Browsing Tag
Department of Defense
24 posts
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.
Judge blocks Pentagon from blacklisting Anthropic: ‘Classic First Amendment retaliation’
A US federal judge has temporarily blocked the Pentagon's supply chain risk designation of Anthropic, ruling the move likely violated the company's First Amendment rights.
US strikes 9,000 Iran targets, Pentagon now scrambles to refill missiles
The Pentagon signed framework agreements with Lockheed Martin, BAE Systems and Honeywell Aerospace on 25 March 2026 to expand United States munitions production.
US Air Force obligates $2.43bn on Boeing E-7A as Pentagon and Congress clash over AWACS replacement future
Boeing secures $2.43B in E-7A Wedgetail Air Force modifications as Congress overrides Pentagon cancellation. Read the full strategic analysis.
Will Salesforce deliver on its $5.6bn Army contract—or stumble under defense complexity?
Salesforce just won a $5.6B U.S. Army contract. Find out how this deal could reshape defense IT and elevate the company’s long-term competitive strategy.