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Bernstein Puts Timeline On When EU Rearmament Supercycle "Goes Boom"
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...
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May 22, 2026 / Tyler Durden
India Explores Alternative Energy Sources After Oil Supply Shock
India Explores Alternative Energy Sources After Oil Supply Shock
By Tsvetana Paraskova of OilPrice.com
India’s Prime Minister Narendra Modi has urged the government to urgently explore an increase in the use of alternative energy sources, including biogas as a substitute for liquefied petroleum gas (LPG), as the Middle East crisis is choking oil and gas supply to the world’s third-largest crude importer.
Modi also urged ministers to move faster with implementing reforms to turn India into a developed nation by 2047, the goal for its 100th independence anniversary.
India has been grappling with...
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Apr 17, 2026 / Tyler Durden
Cybertruck Sales "Propped Up" By SpaceX Buying Spree
Cybertruck Sales "Propped Up" By SpaceX Buying Spree
Bloomberg is out with a new report saying Tesla's Cybertruck sales were "propped up" in the fourth quarter by purchases from companies inside Elon Musk's business empire.
SpaceX accounted for 1,279 Cybertruck registrations, or about 18% of all U.S. Cybertruck registrations during the last quarter of 2025. The report went on to say that xAI, Boring Co., and Neuralink also purchased the stainless-steel EV during the period.
"That means almost one in every five Cybertrucks registered during the period were delivered from one part...
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Aug 13, 2026 / Tyler Durden
All Of Iran's Weapons Today Are Domestic, Missile Production Exceeds Usage: IRGC Official
All Of Iran's Weapons Today Are Domestic, Missile Production Exceeds Usage: IRGC Official
At a moment US officials as well as media headlines have been voicing alarm over depleted US missile stockpiles - something which President Trump sought to bat down as false - Iranian leaders have been busy boasting that their domestic defense production has not only kept pace but even expanded on the local production front.
Mohammad Reza Naqdi, Senior Advisor to the IRGC Commander-in-Chief, has been featured in state media as claiming that the production rate of ballistic missiles...
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