The Nexus Ledger
Varad DongreTracing the fault lines where global systems converge
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 29 | Subscribers | Read | varaddongre1.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Critical Minerals: A Policy Prerogative and Not an Industrial Capacity Problem.
For years, “critical minerals” has been framed as an industrial problem.
Battery Breakthrough: Chemistry I Technology I Economics.
There has to be a consensus between both renewable advocates and sceptics about the role of batteries in the future of energy and transmission. The world is spoilt for options in energy production; never in the history of humanity have we h...
BIG TECH’S BUYBACK SACRIFICE
I’ve always held one investing principle close to my heart: “Bottomline (EPS) growth is the only bottom line.” EPS growth is sacrosanct. Later, I saw the simple math: when you can’t boost EPS, reduce outstanding shares. That’s exactly how B...
A Day When All Cars Will Be Made in China
It has been a while since I wrote “The Car Wars”, explaining where Europe is heading with its automotive industry. There have been several events and statements from the leadership of top automotive companies that are heading towards the in...
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Authors
The writers behind this newsletter.
Strategic insights at the intersection of power, policy, and profit. Helping entrepreneurs and investors navigate the world's most significant trends. Unpacking the complex forces shaping our global economic and political landscape.
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