Research

White Papers

Briefings on the defense industrial base — where America's production capacity actually sits, what it depends on, and what it would take to change.

Defense Industrial Base · July 2026

The Drone Production Gap

Global Capacity Analysis · U.S. vs. China & Peers

Roughly 500 American drone companies together build fewer than 100,000 drones a year. A single Chinese company builds millions. The United States does not have a technology gap in drones — it has a manufacturing-volume gap, and that gap is a supply-chain problem before it is a factory problem.

Why China and Ukraine out-produce the U.S. for almost opposite reasons, why the constraint is refined inputs and the manufacturing commons rather than ore in the ground, and what closing the gap by 2030 would actually require.

Drones Supply Chain Manufacturing Capacity China

Read the Briefing → (PDF, 18 pp.)

Why we publish

Fabius Group is a service-disabled veteran-owned small business built by an investor and operator, not a broker. These briefings are how we show the work — the same industrial-base and supply-chain analysis we bring to a joint venture or an acquisition, published openly rather than held behind a pitch.

Each briefing synthesizes publicly reported figures for informational purposes. Estimates vary by source and are cited in full within each paper. Nothing published here constitutes investment advice.

If a briefing raises a question about your own supply chain, capacity, or contracting path, I'm glad to talk it through.

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