Browsing Tag
Pentagon
52 posts
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.
June 2, 2026
Iran war leaves US facing years-long missile replenishment challenge
United States firepower won attention in Iran. The harder test is whether depleted missile stocks can be rebuilt before the next crisis.
May 30, 2026
Did the Pentagon’s new UFO files answer anything, or deepen the UAP mystery?
Pentagon UFO files are public again. The bigger question is whether transparency can explain UAP sightings without fueling speculation.
May 23, 2026
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.
May 21, 2026
Leidos (NYSE: LDOS) stock faces defence re-rating test as hypersonics and low-cost missile deals reshape growth story
Leidos has fresh missile catalysts, but LDOS still trades far below its high. The real test is whether production scale changes the story.
May 17, 2026
L3Harris wins US Air Force ABMS digital backbone role as LHX trades 21% off 52-week high
The Air Force just gave L3Harris the ABMS backbone. The harder question is whether LHX, down 21% from highs, can convert this into multi-year backlog.
May 9, 2026
Iperionx (ASX: IPX) shares climb as Virginia 24/7 titanium production ramps and Pentagon backing builds
The US is 100% reliant on imported titanium sponge. China controls 67% of global production. Iperionx is the Pentagon-backed bet to fix that.
May 8, 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.
May 7, 2026
NATO posture shift: US cuts Germany troop strength as Iran war strains transatlantic alliance
Germany hosts more United States troops than any country bar Japan. Donald Trump just cut 5,000 over Iran war criticism, and Berlin's options are narrowing.
May 2, 2026
Operation Epic Fury: Pentagon admits $25bn war cost as casualties and base damage mount
The Pentagon says the Iran war has cost $25 billion. Lawmakers and analysts say the real bill, including base damage, may be closer to $50 billion.
April 30, 2026