Original intelligence on procurement, programmes, and industry movements — built on primary OSINT data.
Today's drone-focused headlines reveal an intensifying arms race and geopolitical tensions, with the U.S. adopting a wartime footing to confront China and Russia.
Read full briefingToday's headlines showcase competing autonomous technologies and geopolitical tensions around fighter aircraft, with Airbus' uncrewed H145 leading the charge. Key finding: After years of collaboration, France and Germany abandon their joint crewed New Generation Fighter (NGF) project due to irreconcilable differences, signaling a new era of European defense divergence.
Today's ballistic missile attacks on Israel underscore a worrying acceleration of the Middle East arms race. Key finding: Iran's missile strike today is the third such attack in four months, demonstrating a concerning escalation pattern.
Today's youth-focused AI training initiatives could fuel tomorrow's defence workforce, but raises concerns over skills gap and job displacement. Key finding: The government's partnership with industry and unions to support young people entering the AI jobs market is a step towards mitigating skills gaps in defence technology.
Analysis of SpaceX's May 2026 Defense Surge: $55B in Contracts activity.
Analysis of Northrop Grumman's May Moves: Tech Triumphs & Market Momentum activity.
Analysis of Airbus Takes Off: $8B in Orders, New AI Partnership activity.
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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