Pentagon Space Rearmament Confronts Strategic Mineral Supply Shortages

Rising 2026 defense budgets fuel high satellite production goals. Soaring tungsten costs and China magnet control constrain progress.

Defense Sector Cash Flow Surges Amid Rising Geopolitical Market Risk

U.S. national defense spending is projected to reach $1.05 trillion in FY26. Meanwhile contractors return billions to shareholders via buybacks.

Hormuz Tensions: Estonia's Pledge Impacts Energy, Shipping, Defense

Geopolitical tensions in the Strait of Hormuz are driving up shipping costs and defense spending.