Arsenal Report: Coverage Update
Happy New Year, and welcome back to the Arsenal Report. We have been proud to provide you with research coverage focused on the nexus of the aerospace and defense industry, state policy, and finance.
In 2026, we are making a change in the hope to provide higher quality coverage that better helps your decision making and the A&D industry. We will be issuing the The Arsenal Report on a biweekly cadence, so that we can go deeper on the issues and talk to the state officials, topical experts, and industry professionals to help provide a fuller picture.
In the coming weeks, we will be covering a range of topics including:
state climate policy as an A&D investment factor,
why states decide to innovate in certain areas versus others,
“valley of death” policy approaches,
Indiana’s capacity for scale and production speed,
and what allows A&D companies in Texas to scale without institutional friction.
Thank you again, for reading each week, and we look forward to bringing you more in-depth coverage in the hopes that you learn something new each time.



