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Supply Chains

The narrow pipes between a chip design and a running rack — transformers, turbines, packaging capacity, and the people to install any of it.

2 posts

Supply Chains2026-07-30

The Lithium Triangle in 2026: Direct Extraction Reaches Argentina, Codelco Takes Chile, Bolivia Still Waits

Eramet's Centenario plant proved direct lithium extraction works at industrial scale — in the same country where Chile's Supreme Court just settled the Codelco-SQM fight and Bolivia's DLE contracts remain stuck in the legislature. A primary-source status check on extraction technology and the three countries holding most of the world's lithium, as prices swing on named, traceable causes rather than sentiment.

Analysis Brief →
Supply Chains2026-07-29

The Gulf's Sovereign-AI Gamble Just Took Incoming Fire — Literally

Stargate UAE and HUMAIN are still building toward gigawatt-scale AI campuses on schedule. But after Iranian drone strikes hit data centers in Bahrain and the UAE earlier this year, the Gulf's AI bet now carries an openly acknowledged geopolitical risk premium — and investors are still pricing it.

Analysis Brief →