The thesis, shown working.
AimHuge publishes the research behind its investment decisions. Long-form briefings on capital, policy and technology — the intellectual work that turns a conviction about China, Bangladesh and the energy transition into a deployable thesis. We do this work to underwrite our own cheques; we publish it so operators, capital and policy makers can pressure-test it too.
Where money flows into the energy transition — Chinese capital, BRI math, frontier-market entry discounts.
The tariff, tax and regulatory levers that decide whether clean energy clears customs or stalls at the port.
The hard standards — charging connectors, storage chemistry, grid interconnection — that make or break a deployment.
- AimHuge Report · 2026.07
Bangladesh, Laos and Cambodia drop new-energy tariffs
In early 2026, Bangladesh, Laos and Cambodia cut their taxes on EVs, solar and batteries — mostly to zero. Thailand and Indonesia went the other way. If you buy, sell or ship this equipment, the prices you knew last year are wrong. What changed, country by country.
July 24, 2026·5 markets · 1 table · 10 sourcesRead → - AimHuge Report · 2026.06
Two pressure cookers run the modern world
HPAL and Haber-Bosch use identical brute force for opposite reasons — pressure as a shield vs. pressure as a sword. Price what the pressure costs and the conclusion flips: the green process is the better business. The ledger behind our first two deals.
13 June 2026·7 sections · 4 illustrations · 1 chartRead → - AimHuge Report · 2026.05
Bangladesh through a Chinese investor’s lens
A field briefing for Chinese capital. Politics, demographics, energy, BRI math, and the BNP government’s first 78 days — mapped against China 1995–2008.
5 May 2026·~5,200 words · 11 chartsRead → - AimHuge Field Notes · Charging Standards
One world, five charging ports
A field guide to the EV charging connectors that split the planet — CCS2, GB/T, CHAdeMO, NACS, and Type 2 — with pinout diagrams and what it takes to retrofit a Chinese-built vehicle for export.
27 Apr 2026·5 connector standards · pinout diagramsRead →