Analysis & Reports

Houthi forces attacked two Saudi oil tankers off the coast of Shuqaiq on the 23rd, using ballistic missiles, cruise missiles, and drones, resulting in fires on the vessels. The attack prompted warnings from the Houthis against Saudi military actions and threats from the U.S. to hold Iran accountable. This incident marks a significant escalation in maritime tensions in the region.

The U.S. government is considering military action against the extremist group JNIM in Mali, as reported on October 23, 2023. This potential action could make Mali the eighth country targeted for military strikes during President Trump's term. Internal divisions exist within the U.S. regarding this decision, and the U.S. has increased intelligence sharing with Mali to bolster counter-terrorism efforts.

The Selective Service System is seeking software to simulate personnel needs for a potential military draft. This initiative aims to prepare for emergencies that require quick evaluation of staffing and resource requirements. The request for quotes was launched on Wednesday, with submissions due by August 14, ahead of a significant change in registration requirements on December 18.

Russia is preparing for a new mobilization campaign, with the State Duma passing a law to expand military recruitment. The Kremlin anticipates potential civil unrest as mobilization remains unpopular among the populace. Recent legislative changes aim to increase the number of eligible recruits, including those with criminal records, as the country faces significant troop losses and economic challenges.

Oil traders predict a decline in prices over the coming months despite ongoing conflict in the Persian Gulf and instability in the Strait of Hormuz. The expectation is that economic pressures will lead to de-escalation between the US and Iran, as high oil prices negatively impact major economies. Diplomatic efforts are ongoing, with intermediaries working to reduce tensions.

China Coast Guard vessel 3302 fired a water cannon at Philippine vessel BRP Datu Dumangsil near Scarborough Shoal on July 23, 2026. The incident involved multiple Chinese and Philippine vessels, with no injuries reported. The Philippine fisheries mission continued despite the encounter, highlighting the ongoing maritime tensions in the region. The US reaffirmed its defense commitments to the Philippines in response to the incident.

Marcus ChenThu Jul 23 2026Loading...

Lockheed Martin Ventures announced a $100 million investment in European defense firms, part of a broader strategy to enhance its presence in the European market. The firm plans to open its first office in London and focus on emerging technologies such as quantum computing and autonomy. Chris Moran, vice president of Lockheed Martin Ventures, indicated that the UK, Germany, and the Netherlands are key countries for investment opportunities.

Elbit Systems's U-TacS proposed the Watchkeeper X variant for the UK's Project Corvus, aimed at fulfilling a requirement for a long-range reconnaissance drone. This initiative highlights the ongoing development and procurement of advanced military drone technology in the UK.

Federal employee unions filed a lawsuit in Maryland seeking a preliminary injunction to restore collective bargaining agreements with the Defense Department, arguing that Secretary Hegseth failed to follow legal procedures in terminating these agreements. The unions claim that the abrupt termination has led to a decline in union membership and confusion among employees regarding their rights. The case has been assigned to Judge Stephanie Gallagher.

Babcock and Supacat signed a Memorandum of Understanding to collaborate on the British Army's Land Rover fleet replacement programme. This partnership aims to enhance the capabilities of the British Army's mobility vehicles.

Greece approved a $4 billion procurement of the Achilles Shield air defense system to enhance its defense against missile and drone threats. The system, expected to be operational within 35 months, will incorporate Israeli technology and involve Greek production. This decision reflects Greece's strategic shift towards modernizing its military capabilities amid regional security challenges.

Alexandra ReevesThu Jul 23 2026Loading...

The U.S. administration is considering military airstrikes against Jama'at Nusrat al-Islam wal-Muslimin (JNIM) in Mali following an ambush that killed at least 50 Malian soldiers. This discussion emerged publicly on July 22, 2026, amid concerns over the effectiveness of Russian security partnerships in the region. The attack highlights operational coordination between JNIM and the Front de libération de l'Azawad (FLA), complicating the military landscape in northern Mali.

Marie DuboisThu Jul 23 2026Loading...

Greece approved the purchase of a multi-layer air defense system worth €3.5 billion from Israel, along with various military equipment including drones and C-390 transport aircraft. The system, named 'Achilles Shield', will be operational within 35 months and aims to enhance Greece's defense capabilities. This procurement is part of a broader modernization effort for the Greek Armed Forces, which includes significant investments in new fighter jets and naval assets.

Rolls-Royce, IHI Corporation, and Avio Aero completed over 100 subscale component tests for the Global Combat Air Program's propulsion system as of July 20, 2023. The UK Ministry of Defence awarded BAE Systems a £708 million contract extension to support the program. The GCAP fighter jet is expected to enter service by 2035, integrating advanced capabilities for long-range operations.

The U.S. government is implementing a new executive order to secure defense supply chains and ensure domestic acquisition of critical materials. Beginning January 1, 2027, contractors must identify noncompliant sources and document efforts to find compliant materials. The Department of War will require mapping of critical supply chains to mitigate risks from foreign suppliers. Failure to comply may result in penalties for contractors.

The European Union has authorized its naval mission, Operation Atalanta, to intercept Russian shadow fleet tankers in the Indian Ocean. This decision allows EU forces to stop and board vessels suspected of operating under false flags, expanding their operational reach against illicit maritime activities. The announcement was made by EU foreign policy chief Kaja Kallas, emphasizing the EU's commitment to enforcing sanctions against Russia's oil trade.

On July 23, the Chinese Coast Guard used water cannons to drive away two Philippine government vessels, 3012 and 3018, that intruded into Chinese territorial waters near Scarborough Shoal. This incident occurred just three days after a similar conflict involving the Philippines at the Second Thomas Shoal. The Chinese authorities stated that their actions were necessary and lawful in response to the Philippine vessels' provocations.

The People's Liberation Army Navy is sending a naval task force, consisting of the Qijiguang-class frigate and Kunlunshan-class landing ship, to visit Brunei at the end of July. This visit is in response to an invitation from the Brunei Navy and coincides with the 35th anniversary of diplomatic relations between the two countries, aiming to enhance cooperation and friendship.

NATO is investing EUR27 billion to modernize its fuel infrastructure across Belgium, France, Germany, Luxembourg, and the Netherlands. This overhaul of the Central Europe Pipeline System (CEPS) aims to enhance logistics and mobility, ensuring that NATO can effectively respond to potential conflicts. The modernization addresses vulnerabilities in fuel supply chains, which are essential for operational readiness and deterrence against threats.

Alexandra ReevesThu Jul 23 2026Loading...

Germany is evaluating a French offer for the co-development of the SAMP/T NG air defense system in July 2026. This decision reflects a shift in Germany's approach to European air defense, as it seeks to enhance its military capabilities while addressing reliance on American systems. The involvement of France and Italy in this initiative underscores the collaborative effort to strengthen European defense architecture amid ongoing geopolitical challenges.

Dr. Klaus WeberThu Jul 23 2026Loading...