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 10, 2026
Lockheed Martin received an undefinitized contract for $4.7 billion to kick-start a significant acceleration of production for PAC-3 MSE interceptors.
Apr 08, 2026
BAE Systems has demonstrated the ability to fire guided rockets from the Eurofighter to provide lower-cost means for the fighter to down one-way attack drones.
Apr 07, 2026
The British Army's H145 Jupiter Mk.2 helicopters begin operations in Brunei, replacing older aircraft and supporting missions like troop transport and firefighting.
Apr 06, 2026
Israel’s defense industry will accelerate production of exo-atmospheric Arrow 3 ballistic missile interceptors following a month of relentless barrages launched from Iran.
Apr 02, 2026
The government organization running the tri-national Global Combat Air Program (GCAP) has awarded a long-awaited contract to push forward with the development of the future fighter.
Apr 02, 2026
Finland’s Patria Group says it has begun making forward fuselages for Lockheed Martin F-35s as part of an agreement by Helsinki to order the single-engine fighter.
Apr 01, 2026
BAE Systems is the recipient of a major UK defense contract to provide air defense radars capable of mitigating against interference from offshore wind farms.
Apr 01, 2026
Polish defense manufacturer PGZ says it is scaling up production of components for CAMM-ER missile components.