supply-chain

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2026-04-30 · open.substack.com

How an Oil Refinery Works

Though wind and solar continue to carve out larger and larger shares of world energy supply, the modern world still runs on petroleum, and will continue to do so for the foreseeable future.

We can look at the relative complexity of different US refineries using the Nelson Complexity Index, which is intended to measure how complex a refinery is
average complexity index was 8.7
2026-04-23 · linkedin.com

#ddr4 #lpddr4 #ddr5 #lpddr5x #semiconductors #memoryindustry #supplychain #automotivetech #industrialiot #ai #techstrategy #eol | Nick…

🚨 DDR4 / LPDDR4: The Beginning of the End — or a Strategic Reset? The memory industry is approaching a pivotal inflection point—and the signals are becoming impossible to ignore. Recent developments from Samsung indicate that legacy nodes such as LPDDR4 (and increasingly DDR4)…

★ 2026-04-14 · thebreakthrough.org

The Aluminum Tech Stack

few analysts have sought to dissect how China’s market share of unglamorous bulk raw material inputs and intermediates across its minerals, metallurgy, and chemicals sectors actually directly enables their market share in these finished, shiny consumer products.
In reality, metals and chemicals production require muscular industrial policy of their own to succeed
2026-03-12 · ramscm.com

Get Listed | RAM Supply Chain

Get Listed Accomplished manufacturing and supply-chain professionals may request consideration for inclusion in our vetted consultant directory. Members are selected based on proven expertise and alignment to ensure focused, confidential matches that serve client needs without…

2026-01-08 · open.substack.com

How Did TVs Get So Cheap?

You’ve probably seen this famous graph that breaks out various categories of inflation, showing labor-intensive services getting more expensive during the 21st century and manufactured goods getting less expensive.

2025-05-01 · open.substack.com

4 Keys to VMI Success

VMI (vendor managed inventory) is the process where the supplier manages the customer's inventory so that the customer has the "right" item in the "right" place at the "right" time to ensure high service levels, efficient and productive operations, and the least amount of…

2024-10-16 · pocket.co

Cargo airships are happening

Last year, I published an article on airships. The article was the fruit of a few years’ exploration of the industry. I spoke to multiple airship manufacturers under NDA. I traded ideas with other cargo airship enthusiasts.