Skip to content
HeyJared

Industrial Base Alpha

Defense industrial base analysis. Free every Monday: IBA Espresso. Premium every Thursday: deep dives on the companies building it.

Newsletter · By Matthew Bernard · English · Official site

Indexed issues, last 90 days
10
Latest publication
Sep 28, 2026
Audience
Checking…
Earliest in this view
Jul 8, 2026

Latest issues

  1. Issue · Sep 28, 2026

    ⬟ Specter Aerospace (opens the original)

    Excerpt

    Read excerpt

    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!KSi_!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0d69973-3d9f-47f8-a28d-0e677098da4e_1600x900.png"

  2. Issue · Sep 24, 2026

    ⬟ Saronic (opens the original)

    Excerpt · Neutral tone

    Read excerpt

    <img alt="" class="sizing-normal" height="816" src="https://substackcdn.com/image/fetch/$s_!b8KF!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4cdcf381-3a97-47b7-b866-26d61020c47f_1456x816.jpe

  3. Issue · Sep 21, 2026

    ⬟ GM Defense (opens the original)

    Excerpt · Neutral tone

    Read excerpt

    <img alt="" class="sizing-normal" height="816" src="https://substackcdn.com/image/fetch/$s_!rHfB!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F87f17484-52d0-4c29-988b-d855a025121e_2912x1632.pn

  4. Issue · Sep 17, 2026

    Covenant (opens the original)

    Excerpt · Positive tone

    Read excerpt

    <img alt="" class="sizing-normal" height="816" src="https://substackcdn.com/image/fetch/$s_!qdlc!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe85923c6-2f68-46e0-acc7-4195a3caab9b_2912x1632.pn

  5. Issue · Sep 14, 2026

    Castings (opens the original)

    Excerpt

    Read excerpt

    <img alt="" class="sizing-normal" height="813" src="https://substackcdn.com/image/fetch/$s_!HXFz!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc5b2d5df-6814-4873-bb3f-b5e6c6594db6_2128x1188.pn

Publishing over time

Last 90 days. Choose a month to open its work.

Recurring subjects

Named in the text we hold. One piece can cover several.

Audience

No verified audience measurement yet.

About this data

Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.

Identity or attribution wrong? Suggest a correction.

See coverage about Industrial Base Alpha