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Space-Eyes’ Capital Is Conditional
Its financing can support industrial scale-up, but cash release depends on market performance while production-scale demand remains unverified
18 mins ago
How Strategic Infrastructure Became a New Category of Credit
JPMorgan, Morgan Stanley and Bank of America have committed trillions to security and resilience. The real question is how much of that finance creates…
2 hrs ago
The €70 Billion Baseline
Publication date: 22 July 2026 · Research cut-off date: 3 August 2026 · Legal cut-off date: 17 July 2026
Aug 5
1
1
Securitising Defence
Consumer-loan collateral, a €164 million defence ceiling, and the origination controls on which the channel depends
Aug 5
1
1
The Prime Contractor as Venture-Capital Gatekeeper
Can Airbus’s anchor investment in E2D scale independent European suppliers without absorbing them into one industrial architecture?
Aug 3
1
1
The Ukraine Loan Eligibility Waiver
When EU-Financed Procurement Can Exceed the 35 Per Cent Non-European-Content Limit
Jul 27
1
1
From Audit Finding to Risk Signal
Reading accountability evidence across defence programmes and issuers
Jul 20
1
1
NATO’s Public Demand Signal
How NATO’s first unclassified capability signal could reshape defence planning, supplier strategy and capital allocation
Jul 20
1
1
NATO’s Trusted-Capital Doctrine
Financing Allied Defence Production at Scale
Jul 18
2
1
Capital Markets, EIB Financing and Dual-Use Investment
Financing Europe’s Strategic Technology Scale-Up
Jul 15
1
1
From Naval Orders to Cash Flow
Testing Europe’s shipbuilding backlog as an investible asset
Jun 27
1
1
The State-Criticality Residual
Does the market price what governments cannot replace?
Jun 20
1
1
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