https://docbtimeline.com/posts/ Recent content in Posts on DocB — Timeline https://docbtimeline.com/images/docb-og.jpg https://docbtimeline.com/images/docb-og.jpg Hugo en-us Sat, 04 Apr 2026 00:00:00 +0000 https://docbtimeline.com/posts/cancellation-clause-closed-strait/ Sat, 04 Apr 2026 00:00:00 +0000 https://docbtimeline.com/posts/cancellation-clause-closed-strait/ How Lloyd's 72-hour war-risk withdrawal handed Iran a $2 million per-tanker toll at Hormuz — and European ports started requiring proof of payment https://docbtimeline.com/posts/every-machine-chinas-battery-line/ Fri, 03 Apr 2026 00:00:00 +0000 https://docbtimeline.com/posts/every-machine-chinas-battery-line/ Gotion's 620-mile solid-state battery hits 90% yield while Northvolt and three European factories go bankrupt in a single quarter https://docbtimeline.com/posts/glencore-cobalt-supply-hole/ Fri, 03 Apr 2026 00:00:00 +0000 https://docbtimeline.com/posts/glencore-cobalt-supply-hole/ DRC export quotas forced the world's largest cobalt trader to source from Chinese exchange warehouses — and the Wuxi stockpile is draining https://docbtimeline.com/posts/export-controls-efficiency/ Thu, 02 Apr 2026 00:00:00 +0000 https://docbtimeline.com/posts/export-controls-efficiency/ Alibaba's Qwen hit 700 million downloads running on MacBooks. Chinese AI went from 1% to 30% of global workloads in a year. The chip restriction didn't gate competition — it optimized it. https://docbtimeline.com/posts/huawei-processor-henan-grid/ Tue, 31 Mar 2026 00:00:00 +0000 https://docbtimeline.com/posts/huawei-processor-henan-grid/ Export controls froze China at 7nm — and may have accidentally synchronised China's chip and grid timelines https://docbtimeline.com/posts/2600-gigawatts-transformers/ Mon, 30 Mar 2026 00:00:00 +0000 https://docbtimeline.com/posts/2600-gigawatts-transformers/ AI chip investment created 2,600 GW of queued power demand. The grid takes five years to say yes. The transformer takes two years to arrive. https://docbtimeline.com/posts/iran-velvet-rope-hormuz/ Sat, 28 Mar 2026 00:00:00 +0000 https://docbtimeline.com/posts/iran-velvet-rope-hormuz/ Flag-state discrimination converts Hormuz from a commons to a permission gate — and the IRGC is collecting the toll https://docbtimeline.com/posts/slurry-problem/ Fri, 27 Mar 2026 00:00:00 +0000 https://docbtimeline.com/posts/slurry-problem/ China's antimony and tungsten export controls are reaching Intel's fab floor through a liquid nobody talks about https://docbtimeline.com/posts/dummy-weights-fighters/ Thu, 26 Mar 2026 00:00:00 +0000 https://docbtimeline.com/posts/dummy-weights-fighters/ F-35 Lot 17 delivered without radars. 11,000 munitions burned in 16 days. The US defence industrial base is failing at quality and surge simultaneously. https://docbtimeline.com/posts/hungary-fertilizer-election/ Sun, 22 Mar 2026 00:00:00 +0000 https://docbtimeline.com/posts/hungary-fertilizer-election/ Hormuz → EU gas storage at 28.9% → fertilizer costs surge → Hungary's electoral cycle turns supply shock into sanctions defection vector https://docbtimeline.com/posts/pentagon-rare-earths/ Sat, 21 Mar 2026 00:00:00 +0000 https://docbtimeline.com/posts/pentagon-rare-earths/ PLA purges narrow China's coercive toolkit — leaving rare earth export controls as the one weapon that requires no command chain integrity https://docbtimeline.com/posts/gas-that-thinks-helium/ Thu, 19 Mar 2026 00:00:00 +0000 https://docbtimeline.com/posts/gas-that-thinks-helium/ Hormuz closes, Qatar's helium halts, the Federal Reserve depletes — and AI scaling hits a ceiling made of noble gas