Magnets
U.S. magnet capacity announcements top 40,000 tonnes, but domestic dysprosium output is still measured in kilograms. Where the chain actually breaks.
Finance
Kratos grew revenue 18.5% to $1.35B in FY2025 yet posted a 1.9% operating margin and negative free cash flow. A skeptical look at the growth thesis.
Space
A strategic technical assessment of Rocket Lab’s Neutron rocket, covering Archimedes, reusability, launch timing, competitors, and risks.
Cybersecurity
Essex fertilizer blast proves reactive safety fails. IoT sensors enable predictive protection.
Minerals
Analysis of Kazakhstan's 2M-tonne WO₃ reserves, new mines, and their effect on global tungsten supply amid China's export curbs.
Minerals
Gentung–Browns Lake offers investors a strategic U.S. tungsten restart tied to defense demand, but permitting and technical gaps remain.
Industry
Mongolia's mining-driven economy faces a pivotal shift as fintech and digital infrastructure accelerate. Analysis of Oyu Tolgoi, 5G rollout, and geopolitical strategy.
Finance
SanDisk, the flash pure-play spun off from Western Digital, rides the AI NAND shortage on a $42B backlog. Cyclicality is the risk.
Computing
A single e-beam column writes one 300mm wafer in 50 to 60 hours. An EUV scanner does 220 an hour. The four-order gap defines where maskless wins.
Finance
Sinyang's copper-plating and wet-clean franchise drives real earnings; its ArF photoresist is qualification-stage optionality, not scaled revenue.
Space
China has filed for nearly 200,000 satellites. Two megaconstellations, zero proven reusable rockets, and a market that isn't quite commercial.
Batteries
China holds 95%+ of sodium-ion capacity. CATL's Naxtra hits 175 Wh/kg. Yet at 2026 prices, SIB cells still cost more than LFP.