Analysis & Reports

Leonardo DRS is currently facing a surge in demand for military solutions, particularly in air defense and sensing technologies, driven by geopolitical tensions in the Middle East and Europe. The CEO highlighted the company's focus on expanding production capacity and adapting to the evolving nature of warfare. This includes leveraging AI and enhancing operational efficiency to meet customer needs more effectively.

ISWAP attempted an infiltration at Cross Kauwa on July 11, 2026, but was repelled by Nigerian forces from the 19th Brigade, resulting in two soldiers injured. A recovered Sony camcorder revealed operational footage and connections to foreign facilitators. The attack aimed to loot medical supplies amid a cholera outbreak, highlighting logistical challenges for ISWAP. A foreign suspect was arrested and evacuated by the Nigerian air force.

Marie DuboisTue Jul 14 2026Loading...

Europe is increasing its defense spending and capabilities, with a collective expenditure of 2.1% of GDP in 2025. Eighteen EU member states are engaged in a $200 billion defense financing program, and new production facilities for military equipment are being established. The EU has mobilized over $300 billion in support for Ukraine, enhancing its defense posture and procurement strategies.

Rheinmetall is delivering artillery ammunition, including RH1412 projectiles, to Ukraine from Unterlüß for the first time. This initial shipment consists of a low five-figure number of projectiles and propellant charges, with over half already delivered. The remaining supplies are expected to arrive by the end of 2026, as Rheinmetall expands its production capacity to meet growing demand.

Babcock International Group completed the delivery of 123 Jackal 3 and Jackal 3 Extenda vehicles for the British Army in Devonport. The final vehicle, a six-wheeled Extenda variant, is currently undergoing testing. This program enhances the Army's capabilities in reconnaissance, patrol, and logistics, demonstrating effective collaboration between Babcock and Supacat.

Rheinmetall MAN Military Vehicles GmbH has assumed full responsibility for the InterRoC VII research project, focusing on the development of autonomous military logistics systems. The project aims to enhance convoy management and interoperability among different vehicle platforms. Rheinmetall showcased its capabilities at the ELROB 2026 event in Thun, Switzerland, demonstrating advanced automated convoy control technologies.

Belgium's Ministry of Defence placed its first order for MRZR D4 tactical off-road vehicles on July 13, 2026, through a NATO contract valued at $10.6 million. This acquisition aims to replace the aging Groundhog vehicle fleet and enhance operational capabilities. The MRZR D4 vehicles are designed for rapid response and special operations, supporting Belgium's military mobility in challenging conditions.

Damen Naval signed a procurement contract with Libra-Plast AS in Norway for watertight, weathertight, and gastight doors and hatches for the PES project on 13 July 2026. The project involves the construction of a Damen SIGMA frigate by COTECMAR at its shipyard in Cartagena. The collaboration aims to meet high-quality standards for the complex frigate.

Ukraine launched a large-scale drone strike against over ten Russian military targets on July 13, including an airbase in Crimea and oil storage facilities. In retaliation, Russian forces struck Ukrainian infrastructure in Chernomorsk, destroying facilities used for military supplies. Both sides utilized drones and precision weapons in their operations.

Rheinmetall MAN Military Vehicles GmbH has assumed full responsibility for the InterRoC VII project, focusing on the development of autonomous military logistics systems. The project was highlighted during the ELROB 2026 event in Thun, Switzerland, where Rheinmetall showcased its capabilities in autonomous convoy management. The HX vehicle family is the technological foundation for this initiative, which aims to enhance military logistics efficiency and safety, even in challenging environments.

The UK Ministry of Defence awarded a $2.6 billion contract to a Raytheon-led consortium for the annual training of 60,000 British soldiers. This training will incorporate AI and advanced analytics to enhance military readiness.

Hellenic Vehicle Industries (ELVO) and Rheinmetall MAN Military Vehicles GmbH (RMMV) held high-level meetings in Vienna, Austria, to advance their industrial cooperation. The discussions focused on the production of military trucks for the Greek market, following a Memorandum of Understanding signed earlier this year. Both companies plan to establish new production lines and increase personnel at ELVO's facilities in Thessaloniki, Greece.

Rheinmetall secured a nearly $1.1 billion contract to overhaul British Army training as part of a £2 billion program. The contract, awarded on July 10, will implement a blended training system over 15 years, combining live and virtual simulations. Operational implementation begins this summer, supporting around 400 jobs across the UK, including 270 skilled roles and 100 apprenticeships.

Kongsberg reported a 31% revenue increase to NOK 10,389 million and a nearly 50% rise in operating profit to NOK 1,669 million in the second quarter of 2023. The company secured multiple contracts for its Joint Strike Missile and NASAMS air defense system, with Canada selecting the missile for its F-35A fleet. Kongsberg also expanded its focus on subsea infrastructure protection, reflecting growing interest in defense procurement.

Rheinmetall Electronics UK is participating in the Army Collective Training Service as part of the British Army’s Collective Training Transformation Programme. The contract, valued at nearly €1 billion, will begin operational implementation in summer 2026 and last for 15 years, creating numerous skilled jobs across the UK. Rheinmetall will integrate modern training systems and manage logistical aspects of the program.

Rheinmetall Electronics UK is participating in the Omnia Training consortium to deliver the Army Collective Training System for the British Army, with a contract valued at nearly €1 billion. The operational implementation is scheduled to start in summer 2026 and will last for 15 years, creating numerous skilled jobs across various UK locations. Rheinmetall will support the integration of modern training systems and manage logistical aspects of the training infrastructure.

Ukrainian forces targeted 14 vessels in the Kerch Strait overnight, including 10 tankers and 4 ferries, disrupting Russian military logistics. This operation reflects a strategic effort to undermine the supply routes critical for Russian operations in the region. The attacks are part of a broader campaign against the Russian shadow fleet, which is essential for transporting oil and fuel.

Dmitri VolkovMon Jul 13 2026Loading...

The European Investment Bank (EIB) finalized a €290 million financing package for the construction of a military base in Rūdninkai, Lithuania, which will host a German brigade of approximately 4,000 troops. This project is set to become operational by the end of 2027 and is a key investment in NATO's eastern flank security. The base will feature extensive infrastructure, including roads and buildings, reinforcing Lithuania's defense capabilities.

Omnia Training was awarded a £2bn contract by the UK Ministry of Defence on 10 July to deliver the Army’s Collective Training System in London, United Kingdom. This 15-year contract aims to enhance the training capabilities of the British Army by integrating virtual and synthetic environments. The initiative will create 270 new jobs and sustain an additional 150 jobs.

IDV presented its new third generation engines for armored vehicles at Eurosatory 2026 in Bolzano, Italy. The V12 engine is designed to deliver up to 1,800 hp, while the V8 engine offers 1,100 hp. IDV aims to equip the Italian Army's future heavy armor with these engines, which are primarily manufactured in Italy. The engines are currently in the Alpha development phase, with testing scheduled to commence shortly.