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vmaxpax.bsky.social
Vmaxpax
@vmaxpax.bsky.social
evading the Amerikan (and Russian) New World Order
#pax #energy
While probably not in China, am realizing Palantir also a player this field, as they're trying to gain more commercial contracts,. aerospace.honeywell.com/us/en/about-...
May 13, 2025 at 6:51 AM
To drive this ambitious plan, the Chinese government has established state funds that together manage over US$5 trillion in assets. These funds are investing in tech start-ups in fields such as artificial intelligence, robotics and aerospace.
May 13, 2025 at 6:51 AM
#China, according to Honeywell $hon

Two main foundations investment in the 1) domestic supply chain and 2) R&D 2020-2025.

The core industries covered by the plan are expected to source 40% of all “core” inputs domestically by 2020 and over 70% by 2025.
May 13, 2025 at 6:51 AM
$SSYS highlighting Additive Manufacturing as mitigation of Trump Tariffs via localized production without need to use cashflow for inventory buildups.

Also on steel costs/ shortages ...

www.stratasys.com/en/stratasys...
February 18, 2025 at 10:36 PM
Helsing, Europe's billion dollar venture backed drone "unicorn" co, no different with "Resilience Factories"

Adopting software defined precision manufacturing, to reduce components & steps, 3D printing a key component.

First factory already producing 1000 HX-2s / month
helsing.ai/resilience-f...
February 18, 2025 at 10:36 PM
Anduril's fixed wing USV "Altius" is also 3D printed in the 2023 launched Atlanta factory featuring an AM lab and processes.

Production facility looks set to double capacity based on employee projections.

www.voxelmatters.com/andurils-new...
February 18, 2025 at 10:36 PM
Anduril's UUV's come by way of acquisition and the exterior body of the Dive-LD units are **3D Printed**

"Unique 3D printed exterior and novel manufacturing processes for core internal structure components and buoyancy inside the vehicle enable rapidly customizable AUVs at a fraction of the cost"
February 18, 2025 at 10:36 PM
Satellites in the Russia-Ukraine War
Ron Gurantz
Strategic Studies Institute, US Army War College
August 2024
media.defense.gov/2024/Aug/21/...
February 11, 2025 at 6:37 AM
The Constellation of Earth Observation Commercial Satellite Companies
newsletter.terrawatchspace.com/last-week-in...
January 24, 2025 at 6:46 AM
Failure of AI in a nutshell: It is based on human output and a reflection of that.

Look how there is ZERO info on how shadow fleet formed courtesy of Western SELLERS at inflated prices.

Western media didn't want to talk about that essential aspect, therefore AI doesn't either. 🙄
January 12, 2025 at 5:29 PM
A look at Russian Port News and also nothing. Most tanker coverage about the spills in Black Sea and VVP angry about weak clean up efforts.

Only other tanker related piece Jan 2nd warning that NB deliveries will outpace decommissioning expectations ;)
January 12, 2025 at 8:03 AM
Also, surveying Russian news and super weird Vzglyad doesn't have **anything** about the US sanctions bomb.

In past they're always on the beat within hours. So ... either this is a nothing burger or a very big burger that the Moscow brains are still digesting news
January 12, 2025 at 8:03 AM
3) Will RU stop sanctions evasion? Doubtful. India motivated. Rosneft-Reliance long term contract probably 'legal' evasion tactic

4) Red Sea embargo still the game changer for Russia. If this unwinds -> loss of Urals relative strength regardless of sanctions regime
www.kpler.com/blog/what-th....
January 12, 2025 at 8:03 AM
4. Russia x India

Russian State Insurance Coverage for darkfleet tankers made all the difference.

"By using Russian insurers, Moscow can sell the oil above a $60 per barrel price cap"

Covered 60% of Moscow's oil cargoes to India by July '24
t.co/tzMrplqgdQ
January 12, 2025 at 8:03 AM
Some notes about #tankers and #oil sanctions.
Will this time be different?

1. Urals price re Brent moves with US/G7 measures & with Russian counter-measures.

Note closing of differential by mid-2024 => implementation of sanctions evasions measures + Red Sea embargo
January 12, 2025 at 8:03 AM
Jorge Montepeque of Onyx Capital Group on China and oil outlook for 2025.

Note success of export of EVs, exporting deflation regionally, structure decline in oil with rise of EV adoption and, in the end, #9 most significant driver for oil consumption.

#oil #china
January 9, 2025 at 6:38 AM
UK, Denmark, Sweden, Poland, Finland, Estonia task maritime authorities to request relevant proof of insurance from suspected shadow vessels as they pass through the English Channel, Danish Straits of the Great Belt, the Sound between Denmark and Sweden, & the Gulf of Finland.

#tankers
December 18, 2024 at 7:05 AM
Need to dig in. Trump's envoy to the Middle East, Steve Witkoff, - zero experience in foreign relations but has a cryptocurrency that Trump is part of apparently. Plus, really want to hear paid Kremlin political operator & convicted felon Paul Manafort's talk at the UAE bitcoin conference.
December 17, 2024 at 8:03 AM
"Despite the burn rate, cash on hand and implied quarterly run-rate have improved this year as companies turned to rebounding capital market appetites to bolster coffers. As a result, none of the publicly traded space businesses on the list face an imminent liquidity crisis next year" (where SATL?)
December 14, 2024 at 8:37 PM
If my memory isn't playing tricks, they've updated & expanded website to showcase robotics & defence applications from when i first posted about this co on twitter earlier this year.

leaning into expanding market.
December 14, 2024 at 6:24 AM
The WAM-V USV is pretty awesome looking

"platform for multi-domain (air, sea, and subsea) marine autonomy for a variety of defense and security missions."
December 14, 2024 at 6:24 AM
$OPTT doubles a contract to LatAm customer from 1.5 to $3 million for WAM-V USVs.

Ocean Power Technologies: "leader in the maritime artificial intelligence robotics sector", also another maritime services co who recently pivoted out of oil and gas sector to new drone sector.
.
December 14, 2024 at 6:18 AM
Rise and Stall of GPS: The Average Age of GPS Satellites Hits 13 Years

payloadspace.com/rise-and-sta...
December 7, 2024 at 6:10 AM
with another seized west of Manbij, Syria, in 2016. Known for its “flying wing” or “blended wing” design, the Skywalker X8 features a conical body and is usually launched manually, though some configurations include cable- or rail-based launch system.

/end
December 6, 2024 at 6:32 AM
Initially designed for recreational purposes such as First-Person View (FPV) activities, it has been repurposed for operational use. First observed in August 2015, the drone was recovered by Kurdish Peshmerga forces near the Mosul Dam in Iraq,
December 6, 2024 at 6:32 AM