Analysis ✳
Western weapons factories can't build fast enough for Ukraine's war or China's buildup
Three defense stories this week show Western arms makers can't build weapons fast enough for the wars happening now.
#defense industry
Analysis ✳
Ukraine's Weapons Makers Warn Slow State Orders Could Halt Supplies
Ukrainian arms makers have warned their own government that slow, insufficient ordering by the state, not Russian attacks, could be what stops weapons reaching the front next, and they have proposed fixes.
World ✳
482 companies help Russia's biggest weapons maker dodge EU sanctions
Rostec, the Russian state company that builds most of Russia's weapons, has been under European Union sanctions since 2022.
USA ✳
Ukraine Buys Missiles From Turkey as US Stocks Run Low After Iran War
Ukraine bought 70 ATACMS, a US-made long-range missile, from Turkey instead of the US.
Analysis ✳
The New Price of a Closed Chokepoint
From the Strait of Hormuz to Lockheed's expanding missile lines to Ukraine's battle-tested electricity grid, the world is converging on a single question: what does it cost when a chokepoint closes? The states that control energy corridors and arms production are quietly setting the answer.
Analysis ✳
Seoul's Bid for a NATO Arms Seat Runs Through Ankara
At NATO's Ankara summit, Lee Jae-myung proposed a 'Defense Industry Partnership 2.0' and opened talks on a procurement pact that would give South Korea access to NATO's roughly $9.9 billion joint arms market. The bigger question is whether manufacturing capacity translates into institutional standing, or whether Seoul ends up as a well-armed outsider.
Analysis ✳
After Ankara, the Real Communiqué Is an Order Book
The week after NATO's Ankara summit produced no memorable declarations, but it did produce purchase orders, financing vehicles and barter deals. Read together, they test a bigger proposition: that allied rearmament is shifting from national shopping lists to a networked production system.