Opinionated analysis of the global electric vehicle, battery and autonomous vehicle markets, with a focus on China's rise and the US and Detroit response. Issues combine first-hand reporting from events like CES with market data and policy commentary.
Website: https://newsletter.dunneinsights.com
Weekly analyses of China's tech sectors, including AI, chips, robotics and EVs, built from primary sources such as filings, industry body data and regulations. Each issue offers a specific interpretive argument about company finances, supply chains and market structure.
Biweekly-style essays tracking the energy transition, covering data center power demand, EV adoption and oil demand, and grid policy. Readers get data-backed analysis with context on emissions and market shifts.
TechNorns publishes long-form explainers on technology companies and robotics, with a focus on Vietnam's industrial ambitions and the engineering behind physical tech. Readers get context-rich analysis combining business figures, economic history and technical explanation.
Evidence-based essays on clean energy, EVs and environmental policy, alongside occasional pieces on software architecture for AI systems. Readers get carefully argued rebuttals of common claims, with cited studies and concrete examples.
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