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Thomas Bodin

Thomas Bodin

Shenzhen on Both Sides of the Front
Market trends

Shenzhen on Both Sides of the Front

Both camps of the drone war run on the same Chinese supply chain. The Royal Navy spent fifty years rigged in Russian hemp: history says the winners are those who build the substitution layer before the tap closes.
06 Jul 2026 11 min read
After the shell
Market trends

After the shell

On the Ukrainian front, casualties are now inflicted by drones. The forge, the cost-plus contract, and the billion-euro production site belong to the last war.
02 Jun 2026 8 min read
Europa, drone de combat européen, en présentation sur scène
Market trends

Defense Tech: Who Owns Europe's Next Arsenal?

Defense Tech is booming, but Europe is losing the sovereignty race to US capital and slow-motion bureaucracy. The window to build independent giants is closing: it’s time to trade red tape for Ukrainian-style speed.
19 May 2026 7 min read
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