Defense Supply Chain Analysis

Sep 13, 2024
The Russia-Ukraine war and what comes next in Russia will remain major factors shaping defense markets in this decade and beyond.
Sep 13, 2024
The deep-pocketed Silicon Valley startup is chasing air dominance programs with a new design philosophy.
Sep 06, 2024
The flagship UK helicopter modernization program has suffered delays and shrunk in size before a contract has even been signed.
Sep 05, 2024
Winding down BGS would simplify the organization, raise cash and signal that Boeing is returning to its roots of aircraft development and manufacturing.
Aug 30, 2024
Uncertainties about the spacecraft’s thruster performance remain after a failure during the first ISS docking attempt.
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.
Mar 13, 2026
Avio is considering how to speed up U.S. missile motor production, with wars in Ukraine and the Middle East pointing to demand greatly surpassing projections.