Geopolitics

Conflicts, alliances, arms transfers and foreign defense spending, and what they mean for US acquisition and industry

Pressure Points

Ongoing tensions in the Middle East continue to influence how countries spend on defense, set procurement priorities, and compete to build their military forces.

Jun 9, 2026

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4 min read

Narrow Waters

What Hormuz is revealing about logistics, munitions, and demand

Mar 24, 2026

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8 min read

Battlefield Proof

First combat use of Sejjil missiles, armed Shahed drones, and the Army’s $20B Lattice contract reveal where defense budgets and counter-drone priorities are heading next.

Mar 17, 2026

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10 min read

Arsenal Surge

Operation Epic Fury is forcing a rapid expansion of U.S. munitions production while the Pentagon accelerates its shift toward mass drone warfare.

Mar 12, 2026

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8 min read

Rising Threshold

Strikes on Iran, a Senate war powers clash, and a shift in hypersonic funding reshape the near-term defense landscape.

Mar 3, 2026

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8 min read

Affordable Mass

The production and autonomy gap shaping modern drone warfare

Jan 15, 2026

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11 min read

Escalation Point

U.S. intervention in Venezuela resets assumptions about force in the Western Hemisphere.

Jan 6, 2026

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8 min read