Writing
Field notes and essays on AI, software, and measurement in heavy industry.
- Scrap and the Next Monetary Regime: Volatility, Credit, and Export Whipsaw essay
A regime framework for how fiscal dominance, real yields, the dollar, and private credit could reshape scrap spreads, volatility, and export whipsaw.
- The Material Identity Layer: How specs, sensing, and contracting could reshape U.S. aluminum scrap (2026–2035) essay
A thesis on how repeatable material identity — measurement, lineage, and QA — could gate premium U.S. aluminum scrap lanes, and what would prove it wrong.
- The Future Scrap Yard: Fewer People, More Power essay
Why scrap yards will employ fewer people over the next decade — and why the few who remain, the orchestrators, will matter more than ever.