Writing
Notes from inside the cost model.
What I watch, what it does to a manufacturer’s landed cost, and what a procurement team should do about it.
-
The Domestic Manufacturing Supply Chain Heading Into Q4: What I’m Watching
ISM at 55.6, iron-air batteries shipping from West Virginia, and a tariff regime that changed twice in six months.
-
ISM Hit 55.6 in July. Here’s What That Means for Your Cost Model.
Manufacturing expansion at a four-year high, and almost none of it a reason to relax about price. What the sub-indices say about lead times, and the three input lines that actually moved.
-
GM Just Validated Sodium-Ion at Scale. What Procurement Teams at Battery Startups Should Do Next.
GM is developing prototype sodium-ion cells with Peak Energy and holds exclusive manufacturing rights. What that is worth to a procurement team, and what it isn’t.
One of three written; two need a factual reframe. The ISM piece is complete and fully sourced. The Q4 and sodium-ion pieces are held pending your call. Verification found material errors in their premises. Six further archive pieces (May 2026 back to December 2025) are not yet carried into this build.