A supply-chain “strike force”, and the problem with allies

Shortly after election, US President Biden enacted an executive order to perform a 100-day review of critical supply-chains. The report was released in June, and one of the outcomes of the report was a trade “strike force”, which is supposed to look for anti-competitive practices that have hollowed-out the US supply chain for a number […]

National Tech Wars

It’s been clear for a while that the major world powers are going to need to do something about securing their own technological future in a world of competing nation-states (“The resurgence of national tech wars,” newsletter #53). One of the things that has come out of the global pandemic, beyond the generic need to have […]

A rare insight into how the oil supply chain works

Long before Descartes dismissed imaginary numbers as nonsense, the Greeks derided negative numbers as “meaningless” — there’s no such thing in the real world. Last week, the Chicago Mercantile Exchange announced they would allow futures to trade in the negative, and they promptly did, with the May futures contract for West Texas Intermediate Crude (WTI) […]

Tesla teardown finds electronics 6 years ahead of Toyota, VW

The interesting thing here is not just that Tesla is that far ahead (though that certainly is interesting); rather, it’s how they got there and what it means for the rest of the auto industry. “Most parts inside the Model 3 do not bear the name of a supplier. Instead, many have the Tesla logo, […]