Analysis

China Weaponises Its Supply‑Chain Dominance: New Magnet and Rare‑Earth Restrictions Expose NATO’s Vulnerabilities

China has dramatically tightened its grip on global technology supply chains by extending export controls on rare earths, adding five more elements to its list and imposing new licence requirements on semiconductor users, just weeks before Presidents Trump and Xi

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Air, Sea and Space – Pushing Boundaries: BAE Systems (Britain) 2024 Performance Review and Growth Outlook

BAE Systems delivered robust financial results in 2024, reflecting strong defence sector momentum. Annual sales reached £28.3 billion, a ~14% year-on-year increase in constant currency terms. Underlying EBIT climbed to £3.0 billion, up 14% in constant currency, and operating profit was £2.69 billion,

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Transforming Into a Global Defence Powerhouse: Rheinmetall (Germany) – 2024 Performance Review and Growth Outlook

Rheinmetall AG delivered record financial results in 2024, driven by surging demand amid Europe’s “Zeitenwende”, historic shift in security policy. Group sales jumped 36 percent to €9.75 billion, from €7.18 billion in 2023, reaching the company’s target of ~€10 billion. Operating profit

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