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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…
Wartime Economy: Washington’s uneasy pivot to industrial mobilisation
The spectacle of Washington courting Detroit is not new. It carries the unmistakable echo of another era, when American industry was marshalled with urgency and purpose, and assembly lines once devoted to civilian comforts were repurposed for national survival. However,…
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…
Revitalising a Naval City: Plymouth’s enduring role in Britain’s defence story evolves
The announcement of a £50 million defence growth deal for Plymouth and the South West is more than a welcome injection of capital; it is a statement of intent. At a time when questions of national resilience, technological sovereignty and…
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
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…
Europe’s mini-jet engine bottleneck is constraining Ukraine’s deep-strike drone programme
Ukraine’s long-range strike drone effort is running into a practical constraint that sits well away from the front line: the supply of small turbojet engines. A fresh industry picture emerging on 7 April shows that specialist manufacturers across Europe are…
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…
UK and EU back on course for SAFE defence fund deal
European Council President António Costa says Britain and the EU are moving towards an agreement on UK participation in the bloc’s SAFE defence-financing instrument, reopening a file that had stalled and giving new weight to the wider reset in defence…
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…