American energy and defense contractor leading in nuclear, drones, and sensors
China has placed 10 US companies, including rare‑earth producers MP Materials and USA Rare Earth and several drone makers, on its export control list, barring Chinese companies from selling dual‑use items to them. Beijing has also excluded 46 US firms from government procurement, and has framed the moves as retaliation for a recent Pentagon blacklist of Chinese companies.
At Farnborough, Boeing’s Ghost Bat leads a pack of rival autonomous combat aircraft, with General Atomics, Anduril, and Lockheed Martin unveiling or showcasing models. The U.S. Air Force aims for a price well under $80 million per jet and expects hundreds of aircraft annually by the mid-2030s, as world powers invest in crewed-uncrewed teaming and next‑generation combat air power.
The US has ongoing shortages of long‑range missiles and interceptors amid the Iran war. Authorities are replenishing stockpiles, ramping up production, and monitoring ally readiness as munitions levels remain stressed. Multiple outlets report depleted Patriot and THAAD interceptors and widespread use of ATACMS, PrSM, Tomahawks, and other missiles.
Dwindling MQ-9 Reaper stockpiles have escalated concerns over American drone warfare capabilities. The Washington Post reports 45 drones have been lost, with costs exceeding $1.3 billion, as Iran’s actions and the Ukraine conflict shape the battlefield. US officials caution that dwindling munitions are limiting options while drone warfare dominates current tactics.
Trump has directed the Navy to plan the removal of the Electromagnetic Aircraft Launch System (EMALS) and related elevators on Ford-class carriers, replacing them with steam and hydraulic systems. The Doris Miller (CVN-81) would be the first to include the changes, with other Ford-class carriers remaining unchanged. The move aims to cut costs but faces potential delays and industrial-base challenges.