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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.
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.
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.
Washington Keeps Patriot Option Alive Despite Trump’s Reservations
The United States is quietly pressing ahead with discussions that could eventually allow Ukraine to manufacture elements of one of the world’s most sophisticated air-defence missiles, the Patriot PAC-3 interceptor, even as President Donald Trump has publicly questioned whether such…
US Missile Use in Iran War Raises Questions Over Long-Range Stockpiles
Reports that the United States used most of its available long-range battlefield missiles during the Iran war have turned a successful strike campaign into a procurement and readiness question for the Pentagon and its allies. The United States’ reported use…
Kyiv Barrage Shows Russia Can Concentrate Ballistic Fire Faster Than Ukraine Can Replace Interceptors
Russia’s latest attack on Kyiv combined ballistic missiles, high-speed weapons and drones, exposing the gap between Ukraine’s success against unmanned aircraft and its limited ability to stop concentrated missile salvos.
Defence Investment Anchors Britain’s Undersea Industrial Base
Britain’s latest investment in Royal Navy torpedo systems is about considerably more than maintaining an inventory of sophisticated underwater weapons. The contract, announced by the Ministry of Defence, illustrates how defence procurement is increasingly being used to reinforce national industrial…
EU-Canada SAFE Agreement Opens Europe’s Rearmament Fund to Canadian Suppliers
Canada’s participation in the EU’s SAFE procurement framework entered into force on 1 August, giving Canadian defence companies access to projects financed through the €150 billion instrument without making Canada a borrower under the scheme. The EU-Canada agreement on participation…