Ukraine Conflict Impact (2024) - Thematic Research

Following the large-scale Russian invasion of Ukraine in February 2022, both the development of innovative defense capabilities, such as FPV drones or hypersonic weapons, and the re-invigoration of previously stagnant market segments, such as artillery, small arms, and munitions, have dramatically restructured strategic priorities within the global defense sector. Both national governments and commercial entities are continuously re-evaluating the broader challenges in terms of production capacity and scalability in both the defense industry and parallel commercial ecosystems seeking to strengthen their supply chains in the face of mounting vulnerabilities. As the geostrategic implications of this conflict continue to reverberate across global markets, opportunities abound for both established primes and specialist startups who’s product portfolios reflect the demands of high intensity warfare (HIW) in the mid-21st century.

The primary lesson drawn from the Ukraine conflict has been 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 pressure this has generated on supply chains has highlighted opportunities for greater integration of dual-use technologies from parallel commercial or consumer markets, generating both additional macroeconomic opportunity and risk as the imperatives of high intensity warfare place industries in defense and beyond within the threat matrix.

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.

Who Should Buy

• Our thematic research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world, decision makers, and institutional investors.
• Corporations: Helps CEOs, CTOs, and other senior executives of companies understand this key theme, the competitive environment, and the market opportunities.
• Investors: Helps fund managers and other major investors focus on investment opportunities in defense and understand the market in light of the war in Ukraine.

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.

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.