DEFENCE COMPANIES
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NATO’s Saab turn is about more than replacing AWACS
NATO’s apparent decision to replace its ageing fleet of AWACS surveillance aircraft with Saab’s GlobalEye is, on the face of it, a procurement story: old planes out, newer planes in. In reality it looks rather more consequential than that. If…
Europe Bets on Defence Innovation as Security Pressures Mount
The European Union’s drive to strengthen its security capabilities took another step forward this week as Members of the European Parliament endorsed a new programme designed to accelerate defence innovation across the bloc. The proposed initiative, known as the Programme…
Fire Point: How Ukrainian Innovation is Reinventing Air Defence
Fire Point’s ambitious interceptor programme highlights Ukraine’s growing role as a driver of European security innovation amid rising demand for advanced missile defence systems. For much of the past four years, Ukraine has been viewed primarily as a consumer of…
Germany’s F126 Cancellation Exposes the Cost of Europe’s Naval Procurement Problem
Germany’s decision to cancel its F126 frigate programme has turned one of Europe’s most ambitious naval projects into a warning about the limits of defence rearmament when money, industrial capacity and programme control do not move at the same pace.…
GCAP Expansion Offer Exposes Europe’s Fighter-Jet Realignment
Italy's signal that Canada, Germany and Saudi Arabia could join GCAP shows that Europe's next-generation fighter politics are shifting after Franco-German cooperation faltered.
KNDS IPO Turns Franco-German Rearmament Into a Market Test
KNDS's planned Frankfurt-Paris listing would turn Europe's rearmament cycle into a capital-markets test, exposing how far governments are willing to mix private money with state control over strategic defence manufacturers.
Harmattan AI: France’s 5,000-Drone Order Signals a New Era for European Defence Innovation
France’s decision to order 5,000 drones from Harmattan AI, the Dassault Aviation-backed defence technology company, marks more than a procurement milestone. It is a powerful statement about the direction of European security policy, industrial strategy and technological ambition. The agreement,…
Germany’s KNDS Stake Signals a New Phase in Europe’s Rearmament Debate
Germany’s planned move to take a 40 per cent stake in KNDS, the Franco-German manufacturer of the Leopard and Leclerc tanks, marks a shift in Europe’s rearmament debate from budgets to industrial control. The proposed acquisition, which is expected to…
Defence Tech Emerges as Investors’ New Favourite Growth Sector
For decades, defence investing occupied an uncomfortable corner of the financial world. Many venture capital firms preferred to focus on consumer technology, software platforms and digital services, while institutional investors increasingly adopted environmental, social and governance principles that discouraged involvement…