[New] By late 2025, both the U.S. Navy and Marine Corps had launched their own programs aimed at fielding CCA capabilities by around 2030, building on Air Force experience but tailoring designs and concepts of employment to maritime and expeditionary missions.
Defense.info
[New] The MQ-9B SeaGuardian's doubled sonobuoy capacity and Multi-static Active Coherent integration significantly extends U.S. persistent anti-submarine warfare reach in the Indo-Pacific, directly addressing the expanding Chinese submarine threat with autonomous, long-endurance subsurface surveillance.
Drone Warfare
[New] Agentic AI will drive new innovations in cyber defence in 2026 - from AI-enabled penetration testing to automated incident response.
Just Security
[New] In 2026, agentic AI will play a decisive role in determining the balance between offence and defence in cyberspace.
Just Security
[New] The first publicly reported AI-orchestrated hacking campaign appeared in 2025, and agentic AI systems are expected to reshape the offense-defense balance in cyberspace in the year ahead.
Just Security
[New] Set in June, NATO members agreed to spend 3.5% of GDP on defence by 2035, with an additional 1.5% for defence-related infrastructure. / Germany
Clarion Defence DSEI
[New] Germany projects the budget to increase annually to EUR 152 billion by 2029, thereby meeting NATO core defence spending targets of 3.5% of GDP six years early.
Clarion Defence DSEI
[New] President Lai Ching-te pledged to raise defence spending from about 2.4% to 3.3% of GDP in 2027 and to 5% by 2030, plus a US$ 40 billion supplementary budget for arms and asymmetric capabilities.
The Asia Cable
[New] The US Navy plans to spend US$ 7 billion on unmanned systems, including $3.7 billion earmarked for surface forces, as it seeks to exploit drones' range, endurance and lower costs for missions such as intelligence, surveillance, logistics and targeting.
Asia Times
[New] Once a big power starts cooling the planet on its own terms, every drought or flood elsewhere could spark accusations of climate warfare.
Sophiabistro.com
[New] Experts expect a new Russian military action in non-NATO neighbouring states, rating it as a high risk and more likely than a direct NATO-Russia clash.
European Union Institute for Security Studies
[New] The top risks identified by experts are a disruptive attack on EU critical infrastructure, Russia's continued aggression in Europe and against its neighbours, US withdrawal of its security guarantees to European allies, and a military conflict between China and Taiwan.
European Union Institute for Security Studies
[New] Russia will likely expand targeting of logistics hubs during winter months to maximize economic disruption while Western air defence systems remain concentrated on military and energy infrastructure protection.
Drone Warfare
[New] Ukraine will likely continue developing longer-range indigenous strike capabilities while systematically targeting Russian military-industrial nodes, forcing Moscow into costly defensive infrastructure investments that divert resources from offensive operations.
Drone Warfare
[New] Within 12-18 months, technologies showcased will likely appear in U.S. military exercises and allied force structures, particularly in Eastern European NATO members seeking asymmetric capabilities against Russian conventional superiority.
Drone Warfare
[New] Russia will likely prioritize hardening critical military-industrial facilities and enhancing air defence coverage around drone production centers.
Drone Warfare
[New] Even if the small reactors being demonstrated and potentially operated on federal land by the Departments of Energy and Defence are successful, the migration to commercial operation will require a license from the Nuclear Regulatory Commission. / USA
The National Interest
[New] Congress approved US$ 901 billion for defence in 2026, and the Trump administration has floated a defence budget of US$ 1.5 trillion by 2027.
Te Ao Maori News
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
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
Last updated: 22 January 2026
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