Despatches
Submarines and Sea Control: The Indo-Pacific Showdown
Multinational maritime operations and China's growing ballistic missile arsenal steal the show as RIMPAC kicks off and Beijing modernizes its nuclear deterrent.
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Despatches
03 / FILED- Yesterday
AUKUS Partnership Boosts as Munitions Concerns Persist
HII hosts Australian Minister for Defence Industry; munitions shortages spark concern amidst trilateral partnership momentum. Key finding: The visit of Australian Minister Pat Conroy to HII's Charleston operations signals AUKUS collaboration acceleration, with a focus on distributed shipbuilding.
- 27 Jul 2026
Taiwan's Naval Expansion Accelerates with Batch-2 Tuo Chiang Corvettes
Today sees the commissioning of Taiwan's first Batch-2 Tuo Chiang-class catamaran corvette, accelerating Taipei's naval modernization amid growing geopolitical tensions. Key finding: Naval Showcase: Today's commissioning of ROCS Tan Chiang (PGG-627) marks a significant milestone for Taiwan's naval capabilities. This is not just another warship; it's the first of 12 planned Batch-2 Tuo Chiang-class corvettes, indicating Taipei's commitment to bolstering its naval power.
- 26 Jul 2026
Iran War Costs Push U.S. Budget to Brink; Russia-Iran Cyber Alliance Deepens
As the Iran war enters its fourth year, spiraling costs drive a third of U.S.'s supplemental budget request, while Russia and Iran fortify their cyber collaboration. Key finding: The White House's $87.6 billion supplemental request is heavily skewed towards Iran war costs, reaching a tipping point in the ongoing conflict.
Company Focus
03 / FILED- Today
Sea Machines Surges: Global Growth & USV Adoption in June
Analysis of Sea Machines Surges: Global Growth & USV Adoption in June activity.
- Yesterday
KONGSBERG: Missiles & Partnerships Drive Q1 Growth
Analysis of KONGSBERG: Missiles & Partnerships Drive Q1 Growth activity.
- 27 Jul 2026
HII: U.S. Navy's Unmanned Workhorse, $7B and Counting
Analysis of HII: U.S. Navy's Unmanned Workhorse, $7B and Counting activity.
Analysis
02 / FILED- 2 Jun 2026
AI and Artificial Intelligence in Defence 2026
AI dominates defence procurement with $54 billion in Pentagon investment. Traditional primes integrate AI into platforms while Anduril, Saronic, and Helsing raise record funding.
- 31 May 2026
The Underwater Scramble
L3Harris is delivering submarine-launched AUVs through DIU. Turkey unveiled an armed XLUUV with torpedo capability. The U.S. Navy advanced seven MUSV designs to prototype. And the SEALs are testing crewed-uncrewed teaming underwater.
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Who's winning the programmes that matter — and why.
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Programme Intelligence
Deep briefings on major programmes, cost trajectories, and political risk.
03
Industry Movements
Supply chain shifts, M&A, and what the primes aren't saying publicly.
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