Sep 8, 2026 · Post 1 of 12
Live
Upstream Is the Chokepoint
The opener: finished goods are not sovereignty. Map seven categories, rank re-shoring difficulty, and introduce the dual-path strategy.
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Sep 9, 2026 · Post 2 of 12
Live
Precision Inertial Sensors: Expand What Still Works
Consolidated but capable; quartz, FOG/RLG, photonic fab closures; what “surge” really means. Lowest-hanging fruit on the re-shoring ranking.
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Coming soon · Post 3 of 12
Upcoming
Titanium sponge
Zero domestic sponge; magnesium linkage; melt without sponge is incomplete.
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Coming soon · Post 4
Upcoming
Beta-lactam antibiotic APIs
Lost fermentation; finished dose ≠ API; SAPIR/BARDA as mitigation, not restoration.
Coming soon · Post 5
Upcoming
Sintered NdFeB magnets
The rebuild wave; Dy/Tb and magnet-grade iron as silent precursors.
Coming soon · Post 6
Upcoming
SRM insulation industrial base
Thin sub-tiers and binder single-source risk (industrial status only).
Coming soon · Post 7
Upcoming
Oceangoing cargo ships
Three of 5,448; engines, plate cost, and the decade mega-project.
Coming soon · Post 8
Upcoming
EHV transformers
GOES, winding labor, and why factory photos are not enough.
Coming soon · Post 9
Upcoming
Re-shoring scorecard
Difficulty 4 → 9.5 with CapEx, workforce, time-to-first-unit, and policy levers.
Coming soon · Post 10
Upcoming
Garage playbook
Benign literacy tracks and hard “not at home” callouts.
Coming soon · Post 11
Upcoming
COTS Plan B
Civilian smartphone/AHRS fusion, EV/automotive swaps, grid monitoring.
Coming soon · Post 12
Upcoming
Closing directive
Catalog, protect, adapt: plants, precursor maps, and digital public goods.