Despatches
Fusion Power's Breakthrough Moment
General Atomics' fusion blanket test facility accelerates commercial fusion power plant timelines.
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This Week's Briefing
Latest Intelligence
Despatches
03 / FILED- Yesterday
General Atomics Leads U.S. Defense Manufacturing Surge; AUKUS Aftermath Rocks NATO's Northern Flank
Today's defense briefing sees record investments in advanced manufacturing and automation, with geopolitical tensions driving strategic realignments. Key finding: General Atomics' $1B investment in advanced munitions production signals a resurgence in U.S. defense manufacturing capabilities.
- 12 Jun 2026
GE Aerospace's $1B F-35 Engine Deal Kicks Off New Wave of U.S. Military Sustainment Contracts
Today's engine sustainment contract for the F-35 is just the beginning, with a 43% increase in story volume signaling a surge in U.S. military procurement and tech development. Key finding: GE Aerospace's $1B F-35 engine sustainment deal is part of a broader trend, with a 43% increase in story volume over the last seven days indicating an acceleration in U.S. military procurement and technology development.
- 11 Jun 2026
U.S.-Iran Tensions Spark Retaliation as Counter-UAV Tech Surges
Today's Apache shootdown accelerates tensions between the U.S. and Iran, but it's counter-UAV tech that's gaining serious traction. Key finding: U.S.-Iran tensions escalate: Overnight attacks on a U.S. AH-64 Apache helicopter have reignited tensions in the Persian Gulf, with Iran shooting down the chopper and the U.S. retaliating with strikes. This latest incident marks an acceleration of hostilities that have been simmering for weeks.
Company Focus
03 / FILED- 12 Jun 2026
MBDA Surges Ahead with €5B Investment and Major Contract Wins
Analysis of MBDA Surges Ahead with €5B Investment and Major Contract Wins activity.
- 11 Jun 2026
Leonardo: Europe's Air Power on the Rise
Analysis of Leonardo: Europe's Air Power on the Rise activity.
- 10 Jun 2026
SpaceX's May 2026 Defense Surge: $55B in Contracts
Analysis of SpaceX's May 2026 Defense Surge: $55B in Contracts 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.
What Scout Covers
01
Procurement & Contracts
Who's winning the programmes that matter — and why.
02
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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