About Northline Post
Global technology and markets, from the north.
Northline Post covers the companies building the physical technology the next decade runs on: Chinese carmakers and the electric vehicle industry first, then batteries and energy, semiconductors, AI hardware and robotics. The angle is consistently commercial — what a technology costs, who is actually making money from it, and which numbers give the story away.
It is written from Denmark, which shapes the coverage. European exposure to Chinese manufacturing, tariffs, energy prices and the supply chains that connect them get more attention here than they would from a desk in California.
What you'll find
- News — short pieces on what just happened.
- Analysis — the main format: one company, one quarter, one decision, and what the figures actually say.
- Deep dives — longer pieces on an industry or a thesis, written to still be worth reading a year later.
Delivery numbers, margins and valuation multiples are curated by hand from company filings, with a source attached to every figure. Prices shown inside articles are snapshots from the date of publication, never live.
Who writes it
Michael Westergaard. Also the author of aktieskatten.dk, a Danish stock and tax tracker.
What this is not
It is not investment advice, and it is not a stock-picking service. See the disclaimer for the full statement, and note that positions in covered companies are disclosed at the top of any article where one exists.
Get in touch
Corrections, tips and disagreements are all welcome: michael@michaelwestergaard.dk