Browsing Tag
US Department of War
5 posts
BAE Systems raises FY26 outlook as H1 sales climb 9% and free cash flow hits £1.79bn
BAE Systems lifted every 2026 guidance line after 9% H1 sales growth and £1.79bn free cash flow, yet BAESY fell 8.3% after hours as the premium is tested.
How a single Utah chemical plant became the chokepoint of American missile production
AMPAC's Cedar City plant is the sole North American source of ammonium perchlorate. NewMarket Corporation's $100M expansion will not eliminate the chokepoint.
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.
South32 (S32) reveals $1.1bn Hermosa Taylor capex blowout, but stretches mine life to 33 years as zinc, silver upside grows
South32's Hermosa capex jumped US$1.1B on US tariffs and shaft delays. A 33-year mine life and US$4.5B spot NPV ask whether the market is pricing it right.
From artillery shells to rocket motors: The supply chain choke points limiting US munitions output
US munitions output reaches 56,000 artillery shells monthly against a 100,000 target. Solid rocket bottlenecks and allied demand strain American defence industry capacity.