Despatches
US Navy's Historic Submarine Deal Kicks Off New Underwater Arms Race
Today's $76.6B submarine procurement is just the beginning of a new underwater arms race.
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Despatches
03 / FILED- Yesterday
Massive Submarine Contracts Kickstart U.S. Undersea Arms Race
Billions awarded for Virginia and Columbia classes as China ramps up hypersonic capabilities. Key finding: Today's major contract announcements for Block VI Virginia-class ($38.3B) and Build II Columbia-class ($37.5B) submarines signal an acceleration of the U.S.'s undersea arms race with China.
- 29 Jul 2026
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. Key finding: RIMPAC 2026 signals a new era of multinational maritime cooperation in the Indo-Pacific: The biennial Rim of the Pacific Exercise (RIMPAC) is underway, with an unprecedented number of participants focused on strengthening collective defense and multinational operational coordination. This year's exercise emphasizes submarines and anti-submarine warfare aircraft, highlighting the growing importance of underwater dominance in an era of great power competition.
- 28 Jul 2026
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.
Company Focus
03 / FILED- Yesterday
Saronic Surges: Maritime Autonomy, Hypersonics, and $9B Valuation
Analysis of Saronic Surges: Maritime Autonomy, Hypersonics, and $9B Valuation activity.
- 29 Jul 2026
Sea Machines Surges: Global Growth & USV Adoption in June
Analysis of Sea Machines Surges: Global Growth & USV Adoption in June activity.
- 28 Jul 2026
KONGSBERG: Missiles & Partnerships Drive Q1 Growth
Analysis of KONGSBERG: Missiles & Partnerships Drive Q1 Growth 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
Deep briefings on major programmes, cost trajectories, and political risk.
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Industry Movements
Supply chain shifts, M&A, and what the primes aren't saying publicly.
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