Original intelligence on procurement, programmes, and industry movements — built on primary OSINT data.
Today's drone and cruise missile strike on Moscow signals a significant escalation in Ukraine's long-range air war, marking an acceleration of trends we've tracked for the past month.
Read full briefingToday's top defence stories reveal a surge in naval shipbuilding partnerships and advanced technology investments. Key finding: Indonesia's naval ambitions drive Fincantieri partnership: Today, Fincantieri announced a strategic partnership with Republikorp to enhance Indonesia's naval capabilities. This aligns with Indonesia's push for self-reliance in defence manufacturing, with plans to build multi-role naval ships locally.
HII delivers REMUS 130 UUV, France boosts A400M capabilities, and Japan eyes FMS system reform as drone threats loom. Key finding: The delivery of the first REMUS 130 UUV signals a new era of underwater autonomy, aligning with a 30-day trend of increased focus on drones and autonomous systems.
Today's Iran developments highlight the nuance in geopolitical shifts as naval posture persists while talks progress. Key finding: After weeks of escalation, a preliminary agreement to end the conflict between Iran and its regional rivals appears imminent. However, the U.S. naval blockade remains in place, signaling caution despite optimism.
Analysis of Rheinmetall Roars into Q2: Bonds, Vehicles, & Naval Ambitions activity.
Analysis of Leidos Lands Big: Pentagon's $10B LCCM Program activity.
Analysis of Kongsberg's May Missiles: Win Some, Lose Some 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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