Finance
Dangote Refinery IPO 2026: Valuation, Africa Fuel Impact, and Risks
How Dangote's 650,000 bpd refinery reshapes African fuel, Nigeria's imports, and the 2026 IPO valuation and risks.
John D
Strategic Consultant, Director of DataDeep Tech and Author of Detroit Megacity
Batteries
ProLogium's €5.2B Dunkirk Gigafactory: 381 Wh/kg, a Capital Gap, and Whether the Cells Are Really Solid-State
ProLogium's €5.2B Dunkirk plant targets Q2 2029 output. We assess the funding gap, the 381 Wh/kg data, and whether its cells are truly solid-state.
Industry
The Global Fertilizer Supply Chain in 2026: Nitrogen, Phosphate, Potash, Geopolitics, and Food Security
How nitrogen, phosphate, and potash supply chains shape food security, prices, geopolitics, and fertilizer risk in 2026.
Quantum
IQM Quantum Computers: Revenue, Roadmap, and Risk in Europe's First Nasdaq Quantum Listing
EUR 31.3M in 2025 revenue, EUR 102.1M backlog, and a 2030 fault-tolerance target. Benchmarked against IonQ and Rigetti.
Finance
Teledyne Technologies: From Henry Singleton to the Varex Deal, a 2026 Assessment
How Teledyne compounds: $6.12B FY2025 sales, record Q2 2026, the $1.1B Varex acquisition, defense backlog, and the risks ahead.
Semiconductors
Can China Make 5nm Chips Without EUV? SMIC's SAQP Path, Huawei's LogicFolding, and What Stays Blocked to 2031
SMIC reaches 5nm-class density with SAQP multipatterning at 30-50% yield and 2-3x cost. What that serves, and what stays blocked through 2031.
Fusion
Lithium-7 Enrichment: The Isotope Bottleneck Gating Molten Salt Reactor Deployment
Russia's Novosibirsk plant supplies up to 80% of world lithium-7. Isotope separation gates molten salt reactor deployment.
Deepsea
Anduril Dive-XL, the Navy's CAMP Program, and Albacore Ghostfin: Autonomous Undersea Warfare in 2026
Dive-XL, CAMP, and Ghostfin are verified and funded. What bounds them is energy density, GPS-denied navigation, and acoustic bandwidth.
Industry
Anduril Industries at $61 Billion: Valuation, Revenue, and Execution Risk in 2026
Anduril's $61 billion valuation embeds unit economics not yet proven at scale. An assessment of revenue, contract ceilings, and execution risk.
Lifecycle Analysis
Wind Turbine Lifecycle Emissions and Carbon Payback: Why 11 g CO2-eq/kWh Depends on Capacity Factor, Allocation, and the Displaced Grid
Utility-scale wind converges near 11 g CO2-eq/kWh, but capacity factor, allocation convention, and the displaced grid decide the carbon payback.
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.