01 Archive

Research

Long-form research on China's supply chains, critical minerals, and trade architecture with emerging markets. Each article carries explicit probabilistic claims — see the forecast log for the aggregate track record.

/ ai-agent-feasibility

ai-agent-feasibility

1 document
/ ai-power

ai-power

1 document
/ china-russia-latam-logistics

china-russia-latam-logistics

2 documents
/ energy-transition

energy-transition

1 document
/ china-latam

China — Latin America

Trade architecture · corporate network · logistics corridors

5 documents