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Long Arc News

Nazem Alkudsi

Geopolitical intelligence on energy, AI infrastructure, maritime chokepoints, sovereign capital, insurance and critical supply chains—from physical constraint to financial repricing.

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Substack
PricingOnly free issuesPublishesWeekly
Issues34Founded7 months agoLast Issue9 days ago
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Latest Issues

The Label Travels

Conceptual illustration. The biometric match succeeds; an inherited record flag blocks clearance. Rahinah Ibrahim’s case involved an erroneous watchlist designation, not biometric failure.

Long Arc News is a reader-supported publication. T...

9 days ago
1

When the Electron Learned to Tell Time

On December 12, 2025, a snowstorm buried Shanxi’s solar panels. For eight daylight hours the province’s spot power price sat pinned at its ceiling of 1.5 yuan a kilowatt-hour. In the spring of 2026, in other provinces, the same machinery cl...

13 days ago
5
2

Four Yen Before Lunch

The session opened at 163.41. Before eleven in New York, USD/JPY had traded down to 159.18.

A carry trade is a man asleep in a rowing boat. What keeps him dry is not the boat. It is the flatness of the water.

Long Arc News is a reader-sup...

18 days ago
4

The Tenant of Record

The Tenant of Record

A $4.25 billion bond document raises a quieter question about the AI build-out: who is good for the rent?

Long Arc News is a reader-supported publication. To receive new posts and support my work, consider becoming a...

20 days ago
4

The Right to Stop

The temple of power — Electrical Development Co., 1906 (by Ankit Patel)

Long Arc News is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

Picture the first aluminium wo...

24 days ago
6

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  • Nazem Alkudsi

    Nazem Alkudsi, CFA — former sovereign wealth fund CEO in Abu Dhabi. Reading the fault lines where physical constraint becomes financial repricing.

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