How Trade Policies Are Reshaping the Global Defense Landscape
For over 50 years, Forecast International has provided trusted insight and intelligence to the global aerospace and defense sectors. Today, as the industry faces an era of profound disruption, our mission remains unchanged: to equip leaders with the foresight they need to make strategic decisions in an increasingly complex world.
Our latest white paper, Navigating Defense in an Age of Tariffs and Turbulence, comes at a pivotal moment for the defense sector. The reemergence of protectionist trade policies—most notably the Trump administration’s expansion of tariffs on critical industrial materials—is sending shockwaves through defense supply chains, escalating costs, and raising new challenges for international cooperation.
How do tariffs, trade wars, and economic nationalism impact the resilience of vital defense programs?
This is the central question our expert analysts explore in this timely and insightful collection of articles.
Inside the White Paper: What You’ll Learn
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Tariffs, Trust, and the F-35
Jon Hemler examines how rising material costs and diplomatic uncertainty are impacting the world’s most complex and globally integrated defense program. -
Trump Tariffs Hammer U.S. Artillery Market
Anna Miskelley highlights how material tariffs are distorting U.S. artillery production just as demand surges due to U.S. commitments in Ukraine and Taiwan. -
Ripple Effects: Steel Tariffs and U.S. Naval Shipbuilding
David Hutchins explores how steel price hikes and supply disruptions are complicating the Navy’s ambitious fleet expansion and AUKUS commitments. -
Tariff Tussle Adds Headache to European Defense Spending Plans
Derek Bisaccio charts Europe’s evolving defense posture as the continent seeks greater self-sufficiency in response to rising transatlantic trade friction. -
Tariffs and Retaliation: Exposing the U.S. Defense Industry’s Rare Earth Weakness
Daniel Darling sounds a warning on the U.S. defense sector’s heavy reliance on China for rare earth elements—an acute vulnerability in today’s strategic environment.
Why This Matters Now
For years, the defense industry has operated under the assumption that it was largely insulated from commercial economic turbulence. That era is over. From artillery shells to aircraft components to rare earths, today’s defense supply chains are being reshaped by the forces of economic nationalism, trade friction, and geopolitical competition.
Whether you are an industry executive, policy maker, or defense analyst, understanding these dynamics is essential to navigating the road ahead. Our latest white paper provides the actionable intelligence and deep analysis needed to prepare for this new reality.
👉 Ready to dive deeper?
Download your copy of Navigating Defense in an Age of Tariffs and Turbulence today and gain a comprehensive understanding of the challenges and opportunities shaping the future of global defense.
[Download the Full White Paper Now]
For 50 years, Forecast International intelligence reports have been the aerospace and defense industry standard for accurate research, analysis, and projections. Our experienced analysts compile, evaluate, and present accurate data for decision makers. FI's market research reports offer concise analysis of individual programs and identify market opportunities. Each report includes a program overview, detailed statistics, recent developments and a competitive analysis, culminating in production forecasts spanning 10 or 15 years. Let our market intelligence reports be a key part of reducing uncertainties and mastering your specific market and its growth potential. Find out more at www.forecastinternational.com
