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.
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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.
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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.
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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.