UK morning business news with Alice & Lewis
LG Energy Solution's Surprising Profit Surge: Tax Credits and Trump's Impact
LG Energy Solution's operating profit more than doubled in Q2, driven by tax credits and fears of higher tariffs. We explore how these factors and future policies may affect their growth.
UK Energy Grid Under Fire: Balancing Cost and Resilience
A recent substation fire at Heathrow has sparked concerns over the UK's energy grid maintenance. A major trade union warns of underinvestment in infrastructure, while regulators defend the system's reliability. What's at stake for the UK's energy future?
CoreWeave Acquires Core Scientific: A $9bn Move in the AI Data Centre Landscape
Alice and Lewis discuss the $9bn CoreWeave acquisition of Core Scientific, its strategic implications, and the mixed market reaction.
Golden Visas Debate: Balancing Economic Growth and National Security
Chancellor Rachel Reeves faces pushback over potential golden visa reintroduction.
The Shifting Dynamics: CEO and Boardroom Tensions in European Business
Tensions between CEOs and boards are on the rise in Europe, with more chief executives being shown the door as pressure for performance intensifies. This episode explores the factors driving this shift and the growing mismatch in expectations.
Amazon vs Walmart: The Retail Powerhouses Go Head-to-Head
Amazon and Walmart are escalating their retail rivalry with overlapping sales events. Discover how they're competing for consumer loyalty and market share in the e-commerce space.
Legoland's Big Move into China: A Bold Strategy or a Risky Gamble?
As Legoland opens its first park in Shanghai, Alice and Lewis explore how the brand plans to stand out in China's competitive theme park market.
Industrial Giants and the Data Centre Revolution
How traditional manufacturing companies are seizing opportunities in the AI-driven data centre market.
PwC Middle East Leadership Shake-Up and Post-Saudi Ban Strategy
In this episode, Alice and Lewis discuss the big leadership changes at PwC's Middle East operations, including Laura Hinton as the potential new leader following Hani Ashkar's departure and the firm's recovery from a major Saudi client issue.
M&A Market Volatility: Geopolitical Tensions and Strategic Deals
Deal-making in the UK has hit a decade-low, but strategic megadeals are keeping transaction values steady. Alice and Lewis explore the impact of Trump's tariffs and global conflicts on M&A trends.
Japan's Shipbuilding Revival: Can It Compete with China and South Korea?
Japan is making a bold move to revitalize its struggling shipbuilding industry with a $7bn fund and consolidation of top firms. Can it catch up with China and South Korea's massive subsidies?
Russia Launches Massive Missile and Drone Attack Amid Tensions with Ukraine
In this episode, Alice and Lewis discuss the recent large-scale Russian missile and drone attacks on Ukraine, the geopolitical implications, and the potential impact on global markets.