Dearest Readers,
The global economic map is being redrawn as the pursuit of industrial sovereignty reaches a fever pitch. From the silent trade battle for the Global South to multi-billion dollar gambles on fusion and solid-state batteries, the established energy and trade orders are being actively rewired. This edition deciphers the capital, technology, and resource signals shaping the next frontier of global growth.
Read on.
What’s New
Solid-State Batteries Could Shatter China’s Grip on Global Energy Storage. Link
On The Rise
The Global Trade Battleground: US-China Competition in the Global South. Link
India’s 178 GWh narrative is largely fictional. Link
Think Tank
The Price of Oil: The History of control and decontrol in the oil market. Link
Uncovered
UK Unveils $3.3 Billion Fusion Strategy. Link
Visualised
New emerging market tech FDI corridors
India Manufacturing incentives
The developments we’ve tracked this month highlight a world caught between the legacy of oil and the promise of a fusion-powered future. As breakthrough battery technologies and trade battles for the Global South redefine the limits of industrial power, the race for energy and economic sovereignty is accelerating. We will continue to monitor these friction points as the new global order comes into sharper focus.
The journey continues.