Iran's Missile Gambit Reveals Regional Arms Race Acceleration
Today's ballistic missile attacks on Israel underscore a worrying acceleration of the Middle East arms race.
Read full briefingOriginal intelligence on procurement, programmes, and industry movements — built on primary OSINT data.
Today's ballistic missile attacks on Israel underscore a worrying acceleration of the Middle East arms race.
Read full briefingToday's youth-focused AI training initiatives could fuel tomorrow's defence workforce, but raises concerns over skills gap and job displacement. Key finding: The government's partnership with industry and unions to support young people entering the AI jobs market is a step towards mitigating skills gaps in defence technology.
Today's drone clash in the Strait of Hormuz accelerates a months-long trend of escalating drone and air defense procurements, as regional powers scramble for dominance. Key finding: The U.S.'s interception of multiple Iranian drones and strike on Kharg Island marks an intensification of tensions in the world's most crucial oil chokepoint, echoing a 30-day pattern of drone-centric conflicts and procurements.
A pivot in anti-drone warfare and strategic maritime alliances highlight this week's defence intel briefing. Key finding: Today's top story signals a significant shift in anti-drone warfare, with the U.S. Marine Corps set to arm its riflemen against growing drone threats.
Analysis of Airbus Takes Off: $8B in Orders, New AI Partnership activity.
Analysis of Boeing Defends Its Turf: $12B in Wins, New Tech on Deck activity.
Analysis of BAE Systems 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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