The Nexus Ledger
Varad DongreTracing the fault lines where global systems converge
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 31 | Subscribers | Read | varaddongre1.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
WHEN AMERICA OVERBUYS, AND CHINA OVERBUILDS
The world economy today is powered by two opposing addictions: an America that consumes too much and a China that produces too much. Both models once looked like strengths. Now, pushed to their extremes, they are turning into liabilities th...
Autonomous Driving: The Inevitable Future, no, it isn’t.
For more than a decade, autonomous driving has been pitched as destiny: safer roads, cheaper mobility, cleaner cities, and a driver of operating margin expansion for investors. The story looks very palatable; replace fallible human drivers ...
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...
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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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