30 Days, 30 Industries 中文

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30 Days, 30 Industries

One industry a day, researched in depth: where the profits sit, what the bottlenecks are, and what the evidence does and does not show.

A 30-day challenge. Each day takes one industry and maps its value chain, profit pools and bottlenecks, with every claim tied to a dated source in an evidence ledger. Drafts are published as they are, with their open questions marked.

Day 01The Global AI Compute Value Chain: Profit Pools, Bottleneck Rankings and Geopolitical FracturesDeep-research draft · 2026-10-25Read report →Day 02Global Battery Energy Storage: Where Did the Profit Go?Deep-research draft · 2026-10-26Read report →Day 03Global Seawater Desalination: Profit Capture, Bottlenecks and Water SecurityDeep-research draft · 2026-10-27Read report →Day 04Global Copper: Mine Profits, Smelter Stress and Electrification BottlenecksDeep-research draft · 2026-10-29Read report →Day 05Global Semiconductor Manufacturing Equipment: Profits, Bottlenecks, and Falsifiable JudgmentsDeep-research draft · 2026-10-30Read report →Day 06Global Power Transformers: Rents from Delivery Capacity or a Post-Expansion Trap?Deep-research draft · 2026-10-30Read report →Day 07Global Commercial Satellite Launch Value Chain: Launch Counts Are Not an Income StatementDeep-research draft · 2026-10-31Read report →Day 08Industrial robots: Why are record installations not lifting all profits?Deep-research draft · 2026-11-01Read report →Day 09Civil Aircraft Engines: Who Profits When Maintenance Gets Busier?Deep-research draft · 2026-11-02Read report →
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