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research notes

Hidden chokepoints

Short essays on supply-chain bottlenecks investors miss — with links into Vein examples, reports, and demo traces.

Published 7/15/20265 hidden chokepoints in lithium & EV batteriesBeyond the mine: refining, binders, separators, and equipment that quietly constrain battery supply chains.Read essay →Published 7/22/20265 hidden chokepoints in semiconductorsFrom EUV pellicles to specialty gases — the constraints behind advanced logic and memory that rarely make ticker screens.Read essay →Published 7/29/20265 hidden chokepoints in coffee supply chainsArabica genetics, wet mills, freight corridors, and roasting capacity — where coffee risk hides beyond futures prices.Read essay →