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BHP 🤖. Similar to Spot at POSCO. youtu.be/V7D7jXF2pj8?si=URfM…

PEEK 🇨🇳 🤖

Commentary from Unitree. Already too many players, with more on the way, everyone looking for a niche in order to fund the company.

🇨🇳State of overcapacity. Watch to end of discussion for EV context. The China Show 7/11/2025 youtu.be/xMH6W-sOjP4?t=4295

🇨🇳 solid-state state of play (MT)

Robotics supply chain: key components/picks and shovels. Big push by China to list on HKEX. Some of these listed/listing or likely to list soon.

Magnesium

"~90% of robotic supply chain available in China" Good that the west has builders of embodied robots and some key components, but needs all of the upstream supply chain. Is this rodeo going to be any different compared to batteries? youtu.be/Q1mft4usedg?si=xAi7…

Fallout from recent price cuts in 🇨🇳