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On a Tesla earnings call earlier this month, Musk said he was “excited about the Twitter situation.” He described Twitter as a platform with “incredible potential” that had “languished for a long time” though he acknowledged he was overpaying for it. "Although obviously myself and other investors are overpaying for Twitter right now," Musk said, "the long-term potential for Twitter is an order of magnitude higher than its current value." For months, Russian President Vladimir Putin has waited and watched, hoping for a fracturing of the remarkable Washington consensus built by President Joe Biden on the need to do everything it takes to defend democracy in Ukraine. Now, at last, the first cracks may be appearing. There is no sign that the $18 billion US pipeline of military aid that has helped Ukraine drive back Russia’s onslaught is immediately in danger. But the stirrings of political opposition to an endless US role in the war are growing on both sides of the aisle just two weeks before the November midterms. Even the slightest hint of a softening of American resolve could comfort Putin as the Kremlin strongman prepares to inflict a painful winter on Ukrainian civilians and Europeans reliant on Russian gas. Threatening to split | Britain’s Royal Mail said it will consider separating the main UK postal business from its international logistics unit if efforts to reorganize the domestic operations continue to be frustrated by unions. Spring board | The US’s successful collaboration with 37 other nations that’s driven down exports to Russia serves as a blueprint for a new regime on tackling threats from China, the head of the Commerce Department’s Bureau of Industry and Security said. Air-freight boom | UPS opened a second air cargo facility in India — a 15,000-square-foot facility at Bengaluru’s international airport that will connect south India’s automotive, textile, defense and aerospace manufacturing hubs to parts of Asia, Europe and America. Making chips | ASML halved its sales growth guidance for this year as a decision to ship deliveries before quality checks were completed meant it had to delay booking some revenue. Its CEO sees supply constraints through the rest of the year. Dealing with disruption | Volvo, the world’s second-biggest truck maker, is still working to fill pent-up demand and has reduced taking on new orders to cut wait times and deal with inflation. Chips bill | A bipartisan group of lawmakers is making a last-minute attempt to revive a tax break for corporate research and development in the semiconductor funding bill that the Senate is debating this week. Exiting China | It was one of the very first international auto brands to enter China, widely recognized by consumers and understood by its owners to have huge potential. And yet, Jeep is shutting down its only plant in the world’s largest market. On the Bloomberg Terminal Lucrative rates | The impact from Russia’s invasion of Ukraine could hasten the recovery in crude-tanker time-charter rates, which have been in negative territory for most of the year, Bloomberg Intelligence says. Tariff toll | A study found American consumer technology companies spent about $32 billion in additional Section 301 tariffs on US imports from China as a result of the trade war, Bloomberg Government says. Use the AHOY function to track global commodities trade flows. Click HERE for automated stories about supply chains. See BNEF for BloombergNEF’s analysis of clean energy, advanced transport, digital industry, innovative materials, and commodities. Click VRUS on the terminal for news and data on the coronavirus and here for maps and charts. OPT7BlnsQH--n0WTGrJyCN1sBa5--___wxczK Like Supply Lines? Don’t keep it to yourself. Colleagues and friends can sign up here. We also publish the New Economy Daily, a briefing on the latest in global economics.For even more: Follow @economics on Twitter and subscribe to Bloomberg.com for unlimited access to trusted, data-driven journalism and gain expert analysis from exclusive subscriber-only newsletters.How are we doing? We want to hear what you think about this newsletter. Let our trade tsar know. Like getting this newsletter? Subscribe to Bloomberg.com for unlimited access to trusted, data-driven journalism and subscriber-only insights. Before it’s here, it’s on the Bloomberg Terminal. Find out more about how the Terminal delivers information and analysis that financial professionals can’t find anywhere else. Learn more. You received this message because you are subscribed to Bloomberg's Supply Lines newsletter. If a friend forwarded you this message, sign up here to get it in your inbox. CNN reported Wednesday that the GOP leader was forced into a damage control operation with national security leaders in his conference and insisted he didn’t want to cut aid to Ukraine, but merely to ensure tax-payer dollars were not automatically rubber-stamped for the war. The furor over his remarks, reported by CNN’s Melanie Zanona, Kylie Atwood, Jeremy Herb and Katie Bo Lillis, shows the fine line McCarthy will have to walk on the issue if the GOP wins the majority. For example, ex-President Donald Trump, a possible future Republican candidate, has been complaining about the cost of supporting a government locked in a struggle with his hero, Putin, and that he dragged into his first impeachment by using military aid in a coercion scheme. Trump will be a huge influence on any future Republican House majority after the midterms. Ex-President Donald Trump, a possible future Republican candidate, has, meanwhile, been complaining about the cost of supporting a government locked in a struggle with his hero, Putin, and that he dragged into his first impeachment by using military aid in a coercion scheme. It’s clear that a bipartisan consensus for aiding Ukraine still exists in Washington. But the rumblings that Biden’s hardline on Russia may not always enjoy near unanimous support came at an especially sensitive time as the West seeks to discredit Russia’s latest round of nuclear rhetoric – a warning that Kyiv could use a dirty bomb. The claims have led to high-level talks between US and Russian military chiefs and are widely being interpreted as either more scare tactics or perhaps an attempt by Moscow to create a false flag operation that could be used as a pretext for its own use of weapons of mass destruction. ------=_Part_2089891_1985916209.1603220444484--](