Scaling Rearmament: Strategic Intelligence
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Major wars between peer competitors will burn through arms and equipment at rates unheard of for decades. The fighting in Ukraine is evidence of this already, where visually confirmed losses of Russian military vehicles and artillery are recorded at 24,136. To prepare, states are spending on defense at rates unprecedented since the height of the Cold War. While the West has tended towards expensive, high-tech ‘boutique’ armaments and platforms that are difficult to field in large numbers, any future great power conflict will bring with it attrition of equipment and manpower that cannot be sustained with such solutions.
Today’s high-tech and complex defense industries are largely configured for peacetime efficiencies, which are glacial compared to the wartime mass production seen in the early 20th century. In full-scale combined-arms warfare, the scope of the demand is high: shells for tube artillery are as badly needed as the drones that adjust their fire, and air defense missiles can easily be expended faster than they can be replaced. This report examines the drivers of rearmament today, as well as the challenges involved, with specific value chain case studies in some key segments.
Scope
The key defense challenges that forces and defense sector suppliers face are covered.
The investment opportunities for armed forces, suppliers, and institutional investors, across the whole rearmament landscape are covered.
Highlights from the range of rermament measures today and major upcoming programs.
Key Highlights
Studies of emerging technological trends and their broader impact on the defense market.
Analysis of the various defense and scaled rearmament programs and projects currently under development
Reasons to Buy
Determine potential investment companies based on trend analysis and market projections.
Gaining an understanding of the market challenges and opportunities surrounding the rearmament theme.
Understanding how spending on defense and related segments will fit into the overall market and which spending areas are being prioritized.
Boeing
RTX
Northrop Grumman
BAE
Anduril
Arianegroup
CASC
Maxar
Honeywell
Airbus
L3Harris
Eutelsat
SES
Inmarsat
Hispasat
Blue Origin
Astroscale
Avio
Telespazio
Rocket Lab
Relativity Space
Land Space
Deep Blue
Lockheed Martin
Leonardo
Rheinmetall
Hensoldt
Babcock
Thales
Nexter
Nammo
Patria
Saab
Indra Sistemas
Roscosmos
UAC
Kalashnikov
Ukroboronprom
Shenyang
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