Strategic Intelligence - Scaling Rearmament
Summary
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.
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
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.
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.
Table of Contents
- Executive Summary
- Thematic Overview
- Players
- Artillery Shells
- Air Defense missiles
- the US submarine industrial base
- Other value chains
- Public Companies
- Private Companies
- Sector Scorecards
- Aerospace, Defense & Security Scorecard
- Glossary
- Further Reading
- Our Thematic Research Methodology
- Report Authors
- About the Analyst
- Contact Us
- Public Companies
- Private Companies
- Glossary
- Further reading
- Report Authors
- Conflicts in the world today
- Visually confirmed equipment losses in ukraine
- The F-35's global footprint
- Poll
- Operation Spiderweb
- Leading Players
- A broad defense supply chain
- Artillery shells value chain
- Rheinmetall's mass production projections
- Air Defense value chain
- Submarine value chain
- Electronic components in hte aerospace and defense sector
- Global defense spending
- NATO's defense budget ($B) by region, 2015-25
- European ammunition producers
- NATO's top six spenders by % of gdp (2024-26)
- Who does what in the Aerospace, Defense & Security sector?
- Thematic screen
- Valuation screen
- Risk screen
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- SpaceX
- 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
