Material Sovereignty: The Race to Reinvent Carbon Fiber - Interview with Aaron Fitzgerald of Mars Materials

On this episode Aaron Fitzgerald, CEO of Mars Materials, joins the show. Carbon fiber has long been a cornerstone of aerospace and defense—but the reality is, the supply chain behind it is anything but secure. Today, much of the world's high-performance carbon fiber depends on globally concentrated precursor production, leaving critical industries exposed at a time when resilience matters more than ever. But what if you could rethink carbon fiber from the ground up—making it not only domestically sourced, but actually carbon-negative… and still capable of meeting the demands of fighter-jet-grade applications? That's exactly what Mars Materials is setting out to do with their breakthrough product, Hoigen-C. By leveraging what they call an "impurity-advantaged" approach, they're challenging long-held assumptions about how carbon fiber precursors are made—while building a pathway toward localized, scalable, and strategically resilient supply chains. Recent validation work with researchers at North Carolina State University has put Hoigen-C through the kind of rigorous testing required for some of the most demanding composite applications. So today, we're going to unpack what this really means—for performance, for sustainability, and for the future of industrial resilience.