Original intelligence on procurement, programmes, and industry movements — built on primary OSINT data.
Today's defense briefing sees record investments in advanced manufacturing and automation, with geopolitical tensions driving strategic realignments.
Read full briefingToday'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.
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.
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. Key finding: The U.S.'s announcement of a two-front strategy against China and Russia signals a significant escalation in tensions, as it prioritizes wartime industrial mobilization.
Analysis of MBDA Surges Ahead with €5B Investment and Major Contract Wins activity.
Analysis of Leonardo: Europe's Air Power on the Rise activity.
Analysis of SpaceX's May 2026 Defense Surge: $55B in Contracts 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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