Defense Supply Chain Analysis
Apr 08, 2026
Beijing controls 85-90% of global rare earth-refining capacity and more than 90% of high-performance magnet production.
Mar 18, 2026
European defense companies see a pot of gold under missile defense dome developments.
Mar 13, 2026
Investor sentiment for defense remains strong, but here are some factors to consider about the wave of initial public and secondary offerings.
Mar 06, 2026
Announced program timescales suggest more than 1,200 CCAs could be in operation around the world by the end of 2036.
Mar 03, 2026
Listen in as editors reflect on program updates and other highlights from the AFA Warfare Symposium.
Apr 21, 2026
Northrop Grumman says a previously undisclosed company-owned test aircraft has been sold to the USAF as part of a B-21 Raider production acceleration pact.
Apr 21, 2026
Ukraine is looking to produce more than seven million drones this year as part of the wider scaling up of its defense industrial capability.
Apr 21, 2026
Western militaries need to rethink their plans to marshal and resupply frontline troops given the lessons from Ukraine, argues the head of Norway’s Defense Logistics Organization.
Apr 21, 2026
Thales expects the Iran war to drive long-term air defense demand, while noting air travel disruptions could be a headwind for commercial aviation activities.
Apr 20, 2026
HONEYWELL to sell PSS division... BOEING gets C-17 sustainment award... HOWMET hires new chief legal/compliance officer...
Apr 20, 2026
One of the two companies vying for the F/A-XX contract lacks the capacity to deliver the fighter on time, Chief of Naval Operations Adm. Daryl Caudle says.
Apr 20, 2026
NHIndustries and NATO have finalized a contract to kick off a midlife upgrade for the NH90 rotorcraft.
Apr 20, 2026
Australia has signed an agreement with Japan to work together in the field of collaborative combat aircraft (CCA) using the Boeing MQ-28A Ghost Bat.