Japan's Pacific Warning Sparks Hypersonic Arms Race
Today's defence news underscores an accelerating Pacific arms race, with hypersonics and autonomous systems taking centre stage.
Read full briefingOriginal intelligence on procurement, programmes, and industry movements — built on primary OSINT data.
Today's defence news underscores an accelerating Pacific arms race, with hypersonics and autonomous systems taking centre stage.
Read full briefingAs global tensions soar, Northrop Grumman accelerates munitions production, marking a significant uptick in defence industrial activity. Key finding: Northrop Grumman's $3 billion agreements for PAC-3 and THAAD components herald a new era of rapid munitions production, aligning with the 30-day trend of increased procurement volumes (-24% week-on-week) driven by geopolitical tensions.
Hanwha Ocean's KDDX win accelerates regional naval modernization as U.S. deploys hypersonic weapons in the Pacific. Key finding: Today's lead story, South Korea's KDDX destroyer entering detailed design and construction, marks an acceleration of its naval modernization trend.
Today's news suggests an escalating demand for secure satellite communications and maritime security escort services. Key finding: The awarding of the SpainSat NG-III contract to Airbus Defence and Space signifies a growing emphasis on strategic autonomy in secure satellite communications, with a 39% increase in commercial vessel escorts requested by Operation Aspides since February 2026.
Analysis of Boeing: Air Force One Bleeds Cash, F-47 Takes Wing activity.
Analysis of Kongsberg: July's JSM Surge & Air Defense Dominance activity.
Analysis of Airbus Takes Flight in July: NATO Surge, Canadian Deals & Tech Advances 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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