dedicated-freight-corridor
2 articles
- The Infrastructure Tax on Supply Chain Fragmentation
Economic rent in multi-shoring corridors accrues to the non-replicable physical nodes — power interconnection, cross-border rail, dry ports, bonded zone licenses — that gate factory operations, not to the factories themselves. The mechanism is a build-time asymmetry: factory capacity scales linearly with capital, while chokepoint capacity scales in discrete increments gated by permitting, land acquisition, and sovereign approval.
- India’s Infrastructure Buildout Is Real. The Manufacturing Superpower Story Is Not.
India is building the transport and power systems required by a much larger economy. But private investment, upstream supply chains, and manufacturing data do not yet support comparisons with China.