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Inside China / Business

Kevin Walmsley
Hundreds of paid subscribers

For business professionals and executives doing business with China

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Substack
PricingOnly free issuesPublishesDaily
Issues331Founded2 years agoLast Issue2 days ago
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Artwork for Inside China / Business

Latest Issues

The world already had a big plane problem. The war on Iran made it much worse.

Bullets:

Order backlogs for new jets will take over a decade to clear, as Airbus and Boeing cannot build or deliver planes on time.

As a result, airlines are flying older planes for far longer than they had planned.

Older planes...

2 days ago
37
5

Offshore oil is booming. So are the Chinese companies that make the equipment for it.

Bullets:

China supplies over half the global market of offshore oil drilling equipment.

Vast new offshore fields are under development in South America and Asia, particularly in countries with close diplomatic and economic ties with C...

5 days ago
28
9

Screwed again: small investors to bail out billionaires from SpaceX, OpenAI, and Anthropic

Bullets:

SpaceX will soon go public, in an offering that will value the company at over a trillion dollars.

Anthropic and OpenAI are Artificial Intelligence companies, who also plan IPO's for later in the year.

Recent changes to...

7 days ago
89
13

China has a rubber problem. So do China's elephants.

Bullets:

China imports 85% of their natural rubber consumption, and enjoys strong trading relationships with the top rubber producers.

But the war in the Persian Gulf is driving oil prices higher, which in turn is making natural rubbe...

9 days ago
39
3

The Iran War has destroyed fertilizer markets and farmers everywhere, almost

Bullets:

The War on Iran has left hundreds of thousands of tons of fertilizers stranded in the Persian Gulf, and destroyed years of forward natural gas production.

Fertilizer supplies are collapsing, with billions of dollars' worth of...

11 days ago
54
5

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