Defense Supply Chain Analysis

Apr 01, 2024
The U.S. is marshaling unprecedented resources to shore up its chipmaking capabilities. Results thus far are mixed.
Mar 29, 2024
The 2024 National Defense Authorization Act directed the secretary of defense to secure critical minerals from “reliable sources.”
Mar 28, 2024
Had these transactions happened, the industry today would be almost unrecognizable.
Mar 19, 2024
Rising demand for weapons stocks is driving a review of European missile manufacturing.
Mar 15, 2024
General Electric is dead—long live GE Aerospace. Behold the newest pure-play aerospace and defense giant.
Oct 17, 2025
The European Union has given the go-ahead to the €1.5 billion ($1.7 billion) European Defense Industry Program aimed at supporting local industry and Ukraine.
Oct 15, 2025
Diehl’s IRIS-T SLM land-based air and missile defense system, which has been heavily used in Ukraine, has exercised its sea legs.
Oct 14, 2025
The companies producing the highly in-demand Patriot PAC-3 Missile Segment Enhanced interceptor are continuing to bulk up their production capacity.
Oct 14, 2025
The U.S. Army expects to begin testing the second iteration of the Lockheed Martin Precision Strike Missile soon to get a production go-ahead soon after.
Oct 13, 2025
Boeing and Leonardo are teaming up to compete for the U.S. Army’s future helicopter training program to replace the service’s current UH-72 Lakota fleet.
Oct 13, 2025
German sensor technology provider Hensoldt has teamed up with compatriot Avilus to push an uncrewed air vehicle offering with a local focus.
Oct 10, 2025
A recent study has flagged another potential threat to the strategic supply chain—a possible chokehold on a rare metal essential to high-performance engines.
Oct 10, 2025
The U.S. Navy has postponed briefings on plans for a new family of ship-based missiles, citing the impact of the ongoing government shutdown.