Global Scans · Military · Weekly Summary

• [New] By 2030, the demand for rare earths is expected to be five times higher because of the growth of green technologies and defence needs. / China KPMG
• [New] Investment is forecast to recover from a contraction in 2024, rising to 1.9% in 2025 and 1.2% in 2026 before accelerating in 2027, supported by public sector investment in defence and infrastructure and the disbursement of EU funds. KPMG
• [New] Eurozone fiscal policy is anticipated to be broadly neutral in 2026 as consolidation efforts in many countries offset increased public spending on infrastructure and defence in Germany. KPMG
• [New] Rising defence budgets in Asia-Pacific and the Middle East are driving investments in next-generation combat aircraft and swarm radar technologies, creating new opportunities for radar vendors and system integrators. Precedence Research
• [New] India's defence industry is expected to clock double-digit growth in the coming years, aided by a strong policy thrust and a sharp increase in capital allocation in the Union Budget 2026-27. FirstPost
• [New] Evolving threats from Iran's hypersonic missile programme and China's military modernization have reinforced demand for Lockheed's advanced missile defence solutions. European Business Magazine
• [New] With the Trump administration proposing a historic $1.5 trillion defence budget for fiscal year 2027 and ongoing conflicts in Ukraine and the Middle East reshaping strategic priorities, defence contractors are experiencing record order backlogs and sustained demand. European Business Magazine
• [New] Rare Earth Magnets: Dedicated Rare Earth Corridors will be established in Odisha, Kerala, Andhra Pradesh, and Tamil Nadu to promote mining and processing, which are vital for advanced defence electronics. INSIGHTS IAS - Simplifying UPSC IAS Exam Preparation
• [New] Montreal-based Mannarino Systems and Software, an engineering firm that supplies mission-critical equipment to the aerospace and defence sectors, will receive a $10 million investment from Lockheed Martin, a supplier of equipment to the Canadian Forces. Skies Mag
• [New] The US military will erect a strong denial defence along the First Island Chain - a string of islands that includes Taiwan, Japan, and the Philippines. Yahoo News Canada
• [New] Cybersecurity in 2026 benefits from AI-driven defence platforms that detect threats in real time. harweyn
• [New] The Nato alliance last year pledged to increase defence spending to 5% national income by 2035. The Guardian
• [New] The US-Taiwan joint development program established in the 2026 NDAA will probably prioritize rapid knowledge transfer of Ukraine-derived combat lessons, focusing on expendable FPV systems and counter-swarm technologies optimized for strait defence scenarios. Drone Warfare
• [New] Predictive Analysis: Taiwan will likely accelerate production timelines and increase procurement targets following continued Chinese military exercises, potentially reaching 500,000+ annual production by 2028 if political gridlock breaks. Drone Warfare
• [New] Poland's €2.3bn San anti-drone system, operational by summer 2026, represents NATO's first integrated counter-UAS network designed to simultaneously address hybrid warfare threats and conventional air defence, establishing a new operational template for alliance-wide drone defence architecture. Drone Warfare
• [New] Russia's current production of 404 Shahed-type drones daily indicates mature industrial capacity, with planned escalation to 1,000 units daily representing a 2.5 x increase that could overwhelm air defence through sheer volume. Drone Warfare
• [New] Turkey has sold two recently built naval warships to Indonesia for $1 billion, attracting criticism from opposition figures and retired officers who warn that exporting vessels originally intended for the Turkish Navy could weaken national security. Turkish Minute
• [New] North Korea is described as a direct military threat to both South Korea and Japan, with nuclear forces increasingly capable of threatening the U.S. Grand Pinnacle Tribune
• [New] The Pentagon will endorse expanded military-to-military communication with Beijing, aiming to reduce the risk of miscalculation. / China Grand Pinnacle Tribune
• [New] The US defence budget will exceed $1 trillion for the first time in 2026, while non-defence discretionary spending faces 23% cuts. ODI: Think change
• [New] We expect U.S. defence spending to stay robust, likely supporting defence stock performance. Morgan Stanley

Last updated: 05 February 2026