John D

Minerals

United States Antimony (UAMY): Smelter Margins, DLA Contract Mechanics, and Antimony Price Risk Through 2030

UAMY holds a $245M DLA contract and zero recognized revenue from it. Inside the antimony price collapse, feedstock gap, and 2030 scenarios.

Fabrication

CNC Manufacturing and Decentralized Industry: Why Distributed Production Still Depends on Concentrated Machine Tool Supply

CNC enables distributed production, but Fanuc, Siemens, and a few OEMs control the tooling layer every decentralization strategy depends on.

DIY

Off-Grid Septic Systems in Klamath County, Oregon: Site Evaluation, Branch Selection, and Owner-Installed Cost

The soil picks the system, not the budget. A regulatory-first path from test pit to permitted drainfield on volcanic upland ground.

Finance

Riot Platforms, Inc: History, Current Position, and Future Prospects

Mining turned cash negative on a fully loaded basis in Q2 2026. Riot's 241 MW of AI leases are contracted but not yet delivered or financed.

Sustainability

From Hacker House to Cooperative Federation: A Practical Model for Community-Owned Infrastructure

How a hacker house can grow into a cooperative network of shared housing, businesses, land, tools, software, and productive assets.

Sustainability

Off-Grid Solar Homesteading Costs in 2026: System Economics, Battery Chemistry, and Risk Across 3, 6, and 12-Person Households

Off-grid solar costs at three household scales, with DIY versus professional pathways, LFP versus lead-acid economics, and a full risk analysis.

Biomaterials

Can You Make Bioplastics in a Home Workshop? Eight Polymer Families, Numeric Recipes, Under $600 of Tooling

Eight bio-polymer families, 24 numeric recipes, under $600 of tooling. Drying energy costs $3 to $6 per kg, usually more than the polymer itself.

Maritime

Container Ships as Mobile BESS: How Solar Cargo Roofs and Sodium-Ion Batteries Could Electrify Ports

A 90–100 MWh shipboard BESS paired with solar container roofs could support port charging, shore power, and grid resilience.

Biomaterials

Can Mycelium Composites Replace Petroleum Foams and Molded Plastics?

Packaging holds, insulation is marginal, structural plastic fails. Moisture is the binding limit across all four substitution cases.

Finance

Why Gold Mining Stocks Move More Than Gold: Commodity-Price Torque, Operating Leverage, and Gold Beta

Why gold miners can outperform, or underperform, gold as operating leverage, commodity beta, and margin elasticity amplify metal-price moves.

Astronomy

Nancy Grace Roman Space Telescope Technical Briefing: 2.4m Optics, 300-Megapixel Focal Plane, 20 Petabytes

A fully qualified flagship awaiting launch. What Roman has demonstrated, what remains modeled, and why out-year funding is the dominant risk.

Magnets

The U.S. Rare Earth Magnet Supply Chain in 2026: Why Heavy Rare Earth Separation and Metallization Are the Binding Constraints

U.S. magnet capacity announcements top 40,000 tonnes, but domestic dysprosium output is still measured in kilograms. Where the chain actually breaks.