The Industrialist Review

The Industrialist Review

Home
Notes
Shockwatch
PowerShift
Machine & Matter
Rulebook
Archive
About

May 2026

April 2026

Everything is Energy - Europe's Electrification Dilemma & Who Pays "Unearned Luck" #212
revisiting Europe's emergency energy package, the Hydrogen new dream, and extra industrial taxes on supply chain chokepoints
 • Anh Ng. from Tocco and Trí
In the Blink of An Eye – Lululemon PFAS Investigation & Bloated EU Energy Bill #211
Lululemon investigated by Texas Attor­ney Gen­er­al, Allbirds becomes an AI company, Microsoft pauses carbon removal and EU's added 22 billion euros…
 • Anh Ng. from Tocco and Trí
Certainty is the New Trade Currency
Supply chain rerouting, extra industrial taxes, and how to deal with fickle trade partners
 • Anh Ng. from Tocco
Pulling the Puzzles Apart - Failed Precision Fermentation, Surcharge Pricing and Green Ammonia #210
Climate Model, Precision Fermentation Fail, Green Ammonia, High Prices due to Hormuz and AI-Generated Fake News
 • Anh Ng. from Tocco
Sourcing In This Economy?
Sourcing in China & Vietnam since Trump Term 2 and what to do about it
 • Leon Ge and Anh Ng. from Tocco
No Promises - Allbirds went bust, Europe's Industrial Reset & Toxic Chemicals #209
EIT Manufacturing liquidation, Allbirds went bust, PPWR and toxic chemicals
 • Anh Ng. from Tocco
It’s a Bad Business Model That Tanks America’s Factory Revival [PowerShift #4]
Stop the great manufacturing lie - it's not a Skills Gap Problem
 • Leon Ge and Trí
© 2026 Tocco · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture