Space & Defense

Latest Space & Defense intelligence

39 stories

Bearish 7/10

Canada Faces Critical Defense Pivot Four Years Into Ukraine Conflict

As the full-scale invasion of Ukraine enters its fifth year, Canada is grappling with an urgent need to overhaul its defense spending and strategic posture. Rising global instability and threats to Arctic sovereignty are forcing Ottawa to accelerate military modernization and meet long-standing NATO commitments.

2 sources
Neutral 7/10

Strategic Partnerships: The New Architecture of Global Defense and Diplomacy

Global diplomacy is shifting from rigid, legally binding treaties toward flexible 'Strategic Partnerships' that prioritize political agility and multi-sector cooperation. These frameworks are now the primary drivers for defense agreements, technology transfers, and infrastructure projects across Africa and the Global South.

2 sources
Neutral 8/10

US-Iran Nuclear Diplomacy Intensifies Amid Massive Regional Military Buildup

The United States has deployed its largest military force to the Middle East since the 2003 invasion of Iraq, creating a high-pressure backdrop for upcoming nuclear negotiations in Geneva. Simultaneously, the Trump administration is pivoting to a 15% global tariff strategy after the Supreme Court struck down its emergency trade powers.

2 sources
Neutral 7/10

Trump’s ‘Weaponised Interdependence’ and the Rise of a Neo-Royalist World Order

Political scientist Abraham Newman identifies a shift from neoliberal globalization to 'weaponised interdependence,' where centralized economic hubs serve as tools for state coercion. Under the second Trump administration, this 'neo-royalist' order leverages control over critical technologies and financial systems to enforce geopolitical objectives.

3 sources
Neutral 5/10

Defense Industrial Base Outlook: BWXT and Diamondback Q4 Earnings Previews

As the Q4 2025 earnings season commences, BWX Technologies and Diamondback Energy emerge as critical indicators of the U.S. defense industrial base and energy security posture. These upcoming reports will provide essential data on nuclear propulsion scaling for the AUKUS pact and the energy resilience required to sustain domestic defense manufacturing.

3 sources
Bearish 7/10

NASA and Boeing Face Accountability for Starliner Failures

NASA Administrator Bill Nelson has publicly stated that both the space agency and Boeing share responsibility for the technical failures that plagued the Starliner spacecraft. This admission follows a series of high-profile blunders that delayed missions and forced a reliance on rival SpaceX for crew transport.

5 sources
Neutral 5/10

Danish Military Evacuates U.S. Submariner in High-Stakes Greenland MEDEVAC

A Danish Seahawk helicopter successfully evacuated a U.S. Navy submariner requiring urgent medical attention eight miles off the coast of Nuuk, Greenland. The operation underscores the critical nature of NATO interoperability and the strategic importance of the Danish Joint Arctic Command in the High North.

2 sources
Bearish 8/10

NASA Faces New Artemis II Delay Amid Critical Helium Flow Technical Issues

NASA is preparing to announce a further delay for the Artemis II crewed lunar flyby mission following the discovery of a helium flow malfunction at Kennedy Space Center. The technical setback threatens the 2026 launch window and creates a cascading effect on the broader Artemis lunar exploration timeline.

2 sources
Bullish 7/10

India and Brazil Forge Strategic Mineral Pact to Secure Defense Supply Chains

India and Brazil have significantly elevated their bilateral relationship, signing a landmark critical minerals pact and setting an ambitious $30 billion trade target for 2030. The agreement focuses on securing rare earth elements and strengthening defense, space, and AI cooperation to navigate a fragmented global landscape.

2 sources
Bullish 6/10

AUKUS Milestone: Australian Personnel Begin UK Nuclear Submarine Integration

Australian naval personnel have achieved a significant operational milestone by conducting maintenance and training aboard a visiting United Kingdom nuclear-powered submarine. This integration marks a critical step in the AUKUS Pillar 1 roadmap, aimed at developing Australia's sovereign capability to operate and maintain nuclear-powered vessels.

11 sources
Bullish 7/10

India and Brazil Ink Critical Minerals Pact to Challenge China's Rare Earth Grip

India and Brazil have formalized a strategic partnership to cooperate on critical minerals and rare earths, aiming to diversify supply chains away from Chinese dominance. The deal, signed during President Lula's visit to New Delhi, also encompasses aerospace manufacturing and AI governance frameworks.

2 sources
Neutral 7/10

Pentagon Airlifts First Microreactor in Strategic Nuclear Logistics Milestone

The U.S. military and Department of Energy successfully completed the first-ever airlift of a small nuclear reactor from California to Utah. This demonstration marks a pivotal shift in the Trump administration's strategy to deploy mobile, resilient nuclear power for both tactical military operations and civilian emergency use.

