Writing
Essays & field notes
On AI, software, metals, measurement, and operating systems in scrap and recycling.
- Scrap and the Next Monetary Regime: Volatility, Credit, and Export Whipsaw
A regime framework for scrap spreads, private credit, export optionality, and risk control when policy becomes financing-constrained.
- scrap
- economics
- credit
- exports
- The Material Identity Layer: How specs, sensing, and contracting could reshape U.S. aluminum scrap (2026–2035)
How specs, sensing, contracting, and QA could turn premium aluminum scrap from a probabilistic input into a more contractible one.
- aluminum
- recycling
- material-identity-layer
- measurement
- The Future Scrap Yard: Fewer People, More Power
Automation and AI may make scrap yards leaner, but the remaining operators will matter more because they orchestrate systems instead of only executing tasks.
- scrap
- automation
- ai
- operations