
U.S. IDFC boosts reinsurance guarantees for Hormuz shipping to $40 billion
The U.S. International Development Finance Corp has doubled its reinsurance guarantees for vessels transiting the Strait of Hormuz to $40 billion, adding major insurers such as AIG and Berkshire Hathaway. The step is intended to reinforce maritime security amid escalating regional tensions.
Also developing:
By the numbers: Kraken Robotics acquires Colvya Group for $615M

February 2026 saw a record 42 cybersecurity M&A announcements, highlighting intensified consolidation across the sector. Major deals include Arctic Wolf’s acquisition of Sevco Security, Check Point’s three AI‑driven purchases, and Palo Alto Networks’ $400 million buy of endpoint‑security firm Koi. Other notable transactions involve Varonis buying AllTrue.ai for AI risk management and Quantum eMotion acquiring SecureKey to add quantum‑resistant capabilities. The wave reflects growing demand for AI, identity, and post‑quantum security solutions.

france sending warships to the med/red sea and potentially toward hormuz — framing it as “strictly defensive” and about freedom of navigation. message: europe won’t be (completely) sidelined as us–israel–iran escalation hits shipping lanes and pushes oil toward $100+.

Oil prices surged above $100 per barrel as the Iran‑US‑Israel conflict intensifies, leaving the Strait of Hormuz gridlocked. G7 finance ministers are meeting to discuss a coordinated release of strategic oil reserves, while the Federal Reserve and European Central Bank...

Israel’s recent strikes on Iranian fuel depots ignited massive fires, creating toxic black rain over Tehran and effectively shutting the Strait of Hormuz. The disruption has taken three times the 1970s‑era oil supply offline, prompting Deutsche Bank to project oil...

President Donald Trump convened leaders from 12 Latin American and Caribbean nations at a Miami‑area summit to unveil the Americas Counter Cartel Coalition, branded the Shield of the Americas. The new military‑focused alliance, backed by senior U.S. officials such as...

North Korea’s latest five‑year defense plan formally prioritizes “special assets for attacking enemy satellites,” marking its first official commitment to counter‑space weapons. Analysts see this as a potential move toward kinetic or nuclear anti‑satellite (ASAT) systems that could threaten the...
The American Institute of Aeronautics and Astronautics (AIAA) unveiled its 2026 Priority Issues, a roadmap spanning aviation, national security, research and development, and space. The agenda stresses modernizing air traffic control via NextGen, advancing autonomous flight, bolstering the defense industrial...
The Pentagon has slashed the staff of its Civilian Protection Center of Excellence by roughly 90%, cutting the unit that once employed about 200 specialists in civilian‑harm mitigation. The reductions coincided with the launch of a massive U.S. air campaign...

The FBI has issued a public service announcement warning that cybercriminals are impersonating city and county planning and zoning officials to defraud businesses and individuals applying for land‑use permits. Attackers harvest publicly available permit data, craft emails from non‑government domains,...
The Government Accountability Office released a second report highlighting how overlapping federal cybersecurity regulations are creating redundant work for owners of critical infrastructure. Industry participants cited duplicated requirements, conflicting definitions, and inconsistent incident‑reporting mandates as major pain points. While agencies...
🚨 DEFENCE EXPORT BOOST 🇮🇳🚀 Indonesia Has Entered In Deal To Buy BrahMos Missile To Strengthen Its Naval Defence 🚀 Indonesia Becomes The 2nd ASEAN Country After Philippines To Acquire BrahMos 🚀 A Big Step For India’s Defence Exports 💪🇮🇳
AI-enabled dashboards, combined with prediction markets and fake imagery, are reshaping how war is observed.

Anthropic PBC has filed a lawsuit against the U.S. Department of Defense after the Pentagon labeled the company a supply‑chain risk and ordered its AI work to be moved to other providers. The designation, typically reserved for firms from adversarial...

Security Risk Advisors (SRA) unveiled its inaugural “Purple Perspective 2026” report, drawing on more than 160 purple‑team exercises that tested over 8,300 MITRE ATT&CK techniques. The study reveals that organizations conducting two to four exercises annually achieve markedly better detection and...

