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Foreign Shipyards Gain Route to US Navy Orders Under Trump Waiver
Fincantieri and Hanwha Ocean shares rose as investors assessed which allied groups could use a temporary policy allowing up to two US Navy vessels to be built in qualifying parent-country yards. The measure exposes the depth of America's shipbuilding-capacity problem.
European Arms-Plant Explosions Put Defence-Industrial Security in Focus
Explosions at ammunition facilities in Italy and Bulgaria within four days, alongside an alleged Russian assassination plot disrupted in Poland, are sharpening attention on the vulnerability of Europe’s defence-industrial base as production for Ukraine and NATO expands. A powerful explosion…
TKMS Doubles Growth Forecast as Naval Rearmament Lifts Demand
The German shipbuilder now expects annual sales to rise 10–12 per cent, but a higher revenue forecast should not be confused with an equivalent increase in production capacity.
Poland Seeks Unused EU Defence Loans for Transport and Tanker Aircraft
Warsaw wants to absorb SAFE borrowing capacity left unused by other member states and is considering strategic airlift and aerial refuelling among the beneficiaries, but no additional allocation or aircraft purchase has yet been approved.
Vietnam Begins Building Its Largest Domestically Produced Anti-Submarine Frigate
The Da Nang construction milestone moves Vietnam’s most ambitious indigenous warship from planning into production, but official claims about domestic weapons content and anti-submarine capability await detailed technical evidence.
Russia Shifts Missile Production Towards Ballistic Weapons as Rassvet Network Expands
Ukrainian intelligence says Russia is exceeding missile-production targets, producing 65 Iskander-M ballistic missiles in July while suspending Kinzhal and Kh-32 production and accelerating deployment of its Rassvet low-orbit communications constellation. Russia appears to be concentrating resources on missile systems it…
Dreadnought Supplier Goodwin Explores Defence-Business Sale as UK Orders Accelerate
A disposal could attract strategic buyers to a scarce portfolio of naval and weapons-related manufacturing, while placing ownership, security and programme continuity under close British scrutiny.
European ATACMS Production Cannot Quickly Rebuild US Stocks, Rheinmetall Warns
Planned German production may strengthen the transatlantic missile base, but first revenue is expected only in 2028 and replenishing depleted inventories will take considerably longer than two years.
CSG’s €46bn Opportunity Book Shows the Cost of Europe’s Ammunition Drive
Czechoslovak Group’s first-half figures translate Europe’s rearmament from political promises into revenue, orders and a heavy working-capital requirement.
F126 Cancellation Takes €300m From Rheinmetall’s 2026 Sales Outlook
Rheinmetall’s revised forecast provides the first clear corporate measure of Germany’s failed frigate procurement, even as the group’s land and ammunition businesses continue to expand.