RTX Boosts Outlook Again As Missile Demand Fuels Rearmament Supercycle

NATO's De Facto Expansion To The Caspian Sea Is Inevitable Authored by Andrew Korybko via Substack, Russia still has time to propose Ukrainian-like security guarantees for averting another special operation... Politico recently published a piece about how "France and Turkey block NATO's drive to deepen ties with Caucasus countries", not because they're opposed to it in principle, but due to Turkiye blocking the renewal of Armenia's partnership plan after France declined to approve Azerbaijan's. France and Azerbaijan have long been at odds over Paris' support of Armenia, particularly in the context of...

Germany Accelerates Kamikaze Drone Stockpiling With Rheinmetall Deal Germany's parliament has approved a sizeable contract for defense giant Rheinmetall to supply loitering munitions, or kamikaze drones, to the Bundeswehr, underscoring just how quickly European militaries are internalizing drone warfare lessons from both the Russia-Ukraine war and, more recently, the U.S.-Iran conflict. Berlin's latest procurement push makes it clear that one-way attack drones are becoming a serious threat, and the race to stockpile them has begun. Bloomberg reports that the budget committee of the Bundestag approved the Defense Ministry's proposal for an...