Dearest Readers,
Chinese EVs are rewriting Europe's industrial playbook. Sodium-ion is knocking on lithium's door. AI just made the solo game developer viable. Supply chains are diversifying — but not for free. The world is rewiring itself. This edition follows the wire.
Read on.
What’s New
Battery supply chain state of play: Competing in a Europe reshaped by Chinese EVs. Link
Think Tank
AI is shrinking video game development teams to one. Link
Uncovered
European Sodium-Ion Battery Supply Chain. Link
Power and place: A regulatory guide to data centre developments in Europe. Link
Benefits greatly exceed costs for Michigan battery factories. Link
The China We Misread. Link
Global Critical Minerals Outlook 2026. Link
Globalisation: Global Connectedness Holds Steady at Historic Highs. Link
The hidden costs of supply chain diversification. Link
Europe is building a battery industry while Chinese EVs rewrite the rules underneath it. Sodium-ion is moving from lab to supply chain. Michigan is making the economics work. And somewhere in all of this, a solo developer with an AI co-pilot just shipped a game. The world is not waiting for consensus. Neither should you.
The journey continues.
The joirney is that the credit economics will ruin soon until 2027. Trojan horse of faith.
You might find this of interest
https://brandonbedard.substack.com/p/the-economic-software-patch?utm_source=share&utm_medium=android&r=7qos2e