Scaling Rearmament - Thematic Research
Description
Scaling Rearmament - Thematic Research
Summary
When the ‘Cold War’ came to an end in 1991, optimistic forecasts in the world of international politics predicted what became popularly known as the ‘peace dividend’—a period wherein states could safely afford to downsize their militaries and the associated industrial bases, as the threat of large, prolonged war between major nation-states was believed to have mostly subsided. While conflict has occurred worldwide consistently since then, none have expended equipment and ammunition at rates seen in the Second World War. However, the prospective conflicts emerging along current fault lines—in Eastern Europe, the Middle East, and the Indo-Pacific region—will have an altogether different character and tempo.
Major wars between such ‘peer competitors’ will burn through arms and equipment at rates unheard of for decades. The fighting in Ukraine is evidence of this already, where as of January 2024, visually confirmed losses of Russian military vehicles and artillery are recorded at 14,081. To prepare for such an eventuality, governments and militaries around the world are spending on defense at rates unprecedented since the height of the Cold War. While the West has tended towards expensive, high-tech ‘boutique’ and ‘exquisite’ armaments and platforms that are difficult to field in large numbers, any future great power conflict will bring with it attrition of equipment and manpower that cannot be sustained with reliance on such solutions.
Key Highlights
- Studies of emerging technological trends and their broader impact on the defense market.
- Analysis of several countries rearming today and the impact that emerging technologies such as AI, drones, and additive manufacturing will have on the future outlook of the scaling rearmament theme.
- Our thematic research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world, decision makers, and institutional investors.
- Corporations: Helps CEOs, CTOs, and other senior executives of companies understand this key theme, the competitive environment, and the market opportunities.
- Investors: Helps fund managers and other major investors focus on investment opportunities in Defense and understand the market around batteries
- The key defense challenges that forces and defense sector suppliers face are covered.
- The investment opportunities for armed forces, suppliers, and institutional investors, across much of the value chain are covered.
- Highlights from different rearmament efforts that are currently being undertaken by various military organizations and defense companies.
- Determine potential investment companies based on trend analysis and market projections.
- Gaining an understanding of the market challenges and opportunities surrounding the scaling rearmament theme.
- Understanding how spending on scaling rearmament will fit into the overall market and which spending areas are being prioritized.
Table of Contents
76 Pages
- Executive Summary
- Players
- Thematic Briefing
- The world enters a period of rearmament as geopolitical tensions simmer
- Attrition in modern & industrial warfare
- High-tech defense products are raising prices
- The right tools for the job
- Political pressures and limitations
- Trends
- Technology trends
- Macroeconomic trends
- Regulatory trends
- Industry Analysis
- Market size and growth forecasts
- Case Studies
- European Rearmament
- Poland and the CEE region
- Russia’s war effort
- Timeline
- Signals
- M&A trends
- Hiring trends
- Value Chain
- Artillery shells
- Air defense missiles
- The US submarine industrial base
- Other value chains
- Companies
- Public companies
- Private companies
- Sector Scorecards
- Aerospace, defense, and security sector scorecard
- Who’s who
- Thematic screen
- Valuation screen
- Risk screen
- Glossary
- Further Reading
- GlobalData reports
- Our Thematic Research Methodology
- About GlobalData
- Contact Us
- List of Tables
- Table 1: Technology trends
- Table 2: Macroeconomic trends
- Table 3: Regulatory trends
- Table 4: M&A trends
- Table 5: Public companies
- Table 6: Private companies
- Table 7: Glossary
- Table 8: GlobalData reports
- List of Figures
- Figure 1: Leading players in some key segments
- Figure 2: Conflicts in the world today
- Figure 3: Visually confirmed losses of military equipment in Ukraine since February 2022
- Figure 4: The F35’s global footprint
- Figure 5: Poll: Do you expect developments in the drone market will continue to outpace the development of C-UAS countermeasures?
- Figure 6: Global defense spending projected to grow substantially in the coming years
- Figure 7: European Ammunition Producers
- Figure 8: Polish defense spending is expected to continue rising substantially
- Figure 9: The Arms production story
- Figure 10: Major defense contractors are widening their workforce
- Figure 11: Industrial production labor fluctuated in demand, but broadly grew
- Figure 12: A broad defense supply chain
- Figure 13: The artillery shell value chain
- Figure 14: The air defense missile value chain
- Figure 15: The submarine value chain
- Figure 16: Electronic components in the aerospace and defense sector
- Figure 17: Who does what in the defense space?
- Figure 18: Thematic screen
- Figure 19: Valuation screen
- Figure 20: Risk screen
- Figure 21: Our five-step approach for generating a sector scorecard
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