The Dark Supply Chain

14 posts

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The Dark Supply Chain

The Dark Supply Chain

@darksupplychain

We connect geopolitical events with hidden supply chain layer which are non public companies via network of SME around the world.

Earth Katılım Mart 2026
19 Takip Edilen2 Takipçiler
The Dark Supply Chain
The Dark Supply Chain@darksupplychain·
@LanceRoberts US treasury is like uncle Scrooge, they are sitting on unlimited cash supply. National debt doesn't seem to be going down anytime soon. Print on demand because there is no more gold or physical asset linked to the USD. God bless Nixon!
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Lance Roberts
Lance Roberts@LanceRoberts·
Great chart of who owns what in the Treasury debt markets.
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The Dark Supply Chain
The Dark Supply Chain@darksupplychain·
In next edition we get into the essentials. Beauty & Cosmetic. We have been obsessed with smallest things consumers use on a daily basis. Our job is to ensure consumers and all other stake holders can see through the enstire supply chain so they can make better decisions.
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The Dark Supply Chain
The Dark Supply Chain@darksupplychain·
The framework we have chosen for India as part of our Dark Supply Chain series - India series. Companies mentioned are only for indication.
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The Dark Supply Chain
The Dark Supply Chain@darksupplychain·
The real test of Indian Government will start now on how they can make India part of global supply chain and make the markets lucrative again from FII.
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The Dark Supply Chain
The Dark Supply Chain@darksupplychain·
In the next issue we are covering resource competition between AI Data Centre and Maize production from farm. Especially focused towards water resource consumption and competition. Stay tuned!
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ValueEquity
ValueEquity@EquityValueIn·
Nuclear value chain layers and economics source: internal research
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The Dark Supply Chain
The Dark Supply Chain@darksupplychain·
Governments optimise for the metrics that public market investors and institutions track: CPI baskets, energy index aggregates, headline inflation. The bottom of the supply chain always pays first and gets helped last. agriland.ie/farming-news/g…
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The Dark Supply Chain
The Dark Supply Chain@darksupplychain·
Tracking what's not so obvious. Welcome to The Dark Supply Chain, where we use our network of 10,000+ SME around the world to track how end consumer prices are getting affected with the ongoing geopolitical events. open.substack.com/pub/thedarksup…
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Keşfet

@LanceRoberts @PMOIndia @NITIAayog @CEEWIndia @NABARDOnline @jpmorgan @Loopworm1 @MPEDACOCHIN