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Weekly Wrap
Openai / Sam Altman I have nothing to add here, but congrats to JP Morgan Research for this: Hot New Unobtainium Just Dropped With lithium, nickel…
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Alex Turnbull
3
Weekly Wrap 10th November 2023
What happened and what caught my eye
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Alex Turnbull
6
Chinese Hydropower - Large and Underappreciated
This piece is long so here are the key takeaways up front: China’s hydropower installed base the largest in the world and is not just a substantial…
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Alex Turnbull
7
4 Nov Weekly Wrap
China’s Growth Model and Protectionism Michael Pettis pointing out the challenges of China’s push into more manufacturing stimulus and a not dissimilar…
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Alex Turnbull
1

October 2023

Weekly Wrap
In an effort to post a little more consistently I will be providing some links and issues of interest that have not yet quite got to very long and…
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Alex Turnbull
6
The People's Central Bank of Oil
A few thoughts on China's SPR
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Alex Turnbull
9

September 2023

The Solar Buildout
Why it is good policy even without considering national security
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Alex Turnbull
China's Power Grid
Something we should understand a great deal more
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Alex Turnbull
17

May 2023

Coking coal - its over (again)
https://syncretica.substack.com/p/coking-coal-its-over?utm_source=twitter&sd=pf
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Alex Turnbull
Coking Coal: Its Over
A small victory lap
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Alex Turnbull
4

March 2023

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