INDUSTRY
Share
Washington’s Defence-Minerals Ban Is Five Months Away
A January deadline is meant to drive China, Russia, Iran and North Korea out of US defence supply chains, but the domestic capacity needed to replace them remains far from sufficient.
Stone Cloak Transfer Moves British Support for Ukraine from Supply to Sovereign Production
Britain’s decision to transfer the intellectual property behind Stone Cloak gives Ukraine more than another electronic-warfare device: it creates the basis for domestic manufacture, faster battlefield adaptation and a more reciprocal defence-industrial partnership.
Why Slotless Motor Technology Could Transform the Next Generation of UAVs
By Liam Bowman, Co-Founder and Chief Technology Officer, ETA Green Power
US–Iran Bombing Pause Reveals the Price of Preserving Military Options
Iran’s conditional halt has created room for diplomacy, but Washington’s diminishing target set and the opportunity cost of scarce interceptors help explain why an operational pause may now be more valuable than another night of strikes.
Defence Primes Put Record Capital into Start-ups — and Buy an Option on Disruption
Large defence contractors have joined a record $4.1bn of military start-up funding rounds in 2026. The money offers access to faster innovation, but could also reproduce the procurement culture the newcomers were meant to challenge.
US Drone Factory Would Turn Ukrainian Battlefield Technology Into Pentagon Production
Proposed US production lines using Ukrainian drone technology could protect capacity and shorten Pentagon learning cycles, but intellectual property, procurement guarantees and Ukrainian access to output remain unresolved.
European Buyers Demand Technology Control as US Arms Companies Localise Production
European governments increasingly want maintenance, software access and manufacturing authority alongside US weapons, forcing American suppliers to localise production without surrendering their most sensitive technology.
£2.4bn Skynet Contest Pits British Satellite Sovereignty Against US Integration
The Airbus–Lockheed Martin contest for Skynet 6 tests how Britain values domestic jobs, intellectual property and assured military communications against the benefits of deeper US integration.
China’s Rheinmetall Restrictions Expose a Defence Supply-Chain Vulnerability
Beijing’s export controls against 14 European organisations show how commercial dependencies can be converted into operational pressure on defence production. The decision to restrict exports of dual-use items to Rheinmetall and 13 other European organisations has moved the EU-China sanctions dispute…
Temasek’s Defence Shift Brings Sovereign Capital into European Rearmament
Singapore’s state investor is identifying European defence as an investment opportunity, illustrating how rising military budgets are changing the boundaries of institutional capital. Temasek has placed defence among the sectors in which it sees selective opportunities in Europe, marking a…