The best Industrial Policy newsletters

A newsletter covering the intersection of geopolitics, energy and climate, with analysis of trade policy, industrial strategy, energy markets and climate disasters. Issues combine commentary on current news with original essays and updates on the authors' research.

Kasurian publishes long-form essays on history and how societies and institutions function, such as colonial exploitation in the Congo, Central Asian reformers in Afghanistan, and Morocco's industrial policy. The writing is well researched and narrative-driven, giving readers historical context they would not get from typical news coverage.

Former CHIPS Program Office leaders write about how to design and run government programs, drawing on their experience building CHIPS and Tech Hubs. Issues cover statutory authorities, the case for discretionary grants over tax credits, and data governance for new programs.

Analysis of China's mining and critical minerals policy, built from Chinese corporate disclosures, registries and official documents. Issues cover AI in iron ore pricing, rare earth talent strategy and state-owned enterprise moves in the rare earth supply chain.

Amelia's Substack publishes analysis on robotics, AI and economics, including how frontier AI could affect robot progress, data-driven looks at the industrial robotics industry, and the labor-market effects of AI. Posts mix original reasoning with sourced data and co-authored research.

Each issue takes one number-driven question about Chinese industry or infrastructure, such as chip equipment, metro debt or GaN chargers, and explains the story behind it. It draws lessons for India from China's experience.

K-Welle is a newsletter examining how technology moves from public research labs in Korea and Germany toward industry, focusing on funding, cost-bearing and the pilot stage. Each issue combines sourced statistics, policy context and case studies such as battery recycling in Europe.

Long-form essays from an advisory and research firm on markets, sectors and countries, with each issue building a thesis around one theme such as plastics regulation, European industrial opportunity or AI profitability. Readers get narrative-led analysis with figures aimed at investors and business decision-makers.

A personal Substack analyzing US-China geopolitics and semiconductor supply chain policy, including Taiwan, critical minerals export bans, and the CHIPS Act. Readers get opinionated, strategy-focused essays with industry context, plus an experimental fictional alt-future scenario.

A policy-focused newsletter on robotics governance, industrial automation, and how the US should finance and deploy robots on factory floors. Issues mix survey data, historical case studies of military-driven technology, and arguments about funding and strategy.

Curious Circle is a personal blog of essays on technology, policy and work, where the author argues positions such as sovereignty being a supply-side problem, over-buying AI intelligence, and lines of code being a poor productivity metric. Readers get opinionated, reasoned takes on AI and industrial policy with some practical examples.

A quarterly magazine covering the technical side of Europe's green transition, from photovoltaic measurement standards and PV yield estimation tools to lithium battery supply chains and Arctic energy policy. Readers get explanatory, research-informed pieces on how energy technologies and raw material dependencies actually work.

A briefing on European energy, industry and climate policy, with headlines on EU negotiations, procurement rules and the hydrogen market. Readers get short news-led updates on developments in Brussels and member states.

IndustrialBriefs delivers short executive-style briefings on construction, architecture, defense manufacturing and industrial risk, each framed around what it means for business and US operators. The sampled issues are brief news items about a theatre redesign, a micro-LED defense award and a window supplier project, mostly restating press releases with generic business implications.