OpenAI senior robotics engineer Caitlin Kalinowski resigned after the company announced a deal to embed its AI models within U.S. Department of Defense networks. Kalinowski said she left on principle, citing concerns over potential lethal autonomous applications. The move underscores...
"Over the past five years, U.S. authorities have disrupted 17 Iranian plots targeting the homeland. Even as the Iranians’ capabilities are being attenuated, their intent to attack, if anything, is growing stronger." https://www.theatlantic.com/ideas/2026/03/iran-terror-attack-risk/686277/?gift=3ObTKY0I1nS0F4IydLmzGcnFNoPWO9AP_QIKgsRfc2E&utm_source=copy-link&utm_medium=social&utm_campaign=share
Major mistake by Iran to attack Turkey (NATO) and Azerbaijan. https://t.co/vImYh9g8cV Turkey did not immediately comment on any formal steps within NATO. It had previously said it had no intention of invoking the bloc's Article 4 that would call allies to consult...

In September 1980 a nine‑pound socket fell down the shaft of a Titan‑II ICBM at Missile Complex 374‑7 in Damascus, Arkansas, puncturing the missile’s hull and releasing hypergolic fuel. The vapor ignited, blowing the silo doors off and scattering the...

If someone has a better suggestion than filthy lucre, I’d like to hear it. In the current context, $10 billion seems like a bargain to save lives and avert a global economic crisis. https://open.substack.com/pub/markhamhislop/p/my-modest-proposal-to-end-the-iran?r=gpc8l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

A Dartmouth study of 23,000 U.S. air operations in Afghanistan (2006‑2011) finds that both lethal strikes and non‑lethal shows of force trigger a surge in Taliban attacks, lasting at least 120 days. The research introduces a reputational‑psychology theory: insurgents retaliate...
BluGlass Ltd has secured a AUS$1.25 million, 14‑24‑month development program with a US tier‑1 defence prime to deliver visible GaN distributed feedback (DFB) lasers and gain chips. The initial AUS$560,000 purchase order will fund the first phase, with payments linked to...

PBS Aerospace, the U.S. arm of Czech PBS Group, landed a multi‑year subcontract with California‑based Zone 5 Technologies valued at several tens of millions of dollars. The agreement tasks the Roswell, Georgia plant—recently expanded with a $20 million investment—to produce the...
U.S. intelligence agents reportedly acquired a miniaturized microwave weapon from a Russian criminal network and secretly tested it on rats and sheep at a military facility. The animal experiments produced injuries that mirror the neurological symptoms reported by diplomats and...

The White House has rolled out stricter AI guidelines, demanding that developers permit any lawful use of their models, a move prompted by the heated Pentagon‑Anthropic dispute. The Department of Defense’s contract with Anthropic has revived unanswered questions about whether...

Iran's Assembly of Experts appointed 56‑year‑old Mojtaba Khamenei, son of the late Ayatollah, as the new supreme leader amid an ongoing war with Israel and heightened attacks across the Middle East. The appointment reinforces the Revolutionary Guard’s hard‑line stance and...

British defence firm Blighter announced a contract to deliver its B400 ground‑surveillance radars and the AI‑driven BlighterNexus software to an unnamed Eastern European army for border‑monitoring missions. The radars can detect people, vehicles and low‑altitude aerial threats out to 32 km...
The United States is conducting its first sustained independent air campaign since the 1991 Gulf War, targeting Iran’s integrated air‑defense system, ballistic‑missile sites, and regime command structures. Modern precision‑guided weapons, unmanned aircraft, and space‑based ISR have dramatically increased strike accuracy...

Israeli drone maker Aero‑Sentinel announced a new order from a returning U.S. customer for its low‑acoustic Aerosol G2 UAV. The system, praised for a 14.9‑decibel signature at one kilometre, will support intelligence, surveillance and reconnaissance (ISR) and rapid‑deployment missions. Aero‑Sentinel highlighted...
By the way, speaking of Shahed-136s. Back in 2022-2023, when Iran first supplied them to Russia and they were first used on a large scale against Ukraine, they were fairly simple loitering munitions -- a slow, buzzing two-stroke engine whining high...

The Marine Corps’ Force Design emphasizes dispersed Expeditionary Advanced Base Operations across the Pacific, creating a logistics challenge for remote outposts. Blue Water Autonomy’s newly unveiled Liberty Class autonomous vessels—187‑foot, 150‑ton payload, 10,000‑nautical‑mile range—aim to deliver supplies, sensors and potentially...

