
Let's Get Physical: AI Hardware Race, Small Modular Reactors & Magnesium #224
Plus China's trade surplus reached $112.5 billion in July, while Shein is scaling back its Vietnam operations
intelligence for the physical economy
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Plus China's trade surplus reached $112.5 billion in July, while Shein is scaling back its Vietnam operations

Plus Humanoid Robot market outlook 2026-2029, and AI Boom gets physical H2 2026

Plus additional Panama Canal surcharges and WAIC 2026

Plus Louis Vuitton's lawsuit against China State Regulator, and the India-UK Comprehensive Economic and Trade Agreement.

Plus Morocco's newfound glory and advanced materials deep-dives.

plus a $9B autonomous driving IPO, bio-based adhesives, and moulded pulp.

plus South Korea's growth and Indonesia's stock market struggle

some will win, some will lose.

Plus Water & Phosphorus Crisis

Plus How Europe lost the Tech Race