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-
UK floats plan for joint European fund to ‘stockpile’ weapons
‘Supranational’ vehicle would purchase for participating states at more favourable borrowing rates -
Private credit firms take aim at ESG for holding back financing for European defence
Restrictions are increasingly being questioned by the industry and government officials -
Airbus closes in on Spirit deal
European aerospace group has been in talks with supplier since 2024 as part of wider Boeing takeover discussions -
Stockpickers: Shadow of tariffs hangs over defence stocks
European defence spending is rising, but investors need to examine companies’ underlying strengths -
Engine maker Safran says China is exempting aerospace parts from tariffs
Company CEO says deliveries of engines and other parts are being let in without import taxes -
Trump’s return draws UK and EU closer on defence
Also in this week’s newsletter, UK steel production plunges -
Boeing prepared to redirect orders destined for Chinese carriers
CEO says US aerospace group will take pragmatic approach and not let tariff war derail its recovery -
Boeing’s net loss narrows after increase in jet deliveries
Chief executive Kelly Ortberg says aerospace group is ‘moving in the right direction’ -
From trains to tanks: Germany’s rearmament marks industrial shift
Push to increase defence production is offering a glimmer of hope for workers facing manufacturing job losses -
US defence stocks look a little less than defensive
Valuations may have held up but investors betting on continued geopolitical turmoil should seek shelter somewhere else -
US aerospace and defence groups warn of higher costs from Trump tariffs
Sector has largely benefited from tariff-free trade since 1979 -
Boeing to sell parts of aviation software unit to Thoma Bravo for $10.5bn
Jet maker says deal with specialist technology investor will help group focus on core businesses -
Future weapons: The defence tech bros
In the US, a new breed of start-ups is disrupting the defence industry -
Britain to boost explosives production to cut reliance on imports
New methods will remove need for nitrocellulose and nitroglycerine, key raw materials in high demand since war in Ukraine -
Inside the factory making Europe’s machine guns — by hand
FN Herstal’s small arms are back in demand. But the Belgian gunmaker can only move as fast as its artisanal labour -
UK tests microwave weapon to disable drone swarms
‘RapidDestroyer’ uses a high-power radio frequency to fry systems at a distance -
Ryanair warns aircraft deliveries at risk from tariff chaos
Airlines and manufacturers prepare for stand-off over cost of levies -
Aircraft deliveries at risk from tariff chaos, says Ryanair boss O’Leary
Airlines and plane manufacturers are preparing to battle over who pays for the duties -
Aircraft deliveries at risk from tariff chaos, Ryanair warns
Airlines and plane manufacturers are preparing to battle over who pays for the duties -
Missile maker MBDA hits snags in effort to re-arm Europe
Manufacturer of Storm Shadow or Scalp missiles has increased production but inefficiencies hinder expansion efforts -
‘Coalition of the willing’ meets at Nato — without the US
Also in this newsletter: The EU’s new ombudsman probes ‘revolving doors’ -
Now is the moment for a multilateral defence bank
Deterrence is a shared asset — and a shared responsibility -
Rheinmetall strengthens gunpowder supply chain with Mittelstand deal
Germany’s biggest defence contractor agrees to buy ammunition propellant manufacturer -
Rheinmetall races to strengthen gunpowder supply chain with Mittelstand deal
Germany’s biggest defence contractor agrees to buy ammunition propellant manufacturer -
How the EU could boost its defence capabilities with an arms-buyers’ club
Also in this newsletter: Why Meloni holds the keys to the EU response to Trump’s tariffs -
Defence sector laggards are still waiting to be called up
In an industry defined by long lead times, patience can pay off -
In the ethical arms industry we don’t sell weapons, we sell freedom
A behind-the-scenes look at the work of Rutherford Hall, critical communications strategist -
Bling, bags and booze fall victim to Trump’s trade war
US consumers are likely to be hit by the price rises across sectors from aviation to autos -
Rolls-Royce in talks over UK subsidies for new engine development
FTSE 100 group believes the £3bn narrow-body project could deliver a step change in British economy -
Why Europe’s smaller defence players fear missing out on spending spree
Also in this newsletter: Netanyahu’s Budapest visit defies International Criminal Court
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