Industry Outlook - The defense industry anticipates that a potential peace agreement in Ukraine will not diminish future demand for weaponry [1] - Europe is embarking on a prolonged phase of rearmament, reversing decades of defense capability reductions [1] Company Strategy - Rheinmetall CEO Armin Papperger believes future weapon demand will not change [1]

Industry Trend - Europe is undertaking a historic rearming effort [1] - European defense companies are scrambling for rare earth minerals, a vital component in high-tech weapons [1] - US rivals are more nimble in acquiring rare earth minerals [1]

Industry Trend - Europe is rearming at its fastest pace since the end of the cold war [1] Defense Industry - The question is whether Europe's defence industry can deliver in 2026 [1]