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AAM Will Scale Only as Fast as Its Infrastructure
The AAM Index tracks the six OEMs at the center of the sector’s commercialization story: Joby, BETA, Archer, Vertical Aerospace, New Horizon Aircraft, and EHang. But the latest UAM Geomatics white paper makes an important point for investors and industry observers alike: aircraft progress alone will not determine the pace of market creation. Infrastructure will. According to the paper, the U.S. will require approximately $16.6 billion in AAM infrastructure investment through
benjaminzevin
Mar 232 min read


🚁 AAM Index Weekly Briefing - Week of March 2, 2026
Prepared by NEXA Capital Partners / UAM Geomatics Inc. The UAMGEO AAM Index sits at $10.89, down 8.88% over the past six months , reflecting the sector-wide patience test investors face as commercial launch timelines crystallize and, in some cases, slip. JOBY (Joby Aviation) remains the sector bellwether. Trading around $9.56, the stock is down 28% year-to-date despite significant milestones. Joby holds $1.4B in cash with an additional $1.2B recently raised, and its planned
benjaminzevin
Mar 92 min read


Introducing the Advanced Air Mobility Index: The Six Early Leaders We’re Tracking
Advanced Air Mobility (AAM) is moving from “cool concept” to “real industry.” Electric vertical takeoff and landing aircraft (eVTOLs), hybrid designs, autonomous aerial vehicles, charging networks, and new operating models are all converging on the same goal: make short-range air transportation safer, quieter, cleaner, and dramatically more useful than today’s options. To help make sense of a fast-changing landscape, we’re launching an AAM Index , a simple, repeatable way to
benjaminzevin
Feb 234 min read
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