July Markets and Industry Report
European defense capital deploys rapidly, maritime autonomy transitions to production, U.S. procurement reorganizes around single unified acquisition authority.
European defense capital deploys rapidly, maritime autonomy transitions to production, U.S. procurement reorganizes around single unified acquisition authority.
The US military demonstrated autonomous drone swarm strikes in January 2026, but 17 components essential to these operations depend on Chinese supply chains.
The NDAA is a direct response to a confluence of powerful forces: the tactical lessons from Ukraine, the escalating strategic competition with China, and the growing threat of malicious drone activity within U.S. borders.
The Trump administration's 2025 National Security Strategy abandons three decades of Pentagon acquisition orthodoxy in favor of a radical new doctrine: mass-produced, disposable drones at scale.