Industry
Additive Manufacturing of Ferrosilicon: High-Silicon Fe-Si Soft Magnets, Markets, and Strategy
Why Fe-6.5% Si soft magnets are 3D-printed, not rolled: a rigorous review of methods, properties, markets, and supply-chain strategy.
Industry
Space
Blue Origin New Glenn, the BE-4 Engine, and Blue Ring: A 2026 Strategic Assessment
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.
Lunar
How to Extract Aluminum from Lunar Regolith: Electrochemical Routes vs. Hydrochloric Acid Leaching
Electrochemical extraction of aluminum from anorthite and lunar regolith achieves 96% oxygen yield, far exceeding hydrochloric acid leaching.
Aerospace
The Drone (UAV) Supply Chain in 2026: Components, Bottlenecks, and China's Dominance
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.
Lunar
Artemis Lunar Base 2026: What the Program Costs, What the Moon Has, and Who Is Winning the Race
Artemis II flew April 2026. The first crewed landing slips to 2028. ISRU is TRL 4. Ice abundance is unconfirmed. China targets 2030.
Computing
AI Bubble or Infrastructure Supercycle? A Strategic Assessment of the AI Capex Boom
Is AI a bubble or infrastructure boom? A strategic breakdown of AI capex, data centers, NVIDIA, cloud, power, and end-users.
Space
Super Heavy Lift Launch Vehicles 2026: Starship V3, SLS Artemis IV, New Glenn, Long March 10, GAO Affordability, and SpaceX S-1
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
Sm₂Co₁₇ Sintered Magnet Supply Chain 2026: China Export Controls, Lynas, MP Materials, DFARS 252.225-7052, and Cobalt Repricing
SmCo magnets run F-35 hardware, Tomahawk seekers, and satellite pointing systems. No substitute exists above 200°C. China controls almost all supply.
Minerals
Sangdong Tungsten Mine (2026): Non-China Supply, Defense Demand, and Allied Tungsten Reindustrialization
Sangdong is entering production as a major non-China tungsten source, with real value tied to ramp-up, recovery, and allied processing.
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.
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
Airbus Zephyr HAPS: AALTO, 67-Day Endurance Record, NTT DOCOMO, and the Stratospheric ISR Market Assessment
The Zephyr is a solar drone that flies at 70,000 feet for months at a time. Here is what it does, who operates it, and whether it will reach market.