Policy Tensor
Official blog of the Policy Tensor.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 577 | Founded | 6 years ago | Last Issue | 9 days ago |
| Active | |||||
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policytensor.substack.comLatest Issues
Iran throws down the gauntlet
No more cat and mouse
Ever since the ceasefire, the US and Iran have played a game of cat and mouse. A month ago, the FT reported that ‘the US launched ‘secret mission’ to help move crude through the waterway’. ‘The US first established a...
Theory of the Dud
Why do analysts keep predicting things will break?
Twenty percent of the world’s seaborne oil passes through the Strait of Hormuz. The Strait has now been practically shut for more than four months. Tanker transits recovered only partially...
How to Climb the Ladder
International specialization in high-tech manufacturing
Western observers fixate on China’s trillion dollar current account surplus and fret over ‘the Second China Shock’, whereby Chinese firms are making inroads into high-tech manufacturi...
Who is climbing the ladder of global manufacturing?
The most important zero-sum game in the world.
Productivity growth in American manufacturing stalled after the global financial crisis. Remarkably, output per worker in 2022 was lower than it was in 2010. Meanwhile, unit labor costs have r...
Vantor vs Russia
Optically-guided midrange drones
Ukraine’s midrange strikes have generated less heat and light than the counter-value campaign against Russian refineries and prestige strikes on Moscow. But they are far more important for the war effort. U...
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Musings on Braudel’s “irritating law”, et cetera.
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