ECONOMICS · MARKETS · Capital
Researching the Economics of Change.
Rokin Research is an investment research platform examining how economic, technological, political, and structural change reshapes markets, industries, and businesses.
Technology & Industry
The Price of Control: Can GE Vernova Buy Time?
GE Vernova's $9 billion Trench acquisition raises a question that factory size cannot answer: how much value comes from owning qualified grid-component capacity rather than securing it by contract? A new production-and-delivery model shows why testing, customer approval and existing commitments can matter more than nameplate output.
Technology & Industrial
UMC: When Is It Better to Sacrifice Existing Wafer Production Than Build Another Factory?
Converting a semiconductor factory creates value only when the new technology generates more economic benefit than the existing production it displaces, after accounting for capital costs, yields and time to market.
Infrastructure Economics
When Is a Spare Freight Path Worth Nothing?
The Barking derailment raises a question that spare track mileage cannot answer: can a container actually complete its journey when the normal corridor is constrained? Using London Gateway as a case study, Rokin Research models how an inland terminal can make nominal rail capacity worthless, why backlogs persist after reopening, and when reserve transport capacity might justify its price. The freight volumes and monetary values are illustrative scenarios, not measured losses from the derailment.
Research areas
Clear questions. Evidence tested in full view.
Each piece begins with a clear question, follows the evidence, tests competing explanations, and traces the implications for real decisions.
Markets & Industries
Policy & Trade
Business Models
Technology & Infrastructure
New research. No noise.
Occasional notes on the questions we are pursuing.
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