https://plainsightresearch.com/ What the data says when you read it without ideology. Falsifiable research on China, energy, and global markets. en-us Copyright Plain Sight Research adam@plainsightresearch.com (Adam Hu) adam@plainsightresearch.com (Adam Hu) Wed, 23 Apr 2026 00:00:00 GMT https://plainsightresearch.com/logo.png https://plainsightresearch.com/ https://plainsightresearch.com/post-6-mining https://plainsightresearch.com/post-6-mining Thu, 23 Apr 2026 00:00:00 GMT Adam Hu Chinese miners expanded copper output 16% and gold 43% during a supercycle. Western majors contracted 18–60%. The reason isn't state policy — it's cheaper equipment, lower-grade capability, and a capital cost advantage that makes orebodies economic that Western operators wrote off. China & Resources https://plainsightresearch.com/post-3-alibaba https://plainsightresearch.com/post-3-alibaba Sun, 05 Apr 2026 00:00:00 GMT Adam Hu A $295B megacap mispriced by a factor of two. The algorithm reads collapse. The data says pivot to the right side of the Five-Year Plan. Equity Research https://plainsightresearch.com/post-5-oil-surplus https://plainsightresearch.com/post-5-oil-surplus Wed, 01 Apr 2026 00:00:00 GMT Adam Hu Global oil demand enters permanent structural surplus by 2028-2029. Five demand-destruction forces the consensus underestimates. Energy Markets https://plainsightresearch.com/post-4-coal https://plainsightresearch.com/post-4-coal Fri, 20 Mar 2026 00:00:00 GMT Adam Hu Three answers to the coal question. The third — coal-to-olefins — is the thesis nobody in Western energy markets has priced. China & Energy https://plainsightresearch.com/post-2-reading-words https://plainsightresearch.com/post-2-reading-words Tue, 10 Mar 2026 00:00:00 GMT Adam Hu The FYP as deployment order, not speculative bet. Why TFP is China's new organizational scorecard, and what RMB internationalization actually means. China Policy https://plainsightresearch.com/post-1-iea-error https://plainsightresearch.com/post-1-iea-error Sun, 01 Mar 2026 00:00:00 GMT Adam Hu The IEA underestimated solar for 15 years running. The same structural misforecast is now happening on China's trade surplus. China & Energy