

Looking Only at Crude Prices Misses Fuel Costs: IEA Highlights Refined Product Bottlenecks and Corporate Procurement Choices

The IEA's September oil market data shows that crude oil, refined products, inventories, and exports send different signals. It connects product-specific pricing and supply certainty to choices in contracts, inventories, and cash flow.

강지혜 Editor · 09/25/2026

Looking Only at Crude Prices Misses Fuel Costs: IEA Highlights Refined Product Bottlenecks and Corporate Procurement Choices