Magnets
NdFeB offers double the energy product at lower cost; SmCo holds performance to 350°C. When to choose each for aerospace and high-temp design.
Space
A briefing on SpaceX Starfall, the disk-shaped reentry capsule now competing with Varda to return cargo from orbit.
Aerospace
Seven eVTOL concepts, one inventor, just two propellers each. Bivect Air bets gyroscopic control beats a dozen rotors. Does the physics hold?
Aerospace
EHang holds the world's only certified pilotless passenger eVTOL. We assess the EH216-S, the VT35, and whether autonomy can scale beyond China.
Finance
Our sum-of-the-parts finds $700B–$1.1T of reasonable value in SPCX. The remaining trillion rests on Starship, orbital compute, and Grok.
Space
A 2026 strategic assessment of Blue Origin's New Glenn rocket, the BE-4 engine, the 7×2 and 9×4 configurations, and the Blue Ring orbital platform.
Aerospace
DJI holds ~70% of the drone market; China makes 98% of rare earth magnets. A tier-by-tier analysis of UAV supply chain bottlenecks and reshoring.
Space
New Glenn’s explosion puts ASTS launch cadence under pressure as SpaceX, ISRO, and other providers become critical backup paths.
Space
How New Glenn’s LC-36 explosion could disrupt Artemis, Blue Moon cargo, rover delivery, and NASA’s Moon Base logistics.
Space
SLS costs $43,000 per kilogram. Starship has never completed a full mission profile. China targets the Moon by 2030. The super heavy lift race is on.
Magnets
Every F-35 contains 418 kg of rare earths. US-bound magnet shipments fell 93% in May 2025. China did not need to fire a shot.
Batteries
LFP cells cost USD 36/kWh in China. Nissan needs USD 65/kWh to break even on solid-state. That gap is the investment thesis, compressed to one number.