Industrial Base Alpha

Industrial Base Alpha

This week's analysis
Featured · Nov 13, 2026⬟ Re:Build

⬟ Re:Build

Inside Re:Build Manufacturing's bet on rebuilding American industry.

Matthew BernardRead on Substack →

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A DJI Mavic 4 Pro drone in flight, a generic consumer aircraft, not a Bundeswehr unit. Sand and navy duotone. Headline: Bundeswehr Bans Chinese Drones And Swaps DJI Fleet.
Autonomy

Bundeswehr bans Chinese drones, reverses 500-unit DJI contract

Germany's armed forces have issued an immediate ban on Chinese-made drones including 500 DJI Matrice M30T units contracted in November 2024, ordering replacement with German or European systems to protect military data and technological sovereignty.

Nov 11, 2026Analysis
A Tomahawk Block IV cruise missile in flight over water, with NAVAIR and Raytheon markings, a stand-in, not the China Lake 300-gallon mixer. Sand and navy duotone. Headline: NAWCWD Adds A 300-Gallon Mixer For Tomahawks.
Munitions

NAWCWD expands Tomahawk warhead production with new 300-gallon mixer

Naval Air Warfare Center Weapons Division commissioned a new 300-gallon mixer at China Lake to expand Tomahawk warhead production capacity, supporting the Navy's $22.9 billion August 2026 contract to accelerate Raytheon's Tomahawk deliveries.

Nov 10, 2026AnalysisRTXLHX
Type 26 frigate HMS Glasgow under construction at Govan in 2021. Sand and navy duotone. Headline: Royal Navy Plans 280,000 Tonnes Of New Ships.
Shipbuilding

Royal Navy announces 280,000 tonnes of new ships by decade's end

The UK is embarking on its most extensive naval recapitalization since World War II, with 13 Type 26 frigates, 6 Common Combat Vessels, 4 Dreadnought submarines, and support ships totaling 280,000 to 450,000 tonnes of steel.

Nov 10, 2026Analysis
Rare earth oxides in six piles (USDA ARS photo). Sand and navy duotone. Headline: DLA Commits $2B To Critical Materials Stockpile.
Critical materials

DLA commits $2B to critical materials stockpile purchases in FY2026

The Defense Logistics Agency allocated $2 billion in fiscal 2026 to buy tungsten, antimony, cobalt and rare earth elements for the National Defense Stockpile, mostly through contracts designed as demand signals to incentivize domestic production.

Nov 8, 2026Analysis
B-21 Raider cockpit detail at the Dec 2, 2022 Palmdale unveiling. Sand and navy duotone. Headline: Dyess Breaks Ground On $78M B-21 Planning Facility.
Aviation

Air Force begins $78M mission-planning facility at Dyess for B-21 Raider

The U.S. Air Force has broken ground on a $78 million, 46,000-square-foot mission-planning facility at Dyess Air Force Base, Texas, the first structure designed exclusively for B-21 Raider operations as part of a $1.6 billion modernization roadmap over the next decade.

Nov 8, 2026AnalysisNOC
Archimedes

What the AI models say about your company.

Archimedes tracks how ChatGPT, Claude and Gemini answer buyer questions about defense companies, and the sources and positions behind those answers.

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⬟ Shield AI

⬟ Shield AI

Shield AI's revenue, valuation, and what the Echodyne deal means.

⬟ Robotics

⬟ Robotics

On Oct 28, the White House, after a long public comment period, found that imported robots and industrial machinery threaten national security:

⬟ Rune

⬟ Rune

Twenty-eight months after its founding, and on about $30 million raised, Rune Technologies has agreed to sell to Salesforce.

Company briefs for investors, founders and policy hands.

Monday Espresso is free. Thursday Premium is $11/mo or $120/yr. Long-form on the industrial base: production, contracts, capital.