DEFENCE COMPANIES
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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.
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.
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.
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.
Ukraine Targets Suppliers Behind Russia’s Missiles, Drones and Electronic Warfare
New sanctions on 23 companies and 20 individuals identify the materials, components and digital systems that Kyiv says support Russia’s production of ballistic missiles, drones, guided weapons and electronic-warfare equipment. Ukraine has imposed sanctions on 23 companies and 20 associated…
Ukraine’s Defence Industry and Its European Future
For much of the war, discussion surrounding Ukraine’s defence sector centred on what the country required from its Western partners. Increasingly, however, the conversation is changing. Rather than simply being a recipient of military assistance, Ukraine is emerging as an…
Japan Recasts Rearmament as a Driver of Economic Growth
For much of the post-war era, Japan treated defence as an unavoidable cost of national security. Today, Tokyo is presenting it as something altogether different: a catalyst for economic renewal. Japan’s latest defence white paper marks an important shift in…