Original intelligence on procurement, programmes, and industry movements — built on primary OSINT data.
Today's blockbuster weapons package for Rheinmetall signals a surge in European defense spending and a new chapter in the great power competition.
Read full briefingToday's blockbuster weapons package for Rheinmetall signals a surge in European defense spending and a new chapter in the great power competition. Key finding: The $6.6 billion deal between Rheinmetall and Romania is not only the largest international contract for Rheinmetall but also an acceleration of Europe's arms race, with a 52% increase in story volume over the past week.
Yesterday's AUKUS underwater drone announcement accelerates a 30-day trend of increased focus on unmanned systems and submarine capabilities. Key finding: The AUKUS partners' joint development for underwater drone payloads signals an acceleration in their efforts to enhance deterrence against growing underwater threats, aligning with the 30-day trend of increased focus on unmanned systems.
Yesterday's AUKUS news signals an acceleration in underwater drone development, with potential implications for maritime surveillance and warfare. Key finding: The announcement of a joint AUKUS project to develop cutting-edge payloads for uncrewed underwater vehicles (UUVs) is not isolated; it's the latest in a series of collaborative efforts among the trio, marking an acceleration in their underwater drone ambitions.
Yesterday's space and drone headlines converge with 30-day trends, signaling accelerating arms races and evolving threats. Key finding: The Pentagon's $4B SpaceX deal marks the third major space-related contract awarded in the past month, indicating an escalating pace of investment in orbital capabilities.
Lockheed Martin maintains its dominance in global defense with significant F-35 developments, international expansion, and combat system breakthroughs. F-35 Leadership: Lockheed Martin continues to solidify its position as the world's leading defense contractor, driven by robust global demand for the F-35 Lightning II.
L3Harris maintains its trajectory in naval and space sectors with strategic acquisitions and technological advancements. L3Harris solidified its position in the underwater domain with significant autonomous undersea vehicle (AUV) deliveries to the U.S. Navy and advanced ship management systems for Polish frigates.
Raytheon Technologies Inc. (RTX) delivers on next-gen missile systems, secures international contracts, and advances propulsion technologies in a robust June performance. RTX successfully delivered and deployed modernized Javelin launchers and software patches, demonstrating its commitment to improving soldier capabilities.
Lockheed Martin delivered its first Integrated Combat System baseline to the US Navy, shipped next-gen Javelin launchers with RTX, broke ground on a $9 billion THAAD facility, and notched two major F-35 weapons integration milestones.
AI dominates defence procurement with $54 billion in Pentagon investment. Traditional primes integrate AI into platforms while Anduril, Saronic, and Helsing raise record funding.
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.
Who's winning the programmes that matter — and why.
Deep briefings on major programmes, cost trajectories, and political risk.
Supply chain shifts, M&A, and what the primes aren't saying publicly.
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