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Ukraine Conflict Impact (2024) - Thematic Research

Publisher GlobalData
Published Mar 26, 2024
Length 76 Pages
SKU # GBDT18714137

Description

Ukraine Conflict Impact (2024) - Thematic Research


Summary

Following the large-scale Russian invasion of Ukraine in February 2022, both the development of innovative defense capabilities, such as FPV drones or hypersonic weapons, and the re-invigoration of previously stagnant market segments, such as artillery, small arms, and munitions, have dramatically restructured strategic priorities within the global defense sector. Both national governments and commercial entities are continuously re-evaluating the broader challenges in terms of production capacity and scalability in both the defense industry and parallel commercial ecosystems seeking to strengthen their supply chains in the face of mounting vulnerabilities. As the geostrategic implications of this conflict continue to reverberate across global markets, opportunities abound for both established primes and specialist startups who’s product portfolios reflect the demands of high intensity warfare (HIW) in the mid-21st century.

The primary lesson drawn from the Ukraine conflict has been the need to upscale production capacity and leverage cost-efficiency across all domains of modern warfare, with investments driving innovation of both technology and operations throughout the conventional (land, air, maritime) and unconventional (space, cyberspace, EMS) domains of modern warfare. The pressure this has generated on supply chains has highlighted opportunities for greater integration of dual-use technologies from parallel commercial or consumer markets, generating both additional macroeconomic opportunity and risk as the imperatives of high intensity warfare place industries in defense and beyond within the threat matrix.

Key Highlights
  • Studies of emerging technological trends and their broader impact on the defense market.
  • Analysis of the various defense procurment programs and projects currently under development, as well as the emerging applications and challenges different technologies will have in the military domain.
Who Should Buy
  • 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 in light of the war in Ukraine.
Scope
  • The key defense challenges that forces and defense sector suppliers face are covered.
  • The investment opportunities for armed forces, suppliers, and institutional investors throughout the defense technology value chain are covered.
  • Highlights from the range different research and development programs influenced by the war in Ukraine currently being undertaken by various military organizations and defense companies.
Reasons to Buy
  • Determine potential investment companies based on trend analysis and market projections.
  • Gaining an understanding of the market challenges and opportunities surrounding the Ukraien conflict theme.
  • Understanding how spending on different market segments and niche capabilities will fit into the overall market and which spending areas are being prioritized.

Table of Contents

76 Pages
Executive Summary
Players
Thematic Briefing
Paradigm shift – Upscaling defense production for high intensity warfare
Cost efficiency – Rethinking conventional capabilities for the attritional warfare
Drones and unmanned aerial vehicles
Hypersonic weapons are an emerging threat
Counter-UAS – An emerging necessity
Trends
Technology trends
Macroeconomic trends
Regulatory trends
Industry Analysis
Market size & growth forecasts
Case Studies
The European Union
Estonia
Finland
France
Germany
Israel
The Netherlands
Russia
South Korea
The United Kingdom
The United States
Ukraine
Signals
M&A and venture financing trends
Company filing trends
Patent trends
Hiring trends
Companies
Leading companies
Disruptor companies
Sector Scorecards
Aerospace, defense & 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: Key M&A transactions associated with the Ukraine War Impact theme within the last three years
Table 5: Leading companies
Table 6: Disruptor companies
Table 7: Glossary
Table 8: GlobalData reports
List of Figures
Figure 1: Who are the leading players in the Ukraine war impact theme, and where do they sit in the value chain?
Figure 2: Visualization of the ‘Forms of War’
Figure 3: Basic ‘First-Person-View’ (FPV) strike drone specifications
Figure 4: Artillery systems market growth forecast, 2023-2033
Figure 5: Illustration of the ‘command post paradigm’
Figure 6: Use of consumer application-based services for Command & Control
Figure 7: Global military unmanned systems market, 2022-2033
Figure 8: Defense spending in key segments is predicted to grow steadily across key market segments
Figure 9: Defense spending in key segments is predicted to grow steadily across key market segments
Figure 10: ADS deals in Russia & Ukraine by industry, 2020-2024
Figure 11: Keyword trends in company filings referencing Ukraine, 2020-2023
Figure 12: Keyword mentions of Ukraine by Company, 2020-2024
Figure 13: Patent activity in the defense sector, 2022-2024
Figure 14: /Active defense job postings by country, 2020-2023
Figure 15: New defense job listings by country, 2020-2023
Figure 16: Who does what in the aerospace, defense and security sector?
Figure 17: Thematic screen
Figure 18: Valuation screen
Figure 19: Risk Screen
Figure 20: Our five-step approach for generating a sector scorecard

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