Radar Gets A Factory Calendar

AeroVironment won a $500 million Army ceiling contract for counter-drone systems, which moves C-UAS from pilot purchases toward volume procurement and pulls the interceptor and radar supply chain in behind it.

Firefly Aerospace won a $144 million NASA award for an accelerated Blue Ghost lunar mission flying in 2028, a repeat order that concentrates lunar-delivery dollars in the few commercial landers that have actually flown.

GE Aerospace took a $77.8 million Army award for its T901 helicopter engine, pushing the program past $964 million and keeping the re-engining path for Black Hawks and Apaches alive after the Army canceled the aircraft it was designed for.

Govini won a $31 million Air Force contract to map the ICBM industrial base in software, a competitive award that says the Pentagon now pays real money just to see its own supply chain.

Micron signed General Motors to a long-term memory supply agreement backed by its $2 billion Manassas, Virginia fab modernization, one of 16 such deals converting a spot-priced commodity into contracted revenue that outlives the cycle's usual peak.

ASE is reportedly raising advanced-packaging prices more than 20% while lifting 2026 capex to $8.5 billion across roughly 15 factory projects, a hike that lands on the bill of materials of every AI accelerator downstream.

TrendForce pegged second-quarter DRAM contract prices up 58 to 63% with NAND up 70 to 75% and this year's high-bandwidth memory sold out, so whatever the equity tape did Wednesday, the parts themselves keep getting more expensive.

Cameco suspended mining at Cigar Lake, the world's highest-grade uranium mine, after acid-plant problems at the mill that processes its ore, a roughly two-week outage that tightens a uranium market already short of pounds, with 2026 guidance at risk only if the restart slips.

Centrus Energy signed a $900 million Energy Department contract to take its Piketon, Ohio enrichment cascade from demonstration to commercial scale, putting federal capital behind the only US-technology source of the fuel advanced reactors run on.

Guardian Metal Resources published a $660 million after-tax valuation for its Nevada tungsten project and may skip a formal feasibility study to get there faster, racing toward a construction decision on a metal China restricts and America imports.

Neoen won a 20-year Ontario capacity contract for a 1,600-megawatt-hour battery in a 50/50 partnership with Eagle Lake First Nation, the contracted-revenue template that keeps big storage bankable as merchant returns compress.

Hybar is putting $1.1 billion into a second rebar mill in Osceola, Arkansas, doubling capacity to roughly 1.3 million tons a year on a bet that scrap-fed domestic steel keeps taking share of the construction bill of materials.

Apptronik unveiled its Apollo 2 humanoid and opened a 90,000-square-foot Austin facility on close to $1 billion raised, moving humanoids from demo videos to a dedicated factory with Mercedes-Benz and GXO already running deployments.

Joby Aviation and Toyota formed a manufacturing joint venture with Toyota holding 51% to run production of Joby's air taxi in Dayton, Ohio, the automaker moving from investor to plant operator for the aircraft's scale-up.

Sam Dong is spending $13 million to expand its Delaware, Ohio wire plant, taking oxygen-free copper rod capacity from 5.5 to 14 million pounds a month, a small-ticket sign the grid buildout now reaches the feedstock layer.

HII began fabrication of the destroyer John F. Lehman at Ingalls, its seventh Flight III hull, while farming out roughly 2.5 million shipbuilding hours this year to partner yards across the Gulf, widening the destroyer supply chain beyond Pascagoula.

Great Lakes Dredge & Dock took delivery of the Acadia, the first US-flagged subsea rock-installation vessel, a $246 million Jones Act hull from Hanwha Philly Shipyard that gives offshore construction its first American option for work that previously required foreign ships.

The United States declined to extend USMCA, triggering annual reviews and starting a clock that expires the agreement in 2036, a permanent rules-of-origin question mark hanging over every cross-border plant and distribution bet.

CMA CGM put a FedEx veteran in charge of Ceva Logistics, its $18.3 billion, 110,000-employee logistics arm, as the ocean carrier absorbs FedEx Supply Chain and squares up to take North American contract logistics from the standalone players.

US freight railroads moved 7% more traffic in the last full week of June, with intermodal up 10.1% for a sixth straight double-digit week, volume that keeps cutting against the freight-recession narrative.

Virginia Railway Express bought Alexandria's Seminary Yard for $35.8 million inside a $155 million infrastructure agreement, converting rented storage into owned track and taking scarce DC-corridor rail capacity off the market.

Alcoa agreed to buy South32's aluminum assets for up to $5.6 billion, $3.1 billion of it cash plus a $750 million earnout tied to aluminum prices through 2030, a bet that the tariff-era premium on primary metal outlasts the cycle.

Spire completed the $650 million sale of its gas-storage business to I Squared Capital, moving 72 billion cubic feet of working gas from a regulated utility's balance sheet to an infrastructure fund's new midstream platform.

Talos Energy priced $800 million of secured notes at 8% to fund a Gulf acquisition and retire 9% paper, buying its balance sheet a full point of relief and reopening the high-yield door for offshore consolidation.

Apogee Enterprises closed its purchase of Kalwall for up to $115 million, another mid-cap industrial paying up for a proprietary process that would take years to replicate in-house.