Every chart Stratum publishes connects a claim to its source, so you underwrite evidence, not announcements.
Get a demoPower and Grid
Power and Grid Infrastructure
Pressure test transformer procurement, interconnection timing, and financing quality before capital commits. Know which gigawatts are real before you underwrite them.
- Demand anchor tracking
- Circularity classification
- Transformer lead time forecasting
- Interconnection queue analysis
- OEM capacity planning
- Regional site selection
- Vendor financing exposure
- Utility capex benchmarking
- Manufacturing buildout tracking
Defense
Defense and Advanced Manufacturing
Evaluate whether production shortfalls are physical or budgetary across submarines, munitions, and missile programs. Design procurement around what the industrial base can actually deliver.
- Program production rate tracking
- Single source material risk
- Shipyard capacity planning
- Maritime workforce modeling
- AUKUS commitment analysis
- Propellant supply forecasting
- Appropriation impact tracking
- Regulatory qualification timelines
- Industrial base benchmarking
Critical Materials
Critical Materials and Processing
Understand how downstream sectors depend on Chinese processing, by material, by facility, by expiring policy window. Plan substitution before the next export control hits.
- Cross sector dependency mapping
- Ex China capacity forecasting
- Export control expiry tracking
- Battery chemistry substitution
- Facility workforce readiness
- Policy dependency classification
- Price normalization tracking
- Downstream binding analysis
- Processing concentration risk
Robotics
Humanoid Robotics Manufacturing
Separate stated production targets from what gearbox supply, capital conversion, and field service capacity can actually deliver. Choose the developer whose numbers hold up.
- Production target verification
- Capital to unit conversion tracking
- Gearbox supply modeling
- Field service capacity planning
- Developer financing analysis
- Regulatory standards tracking
- Component allocation risk
- Commercial stage classification
- Unit economics benchmarking
Quantum
Quantum Computing Infrastructure
Track dilution refrigerator capacity, commercial conversion, and the control electronics ceiling every roadmap eventually hits. Know which company's revenue is real before you underwrite the roadmap.
- Capacity versus demand modeling
- Commercial conversion tracking
- Installed base benchmarking
- Control electronics forecasting
- Lead time analysis
- Regulatory control tracking
- Qubit technology comparison
- Company roadmap verification
- Deployment location mapping