dry-ports
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.
- The Friendshoring Infrastructure Yield Curve
Friendshoring returns accrue to power infrastructure, transformers, grid access, and logistics nodes—not factories. The key scarcity is electrical capacity.