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Industrial Base Alpha: review of price, cadence & strategy
Company-level analysis of the U.S. defense industrial base: free Mondays, deep dives Thursdays.
Industrial Base Alpha covers the companies rebuilding American industrial power: drones, munitions, shipyards, castings and space. The writer is a former Navy helicopter pilot and congressional defense appropriations staffer. A free issue (IBA Espresso) arrives every Monday with one analysis plus the week's defense deals; paid subscribers get a company deep dive every Thursday. Some companies covered are private. Prices are the publication's web subscription prices on Substack.
Want to see what you get before paying? Read recent issues in the official archive.
Facts checked on 2026-10-22 at the official page. Prices can change; confirm before you subscribe. We do not publish ratings or performance claims.
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