AI infrastructure
ArticleWho Financed the AI Site?
Customer-funded construction, fee credits and the value of timing.
Research library
Find an argument.
Search 29 published pieces by topic or format. Follow each argument to its evidence.
29 results
AI infrastructure
ArticleThe Server’s Second Life
Equipment-life revisions, reported earnings and the limits of extrapolation.
AI infrastructure
ArticleTwo Public Stakes, Two Different Instruments
Norwegian financing and Andhra Pradesh incentives put different claims on public money.
AI infrastructure
Working paperWhen Compute Commitments Become Claims
Electricity demand, customer credits and creditor timing.
Trade and production
ArticleHow Indian Is India’s Export Boom?
Separate the domestic value embodied in exports from its share of gross exports.
Industrial production
ArticleWhat Moved When C295 Assembly Moved to India
The same 56-aircraft order shows which production tasks crossed borders, and which dependencies did not
Trade and services
ArticleThe Globalisation That Never Enters a Container
What remote delivery, foreign affiliates and embodied value each reveal about India
Strategic supply chains
ArticleThe Distance Between a Mine and a Magnet
What company disclosures reveal about the stages of rare-earth supply that are operating, contracted, planned or still awaiting a customer
Industrial policy
ArticleA Subsidy per Job, or per Announcement?
A reconstruction across 14 sectors separates money paid from factory activity, and shows why neither establishes the price of creating a job.
Trade and climate
ArticleThe Carbon Border’s Development Test
Cleaner production can lower a carbon charge. Contracts help determine who receives the saving, and whether proving it pays.
Trade and production
Working paperWhen the export mix changes the story
Domestic services in manufacturing exports across four selected economies, 2015–2022
Industrial policy and trade
Working paperWho Pays for Geo-economic Policy?
What company accounts, tariff studies and carbon-border contracts establish
Research
ArticleFifty Per Cent of What?
India's semiconductor subsidy is quoted as a single number. Its controlling instruments use different cost bases and release support against eligible expenditure, with production obligations attached.
Research
ArticleA Floor Under What Price?
Three rare-earth arrangements quote $110/kg. Their terms say more than the shared number about risk, while inventory and diversified supply depend on how long a disruption lasts.
Research
ArticleHapag-Lloyd’s Uneven Red Sea Year
In 2024, a carrier’s late recovery left annual operating profit flat while Suez’s receipts collapsed. The accounts reveal different outcomes, not a complete allocation of the disruption’s cost.
Research
ArticleThe Cash Clock at Sea
What two 2022 balance sheets reveal about goods in transit, supplier credit and customer collection
Research
ArticleA Factory Bill With a Demand Floor
A March 2023 industrial invoice separates a charge for capacity from charges that depend on the hour of use.
Research
ArticleWho Pays for the Next Grid Connection?
A worked British connection example shows why the cost of building a link and the amount charged to its first applicant are different questions.
Research
ArticleDebt’s Second Bill
What India’s and Japan’s published bonds reveal about April 2026–March 2027
Research
ArticleThe Different Clocks of a Rate Rise
The different clocks of a rate rise.
Research
ArticleWhat the Consumption Gap Measures
India’s 2022–23 and 2023–24 household surveys against one national-accounts vintage
Research
ArticleThe Dollar Exposure Reserve Charts Miss
Two audited Indian company accounts show why the currency of a balance sheet, the date of a payment and the cash available to meet it must be read together.
Research
ArticleThe Loan Had More Time. Its Valuation Had Already Fallen.
Eight observations of one private-credit holding show why a maturity extension, accrued income and an estimated recovery value must be read separately.
Research
ArticleA Digital Dollar Still Needs a Door to the Bank
USDC can move between wallets. Turning it into bank dollars, and receiving income from the assets behind it, depends on a different set of relationships.
Research
ArticleWhat the customer-service tenure decline can tell us
Four US January snapshots, 2020–2026
Research
ArticleWhy the Same Industry Is Not the Same AI Investment
What two German information experiments can—and cannot—tell us about firms that hold back
Research
ArticleWhen AI Closes the Task Gap
What experiments reveal—and leave unresolved—about the value of a qualification.
Research
ArticleOne rent, two pay packets
An April 2025 England budget scenario shows why the share of a pay difference left after housing depends on how many earners share the bill.
Research
ArticleWhen a Lower Remittance Fee Has a Higher Quoted Cost
A dated comparison of India-bound transfer quotes from the United States, United Kingdom and United Arab Emirates.