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BI-WEEKLY MARKET INTELLIGENCE REPORT 01.05.2025 to 14.05.2025

  • harrygeisler2
  • 7d
  • 2 min read

Updated: 6d



In this edition of YAVA’s bi-weekly intelligence briefing, we spotlight the rapid evolution of global defence technologies, rising geopolitical tensions, and major procurement activities reshaping military capabilities across continents.


Defence Technology: Speed, Autonomy, and Range

Militaries worldwide are accelerating the deployment of AI, hypersonics, and drone systems:

  • AI & Autonomy: Singapore launched an AI-powered counter-UAV system; the US is testing unmanned wingman drones for combat.

  • Drone Warfare & Lasers: UK helicopters are trialling drone swarms. Israel’s naval laser system (Naval Iron Beam) aims to intercept missiles and UAVs at sea.

  • Hypersonics & Missiles: The US Navy tested a new cold-launched hypersonic system. Iran, Pakistan, and India also advanced missile tests.

  • Cyber & Space: Germany and Finland are developing new surveillance satellites, while the FBI is targeting global cyber threat actors like the Salt Typhoon group.


Global Conflict Flashpoints

Key regional conflicts intensified during this reporting period:

  • Ukraine: Over 11,000 North Korean troops have joined Russian forces. Ukraine is receiving F-16s and mobile air defences.

  • Middle East: US strikes on Houthi rebels in Yemen triggered drone attacks and regional escalation involving Iran.

  • Indo-Pacific: Taiwan held HIMARS drills. The US–Philippines deployed anti-ship missiles amid China tensions.

  • India–Pakistan: Escalating clashes in Kashmir were defused through US-led mediation—but tensions remain high.


Strategic Procurement Moves

Nations continue to bolster their military posture:

  • US: Signed $18.4B submarine deal and approved exports of Patriot and AIM-120D3 missiles.

  • Europe: Poland and Belgium collaborated on air defence; the UK and France expanded naval and helicopter fleets.

  • Middle East/Asia: The UAE acquired M-SAM systems and Chinooks. India opened a new BrahMos missile facility. Iraq upgraded its air fleet.


Elsewhere:

  • Nigeria signed a $300M drone and air defence deal with Turkey’s Roketsan.

  • Kenya began UAV trials after hosting a drone summit.

  • Brazil established a national Cyber Defence Command.

  • Philippines, Indonesia, and Argentina advanced naval, missile, and internal security programmes.


Noteworthy Headlines

  • US–Saudi Arabia: $142B defence deal signed, covering air, sea, and space tech.

  • US–China: Temporary tariff reductions triggered global market rallies.

  • UK–US Trade Pact: Boosts British exports; China criticises exclusion.

  • UK Security Warning: Concerns raised over Chinese IoT modules in British infrastructure.

  • Russia’s Economy: Sanctions bite despite military spend; long-term instability flagged.


Conclusion

This reporting cycle highlights the growing fusion between emerging technologies and national defence agendas. As geopolitical risks rise, governments and security operators must adapt faster than ever.


Read the full report below.




 
 
 
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