Research / Defense & Security desk
STANDING DESK · DEF
Defense & Security.
The defense desk covers the industrial base beneath Western rearmament, the legal architecture of counter-drone authority, and the exposure of principals and executives as security migrates to the data layer.
REPORTS: 4
WATCHLIST: 4 INDICATORS
COLLECTION: CONTINUOUS
LAST PUBLICATION: 2026-07-14
01 · STANDING WATCH
STANDING WATCHLIST
Sub-tier feedstock single-pointsELEVATED
Counter-UAS authority rulemakingWATCH
Principal digital-exposure brokersSTEADY
Prime consolidation, munitions baseSTEADY
SCOPE
Munitions industrial base, counter-UAS authority, principal exposure, force posture.
MONITORED CONTINUOUSLY AGAINST THE APPROVED SOURCE ALLOWLIST.
PUBLISHED WHEN THE EVIDENCE SUPPORTS A JUDGMENT.
PUBLISHED WHEN THE EVIDENCE SUPPORTS A JUDGMENT.
02 · THE DESK RECORD
Every report this desk has published.
| NO. | DATE | REPORT | STATUS |
|---|---|---|---|
| AIG-DEF-26-004 | 2026-07-14 | The Footprint Before the ThreatA Principal's Digital Exposure, Mapped Before an Adversary Maps It | CURRENT |
| AIG-DEF-26-002 | 2026-06-19 | The Protection PremiumExecutive and Principal Security Became a Priced, Disclosed Function. The Threat Moved to the Data Layer. The Ownership Did Not Fo | CURRENT |
| AIG-DEF-26-003 | 2026-06-19 | The Authority GapThe Drone Threat Outran the Authority to Stop It. A New Law Cracks the Door, the Rulebook Is Late, and a Market Is Forming in the | CURRENT |
| AIG-DEF-26-001 | 2026-06-03 | The Western Munitions BottleneckHow Single-Source Feedstock and Five-Prime Concentration Cap the Magazine at 30 to 60 Days | CURRENT |
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