You failed to mention where their magnets are sourced. 90% odds they come from…China.
As far as o know only one company makes these motors without Chinese magnets. AeroMotors. No US drone manufacturer will buy from them for one reason. They are Ukrainian, and no Pemtegon contractor wants to be on the wrong side of Trump.
But a motor doesn't think. So what makes it different from Titanium, which as a matter of policy the US sourced from wherever it could be found (frequently in Communist countries) during the Cold War? Why's that model not applicable here?
Thats a good point! I would also be surprised if that doesn’t change as well. In general with the robotics ecosystem, the key here is lead times for iterations and having a full ecosystem of parts. I think knowing how to build components at low cost (rather than just sourcing the raw material) is key to rebuilding some of that manufacturing material.
But you’ve given me some good homework! Gotta look into Titanium more to answer that fully.
You failed to mention where their magnets are sourced. 90% odds they come from…China.
As far as o know only one company makes these motors without Chinese magnets. AeroMotors. No US drone manufacturer will buy from them for one reason. They are Ukrainian, and no Pemtegon contractor wants to be on the wrong side of Trump.
Yes, they currently come from stockpiled Chinese material in America. We don’t as yet have the ability to refine rare earths here but it’s coming.
Would love to learn more about this. Drop me a link to a source and let’s chat
Perry.Boyle@MITS.Capital
we are the largest defense tech investment group in Ukraine.
Great piece!
But a motor doesn't think. So what makes it different from Titanium, which as a matter of policy the US sourced from wherever it could be found (frequently in Communist countries) during the Cold War? Why's that model not applicable here?
Thats a good point! I would also be surprised if that doesn’t change as well. In general with the robotics ecosystem, the key here is lead times for iterations and having a full ecosystem of parts. I think knowing how to build components at low cost (rather than just sourcing the raw material) is key to rebuilding some of that manufacturing material.
But you’ve given me some good homework! Gotta look into Titanium more to answer that fully.
Extremely well researched and you nailed the problem as we see it too.
Absolutely fascinating. I think this is something that Christopher Maher should read and consider getting involved in.
Should look up red wire aviation in Jacksonville. They have made huge acquisitions recently and will be a big player in space and missile defense.