Becoming the Electrostate
The demand side. Gasoline peaked, freight flipped, industrial heat reached parity – five migrations from 30% electrification toward 60%.
More from Plain Sight
Building the Electrostate
UK coal. US petroleum. China sovereign electricity. The supply side of the first electrostate, assembled.
The Framework
A note on first principles. Why the Smil-Rosling synthesis is the analytical engine of Plain Sight Research.
Swimming With the Current: Alibaba
A $295bn megacap at 40–45% of fair value, and the quarter that graded the call. The algorithm reads collapse; the segment breakdown reads pivot.
Reading Words: What the 15th Five-Year Plan Actually Says
The FYP as deployment order, not speculative bet. Why TFP is China's new organizational scorecard.
Forecasting Chinese Exports
China export consensus misses 2024–2026. The same structural misforecast the IEA made on solar, applied to trade surplus.