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Analysis around Geopolitics
What Hormuz is revealing about logistics, munitions, and demand
Mar 24, 2026
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8 min read
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
10 min read
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
Strikes on Iran, a Senate war powers clash, and a shift in hypersonic funding reshape the near-term defense landscape.
Mar 3, 2026
The production and autonomy gap shaping modern drone warfare
Jan 15, 2026
11 min read
U.S. intervention in Venezuela resets assumptions about force in the Western Hemisphere.
Jan 6, 2026
