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High Capacity

Kyle Chan, Thomas des Garets Geddes, Daniel Crain

Industrial policy, clean technology, EVs, infrastructure, and development, particularly in China and India.

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Substack
PricingOnly free issuesPublishesWeekly
Issues20SubscribersRead high-capacity.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Double-edged swords in the US-China Cold War

The US and China are in a cold war, not a trade war. This is something much bigger than tariffs and trade deficits. It is much bigger than Taiwan or semiconductors. And it began long before Trump or Xi. The US and China are locked in a glob...

24 days ago
54
9

The China Shock revisited

Image: Wall Street Journal

a month ago
78
9

Chinese semiconductors and alternative paths to innovation

I wrote an introduction to a fascinating piece on the special role of legacy semiconductors for Sinification, a must-read newsletter by Thomas des Garets Geddes that publishes translations of important Chinese-language articles. We are cros...

2 months ago
52
10

China is trying to reshape global supply chains

Chinese companies are racing to build factories around the world and forge new global supply chains, driven by a desire to circumvent tariffs and secure access to markets. Chinese companies have been building manufacturing plants directly i...

3 months ago
155
9

Authors

The writers behind this newsletter.

  • Kyle Chan

    Postdoctoral researcher at Princeton. Industrial policy, clean technology, infrastructure, development, China, India.

  • Thomas des Garets Geddes

    Founder and editor of Sinification. Associate fellow at the Royal United Services Institute (RUSI). Former analyst at MERICS.

  • Daniel Crain

    Researcher, translator, and social studies instructor based in Shanghai. Master of Law, International Relations from Peking University.

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