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Structured Industry Research

Industrial research formanufacturing strategy decisions.

Covering power semiconductors, sustainability regulations, and supply chain shifts — we organize the intelligence that procurement, corporate planning, and business development teams need.

Available in PDF, Markdown, and JSONL — ready for internal reports, sharing, and AI workflows.

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Sustainability

EU adopts revised ESRS

The European Commission adopted revised ESRS in July 2026, cutting mandatory data points by more than 60% and expected reporting costs per company by over 30%. It also introduced a voluntary standard for SMEs outside the CSRD scope, reflecting EFRAG technical advice and stakeholder input.

News

EV Market

BYD June NEVs: 403k, exports 175k

BYD disclosed 403,472 NEV sales in June 2026, up about 5.5% year on year, with exports reaching 175,349 units. First-half sales fell 15.72% to 1,808,511 units as domestic momentum weakened, while PHEV and BEV volumes were nearly even and commercial vehicles rose 24.7%.

News

Data Center Power

FERC Starts DC Large-Load Reform

FERC issued a large-load interconnection ANOPR in October 2025 and plans action by June 2026 after reviewing more than 3,500 pages of comments. PJM summer peak demand is projected to rise 70GW over 15 years.

Practical Guide

EV Market

CATL Condensed Battery: 500Wh/kg

CATL says its Condensed Battery reaches 500Wh/kg, uses a biomimetic electrolyte, and is planned for automotive-grade mass production. Its R&D spending exceeded RMB80bn over the past 10 years.

News

EV Market

Na-ion Cell Proven Li-ion-Class

Cell Reports Physical Science analyzed mass-produced Hina sodium-ion cells in June 2026. Across 120 cells, impedance variation was 5.3%, discharge energy exceeded 80% at -20C, and commercial 18650 cells reached 110Wh/kg.

Practical Guide

Data Center Power

OCP Liquid Cooling Standards

As AI makes liquid cooling a baseline, OCP is standardizing Cold Plate, CDU, immersion, heat reuse, UQD, coolants, and multi-vendor supply.

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Reports

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GaNpower semiconductorPDF + Markdown + JSONL

Power Semiconductor Market — May 2026 Comprehensive Analysis

Vendor competitiveness, mass-production track record, price-reduction headroom, and supply continuity — delivered in PDF, Markdown, and JSONL.

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data centerdatacenter-power800VDCPDF + Markdown + JSONL

Server Power / AI Data Center Power — 2026 Comprehensive Analysis

As the AI data center bottleneck shifts from semiconductors to power infrastructure, this report maps the move to 800V DC delivery for 1 MW racks, GaN/SiC adoption, power-cooling integration, and the triple wall of transformers, grid interconnection, and regulation — all from primary sources. It covers a supplier player map with product comparisons, three-scenario market sizing, implications for Japanese companies, role-based playbooks for investment/procurement/design, risks with leading indicators, and case studies across 13 chapters plus an appendix (based on public information from NVIDIA, OCP, EPRI, NERC, DOE, and others).

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sustainabilityESGmanufacturingPDF + Markdown + JSONL

Sustainability Implementation in Mid-Cap Manufacturing — May 2026

Cross-regional analysis of 33 mid-cap manufacturers across the EU, Japan, and India, covering BRSR, GX-ETS, and CSRD implementation in practice. Delivered in PDF, Markdown, and JSONL.

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