Ukraine Conflict Impact – Thematic Intelligence

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Reasons to buy the Ukraine Conflict Impact thematic intelligence report:

  • Find out who are the leading players in the Ukraine war impact theme, and where they sit in the value chain.
  • Gain in-depth insight into the main trends shaping the Ukraine War Impact theme over the next 12 to 24 months; classified into three categories: technology trends, macroeconomic trends, and regulatory trends.
  • Identify the leading companies and the key disruptor companies making their mark within the Ukraine War Impact theme.
  • The report contains a selection of case studies of ongoing defense programs in nations across the globe that have played a role in or have been influenced by trends from the war in Ukraine.

How is our Ukraine Conflict Impact report unique from other reports in the market?

  • The report covers the key defense challenges that forces and defense sector suppliers face.
  • The report focuses on investment opportunities for armed forces, suppliers, and institutional investors throughout the defense technology value chain.
  • Highlights from the range of different research and development programs influenced by the war in Ukraine currently being undertaken by various military organizations and defense companies.
  • The report analyses various defense procurement programs and projects currently under development, as well as the emerging applications and challenges different technologies will have in the military domain.

We recommend this valuable source of information to anyone involved in: 

  • ​Defense Planners and Government Bodies/ Defense Startups, Original Equipment Manufacturers (OEMs),
  • AI Technology Leaders/Start-ups
  • Government Planning/Strategists
  • Market Intelligence & Investment Analysts
  • Professional Services – Investment Banks, PE/VC Firms/ Management Consultants, and Consulting Firms

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Ukraine Conflict Impact Report Overview

The large-scale Russian invasion of Ukraine in February 2022 has dramatically restructured strategic priorities within the global defense sector either by developing innovative defense capabilities, or the re-invigorating previously stagnant market segments.

As the geostrategic implications of this conflict continue to reverberate across global markets, the primary lesson learned is the need to upscale production capacity and leverage cost-efficiency across all domains of modern warfare, with investments driving innovation of both technology and operations throughout the conventional (land, air, maritime) and unconventional (space, cyberspace, EMS) domains of modern warfare.

The Ukraine conflict impact thematic intelligence report studies the emerging technological trends and their broader impact on the defense market. The report also offers an in-depth analysis of the various defense procurement programs and projects currently under development. Furthermore, emerging applications and challenges due to various technological advancements in the military domain are also covered in this thematic study.

Key Trends ·        Technology Trends

·        Macroeconomic Trends

·        Regulatory Trends

Value Chain Markets ·        Artillery & MLRS

·        Ammunition & Missiles

·        C4ISR Systems

·        C-UAS Solutions

·        Tactical UAS/Drones

Leading Companies ·        BAE Systems

·        Diehl Defence

·        DJI Technologies

·        General Dynamics

·        Hanwha Group

Disruptor Companies ·        AeroVironment

·        Alltech

·        Anduril Industries

·        Ascent Aerosystems

·        Babcock International

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Ukraine Conflict Impact – Key Trends

The key trends that will shape the Ukraine conflict impact theme in the next 12 to 24 months are classified into regulatory trends, technology trends, and macroeconomic trends.

Technology Trends: Digitized connectivity solutions, electronic warfare, and unmanned surface vessel (USV) swarms are the key technology trends in this theme. Furthermore, a surge in the popularity of man-portable UAS technology, commercial GEOINT capabilities, cybersecurity, and generative AI will also contribute to the Ukraine conflict impact theme.

Macroeconomic Trends: The increase in venture financing deals, and the rising costs of R&D and procurement are the main macroeconomic trends that will have a strong Ukraine conflict impact. Furthermore, joint procurement efforts in missile defense will also be particularly beneficial for the US and other nations with a strong presence in the missile defense market.

Regulatory Trends: Dual-use technology regulations and punitive economic sanctions are the key regulatory trends that will have a considerable impact on the Ukraine conflict theme.

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Ukraine Conflict Impact – Competitive Landscape

The key companies that will make their mark in the Ukraine Conflict Impact theme are:

Leading Companies: BAE Systems, Diehl Defence, DJI Technologies, General Dynamics, Hanwha Group, and Kongsberg are the leading companies in the Ukraine conflict impact theme.

Disruptor Companies: AeroVironment, Alltech, Anduril Industries, Ascent Aerosystems, and Babcock International are the key disruptor companies in the Ukraine conflict impact theme.

Key Companies in the Ukraine Conflict Impact Theme

Key Companies in the Ukraine Conflict Impact Theme

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Aerospace, Defense, & Security Sector Scorecard

The scorecard approach is used to predict tomorrow’s leading companies within each sector. The sector scorecards have three screens: a thematic screen, a valuation screen, and a risk screen. Ukraine War Impact is a theme that impacts many of the sectors we cover.

Thematic Screen:  The thematic screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.

Valuation Screen: The valuation screen ranks our universe of companies within a sector based on selected valuation metrics.

Risk Screen: The risk screen ranks companies within a particular sector based on overall investment risk

Aerospace, Defense, & Security Sector Scorecard Analysis

Aerospace, Defense, & Security Sector Scorecard Analysis

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BAE Systems
Babcock International
Hanwha Defence
Excalibur Army
Lockheed Martin
General Dynamics
Nexter Group
Konstructa Defense
Diehl Defense
L3Harris Technologies
RTX Corp
Elbit Systems
Palantir Systems
Northrop Grumman
Kvertus Technology
NT Service
DJI Technology

Table of Contents

  • 1 Executive Summary
  • 2 Players
  • 3 Thematic Briefing
  • 4 Trends

    • 4.1 Technology trends
    • 4.2 Macroeconomic trends
    • 4.3 Regulatory trends

  • 5 Industry Analysis

    • 5.1 Market size & growth forecasts
    • 5.2 Case Studies

  • 6 Signals

    • 6.1 M&A and venture financing trends
    • 6.2 Company filing trends
    • 6.3 Patent trends
    • 6.4 Hiring trends

  • 7 Companies

    • 7.1 Leading companies
    • 7.2 Disruptor companies

  • 8 Sector Scorecards

    • 8.1 Aerospace, defense & security sector scorecard

  • 9 Glossary
  • 10 Further Reading
  • 11 Our Thematic Research Methodology
  • 12 About GlobalData

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