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 | 57 | Founded | a year ago | Last Issue | 18 days ago |
| Active | |||||
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⬟ Wolfspeed
Defense industrial base analysis. Free every Monday: IBA Espresso. Premium every Thursday: deep dives on the companies building it.
On October 7th, the Department of War’s Office of Strategic Capital issued Wolfspeed (NYSE:WOLF) its larges...
⬟ Profit
AUSA
It’s officially AUSA week in D.C. which is why we are rolling out a 20% promotion for IBA premium. New monthly subscribers get 20% off for their first 3 months ($8.80/month). Offer ends Sunday, Oct 18. Stay up to date on Industria...
⬟ 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...
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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.
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