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.
EV
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.
Deepsea
Deep-Sea Mining Robots: TMC, DSHMRA, ISA, and the CCZ Strategic Competition Between the US and China
France calls it environmental piracy. The ISA calls it a violation of international law. The US calls it a permit. Welcome to seabed geopolitics.
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.
Batteries
Lithium-Ion Battery Recycling 2027: Cathode Recovery, Black Mass, and the Urban Mining Opportunity
Li-Cycle burned through $1 billion and went bankrupt. Glencore bought the wreckage for $40 million. The urban mining goldmine isn't what it seems.