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The China Playbook

Sep 14, 2026

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5 min read

The China Playbook

Washington is buying into industries it has decided America needs. China named many of the same industries in a national plan ten years earlier.

Anthony at Luniter
Anthony at Luniter
Arizona's thirsty alfalfa

Sep 7, 2026

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4 min read

Arizona's thirsty alfalfa

Alfalfa takes more of the Colorado River than every other crop combined, and it can survive two months of summer without water. That quirk is how the river is getting some of its water back.

Anthony at Luniter
Anthony at Luniter
The Overdrawn River

Aug 31, 2026

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4 min read

The Overdrawn River

Lake Mead is setting a new all-time low almost every day. A century-old promise of more water than exists has finally come due.

Anthony at Luniter
Anthony at Luniter
Anatomy of a Robot

Aug 24, 2026

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5 min read

Anatomy of a Robot

America is racing to build the robot worker. Almost every part comes from somewhere else, except the one that thinks.

Anthony at Luniter
Anthony at Luniter
The Hyperscaler Bill, Part III: The Water Bill

Aug 17, 2026

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5 min read

The Hyperscaler Bill, Part III: The Water Bill

A data center's own water bill is surprisingly small. The water its electricity consumes is not. The series closes.

Anthony at Luniter
Anthony at Luniter
The Hyperscaler Bill, Part II: The Electricians

Aug 10, 2026

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6 min read

The Hyperscaler Bill, Part II: The Electricians

Two companies reported record order books. One stock jumped, one fell. The difference is what counts as a backlog.

Anthony at Luniter
Anthony at Luniter
The Hyperscaler Bill, Part I:

Aug 3, 2026

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5 min read

The Hyperscaler Bill, Part I:

Two billion dollars a day.

Anthony at Luniter
Anthony at Luniter
America's Biggest Steelmaker is also its Biggest Recycler

Jul 26, 2026

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4 min read

America's Biggest Steelmaker is also its Biggest Recycler

Scrap in, steel out, paid on both ends.

Anthony at Luniter
Anthony at Luniter
Space Stocks’ Summer Test

Jul 19, 2026

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5 min read

Space Stocks’ Summer Test

A checklist of Fed decisions, earnings reports, and insider selling will help determine what comes next for space stocks.

Anthony at Luniter
Anthony at Luniter
Big Pharma Goes Shopping

Jul 12, 2026

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5 min read

Big Pharma Goes Shopping

Expiring drug patents are leaving Big Pharma with a $170 billion hole to fill.

Anthony at Luniter
Anthony at Luniter
SpaceX went public. Every other space stock paid for it

Jul 4, 2026

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5 min read

SpaceX went public. Every other space stock paid for it

SpaceX's debut drained the other space stocks by half. Three weeks on, the money is coming back, and the biggest survivor is buying its way into SpaceX's shape.

Anthony at Luniter
Anthony at Luniter
The Blockage Beyond the Strait

Jun 28, 2026

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6 min read

The Blockage Beyond the Strait

The ships you can't build in a hurry.

Anthony at Luniter
Anthony at Luniter
The AI-Fueled Electricity Boom

Jun 21, 2026

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5 min read

The AI-Fueled Electricity Boom

American electricity demand is surging after years of stagnation.

Anthony at Luniter
Anthony at Luniter

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