Hensoldt

Rare earth supply dominance and diversification efforts

18 clusters · 51 sources · last updated 1 day ago

Latest: Asian markets rise as China holds interest rates and rare earth exports shift

China continues to dominate rare-earth extraction and refining, supplying roughly 90% of global capacity. This concentration creates a strategic chokepoint for industries including humanoid robotics, electric vehicles, a

Rheinmetall's defence orders surge, 2027 rebound forecast

8 clusters · 33 sources · last updated 2 days ago

Latest: Rheinmetall expands UK defence footprint with training contracts and autonomy centre

Analysts continue to see a turnaround for European defence stocks, with Morningstar’s Loredana Muharremi projecting a market upswing by late-2026 and a pronounced rebound in 2027 as German framework agreements convert to

Ukraine Freyja missile defence project

7 clusters · 78 sources · last updated 3 days ago

Latest: Fire Point expands missile production and ballistic missile development

Ukraine continues to progress the Freyja anti‑ballistic‑missile system. Deputy secretary Davyd Aloian confirmed that a minimum‑viable prototype is expected in the first half of 2027, with an international steering commit

European automotive to defense industrial transition

3 clusters · 6 sources · last updated 5 days ago

Latest: German automotive industry shifts as defense sector expands

The European industrial landscape is undergoing a structural shift as the declining automotive sector attempts to pivot toward defense production. Driven by the ‘Readiness 2030’ rearmament plan, which mobilizes over 800