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US investors lean into defense amid rising global conflict
Investors are embedding defense into long-term portfolios as geopolitical uncertainty becomes the baseline
THIS MORNING: Benefit Street Partners is “all in” on Gulf expansion despite geopolitics
European defense startups are stepping up to meet the GCC’s rising demand for autonomous defense systems
US drone manufacturer Vector is on a pathway to Saudi localization
“You cannot copy and paste how the Ukrainians are building unmanned systems”
New Saudi-Ukraine pact paves way for anti-drone defense tech
Ukrainian drone technology offers Saudi Arabia a cost-effective air shield
THIS MORNING: Saudi hunts for cheaper drone killers from Ukraine?
Saudi Arabia and Gulf producers cut 6.7 mn bbl / d from the market
THIS MORNING: Saudi air defences intercept weekend barrage targeting oil fields and air bases
Saudia extends flight suspensions to the Gulf, begins limited flights to Dubai
Iranian drone attacks show GCC needs to rethink air defense
Traditional defense systems work, but they are economically unviable
Saudi Arabia’s first defense VC fund launches with USD 100 mn target
The fund will target some 10 transactions across AI-enabled defense, drone systems, and precision munitions
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