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Europe’s US weapons orders at risk as Iran war drains American stockpiles

Europe’s US weapons orders at risk as Iran war drains American stockpiles

Washington has warned some European allies to expect delays in previously agreed US weapons deliveries as the war involving Iran consumes critical munitions and missile defence stocks, according to Reuters. The development sharpens European concerns over dependence on American supply…

Ankara presses case for inclusion in Europe’s defence projects

Ankara presses case for inclusion in Europe’s defence projects

Turkey is pressing for a wider role in Europe’s defence architecture as NATO allies reassess capability, industrial resilience and the future balance of responsibility between Europe and the United States. The issue has gained renewed relevance because of Ankara’s position…

Defence Sector

The New Defence Sector Investment Cycle: Why “Must-Own” Stocks Are Anchoring Portfolios in 2026

The global defence sector is undergoing a transformation that goes far beyond a cyclical uptick in military spending. What is unfolding in 2026 is a structural shift—one driven by geopolitical fragmentation, technological acceleration, and a renewed emphasis on national security.…

IMF puts defence spending and conflict economics at centre of April outlook release

IMF puts defence spending and conflict economics at centre of April outlook release

The IMF released analytical chapters on 8 April examining the macroeconomics of defence spending, conflict and recovery, placing security-driven fiscal pressures at the centre of its spring outlook cycle. The International Monetary Fund placed defence spending, conflict and post-war recovery…

Rheinmetall chief’s drone remarks expose a wider defence-industry argument

Rheinmetall chief’s drone remarks expose a wider defence-industry argument

Comments by Rheinmetall chief executive Armin Papperger about Ukrainian drone production have opened a broader argument about innovation, industrial scale and the future balance between heavy armour and cheaper unmanned systems. In an interview with The Atlantic, Papperger dismissed much…

Macron and Merz to discuss FCAS as pressure grows on Europe’s flagship fighter project

Macron and Merz to discuss FCAS as pressure grows on Europe’s flagship fighter project

French President Emmanuel Macron and German Chancellor Friedrich Merz are expected to discuss the troubled Future Combat Air System on the margins of the EU summit, as industrial conflict between Dassault and Airbus raises fresh doubts over one of Europe’s…