Despatches
Trump-class Battleship Costs Surge as Drone Attacks Intensify
Today's costly nuclear battleship and escalating drone warfare draw attention to geopolitical flashpoints.
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Despatches
03 / FILED- Yesterday
Japan's Pacific Warning Sparks Hypersonic Arms Race
Today's defence news underscores an accelerating Pacific arms race, with hypersonics and autonomous systems taking centre stage. Key finding: Japan's Defence White Paper highlights China's expanding military reach in the Pacific, echoing broader concerns about Beijing's growing influence.
- 4 Aug 2026
Northrop Grumman's Missile Interceptor Surge Signals Industrial Boom
As global tensions soar, Northrop Grumman accelerates munitions production, marking a significant uptick in defence industrial activity. Key finding: Northrop Grumman's $3 billion agreements for PAC-3 and THAAD components herald a new era of rapid munitions production, aligning with the 30-day trend of increased procurement volumes (-24% week-on-week) driven by geopolitical tensions.
- 2 Aug 2026
South Korea's Naval Ambitions Spark Hypersonic Surge in Asia
Hanwha Ocean's KDDX win accelerates regional naval modernization as U.S. deploys hypersonic weapons in the Pacific. Key finding: Today's lead story, South Korea's KDDX destroyer entering detailed design and construction, marks an acceleration of its naval modernization trend.
Company Focus
03 / FILED- Today
MBDA Blazes Ahead: Fire, Fury, and Funding
Analysis of MBDA Blazes Ahead: Fire, Fury, and Funding activity.
- Yesterday
Boeing: Air Force One Bleeds Cash, F-47 Takes Wing
Analysis of Boeing: Air Force One Bleeds Cash, F-47 Takes Wing activity.
- 4 Aug 2026
Kongsberg: July's JSM Surge & Air Defense Dominance
Analysis of Kongsberg: July's JSM Surge & Air Defense Dominance 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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Programme Intelligence
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Industry Movements
Supply chain shifts, M&A, and what the primes aren't saying publicly.
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