Original intelligence on procurement, programmes, and industry movements — built on primary OSINT data.
A $6.3 billion contract for Raytheon's Standard Missile-3 Block IB sparks an uptick in U.S. ballistic missile defense spending, echoing a 30-day trend.
Read full briefingToday's defense news sees China expanding its military footprint in Laos while Airbus scores major contracts across Europe and Asia. Key finding: China's inauguration of an air force support and training center in Laos marks its third overseas military facility, accelerating its strategic influence in Southeast Asia.
Today's $6.6 billion Anduril-U.S. Navy deal accelerates a new submarine and shipbuilding boom, reshaping global naval power dynamics. Key finding: Today's $6.6 billion Anduril-U.S. Navy deal is not a one-off but a harbinger of a new naval arms race, accelerating a 30-day trend of increased focus on submarines, shipbuilding, and advanced naval technologies.
Today's defense headlines accelerate existing trends, with Boeing's PAC-3 deal and Japan's defense budget setting the pace. Key finding: Boeing's seven-year contract for PAC-3 MSE seekers signals a production ramp-up, aligning with the U.S.'s Acquisition Transformation Strategy.
Analysis of EDGE Raises Stakes in September: Underwater, Air, Naval Domains activity.
Analysis of Pratt Whitney: September's F-35 Surge & Defense Tech Momentum activity.
Analysis of Leonardo's September Surge: €4B in Naval, Space & Land 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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