Geopolitics
Where the World Is Narrow
Chips, cables, refineries and straits: the places where a map becomes leverage
TSMC · ASML · the seabed · Hormuz and Malacca · 4 chapters · 10 min read
Chips, cables, refineries and straits: the places where a map becomes leverage.
Free to read: every chapter below is open
Four bottlenecks holding up everything else
- 01One Island and One Dutch MachineOn an island, a Dutch machine, and a bottleneck nobody designed.
- 02The Internet Is on the SeabedOn the physical internet, which is a few hundred cables and a handful of ships.
- 03Rare Earths Are Not RareOn seventeen elements that are not rare, and the chemistry that is.
- 04Four Places the Water NarrowsOn four narrow places, and the one variable no government can revise.