Global Scans · Military · Weekly Summary

• [New] Global defence transformation is not driven by any single conflict, but by a broad rearmament cycle aimed at meeting future threats and the need for modern, tech-focused solutions. Global X ETFs Australia
• [New] Defence Tech operating margins are forecast to expand over 230 basis points in 2025, with another 120-bps gain expected in 2026. Global X ETFs Australia
• [New] As the United States gradually steps back from underwriting Europe's security, regional governments are preparing to allocate €800 billion toward defence by 2030. Global X ETFs Australia
• [New] Years of underinvestment have created capability gaps across air and missile defence, artillery, ammunition, drones, and technologies of strategic importance such as AI and Quantum - areas explicitly recognised and codified in the EU's Readiness 2030 plan. / Ukraine Global X ETFs Australia
• [New] The ongoing broad-based rearmament cycle could drive ~5% growth in defence spending in 2026, boosted by emerging geopolitical realities and power dynamics. Global X ETFs Australia
• [New] Global defence spending could surpass US$ 3.6 trillion by 2030, nearly 33% above 2024 levels. Global X ETFs Australia
• [New] MDA Space Ltd. has been selected for an IDIQ contract by the Missile Defense Agency as part of the SHIELD program, which aims to enhance US defence against missile threats. KeepTrack
• [New] The Defense Department has spent over a year testing a device purchased in an undercover operation that some investigators think could be linked to Havana Syndrome, a series of unexplained illnesses affecting U.S. spies, diplomats, and troops. Just Security
• [New] Russia is expected to focus on long-term information warfare aimed at elections and public opinion across Europe, while China is intensifying cyber operations linked to semiconductor supply chains and Taiwan-related tensions. Shunyatax Global
• [New] On 2026, organizations operating in industrial, defence, transportation, energy, and other rugged environments will rely even more heavily on intelligent computing at the edge to stay competitive, resilient, and secure. Stealth
• [New] The IDIQ award makes MDA Space eligible to bid on future tasks and service orders under SHIELD, a US defence effort aimed at strengthening protection against threats across land, sea, air, cyberspace, and space domains. Space War
• [New] With focused investment, continent-level coordination, and a willingness to back a limited number of deep-tech players at meaningful scale, it could be achieved before 2030, at least in strategic domains such as government, defence, finance, and critical infrastructure. IO+
• [New] Plans to develop a new class of nuclear-powered submarine for Australia and the United Kingdom under the AUKUS pact are likely to collapse because of the shambolic state of the UK's submarine service, a former top British defence official has warned. The Age
• [New] China's long-range strike capability has grown at an unprecedented pace, threatening to overwhelm Guam and Okinawa's limited missile defence systems and putting Hawaii at risk of strikes from China's mainland. Defense Tech and Acquisition
• [New] President Trump has called for a 50% increase in defence spending to $1.5 trillion in 2027, funded by tariffs. investing.com
• [New] 2026 will see governments, defence primes, and private operators collaborating and competing like never before in-orbit. Payload
• [New] 2026 will cement space as the backbone of modern defence. Payload
• [New] The European Investment Bank plans to invest €4.5 B in defence projects in 2026, up from €3.5 B in 2025, reinforcing procurement pathways and validating the scalability of dual-use technologies. GoHub Ventures
• [New] Cybersecurity shifts from reactive defence to pre-emptive protection As systems become more interconnected, and as AI is used both defensively and offensively, cybersecurity in 2026 is expected to tilt towards pre-emptive protection. The Daily Star
• [New] Britain must significantly enhance its preparedness to deter the threat of conflict, particularly from Russia, by fostering a greater willingness among the public to serve, expanding industrial weapons capacity, and developing critical defence skills. Caliber.az
• [New] Over the past decade, the global security landscape has become increasingly volatile, blurred, and unpredictable, marked by hybrid warfare, grey-zone tactics, and influence operations that unfold across cyberspace and global technology markets. NAOC
• By 2026, electric eVTOL companies are expected to play a decisive role in urban air mobility, logistics, inspection missions, defence applications, and regional transportation. Moneypro Group
• Strategic autonomy, based on military, diplomatic and industrial capabilities, will be more vital than ever in 2026 if Europe wants to regain its place at the negotiating table. World Geostrategic Insights

Last updated: 15 January 2026