Insights, strategies, and life at the top of the world's supply chains.
Qingdao, China
Joined October 2023
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Chip Wars Update: China blows up ASML's supply chain for EUV machines kdwalmsley.substack.com/p/ch…
SpaceX, China, and the global rocket shortage kdwalmsley.substack.com/p/sp…
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Desperation: Why OpenAI added a Chinese LLM to their platform to keep enterprise users kdwalmsley.substack.com/p/de…
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The China rare earth metals fix: still over a trillion dollars and a decade away kdwalmsley.substack.com/p/th…
The Iran War and China are destroying gas-powered cars kdwalmsley.substack.com/p/th…
AI: Why is Oracle leasing Nvidia chips to China at huge discounts? kdwalmsley.substack.com/p/ai…
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Canada's exports to China soar to highest level in decades, in pivot away from the US kdwalmsley.substack.com/p/ca…
(Video) Over a thousand "dark fleet" tankers sell sanctioned oil. And nobody really wants them to stop. kdwalmsley.substack.com/p/vi…
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Over a thousand "dark fleet" tankers sell sanctioned oil. And nobody really wants them to stop. kdwalmsley.substack.com/p/ov…
Real China Business: "Friendly Fraud", flowers, and why we hate credit cards kdwalmsley.substack.com/p/re…
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Big winners in Iran War shipping mess: oil tankers making $1 million a day, and Chinese shipyards kdwalmsley.substack.com/p/bi…
Power projects in US shut down after Trump's anti-China Executive Order kdwalmsley.substack.com/p/po…
(Video) Why is everyone buying Chinese electric buses? kdwalmsley.substack.com/p/vi…
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Why is everyone buying Chinese electric buses? kdwalmsley.substack.com/p/wh…
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Iran spent $1 million to wipe out $30 billion in data center plans, and take down Amazon in the Middle East kdwalmsley.substack.com/p/ir…
Persian Gulf War and Venezuela takeover push Canada to build new oil pipelines for Asia kdwalmsley.substack.com/p/pe…
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(Video) China's huge new port in Peru cost the same as 12 F-16's kdwalmsley.substack.com/p/vi…
China's massive new port in Peru cost the same as 12 F-16's kdwalmsley.substack.com/p/ch…