ProLogium's €5.2B Dunkirk plant targets Q2 2029 output. We assess the funding gap, the 381 Wh/kg data, and whether its cells are truly solid-state.
How nitrogen, phosphate, and potash supply chains shape food security, prices, geopolitics, and fertilizer risk in 2026.
EUR 31.3M in 2025 revenue, EUR 102.1M backlog, and a 2030 fault-tolerance target. Benchmarked against IonQ and Rigetti.
How Teledyne compounds: $6.12B FY2025 sales, record Q2 2026, the $1.1B Varex acquisition, defense backlog, and the risks ahead.
SMIC reaches 5nm-class density with SAQP multipatterning at 30-50% yield and 2-3x cost. What that serves, and what stays blocked through 2031.
Russia's Novosibirsk plant supplies up to 80% of world lithium-7. Isotope separation gates molten salt reactor deployment.
Dive-XL, CAMP, and Ghostfin are verified and funded. What bounds them is energy density, GPS-denied navigation, and acoustic bandwidth.
Finland targets 4% GDP for R&D amid productivity woes, skills gaps, and geopolitical shifts. Can deep tech save its economy?
Anduril's $61 billion valuation embeds unit economics not yet proven at scale. An assessment of revenue, contract ceilings, and execution risk.
Utility-scale wind converges near 11 g CO2-eq/kWh, but capacity factor, allocation convention, and the displaced grid decide the carbon payback.
UAMY holds a $245M DLA contract and zero recognized revenue from it. Inside the antimony price collapse, feedstock gap, and 2030 scenarios.
CNC enables distributed production, but Fanuc, Siemens, and a few OEMs control the tooling layer every decentralization strategy depends on.