Avio announced a $65 million contract with Defense Systems and Solutions to develop, qualify and initially produce a solid‑rocket motor for air‑defence applications. The three‑year deal leverages Avio’s Italian plant while planning full‑scale production at its new Hurt, Virginia facility from...
Good read about real-life counter-intelligence work: https://t.co/vo0s5eCx9F Notable points: 1) @AshtonCirillo immediately reported Noma's attempt to contact to his superiors. That was critical in making the spying fail, and keeping Sarah out of trouble. Ukraine puts a lot of effort into reminding...
A full summary with everything you need to know about @RoyalNavy headlines this week: https://t.co/2oTXIbhDBG

izmomicro, the semiconductor packaging arm of IZMO Limited, announced its entry into India’s defence electronics sector, offering packaging for radar, RF, microwave, airborne and precision‑guidance systems. The company is now working with government research establishments, defence public‑sector undertakings and private‑sector...
B-52s Arrive At U.K. Base As Air Campaign Over Iran Grinds On Three of the strategic bombers join a growing cadre of U.S. Air Force long-range strike assets deployed at RAF Fairford in the United Kingdom. Back at it live updating: https://t.co/p2AoYPCPkv
My latest in @ForeignPolicy: with a war in the Middle East, the world appears to have missed that North Korea is now officially getting into the space weapons game (with strong incentives to put nukes in space). My analysis: https://t.co/z11CO5oeyP
If Iran hasn't already, they're going to put drone production in and next to schools, hospitals, etc. Russia already makes a point of having 14 year olds work in their drone factories. Blowing that up won't be so easy given the...

This is such myopic fear-mongering nonsense. Yes there’s some short term pain, but defeating the Islamic Republic is the only way to secure the Straight of Hormuz long term. Once the job is finished we’ll be much better off than...
Can’t confirm this, but a Pentagon source just called with an update. “Naval operations are going extremely well,” an unnamed admiral said. “What evidence do you have?” “Konrad has spent the last 2 days posting about the Royal Navy.” Ouch. 100% true… but still hurts....

Serious question. Has anyone told this retired Royal Navy captain that @Keir_Starmer can’t (or won’t) deploy a single warship to defend his citizens overseas? https://t.co/ZcOiyRqtsn
These are the men running the Iranian military. Calm, knowledgeable, and realistic. No much of sabre rattling come from these old military honchos, they know the game & they play it well to the best of their ability. Compare that...
The US Army is rushing Ukrainian cheap drone interceptors to the Middle East, which is a hugely welcome development. These are cost-effective, battlefield-tested solutions for defeating Shaheds & should proliferate quickly. https://t.co/bfY0oYf45R

Tragic news from the Ukrainian Air Force. Colonel Oleksandr Dovhach, commander of the 39th Tactical Aviation Brigade and a Hero of Ukraine, has been killed while carrying out a combat mission. Another Ukrainian ace gone into the sky forever. https://t.co/PwhUVOEckr
Truist note re Iranian conflict and autonomous sea power: @TheTerminal “We believe the impending shift toward unmanned maritime systems in the Persian Gulf represents the next major inflection point for defense technology, mirroring the rapid ‘Ukraine-style’ adoption cycle."
I know that the Chinese Navy has a Type 055 and 052 in the area, but I am not sure if they are escorting.
LONDON, March 9 - Iran's oil exports would stall and output halve if the U.S. and Israel were to seize its port on Kharg Island, triggering further attacks from Tehran on regional oil infrastructure, JP Morgan said in a note.
How will Xi play Taiwan? How will Trump respond? What will it mean to the odds of China blockading or attacking Taiwan? And your supply chain?
US Military Tested Device That May Be Tied To Havana Syndrome On Rats, Sheep https://t.co/B4wBplyBRA

There's been a big drop in Iranian attacks on the UAE, though nobody knows whether it's a strategic choice, or whether it reflects diminishing stockpiles. https://t.co/gt6ed9Fg9S https://t.co/oMHskjmjSQ
Sweden will amass stockpiles of essentials like fuel, food and power generators in case of crises or war https://t.co/POOlFazTcZ via @CharlesDuxbury https://t.co/28uWLsPf2e