Jun 25, 2026
•
3 min read
Plus: Agility's public-market robotics bet, Slate's Indiana factory, IACMI's workforce expansion, and project-cargo logistics for oversized industrial loads.
Jun 23, 2026
Plus: Rocket Lab turns around a Space Force launch, MDA buys Blue Canyon for $620M, Port of Virginia goes deep, UPS expands pharma cold chain, and Groq raises $650M.
Jun 22, 2026
Research universities move to anchor the new defense industrial base
Jun 18, 2026
Plus: a $9.7B copper mine clears Argentina, BNSF's $4B desert rail hub, the Air Force's first combat drones, and J&J's $1B lens plant.
Jun 16, 2026
4 min read
Plus: Google reportedly hands Intel a 3-million-chip order, Lockheed lands $2.3B to keep the F-35 flying, a $3.5B solar-and-battery project gets funded in Arkansas, and Einride's robot trucks head for the public market.
Jun 11, 2026
Plus: Day & Zimmermann re-ups the country's largest ammo depot for twenty years, iRocket turns Hydra-70s into drone killers, Iceye's radar-satellite round hits ~$12B, and the Pentagon reorders domestic antimony.
Jun 9, 2026
Plus: State Department clears a $1.98B Anduril counter-drone sale to Kuwait, NextEra moves to buy Dominion in a roughly $120B deal, SpaceX launches a $75B IPO roadshow, and DOE commits $850M to coal plant modernization.
Jun 4, 2026
Plus: Raytheon wins SPY-6 work, Air Products expands near St. Louis, AV grows in Dayton, Urenco adds enrichment capacity, and Mach raises $300M.
Jun 2, 2026
Plus: Davie turns Texas shipyards toward icebreakers, OPmobility adds Toledo supplier capacity, SEG Solar builds in Houston, and NVIDIA pulls AI into the fab.
Jun 1, 2026
5 min read
The race to reindustrialize is being waged state by state. Four conversations in the Beehive State show what a winning model looks like.
May 28, 2026
Plus: Johnson Matthey buys into data-center emissions control, DTE backs Michigan-made batteries, BorgWarner expands in Hendersonville, and X-Bow scales rocket motors in Texas.
