Defense Industrial Base

Geopolitics Macro

Pentagon Taps GM, Ford for Weapons Production as Iran War Drains Stockpiles

Defense officials mobilize civilian automakers to address industrial capacity crisis exposed by sustained Middle East operations and depleted missile inventories.

6 min read ·
Energy Geopolitics

Pentagon Recruits Bayan Mining as US Races to Break China’s Rare Earth Stranglehold

Defense consortium membership signals acceleration of Trump's decoupling strategy, but structural timelines and environmental challenges threaten pace of domestic capacity buildout.

8 min read ·
Energy Geopolitics

The Great Fracture: Japan, France, Canada Split From U.S. Critical Minerals Strategy

Three G7 economies now pursue independent rare earth supply chains, shattering Western coordination as China maintains 90% processing dominance

9 min read ·
Geopolitics Technology

The Attrition Trap: How $500 Drones Are Bankrupting Western Air Defense

Iran's assault on Gulf states exposes an existential defense crisis—interceptors cost 10,000x more than the threats they destroy, forcing a strategic pivot to AI-driven swarms and directed energy before stockpiles run dry.

9 min read ·
Geopolitics

The Shipyard Paradox: How Trump’s Maritime Plan Sidesteps the Industrial Collapse It Promised to Fix

Administration's blueprint emphasizes regulation and allied investment over recommendations to rebuild domestic capacity—leaving the U.S. with 232 times less shipbuilding tonnage than China.

8 min read ·