Analysis & Reports

The U.S. Navy is proposing the construction of the Trump-class battleship, which is expected to cost over $20 billion and displace 40,000 tons. It aims to serve as a missile carrier, equipped with advanced systems like the Tomahawk missiles and a nuclear power plant. However, there is skepticism regarding its necessity and feasibility, with limited Congressional support and doubts about its readiness before 2040.

China is experimenting with containerized missile systems on commercial cargo ships in the Taiwan Strait, potentially converting them into armed platforms. This development could complicate U.S. Navy operations by obscuring target identification. The modified vessels may enhance China's missile capacity and support its regional military strategy.

President Trump is set to unveil a $1.5 trillion defense budget request for the fiscal year ending September 30, 2027, which includes funding for the Golden Dome missile defense shield, Lockheed Martin F-35 jets, and Virginia-class submarines. The budget aims to deter Chinese aggression in the Indo-Pacific and rebuild depleted weapons stocks. Further details will be announced on April 21.

President Trump is set to unveil a $1.5 trillion defense budget request for the fiscal year ending September 30, 2027, which includes funding for the Golden Dome missile defense shield, Lockheed Martin F-35 jets, and Virginia-class submarines. This budget aims to deter Chinese aggression in the Indo-Pacific and rebuild weapons stocks depleted by conflicts in Israel, Iran, and Ukraine. Further details will be announced on April 21.

The U.S. Navy plans to retire all four Ohio-class SSGNs by 2027, creating a significant gap in missile capabilities and the ability to deploy Special Operations Forces. This decision is compounded by delays in the Columbia-class submarine program, which is intended to replace the aging Ohio-class vessels. The retirement will result in a critical shortage of Vertical Launch System cells for Tomahawk missiles, impacting U.S. military readiness.

Ukraine's defense industry is innovating rapidly, producing approximately four million drones last year and aiming for seven million by 2026. The Pentagon is negotiating to purchase Ukrainian interceptor drones, recognizing their superior price and reliability. The Brave1 platform enables frontline units to order drones directly, reflecting a significant shift in procurement practices. Ukrainian engineers have adapted quickly to challenges, demonstrating a highly responsive and effective defense ecosystem.

Lt. Gen. Leonard F. Anderson IV urged Marine reservists to prepare for potential deployment in the Iran war during a March 26 address. He emphasized the need for readiness, stating that when called, readiness will be assumed. The U.S. is reportedly planning for ground operations in Iran, with 33,600 reservists being reminded of their commitment to be prepared for immediate action.

U.S. defense stocks declined nearly 8% in March 2023, reflecting a peak in the 'buy-on-conflict' trade as investors unwound positions. The defense sector's performance is influenced by uncertainty over military budget proposals and ongoing conflicts, with analysts noting muted earnings growth expectations. The European defense sector also experienced significant losses amid concerns over potential energy shocks due to the war.

U.S. defense stocks declined nearly 8% in March 2023 as investors unwound positions amid ongoing conflict in Iran. The NYSE Arca Defense index, comprising 34 companies, showed a significant drop, contrasting with earlier gains. Analysts noted that the market's reaction reflects uncertainty over future military budgets and production capabilities, particularly in light of Trump's proposed $1.5 trillion military budget for 2027.

Ukrainian counter-drone units patrol Kherson and Odessa to protect civilians from Russian drone attacks. The documentary 'Drone Hunters of Kherson' illustrates the shift in warfare dynamics, emphasizing the effectiveness of drones over traditional artillery. Experts warn that the U.S. military is unprepared for the evolving landscape of drone warfare, highlighting the rapid innovation occurring on the battlefield.

A fire occurred in the aft laundry room of the USS Gerald R. Ford, burning for 30 hours and injuring three sailors while affecting 200 others with smoke inhalation. The incident caused significant damage, leading to the carrier being out of action for repairs in the Port of Split, Croatia. The U.S. Navy continues to address fire risks on aircraft carriers, emphasizing the importance of firefighting training and readiness.

The Memphis Belle completed 25 successful bombing missions over Nazi Germany during World War II. This B-17F bomber, known for its significant payload and defensive armament, was the first of its kind to return to the U.S. after such missions. It symbolizes the air power that contributed to the defeat of the Germans.

Gulf countries are reassessing their defense capabilities in response to the ongoing conflict with Iran, focusing on restocking AMD inventories and exploring new defense technologies. The conflict has revealed a split between Gulf nations and the US regarding military preparedness. Economic costs from Iranian attacks have prompted a strategic shift in defense procurement and alliances, with the GCC likely evolving its security functions post-conflict.

The U.S. Air Force plans to develop 300 F-47 stealth fighters by the mid-2030s, intended to function as drone motherships. However, concerns about the defense industrial base's capacity to produce these aircraft and the historical delays in similar programs raise doubts about meeting this timeline. The F-47 is seen as crucial in countering China's military capabilities, but its high cost and production challenges may hinder its effectiveness in future conflicts.

President Trump is contemplating a withdrawal from NATO, citing dissatisfaction with allies' support in the Iran conflict. The U.S. M109 Paladin howitzer is part of an operation in Koper, Slovenia, to bring in the 1-3ID for interoperability training with NATO allies. A U.S. exit from NATO could undermine the alliance's credibility and alter European security dynamics significantly.

France delivered 39 armoured personnel carriers (VABs) to the Lebanese Armed Forces in a ceremony held at Beirut Port, Lebanon.

Chief of Space Operations Gen. Chance Saltzman approved the creation of the SF/S9 Force Design and Analysis staff group in Washington, set to be established on April 21. This new group will replace the Space Futures Command and will assist the Space Force chief in developing operational concepts and force design for the future operating environment. The SF/S9 will coordinate with various existing organizations within the Space Force.

U.S. military operations against Iran are set to intensify over the next 2-3 weeks, aiming to prevent Iran from acquiring nuclear weapons and dismantle its military capabilities. President Trump stated that core strategic objectives are nearing completion, including the destruction of Iran's navy and air force. The U.S. will continue to target Iran's military infrastructure and support for proxy groups to stabilize the region.

On March 31, 2026, the French Government ordered a fifth Defence and Intervention Frigate (FDI) from Naval Group to enhance the French Navy's capabilities. This order is part of a program initiated in 2017, with the first frigate delivered in October 2025. The FDI is designed for high-intensity combat and features advanced weaponry and technology for various operational domains.

WB GROUP established WB Romania on 2 April 2026, marking its first subsidiary in the EU outside Poland. This move is part of a broader strategy to enhance its international presence and strengthen military cooperation in Central and Eastern Europe, particularly with Romania's role in NATO's eastern flank. The new entity will focus on developing unmanned systems and command support solutions.