9 sources
Bearish 8/10

NASA Postpones Artemis Crewed Moon Mission Following New Rocket Technical Fault

NASA has officially delayed its upcoming crewed mission to the Moon, citing a newly identified technical issue within the rocket system. This latest setback further complicates the timeline for the Artemis program, which aims to return humans to the lunar surface for the first time since 1972.

3 sources
Bearish 7/10

Hungary Leverages EU Loan Veto to Force Resumption of Russian Oil Transit

Hungary has officially announced it will block a critical European Union loan package for Ukraine, conditioning its approval on the restoration of Russian oil flows through Ukrainian territory. This escalation highlights the deepening rift between Budapest and Brussels over energy security and the ongoing conflict in Eastern Europe.

2 sources
Neutral 7/10

Pentagon Airlifts Microreactor as Trump Fast-Tracks Mobile Nuclear Power

The US military has successfully completed a landmark airlift of a small nuclear reactor, marking a pivotal shift in tactical energy logistics. This operation serves as the opening salvo in a broader White House initiative to bypass traditional regulatory hurdles and rapidly deploy micro-nuclear technology across global military installations.

7 sources
Bullish 7/10

5 European Powers Tap Ukrainian Combat Expertise for Low-Cost Drone Defense

France, Germany, Italy, Poland, and the UK have launched a multi-million-euro initiative to develop affordable counter-drone systems and autonomous UAVs. The program leverages Ukraine's four years of high-intensity battlefield data to counter the evolving threat of mass-produced Russian loitering munitions.

2 sources
Bullish 6/10

Trump to Remove Vietnam from US Restricted Tech List in Major Strategic Shift

The Trump administration has signaled its intent to remove Vietnam from a restricted list of countries barred from accessing sensitive U.S. technology. This regulatory pivot, announced by Hanoi, aims to facilitate major aerospace and defense-tech exports, positioning Vietnam as a primary strategic partner in the Indo-Pacific.

2 sources
Very Bullish 9/10

NASA Sets March 6 Launch for Artemis II Crewed Lunar Flyby

NASA has officially targeted March 6 for the launch of Artemis II, the first crewed mission of the Artemis program. The mission will carry four astronauts on a high-speed lunar flyby, marking the first human voyage to the vicinity of the Moon in over half a century.

3 sources
Bearish 7/10

NORAD Intercepts Russian Military Aircraft in Alaska ADIZ Near Bering Strait

The North American Aerospace Defense Command (NORAD) successfully tracked and intercepted Russian military aircraft operating in the Alaska Air Defense Identification Zone (ADIZ) on February 21, 2026. While the aircraft remained in international airspace, the encounter near the Bering Strait highlights the intensifying strategic friction in the Arctic theater.

6 sources
Neutral 8/10

Trump to Visit Beijing as Supreme Court Overturns Key China Tariffs

President Trump is scheduled to visit Beijing from March 31 to April 2 for high-stakes talks with President Xi Jinping. The visit follows a landmark Supreme Court ruling that struck down 20% tariffs on Chinese goods, fundamentally altering the U.S. negotiating position.

2 sources
Neutral 6/10

NORAD Intercepts Five Russian Aircraft Near Alaska Amid Arctic Tensions

NORAD scrambled F-16 fighters to intercept a formation of five Russian military aircraft, including Su-35 jets, near the Bering Strait on February 19, 2026. While the encounter was deemed non-threatening, it highlights the intensifying aerial friction within the strategic Alaska Air Defense Identification Zone.

2 sources
Bullish 7/10

China’s ‘Rocket Shares’ Surge as Investors Pivot from AI to Aerospace Race

Chinese investors are aggressively rotating capital from artificial intelligence into commercial aerospace, driving a 10% year-to-date surge in 'rocket shares.' This market shift is fueled by state policy support and a strategic push to achieve cost parity with SpaceX in the reusable launch sector.

2 sources
Bearish 6/10

India's CCPA Cracks Down on E-Commerce Sales of Restricted Drone Jammers

The Central Consumer Protection Authority (CCPA) has issued notices to six major e-commerce platforms for listing restricted drone and GPS jammers. These devices are prohibited for private sale under Indian law due to significant national security risks and violations of consumer protection standards.

2 sources
Neutral 5/10

King Luther Capital Management Expands Position in Planet Labs PBC

King Luther Capital Management Corp has increased its stake in Planet Labs PBC by 22.9%, bringing its total holdings to 860,280 shares. This institutional move signals growing confidence in the Earth observation leader's long-term value proposition within the burgeoning space-as-a-service sector.

2 sources
Bearish 6/10

DOT Audit Reveals Critical FAA Oversight Gaps in United Airlines Maintenance

A Department of Transportation Inspector General audit has identified significant failures in the FAA's oversight of United Airlines, following a string of high-profile safety incidents in 2024. The report highlights that federal inspectors failed to verify corrective actions and neglected internal protocols for managing carrier risk.

