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Inside China / Business

For business professionals and executives doing business with China

kdwalmsley.substack.comSource feed ↗12 episodes

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The Urban Mining race: US and Europe already a decade behind, and probably cannot catch up

Tens of millions of tons of annual demand from mines and refineries can be displaced through metals recovery from urban waste.

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The Urban Mining race: US and Europe already a decade behind, and probably cannot catch up

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Chinese robots in suitcases and Trump's new robot bans: did Tesla just win the humanoid war?

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Russian sanctions fail again: a new, faster financial system outside USD and SWIFT

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Nvidia, AMD, and data centers are buying diamonds from China

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China's coal liquefaction remade global supply chains for energy and food. (Almost) nobody noticed.

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Why US tariffs are pushing factories back to China

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China's AI ambitions have a major sand problem

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Global shipping is a disaster

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"Experts" wrong again: Global tech companies renting China's excess data centers

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Why are gold mining stocks so cheap?

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One big winner in War on Iran: US natural gas exporters. Big loser: Europe.

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