Browsing Tag
Department of Defense
28 posts
L3Harris Technologies (NYSE:LHX) wins U.S. Navy proximity fuze contract as drone defence demand rises
L3Harris’ U.S. Navy fuze contract shows how counter-drone defence is becoming a volume game. Read what it means for LHX.
Lockheed Martin’s Alabama missile plant shows why homeland defence is becoming an industrial capacity race
Lockheed Martin’s new NGI facility in Alabama signals a missile-defence capacity race. Read how it could shape homeland defence.
Why Motorola Solutions’ $1.5bn D-Fend bet is about more than rogue drones
Motorola Solutions’ $1.5B D-Fend deal targets rogue drones, critical infrastructure risk and a fast-growing airspace security market.
Appeals court blocks removal of transgender troops while leaving enlistment restrictions in place
Current troops are protected, but recruits remain blocked. The transgender military ruling leaves the Pentagon in legal limbo.
Brazilian Rare Earths (ASX: BRE) builds toward Q3 pilot plant commissioning as Monte Alto trial mining licence sets up the next leg
China controls rare earth supply. The Pentagon set a NdPr floor at US$110/kg. Brazilian Rare Earths (ASX: BRE) sits in the middle, with a pilot plant due Q3 2026.
Lynas opens Thursday’s ASX session as rare earths rally and samarium milestone keep ASX: LYC bid
China controls the rare earths chain. Lynas Rare Earths just locked in a US$110 NdPr floor to 2038. The Malaysia heavy rare earths plant changes the maths.
Leidos (NYSE: LDOS) expands Army air defense backlog with $617m IFPC launcher award
Drones are cheap. Air defense is not. Leidos’ $617M Army award shows why launcher capacity is becoming a Pentagon bottleneck.
Pentagon removes Navy Secretary John Phelan with no explanation as Iran blockade enters critical phase
US Secretary of the Navy John Phelan was removed on April 22, 2026, as the Navy enforces an active blockade of Iranian ports near the Strait of Hormuz, with Hung Cao named acting Secretary.
Trump proposes largest military budget in US history at $1.5tn for fiscal 2027
The White House has proposed $1.5 trillion in defense spending for fiscal 2027, the largest military budget request in US history, as the country remains at war with Iran.
General Randy George asked to step down as Army chief in latest Pentagon leadership shift
Pete Hegseth has asked Army Chief General Randy George to retire immediately. Read what the Pentagon shake-up means for Army leadership and policy.