Ukraine Conflict Impact – Thematic Intelligence
Powered by
All the vital news, analysis, and commentary curated by our industry experts.
Ukraine Conflict Impact Report Overview
The large-scale Russian invasion of Ukraine in February 2022 has dramatically restructured strategic priorities within the global defense sector either by developing innovative defense capabilities, or the re-invigorating previously stagnant market segments.
As the geostrategic implications of this conflict continue to reverberate across global markets, the primary lesson learned is the need to upscale production capacity and leverage cost-efficiency across all domains of modern warfare, with investments driving innovation of both technology and operations throughout the conventional (land, air, maritime) and unconventional (space, cyberspace, EMS) domains of modern warfare.
The Ukraine conflict impact thematic intelligence report studies the emerging technological trends and their broader impact on the defense market. The report also offers an in-depth analysis of the various defense procurement programs and projects currently under development. Furthermore, emerging applications and challenges due to various technological advancements in the military domain are also covered in this thematic study.
Key Trends | · Technology Trends
· Macroeconomic Trends · Regulatory Trends |
Value Chain Markets | · Artillery & MLRS
· Ammunition & Missiles · C4ISR Systems · C-UAS Solutions · Tactical UAS/Drones |
Leading Companies | · BAE Systems
· Diehl Defence · DJI Technologies · General Dynamics · Hanwha Group |
Disruptor Companies | · AeroVironment
· Alltech · Anduril Industries · Ascent Aerosystems · Babcock International |
Enquire & Decide | Discover the perfect solution for your business needs. Enquire now and let us help you make an informed decision before making a purchase. |
Ukraine Conflict Impact – Key Trends
The key trends that will shape the Ukraine conflict impact theme in the next 12 to 24 months are classified into regulatory trends, technology trends, and macroeconomic trends.
Technology Trends: Digitized connectivity solutions, electronic warfare, and unmanned surface vessel (USV) swarms are the key technology trends in this theme. Furthermore, a surge in the popularity of man-portable UAS technology, commercial GEOINT capabilities, cybersecurity, and generative AI will also contribute to the Ukraine conflict impact theme.
Macroeconomic Trends: The increase in venture financing deals, and the rising costs of R&D and procurement are the main macroeconomic trends that will have a strong Ukraine conflict impact. Furthermore, joint procurement efforts in missile defense will also be particularly beneficial for the US and other nations with a strong presence in the missile defense market.
Regulatory Trends: Dual-use technology regulations and punitive economic sanctions are the key regulatory trends that will have a considerable impact on the Ukraine conflict theme.
Buy the Full Report for More Insights on the Key Trends Influencing the Ukraine Conflict Impact Theme, Download a Free Sample Report
Ukraine Conflict Impact – Competitive Landscape
The key companies that will make their mark in the Ukraine Conflict Impact theme are:
Leading Companies: BAE Systems, Diehl Defence, DJI Technologies, General Dynamics, Hanwha Group, and Kongsberg are the leading companies in the Ukraine conflict impact theme.
Disruptor Companies: AeroVironment, Alltech, Anduril Industries, Ascent Aerosystems, and Babcock International are the key disruptor companies in the Ukraine conflict impact theme.
Key Companies in the Ukraine Conflict Impact Theme
Buy the Full Report for More Information on the Key Companies in the Ukraine Conflict Impact Theme, Download a Free Sample Report
Aerospace, Defense, & Security Sector Scorecard
The scorecard approach is used to predict tomorrow’s leading companies within each sector. The sector scorecards have three screens: a thematic screen, a valuation screen, and a risk screen. Ukraine War Impact is a theme that impacts many of the sectors we cover.
Thematic Screen: The thematic screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.
Valuation Screen: The valuation screen ranks our universe of companies within a sector based on selected valuation metrics.
Risk Screen: The risk screen ranks companies within a particular sector based on overall investment risk
Aerospace, Defense, & Security Sector Scorecard Analysis
Buy the Full Report For More Analysis on the Aerospace, Defense, & Security Sector Scorecard Analysis, Download a Free Sample Report
Scope
• The key defense challenges that forces and defense sector suppliers face are covered.
• The investment opportunities for armed forces, suppliers, and institutional investors throughout the defense technology value chain are covered.
• Highlights from the range different research and development programs influenced by the war in Ukraine currently being undertaken by various military organizations and defense companies.
Key Highlights
• Studies of emerging technological trends and their broader impact on the defense market.
• Analysis of the various defense procurment programs and projects currently under development, as well as the emerging applications and challenges different technologies will have in the military domain.
Reasons to Buy
- Determine potential investment companies based on trend analysis and market projections.
- Gaining an understanding of the market challenges and opportunities surrounding the Ukraine conflict theme.
- Understanding how spending on different market segments and niche capabilities will fit into the overall market and which spending areas are being prioritized.
Babcock International
Hanwha Defence
Excalibur Army
Lockheed Martin
General Dynamics
Nexter Group
Konstructa Defense
Rheinmetall
PGZ
Diehl Defense
AeroVironment
Kongsberg
MBDA
L3Harris Technologies
RTX Corp
Nammo
Saab
Poongsan
Elbit Systems
Leonardo
Palantir Systems
Northrop Grumman
SpaceX
Thales
Systematic
DeDrone
DroneShield
Kvertus Technology
NT Service
Alltech
Anduril
DJI Technology
Fortem
Parrot
QinetiQ
SkyDio
Teledyne
Ukrjet
Table of Contents
Frequently asked questions
-
What are the key trends that will impact the Ukraine Conflict Impact theme?
The key trends that will shape the Ukraine conflict impact theme in the next 12 to 24 months are classified into regulatory trends, technology trends, and macroeconomic trends.
-
Which are the key leading companies in the Ukraine Conflict Impact theme?
BAE Systems, Diehl Defence, DJI Technologies, General Dynamics, Hanwha Group, and Kongsberg are the leading companies in the Ukraine conflict impact theme.
-
Which are the key disruptor companies in the Ukraine Conflict Impact theme?
AeroVironment, Alltech, Anduril Industries, Ascent Aerosystems, and Babcock International are the key disruptor companies in the Ukraine conflict impact theme.
Get in touch to find out about multi-purchase discounts
reportstore@globaldata.com
Tel +44 20 7947 2745
Every customer’s requirement is unique. With over 220,000 construction projects tracked, we can create a tailored dataset for you based on the types of projects you are looking for. Please get in touch with your specific requirements and we can send you a quote.