| Vizier Report | https://vizier.report | Middle East, Iran, strategic analysis |
| Robin J. Brooks | https://robinjbrooks.substack.com | Macro, trade flows, energy markets, AIS shipping data |
| Chips and Wafers | https://chipsandwafers.substack.com | Semiconductor equipment, test ecosystem, packaging |
| Ideas in Development | https://ideasindevelopment.substack.com | Development economics, AI + emerging markets |
| Jason's Chips | https://jasonschips.substack.com | Semiconductor technology primers, packaging, process nodes |
| Jimi Finance | https://jimifinance.substack.com | Taiwan/Asia semi analysis, ASIC test, AI chip supply chain |
| Sergey Vakulenko | https://svakulenko.substack.com | Russian oil/energy sector, upstream economics, OPEC+ |
| Zero to Pete | https://www.zerotopete.com | AI tools, coding workflows, founder/operator lessons |
| Gianluca Benigno | https://gianlucabenigno.substack.com | Central bank policy, monetary economics, inflation, oil/geopolitics |
| Escalation Trap | https://escalationtrap.substack.com | Conflict escalation dynamics, Iran war analysis, strategic patterns |
| Chartbook | https://adamtooze.substack.com | Macro history, geopolitics, financial crises |
| Shanaka Anslem Perera | https://shanakaanslemperera.substack.com | Macro, development economics, inference economics, structural fractures |
| Alex Epstein | https://alexepstein.substack.com | Energy policy, fossil fuels, energy security |
| FT Alphaville | https://ftav.substack.com | Markets, financial analysis, macro |
| Alap Shah | https://alapshah1.substack.com | AI infrastructure, semiconductor strategy, intelligence economics |
| Quiet Capital | https://michaelxbloch.substack.com | AI investment themes, intelligence economics |
| Recode China AI | https://recodechinaai.substack.com | China AI industry, labor displacement, tech policy |
| The Register | https://www.theregister.com/security/ | Cybersecurity, AI infrastructure breaches, supply chain attacks |
| BleepingComputer | https://www.bleepingcomputer.com/news/ | Data breaches, ransomware, vulnerability disclosures |
| David Oks | https://davidoks.blog | Economic development, tech and society, AI and labor |
| Critical Supply | https://substack.com/@criticalsupply | Trade policy, supply chains, EU-US-China economic relations |
| Gridlocked and Unlocked | https://gridlockedunlocked.substack.com | Power markets, grid modernization, data center electricity demand |
| Carolyn Kissane (Energy Common Sense) | https://carolynkissane157206.substack.com | Energy geopolitics, oil/LNG markets, energy security |
| Aurelion Research | https://aurelionresearch.substack.com | Independent equity research, chemicals, fertilizers, oil |
| Inverteum Capital | https://blog.inverteum.com | Long-short market commentary, geopolitics, China/Taiwan |
| Principled Perspectives | https://raydalio.substack.com | Global macro, world order, debt cycles, AI |
| China Uncensored | https://chinauncensored.substack.com | Chinese politics, economy, CCP analysis |
| The More Things Change | https://normanricklefs.substack.com | History, geopolitics, complex systems, military strategy |
| ChinaTalk | https://www.chinatalk.media | China tech, US policy, war, policymaker interviews |
| Hey AI News | https://heyainews.substack.com | AI news, robotics, LLMs |
| War and Peace | https://markurban.substack.com | Defence, diplomacy, intelligence, military history |
| ENERGY Pipeline | https://fgermini.substack.com | Brazil energy, oil trading, gas markets, power dynamics |
| The Merchant's News | https://themerchantsnews.substack.com | Oil, gas, LNG, metals, geopolitics, commodity-linked stocks (Giacomo Prandelli, 12K+ subs) |
| Jared Bernstein | https://econjared.substack.com | US economic and fiscal policy, crypto regulation, budgeting |