Strategic Intelligence: Scaling Rearmament (2025)
Description
Strategic Intelligence: Scaling Rearmament (2025)
Summary
This report will examine some of the specific drivers of large-scale rearmament today, as well as the challenges involved, with some specific value chain case studies in artillery ammunition, missile systems, and the submarine-industrial base, which all serve to highlight that this is a tumultuous but pivotal point in time for the defense industry.
Defense budgets are growing across the globe, primarily in response to the rising possibility of conventional, high-intensity warfare (HIT). Unlike the ‘small’ wars and counterinsurgencies that militaries have largely adapted to in the last 30 years—particularly in the West—the conflicts that NATO, its allies, and other countries are re-arming for are anticipated to be led by tensions between nation-states, and mostly the nuclear-armed superpowers of the US, China, and Russia. This would entail large-scale and likely protracted fighting between uniformed regular armies involving large fleets of armored vehicles, aircraft, and powerful surface vessels.
Key Highlights
Summary
This report will examine some of the specific drivers of large-scale rearmament today, as well as the challenges involved, with some specific value chain case studies in artillery ammunition, missile systems, and the submarine-industrial base, which all serve to highlight that this is a tumultuous but pivotal point in time for the defense industry.
Defense budgets are growing across the globe, primarily in response to the rising possibility of conventional, high-intensity warfare (HIT). Unlike the ‘small’ wars and counterinsurgencies that militaries have largely adapted to in the last 30 years—particularly in the West—the conflicts that NATO, its allies, and other countries are re-arming for are anticipated to be led by tensions between nation-states, and mostly the nuclear-armed superpowers of the US, China, and Russia. This would entail large-scale and likely protracted fighting between uniformed regular armies involving large fleets of armored vehicles, aircraft, and powerful surface vessels.
Key Highlights
- Studies of emerging technological trends and their impact on scaling rearmament.
- Analysis of several countriesand their position in the global defense supply chain and production picture, along with an overview of government actions and regulations pertaining to large-scale defense production.
- The key supply challenges that defense sector suppliers face are covered.The investment and security-of-supply opportunities for armed forces, suppliers, and institutional investors, across much of the defense value chain are covered. An overview of some of the most critical defense products and efforts to scale production capacity is covered.
- 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 scaling rearmament will fit into the overall defense market and which supply chains and defense products are being prioritised.
Table of Contents
87 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
- Politics in the supply chain
- The right tools for the job
- Political pressures and limitations
- Geopolitical realignment
- Trends
- Technology trends
- Macroeconomic trends
- Regulatory trends
- Industry Analysis
- Market size and growth forecasts
- Case Studies
- European Rearmament
- Poland and the CEE region
- The UK
- Germany
- 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 F-35’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 ($ billions), 2021–30
- Figure 7: NATO’s defense budget ($B) by region, 2015–25
- Figure 8: European ammunition producers
- Figure 9: NATO’s top six spenders by % of GDP (2024-26)
- Figure 10: The arms production story
- Figure 11: Major defense contractors are widening their workforce
- Figure 12: Industrial production labor fluctuated in demand, but broadly grew
- Figure 13: A broad defense supply chain
- Figure 14: Rheinmetall’s mass production projections
- Figure 15: The artillery shell value chain
- Figure 16: The air defense missile value chain
- Figure 17: The submarine value chain
- Figure 18: Electronic components in the aerospace and defense sector
- Figure 19: Who does what in the defense space?
- Figure 20: Thematic screen
- Figure 21: Valuation screen
- Figure 22: Risk screen
- Figure 23: Our five-step approach for generating a sector scorecard
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