Ukraine Conflict Impact – Thematic Intelligence

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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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Scope

• The key defense challenges that forces and defense sector suppliers face are covered.

• The investment opportunities for armed forces, suppliers, and institutional investors throughout the defense technology value chain are covered.

• Highlights from the range different research and development programs influenced by the war in Ukraine currently being undertaken by various military organizations and defense companies.

Key Highlights

• Studies of emerging technological trends and their broader impact on the defense market.

• Analysis of the various defense procurment programs and projects currently under development, as well as the emerging applications and challenges different technologies will have in the military domain.

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 Ukraine conflict theme.
  • Understanding how spending on different market segments and niche capabilities will fit into the overall market and which spending areas are being prioritized.

BAE Systems
Babcock International
Hanwha Defence
Excalibur Army
Lockheed Martin
General Dynamics
Nexter Group
Konstructa Defense
Rheinmetall
PGZ
Diehl Defense
AeroVironment
Kongsberg
MBDA
L3Harris Technologies
RTX Corp
Nammo
Saab
Poongsan
Elbit Systems
Leonardo
Palantir Systems
Northrop Grumman
SpaceX
Thales
Systematic
DeDrone
DroneShield
Kvertus Technology
NT Service
Alltech
Anduril
DJI Technology
Fortem
Parrot
QinetiQ
SkyDio
Teledyne
Ukrjet

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

Frequently asked questions

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