The Arsenal Report

The Agility Layer: How State Seed Funds Are Hacking the Defense Valley of Death

The “valley of death” is a term all too familiar to defense and aerospace industry leaders.

Feb 25 • Paul Roveda and Jonathan Nauert

The Shipyard States: How Regional Naval Industrial Strategy Is Becoming a National Security Imperative

Mapping the Shipyard States: How Industrial Capacity Is Becoming Naval Power

Feb 18 • Jonathan Nauert and Paul Roveda

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The Federal Grant Multiplier: State Strategies to Maximize DoD SBIR/STTR Success

Mapping the Grant Snipers: Why Precision Policy Beats Broad Industrial Subsidies

Feb 11 • Jonathan Nauert and Paul Roveda

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January 2026

The New Regional Specialization: Which States are 'Going All-In' on Niche Defense Tech?

Mapping the New Industrial Power: Why the Future of American Defense Belongs to the "Snipers," Not the Generalists.

Jan 28 • Paul Roveda and Jonathan Nauert

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The New Interstate Competition: Land, Airspace, and the Future of the Defense Industrial Base

Fixed arsenals, moving targets

Jan 14 • Jonathan Nauert and Paul Roveda

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Arsenal Report: Coverage Update

Happy New Year, and welcome back to the Arsenal Report.

Jan 7 • Paul Roveda and Jonathan Nauert

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December 2025

The Defense Industrial Zone: Policy that Protects Base Boundaries and Local Supply Chains

How residential encroachment and "invisible" interference are threatening the $500M facilities of the Defense Industrial Base.

Dec 31, 2025 • Paul Roveda and Jonathan Nauert

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Securing the Airspace: State Land Use Policy as the Frontier of Aerospace Investment

As Washington unveils its 10-year AAM National Strategy, the real battle is on the ground—where state-level zoning and corridor designations are turning…

Dec 24, 2025 • Paul Roveda and Jonathan Nauert

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The Hidden Cost of Talent: How States Compete on Workforce Credentialing, Not Just Tax Breaks

States are redefining A&D site selection by funding curriculum for highly specialized skills transforming education pipelines into the single most…

Dec 17, 2025 • Paul Roveda and Jonathan Nauert

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The 'Arizona Model': Specialized Defense Innovation Offices as the New Private Sector Sales Tool

By integrating specialized innovation offices with mission-ready assets like the Yuma spaceport, Arizona is redefining the state’s role in the defense…

Dec 10, 2025 • Paul Roveda and Jonathan Nauert

The State as a Strategic Customer: Using Procurement to Force Localization

State governments now tie aviation, public-safety, and National Guard procurements to in-state R&D, assembly, or MRO requirements. This converts…

Dec 3, 2025 • Paul Roveda and Jonathan Nauert

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November 2025

The Microelectronics Commons: Rebuilding the American Chip Pipeline

From Lab to Fab: An In-Depth Look at the Eight Regional Hubs Driving $2 Billion in Assured Defense Prototyping and Workforce Development

Nov 26, 2025 • Paul Roveda and Jonathan Nauert

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