Scaling Rearmament - Thematic Research

Scaling Rearmament - Thematic Research

Summary

When the ‘Cold War’ came to an end in 1991, optimistic forecasts in the world of international politics predicted what became popularly known as the ‘peace dividend’—a period wherein states could safely afford to downsize their militaries and the associated industrial bases, as the threat of large, prolonged war between major nation-states was believed to have mostly subsided. While conflict has occurred worldwide consistently since then, none have expended equipment and ammunition at rates seen in the Second World War. However, the prospective conflicts emerging along current fault lines—in Eastern Europe, the Middle East, and the Indo-Pacific region—will have an altogether different character and tempo.

Major wars between such ‘peer competitors’ will burn through arms and equipment at rates unheard of for decades. The fighting in Ukraine is evidence of this already, where as of January 2024, visually confirmed losses of Russian military vehicles and artillery are recorded at 14,081. To prepare for such an eventuality, governments and militaries around the world are spending on defense at rates unprecedented since the height of the Cold War. While the West has tended towards expensive, high-tech ‘boutique’ and ‘exquisite’ armaments and platforms that are difficult to field in large numbers, any future great power conflict will bring with it attrition of equipment and manpower that cannot be sustained with reliance on such solutions.

Key Highlights

• Studies of emerging technological trends and their broader impact on the defense market.
• Analysis of several countries rearming today and the impact that emerging technologies such as AI, drones, and additive manufacturing will have on the future outlook of the scaling rearmament theme.

Who Should Buy

• Our thematic research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world, decision makers, and institutional investors.
• Corporations: Helps CEOs, CTOs, and other senior executives of companies understand this key theme, the competitive environment, and the market opportunities.
• Investors: Helps fund managers and other major investors focus on investment opportunities in Defense and understand the market around batteries

Scope

• The key defense challenges that forces and defense sector suppliers face are covered.
• The investment opportunities for armed forces, suppliers, and institutional investors, across much of the value chain are covered.
• Highlights from different rearmament efforts that are currently being undertaken by various military organizations and defense companies.

Reasons to Buy

• Determine potential investment companies based on trend analysis and market projections.
• Gaining an understanding of the market challenges and opportunities surrounding the scaling rearmament theme.
• Understanding how spending on scaling rearmament will fit into the overall market and which spending areas are being prioritized.