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Defense Industry
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Analysis
analysis ·
Collaborative Combat Aircraft: CCA Increment 1, Increment 2, and the Loyal Wingman Market
Analysis of the USAF Collaborative Combat Aircraft program — YFQ-42, YFQ-44, Increment 2 requirements, production plans, and the autonomous wingman market.
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Naval Drone Warfare: How Uncrewed Surface Vessels Changed Sea Control
Analysis of naval drone warfare — Magura USVs, Black Sea lessons, US production programs, cost-exchange against warships, and the future of surface fleets.
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Hypersonic Weapons in 2026: Programs, Budgets, and the Defense Problem
Analysis of hypersonic weapons programs — Dark Eagle LRHW fielding, ARRW and HACM funding, glide vehicles vs cruise missiles, and hypersonic defense challenges.
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China's Top Weapons in 2026: The PLA Arsenal in Detail
Detailed analysis of China's most significant weapons — J-36 and J-20 fighters, Fujian carrier, DF-26 and DF-27 missiles, and the world's largest navy.
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Drone Warfare in 2026: How Uncrewed Systems Rewrote the Rules of Combat
A defense industry analysis of drone warfare in 2026 — production economics, force structure impact, procurement shifts, and where the market is heading.
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Counter-UAS Systems in 2026: Market, Architecture, and Procurement Guide
Defense industry guide to counter-UAS systems: layered C-UAS architecture, detection and defeat technologies, major 2026 contracts, and market forecasts.
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Loitering Munitions in 2026: Programs, Economics, and Market Analysis
Analysis of the loitering munitions market: Switchblade, Lancet, Shahed-136, LASSO procurement, unit economics, and a $13B market forecast by 2030.
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FPV Drone Warfare: The Economics of Attritable Combat Power
How FPV drones changed combat economics — production at scale, fiber-optic control, cost-exchange ratios, and what attritable warfare means for industry.
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The Stockpile Question: What Depleted ATACMS and PrSM Reserves Actually Signal
Reuters reports the US has used 'virtually all' of its ATACMS and PrSM missiles after five months of war with Iran. Why it's a readiness story, not a supply story.