Continental Drift

Slow movements, hard materials.

About the Newsletter

Continental Drift is a weekly newsletter covering my research on the realignment of global supply chains: critical minerals, industrial policy, and the shifting flow of industrial goods between the US and China. Occasionally my research takes me outside of this scope, into political economy, social and demographic trends, technology, and language acquisition in China.

Essays are free. One long piece every Thursday morning (ET), usually a few thousand words, with occasional shorter posts between. If you want them in your inbox, subscribe here. If you prefer a reader, there’s an RSS feed.

About the Author

I’m Corey Langner, and the site name Continental Drift is literal. I’ve spent the last few years drifting across continents. I built ML systems for supply chain issues at Textron in the US, then data infrastructure for AI models at a Danish startup in Shenzhen. Seeing the plates move from both sides is what made me want to write about them.

I’m based in China, and you can usually find me in Shanghai or Shenzhen.