NEXA Advisors / UAM Geomatics published a $16.6 billion infrastructure forecast for AAM through 2045 in March 2026. The paper's three-pillar framing names AirIndex's pillar in print: 'live measurement of Pillar 3, Infrastructure Deployment.' This is a cross-reference, not a critique — twelve claims dispositioned across four categories (validate, refine, reframe, coverage gap), with AIX-IDs and methodology citations where the substrate has resolution to add. Three observations carry weight: the 1,400-heliport remediation assumption is the largest refinement target; state regulatory recognition is the binding constraint in several named MSAs even when capital is available; and the per-site CAPEX bands have a decomposition axis the paper's methodology doesn't expose.
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