Manufacturing · 6.12

Defence Equipment

Quantified news impact based on deduplicated, quality-reviewed events in a single 200-day window.

Average net impact+20weighted per event

Average gross impact24absolute weighted average

Events12same period

Confidence71%model average

Raw intensity54before weighting

Previous period0net impact

Gross changeInsufficient base

Diffusion speed0.1 / day

Concentration13%

Direction disagreement15%

Source independence96%9 sources

IMPACT TREND

200-day effective impact

Positive 10 · Negative 1 · Mixed 1

+200-20

12 Jan0 events

29 Jan0 events

15 Feb0 events

3 Mar0 events

20 Mar0 events

6 Apr1 event

22 Apr0 events

9 May0 events

26 May0 events

11 Jun0 events

28 Jun0 events

+20

15 Jul11 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term40%114 cumulative effective impact

Medium term48%136 cumulative effective impact

Long term12%35 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 2 of 2 · 12 events

Macro1

Macro27 Jul, 09:00mixed

Japan Lifts Arms Export Restrictions, Allows Frigates and Submarines to Boost Defense Ties

Japan has significantly shifted its arms export policy by removing the previous 'five-category' restrictions that limited exports to non-combat purposes. The government now permits the export of frigates and submarines, aiming to strengthen defense cooperation with other nations.

Effective: 0
Intensity: 65
Confidence: 75%
Horizon: Medium term

Industries0

No evidence on this page.

Companies1

Companies27 Jul, 04:57positive

The Exploration Company Seeks at Least $300 Million, Valuation Over $2 Billion for Reusable Capsule

The Exploration Company, a European space startup, is in talks to raise at least $300 million, partly from the EU's European Acceleration Fund, which would value the company at over $2 billion. The funds will support development of Europe's first reusable cargo capsule for the International Space Station and future variants. The fund is managed by Swedish investment group EQT AB.

Effective: +6
Intensity: 30
Confidence: 50%
Horizon: Medium term