Morgan Stanley Research / Aerospace & Defense: Weekly Flyby: Directed Energy Weapons

Aerospace & Defense: Weekly Flyby: Directed Energy Weapons
Directed Energy weapons are maturing from experimental prototype to operational in the US military. High powered solid state lasers are revolutionary as they can be fired at a marginal cost of less than a dollar instead of a missile that costs tens of thousands. LMT, NOC, and RTX benefit.

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Morgan Stanley Research / Urban Air Mobility: eVTOL/Urban Air Mobility TAM Update: A Slow Take-Off, But Sky’s the Limit

Urban Air Mobility: eVTOL/Urban Air Mobility TAM Update: A Slow Take-Off, But Sky’s the Limit
The MS team decreases the Urban Air Mobility TAM base case to $1tn by 2040, but rolls out projections until 2050, when the TAM is projected to be $9tn. We don’t think investors are prepared for the scope of this revolution. However, they must consider a host of regulatory factors that may slow adoption.

Marty McFly: “Hey Doc you better back up. We don’t have enough road to get up to 88!”

Dr. Emmett ‘Doc’ Brown: “Roads? Where we’re going we don’t need… roads.”

– From Back To The Future (Universal Pictures, 1985)

… And the DeLorean DMC-12 takes off into the air and travels through time to the date (get this)… Wednesday, October 21st, 2015.

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The ship.energy report 07/05/2021

Weekly briefing from ship.energy

Commentary: Ticking the boxes

Mark Williams analyses the results of the ship.energy survey on the potential impact of decarbonisation on the container shipping sector – and finds the majority of respondents are braced for carbon levies to be introduced for shipping in the years before 2030.

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Guide to Hand Sanitizers

Review by The Derm Review

Around the world, major government health agencies and medical experts have found that the novel coronavirus, or COVID-19, is predominantly transmitted through respiratory droplets that are projected through the air, which is why masks have become a major part of stopping the spread of the disease.

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