4 sources
Bearish 8/10

Trump Issues 10-Day Ultimatum to Iran Amid Massive US Military Buildup

President Trump has issued a strict 10-to-15-day deadline for Iran to negotiate a new comprehensive deal, backed by a significant surge in US Air Force and naval assets. This escalation marks a high-stakes pivot in Middle Eastern policy, signaling a potential shift toward direct confrontation if diplomatic demands are not met.

4 sources
Neutral 5/10

Trump Orders Declassification of UAP Files: A Paradigm Shift for Defense

President Donald Trump has issued a directive to declassify and release government records related to Unidentified Anomalous Phenomena (UAP). This move aims to provide transparency on decades of secretive military and intelligence data, potentially revealing insights into advanced propulsion technologies and aerospace incursions.

8 sources
Neutral 7/10

NASA Delays Artemis II Lunar Mission to March 2026 Amid Technical Refinements

NASA has officially rescheduled the Artemis II mission, the first crewed flight of the Space Launch System and Orion spacecraft, to March 6, 2026. This mission will carry four astronauts on a high-stakes lunar flyby, marking the first human journey to the Moon's vicinity in over half a century.

20 sources
Very Bearish 8/10

NASA Labels Boeing Starliner a 'Type A' Threat to Astronaut Safety

NASA has officially classified the recent Boeing Starliner mission failures as a 'Type A' mishap, the agency's most severe category for safety threats. The designation follows a crewed test flight that left astronauts stranded for months and triggers a mandatory high-level investigation into Boeing's engineering and management culture.

3 sources
Bearish 7/10

NORAD Intercepts Russian Strategic Bombers in Alaska ADIZ

The North American Aerospace Defense Command (NORAD) scrambled fighter jets to intercept Russian military aircraft operating within the Alaska Air Defense Identification Zone on February 20, 2026. While the Russian bombers remained in international airspace, the encounter highlights the escalating frequency of strategic signaling in the Arctic theater.

3 sources
Bullish 7/10

Europe Taps Ukrainian Combat Expertise for Low-Cost Drone Defense Initiative

Five European nations have committed millions in funding to develop affordable counter-drone technologies by leveraging battle-tested Ukrainian innovations. The initiative seeks to close the 'asymmetry gap' where expensive missile systems are currently used to intercept low-cost loitering munitions.

2 sources
Bearish 7/10

China Leverages Satellite Intel to Expose U.S. F-35 Deployments in Jordan

Chinese satellite imagery has reportedly identified a significant buildup of U.S. F-35 Lightning II stealth fighters at airbases in Jordan. This strategic intelligence disclosure by Beijing signals a new phase of space-based interference in U.S. Middle East operations amid rising tensions with Iran.

Bearish 7/10

NASA Chief Rebukes Boeing and Internal Oversight Over Starliner Failures

NASA Administrator Bill Nelson has issued a scathing public critique of Boeing and the agency’s internal oversight following the failed Starliner Crew Flight Test. The rare rebuke highlights systemic engineering lapses and a breakdown in safety culture that forced the agency to rely on SpaceX for astronaut recovery.

7 sources
Bearish 6/10

NASA Administrator Rebukes Boeing and Internal Managers Over Starliner Failures

NASA leadership has issued a scathing critique of Boeing and internal agency managers following the continued technical failures of the Starliner spacecraft. The public rebuke signals a breakdown in the long-standing partnership and raises questions about Boeing's future role in the Commercial Crew Program.

2 sources
Neutral 7/10

NASA’s Critical Fueling Test Sets the Stage for Artemis Lunar Return

NASA has initiated its second major rocket fueling test for the Artemis program, a pivotal milestone that will dictate the launch window for the next crewed lunar mission. This technical validation is essential for ensuring the integrity of the Space Launch System (SLS) and the safety of the astronauts slated for the historic journey.

2 sources
Bullish 6/10

NATO Innovation Fund Injects £30M into UK Satellite Sector

The NATO Innovation Fund has committed £30 million to a British satellite technology firm, marking a significant step in the alliance's strategy to secure sovereign space capabilities. This investment from the €1 billion multi-sovereign venture fund underscores the critical role of small-satellite constellations in modern defense and electronic warfare.

2 sources
Bullish 7/10

Skyroot Aerospace Seeks $200M Raise to Become India’s First Space-Tech Unicorn

Hyderabad-based Skyroot Aerospace is reportedly seeking to raise between $150 million and $200 million in a new funding round. The capital injection, advised by Kotak Mahindra Capital, aims to value the company at $1 billion, potentially making it India's first space-technology unicorn.

3 sources
Bullish 7/10

Mark Carney Unveils Aggressive Plan to Revitalize Canada's Defense Sector

Mark Carney has proposed a sweeping industrial strategy to expand Canada's domestic defense capabilities, aiming to create 125,000 new jobs. The initiative seeks to modernize the nation's military-industrial complex while addressing long-standing procurement and spending challenges.

3 sources