Defense Supply Chain Analysis

Feb 18, 2026
Speed and range are becoming more central to Europe’s weapons plans.
Feb 13, 2026
Private capital is flowing into a wide variety of U.S. government-backed mineral projects.
Feb 06, 2026
International competitors see an uptick in interest for military equipment amid uncertain American trade policy.
Feb 04, 2026
At the Singapore Airshow, Guy Norris talks to Bill Boucek, CEO of AllClear Aerospace & Defense.
Feb 03, 2026
Several executives have acknowledged Trump’s pressure on their companies to accelerate delivery of warfighting capabilities.
Mar 19, 2026
France and Germany are poised to make a decision on whether they can repair the fractured defense industrial relationship for the Future Combat Air System.
Mar 19, 2026
London wants to buy more Thales air defense missiles to aid Gulf allies drawn into the Iran war and convened talks with industry to see what more could be done.
Mar 18, 2026
Differences between the Royal Australian Air Force’s E-7 Wedgetail and the variant being acquired by the UK have led to “significant delays” in the program.
Mar 18, 2026
Beyond European exasperation with the Trump administration, there are market realities causing a rupture in Europe’s missile buying habit.
Mar 18, 2026
Hensoldt agreed a deal to assure critical radar component supply through 2030—a signal European defense suppliers are bullish about long-term demand.
Mar 16, 2026
Anduril did not win a $20 billion check from the U.S. Army on March 13, as announced, but instead a consolidated contracting vehicle.
Mar 16, 2026
The DOD and the Australian mining company Lynas have signed a $96M agreement to boost U.S. supply of rare earth minerals essential for defense. systems.
Mar 13, 2026
Hanwha Aerospace and gaming company Krafton agreed to develop “physical artificial intelligence [AI]” technologies and establish a JV focused on defense.