Supply Chain

The defense industrial base, critical minerals, sourcing rules, and stockpiles

Tungsten is down 69% since March, and DoW stops accepting the Chinese kind on January 1

The January 1 sourcing rule now reaches back to the mine. Here's who's exposed.

Oct 27, 2026

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7 min read

Paper Trail: the White House wants your supply chain mapped

♠️ A new executive order starts rulemaking that would make contractors chart their critical suppliers. Plus the reconciliation bill behind the drone money is shrinking.

Jul 23, 2026

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5 min read

Mass Production: missiles by the family, drones by the half-billion

♠️ The Pentagon signed three companies to build cheap cruise missiles at volume. Read it beside last week's drone buys, and the pattern looks like policy.

Jul 21, 2026

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4 min read

Production Surge

Defense industrial base ramps up after Iran drawdowns, plus autonomy gains momentum in Europe.

Jun 18, 2026

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3 min read

Capacity Drives Capability

Drone programs, industrial base investments, and procurement priorities all point toward a common theme.

Jun 11, 2026

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5 min read

Production Race

The next battle for defense dominance may be won on factory floors, not battlefields.

Jun 4, 2026

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5 min read

Capacity Shift

The Pentagon is accelerating toward affordable mass, faster procurement, and industrial-scale munition production as budget pressure and sustained conflict begin reshaping defense priorities.

May 14, 2026

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5 min read

Narrow Waters

What Hormuz is revealing about logistics, munitions, and demand

Mar 24, 2026

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8 min read

Arsenal Surge

Operation Epic Fury is forcing a rapid expansion of U.S. munitions production while the Pentagon accelerates its shift toward mass drone warfare.

Mar 12, 2026

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8 min read

Supply Shock

The Pentagon’s new supply chain rules are reshaping defense sourcing and stockpiling

Mar 10, 2026

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8 min read

Drones, Reactors, and the Return of Industrial Deterrence

Ukraine pushes for Tomahawks, the Army arms up for drone swarms, and new nuclear programs open billion-dollar lanes for contractors.

Oct 15, 2025

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9 min read