Magnets
NdFeB Permanent Magnets: China's Export Controls, the Global Supply Chain Crisis, and What Comes Next
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.
Aerospace
Batteries
Solid-State Lithium Batteries in 2026: Are QuantumScape, Solid Power, and Factorial Worth the Investment Risk?
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.
Rare Earth
Carbon Nanotube Magnets for Aerospace: Can CNT Technology Replace NdFeB and Reduce Rare-Earth Dependency?
China controls 94% of NdFeB production. A Virginia-class submarine contains 9,000 pounds of rare earths. Carbon nanotubes are one answer being tested.
Communications
HAPS vs GEO Satellites: Which Wins on Latency, Coverage, and Cost?
HughesNet median latency: 683ms. A HAPS at 20km: under 1ms. The gap is physics, not engineering, and it is permanently disqualifying for GEO.
EV
The eVTOL Reckoning of 2026: Joby, Archer, Beta, and the Collapse of Europe's Air Taxi Ambitions
The eVTOL shakeout has arrived. Two certified operators, both Chinese. FAA type certification not before mid-2027. Here's who survives and why.
Space
High-Altitude Platform Systems (HAPS): Stratospheric Infrastructure for Communications, Sensing, and Regional Coverage
HAPS are stratospheric platforms bridging satellites and towers, enabling low-latency coverage, sensing, and regional network coverage.