February’s escalations made output, stockpiles, and latency political again overnight. From Iran’s air-defence grid to Ukraine’s energy network, the clear demand signal has only sharpened industry’s response.
January procurement decisions showed how quickly industrial capacity is reshaping modern warfare. Across Europe, the US, and allied markets, defence manufacturing in January pivoted hard towards scale, sovereignty, and attrition resilience — with drones, counter-drone systems, and space infrastructure driving procurement behaviour.