The Chokepoint
William DavidMarkets price narratives. Supply chains price physics. Structural research on the physical constraints behind economic and strategic power.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 52 | Founded | 6 months ago | Last Issue | 3 days ago |
| Active | |||||
Read this Newsletter
williamdavid.substack.comLatest Issues
Someone Has to Agree to Lose Money
For a long time, one question about rebuilding supply chains outside China bothered me more than the rest. Building a plant is hard, but it’s a familiar kind of hard: money, permits, engineers, time. The harder question was who would buy wh...
The Power Clock: Where I’m Looking
Update, October 28: The first check came in on the side of a firmer bridge. GE Vernova’s firm gas backlog rose to 64 gigawatts and passed slot reservations, which fell to 58, and it raised its year-end target to at least 130 gigawatts. The...
Japan Is Running Out of Yttrium. Beijing Said Why.
The Week in Minerals · October 24, 2026
Correction, October 31, 2026: This edition’s headline stated a Japanese yttrium shortage as fact. Japan’s government said on October 22 that there is no fact of yttrium running out in Japan, and Indu...
The Power Clock, Part 3: Nuclear Cleared the Paperwork. Now It Waits on Everything Else
Correction, October 21, 2026: An earlier version said an NRC fuel license amendment for Crane was approved in the second quarter. The amendment was issued July 1 and lets Crane receive and store new fuel; the NRC’s approval of the restart i...
China Just Put a Price on Europe’s Rare Earth Channel
The Week in Minerals · October 17, 2026
Beijing’s green channel comes with a bill
The licenses keep moving for Europe. China has now said what it wants in return.
At its regular press conference on Thursday, China’s Commerce Ministry...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for The Chokepoint.
| Subscribers | Engagement | 75 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
Most investment theses die on a physical constraint nobody priced - a qualification queue, a separation step, a turbine slot sold years out. I find them before markets do.
Frequently Asked Questions
How can I access the email archive for The Chokepoint?
You can find recent issues that have been published by The Chokepoint on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does The Chokepoint have?
To see how many people subscribe to The Chokepoint, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in The Chokepoint?
Newsletter advertising can be extremely effective when it's done right. Before you pitch The Chokepoint as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like The Chokepoint?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact The Chokepoint using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to The Chokepoint?
Scroll up to where it says Related Newsletters to see other publications like The Chokepoint. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact The Chokepoint?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.