Fire Erupts At Major Australian Refinery, Amplifying Fuel Shock As "Green" Killed Refining Buffer

L3Harris' Missile Business Files To Go Public As Trump's War Economy Prepares For Launch We have been diligently tracking the Trump administration's war-economy mobilization across the homeland, from the rise of so-called "war unicorns" favored by the Department of War to Trump officials talking with GM, Ford, GE Aerospace, and Oshkosh about converting underused civilian industrial capacity into weapons production. The signal to investors is becoming hard to miss: the Trump administration is preparing to expand the defense industrial base at scale to refill depleted weapons stockpiles. Whether through venture-backed...

The White House is preparing to make Iranian assets available to Gulf Arab states to help the countries recover after the conflict caused significant damage throughout the region.  CBS News reported speaking with a source who said that Washington will make Iranian assets accessible for rebuilding US Gulf allies related to any future damage inflicted […]

Bernstein Puts Timeline On When EU Rearmament Supercycle "Goes Boom" Readers by now know how we've laid out the looming rearmament supercycle in the West colliding with the "own the bottlenecks" theme, as resource nationalism makes industrial metals and rare earths scarce because of Beijing's export restrictions. Adrien Rabier, Bernstein's equity analyst covering European aerospace and defense, penned a note on Tuesday explaining why the European defense rearmament cycle remains a top investment theme and even outlined a timeline. In a report titled "European Defense: Beyond the order boom," Rabier said...