Defense industrial base analysis. Free every Monday: IBA Espresso. Premium every Thursday: deep dives on the companies building it.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 55 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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industrialbase.substack.comLatest Issues
⬟ Continuing Resolution
Yesterday, the Office of Strategic Capital announced a $1.5 billion conditional loan commitment to Wolfspeed, which specializes in silicon carbide wafers critical to energy, RF, Artificial Intelligence, and other defense purposes.
Yesterda...
⬟ Project Agincourt
Runner Up
The second most interesting headline this week, behind Project Agincourt, was Shield AI’s X-BAT announcement on the mass production of the X-BAT, an autonomous fighter jet designed for vertical takeoff and AI-powered strike m...
⬟ Elmet Group
The Department of War committed $450 million and a Defense Logistics Agency contract for $2 billion to secure America's tungsten supply chain with a company that sold $32 million worth of tungsten last year: The Elmet Group.
The Department...
⬟ Specter Aerospace
We sipped espresso while a scramjet roared through the walls.
The test cell sat somewhere behind us, one of only five propulsion chambers of its kind in the country, the company says, and the low reverberation followed the conversation lik...
⬟ Saronic
Saronic made shipbuilding history this week earning the prototype Other Transaction Authority award alongside two other shipyards to produce the Landing Craft, Utility (LCU) 1700-class craft. This news was less widespread than their June 20...
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Authors
The writers behind this newsletter.
Tracking the money, contracts, and factories behind the defense industrial base. Former Navy helicopter pilot, defense appropriations staffer in Congress, and HBS MBA. Views are my own.
New England/DC. Space/Defense. Product/Strategy.
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