Normandie Research
A prospective intelligence on the tectonic shifts reshaping capital flows, geopolitical power, and the global order. Written for those who need to understand what's moving before it moves.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 17 | Founded | 3 months ago | Last Issue | 10 days ago |
| Active | |||||
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delalonde.substack.comLatest Issues
The Great Transformation
The Curtailment Tell
During the record Texas heatwave of August 2023, Riot Platforms, one of the largest listed Bitcoin miners in the United States, earned 31.7 million dollars from the grid. Not from mining. From not mining. The figure...
Rated Sovereign, Treated Pariah
We live in a world where there are three major credit rating agencies that collectively cover more than 130 sovereign borrowers. Their methodologies fill hundreds of pages. Their committees meet, their analysts travel, their models absorb d...
The Architecture of the Next Cycle
A note before we begin.
This article is different from what Normandie Research typically publishes.
What follows is an exercise in structural prospective. For the first time in these pages, we are not commenting on what exists but attempt...
The Rationing Interval? A Real Oil Shock Wave in Disguise
The narrative that emerged in recent sessions, that the acute panic in physical crude markets had dissipated and that premiums were compressing back toward normal, is correct in its observation and almost entirely wrong in its interpretatio...
The Chip the World Forgot
Control over the leading edge
There is a geography of attention in the semiconductor industry, and it runs almost entirely in one direction. Every earnings call, every policy announcement, every analyst note gravitates toward the frontie...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Normandie Research.
| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Normandie Research is an independent macro intelligence publication covering geopolitics, capital flows, commodities, and civilizational shifts. Written for long-horizon thinkers who read structure before sentiment.
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