This report will examine some of the specific drivers of large-scale rearmament today, as well as the challenges involved, with some specific value chain case studies in artillery ammunition, missile systems, and the submarine-industrial base, which all serve to highlight that this is a tumultuous but pivotal point in time for the defense industry.
Defense budgets are growing across the globe, primarily in response to the rising possibility of conventional, high-intensity warfare (HIT). Unlike the ‘small’ wars and counterinsurgencies that militaries have largely adapted to in the last 30 years - particularly in the West - the conflicts that NATO, its allies, and other countries are re-arming for are anticipated to be led by tensions between nation-states, and mostly the nuclear-armed superpowers of the US, China, and Russia. This would entail large-scale and likely protracted fighting between uniformed regular armies involving large fleets of armored vehicles, aircraft, and powerful surface vessels.
Defense budgets are growing across the globe, primarily in response to the rising possibility of conventional, high-intensity warfare (HIT). Unlike the ‘small’ wars and counterinsurgencies that militaries have largely adapted to in the last 30 years - particularly in the West - the conflicts that NATO, its allies, and other countries are re-arming for are anticipated to be led by tensions between nation-states, and mostly the nuclear-armed superpowers of the US, China, and Russia. This would entail large-scale and likely protracted fighting between uniformed regular armies involving large fleets of armored vehicles, aircraft, and powerful surface vessels.
Key Highlights
- Studies of emerging technological trends and their impact on scaling rearmament.
- Analysis of several countriesand their position in the global defense supply chain and production picture, along with an overview of government actions and regulations pertaining to large-scale defense production.
Scope
- The key supply challenges that defense sector suppliers face are covered.The investment and security-of-supply opportunities for armed forces, suppliers, and institutional investors, across much of the defense value chain are covered. An overview of some of the most critical defense products and efforts to scale production capacity is covered.
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 scaling rearmament theme.
- Understanding how spending scaling rearmament will fit into the overall defense market and which supply chains and defense products are being prioritised.
Table of Contents
- Executive Summary
- Players
- Thematic Briefing
- Trends
- Technology trends
- Macroeconomic trends
- Regulatory trends
- Industry Analysis
- Market size and growth forecasts
- Case Studies
- Timeline
- Signals
- M&A trends
- Hiring trends
- Value Chain
- Artillery shells
- Air defense missiles
- The US submarine industrial base
- Other value chains
- Companies
- Public companies
- Private companies
- Sector Scorecards
- Aerospace, defense& security sector scorecards
- Glossary
- Further Reading
- Thematic Research Methodology
- About the Analyst
- Contact the Publisher
- Technology trends
- Macroeconomic trends
- Regulatory trends
- M&A trends
- Venture financing trends
- M&A Trends
- Public Companies
- Private Companies
- Glossary
- Further Reading
- Leading players in some key segments
- Conflicts in the world today
- Use of rare earths in guidance & control systems
- Visually confirmed losses of military equipment in Ukraine since February 2022
- The F35's global footprint
- Poll: Do you expect developments in the drone market will continue to outpace the development of C-UAS countermeasures?
- Global defense spending ($ billions), 2021-30
- European ammunition producers
- NATO's defense budget ($B) by region, 2015-25
- NATO's top six spenders by % of GDP (2024-26)
- The Arms production story
- Major defense contractors are widening their workforce
- Industrial production labor fluctuated in demand, but broadly grew
- A broad defense supply chain
- Rheinmetall's mass production projections
- The artillery shell value chain
- The air defense missile value chain
- The submarine value chain
- Electronic components in the aerospace and defense sector
- Sector scorecard - Who's who • Sector scorecard - Thematic
- Sector scorecard - Valuation
- Sector scorecard - Risk
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Airbus
- Aerovironment
- Boeing
- BAE
- KNDS
- Rheinmetall
- Saab
- Thales
- Leonardo
- Ukroboronprom
- Rostec
- JASC
- CACIC
- RTX
- Northrop Grumman
- Lockheed Martin
- General Dynamics
- L3Harris
- Nammo
- KMW
- Patria
- Nexter
- Diehl
- Hensoldt
- Palantir
- Oshkosh
- Anduril
- MBDA
- Kongsberg
- Huntington Ingalls
- Daewoo
- KAI,General Electric
- Hanwha
- Babcock
- QinetiQ
- Booz Allen Hamilton
- Elbit
- Bharat Electronics
- Teledyne
- Almaz-Antey Concern
- Austal
- Iveco
- EDGE Group
- Rafael
