Supply Line Politics
Alvin Camba, Ph.Dis where I write about the political economy of who controls what, and why it matters. About the systems I study professionally, from critical mineral supply chains to semiconductor chokepoints, and the policy decisions that shape them.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 4 | Founded | 5 years ago | Last Issue | 2 months ago |
| Active | |||||
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supplylinepolitics.substack.comLatest Issues
What I've been writing on mining and critical minerals
The thread running through all of this work is the same: the real leverage in critical minerals is not in the ground. It is in the midstream, the refining, separation, and processing that turn raw ore into usable inputs for defense, energy,...
Two Leaders Beijing Loves: Sara Duterte and Cheng Li-wun
The Philippines and Taiwan are running parallel experiments in what happens when domestic political ambition aligns with Chinese strategic interests. Sara Duterte and KMT Chairwoman Cheng Li-wun operate in different political systems. But t...
What I've been writing
The Gas Inside Your AI Chip
The Diplomat, April 9, 2026
Everyone has been focused on oil and LNG since Hormuz closed. Almost nobody has been talking about helium. Qatar accounts for roughly a third of global helium supply, and when Ra...
What is Supply Line Politics?
I'm Alvin Camba. I'm the Lead Scientist and Director of Research at Lyvi, where I lead a research team of natural and social scientists and work alongside our tech team to build SIGMA, an LLM-driven attributional intelligence platform that...
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| Subscribers | Engagement | 75 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Lead Scientist and Director of Research at Lyvi, a defense technology company | Senior Research Fellow at Associated Universities Incorporated | Non-Resident Fellow at the Atlantic Council’s Indo-Pacific Initiative
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