Capacity exchange strategy

Pros, cons, roadmap, and kill criteria for turning industrial capacity into a tradable asset.

The strategy is to build a trust engineered capacity exchange: suppliers post real capacity, buyers match on structured specs, and escrow plus reputation make the slots tradable. The risk is that suppliers will not post capacity without a clear yield upside.

The roadmap runs from manual matching in Phase 0 to agent native, MCP ready trading in Phase 4. Kill criteria are clear: if suppliers will not post capacity, if buyers will not pay escrow premiums, or if trust rails fail to prevent fraud, the model dies.

The first wedge is the PCB Thai corridor, where supplier density is rising and buyers need verified, real time availability. The data moat forms where capacity is scarcest and trust is most valuable.