Dearest Readers,
Chinese EVs are rewriting Europe's industrial playbook. Sodium-ion is knocking on lithium's door. AI just made the solo game developer viable. Supply chains are diversifying — but not for free. The world is rewiring itself. This edition follows the wire.
Read on.
Battery supply chain state of play: Competing in a Europe reshaped by Chinese EVs. Link
AI is shrinking video game development teams to one. Link
European Sodium-Ion Battery Supply Chain. Link
Power and place: A regulatory guide to data centre developments in Europe. Link
Benefits greatly exceed costs for Michigan battery factories. Link
The China We Misread. Link
Global Critical Minerals Outlook 2026. Link
Globalisation: Global Connectedness Holds Steady at Historic Highs. Link
The hidden costs of supply chain diversification. Link
Europe is building a battery industry while Chinese EVs rewrite the rules underneath it. Sodium-ion is moving from lab to supply chain. Michigan is making the economics work. And somewhere in all of this, a solo developer with an AI co-pilot just shipped a game. The world is not waiting for consensus. Neither should you.
The journey continues.
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