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Teal Group gathers, classifies, and analyzes information from a wide range of sources. Our analysts publish News Briefs several times a year. Subscribe via email to receive each News Brief when it is published

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  • Bruce McClelland

    Bruce McClelland

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  • Dr. David L. Rockwell

    Dr. David L. Rockwell

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  • J.J. Gertler

    J.J. Gertler

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  • Joel Johnson

    Joel Johnson

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  • Marco A. Cáceres

    Marco A. Cáceres

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  • Steven J. Zaloga

    Steven J. Zaloga

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  • Thomas J. Zoretich

    Thomas J. Zoretich

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  • William C. Storey, Jr.

    William C. Storey, Jr.

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News Briefs

01 July 2024

UAV/Drone Electro-Optical/Infrared (EO/IR) Sensor Market

Author: Dr. David L. Rockwell, Drawn From: Military Electronics Briefing

Electro-Optical/Infrared (EO/IR) sensors are still the default sensor for most UAVs (Unmanned Aerial Vehicles). UAV EO/IR system funding increased rapidly in the decade after 9/11 (2001). But the financial crisis of 2008, proposed budget cuts, and sequestration resulted in several years of up-and-down funding, and considerable uncertainty. A decade later, a comprehensive new generation of EO/IR sensors was funded in DoD budgets and by 2020 production of these new sensors was well underway. Though unheralded in the media (upgrades rarely grab headlines), the bulk of the US endurance UAV fleet has now recently received all-new sensors, worth billions of dollars to both prime contractors and subs.

16 May 2024

Market forces work to trim civil aircraft production and push out deliveries

Author: Bruce McClelland, Drawn From: World Military & Civil Aircraft Briefing

Over the past month we have been making tweaks to our forecast which reflect some of the developments we’ve been seeing over the past few months. A lot of ink has been spilled over the Alaska Air door plug blow-out which we don’t need to re-hash here. But the aftermath is continuing to have consequences that reverberate through the industry that only with the passage of time are becoming clearer. As it became glaringly obvious that traveled work was a quality problem, Boeing has slowed down 737 MAX production in order to make sure fuselages arriving from Wichita didn’t need to be re-worked. As a result, we have again cut our 737 MAX delivery forecast for 2024 by 40 aircraft, the decline coming entirely from production deliveries. 

19 March 2024

MQ-25 Stingray (CBARS)

Author: Steven J. Zaloga, Drawn From: 2023/2024 World Military Unmanned Aerial Systems Market Profile & Forecast

Details released with the FY23 budget request indicate that the MQ-25 will be quite expensive, costing around $125 million each by the end of the decade once serial production ramps up. This is roughly in the same league as the land-based MQ-4 Triton maritime surveillance drone. The Navy seems willing to accept this price since in many respects the MQ-25 is viewed as the forerunner to future naval remotely piloted aircraft.

02 February 2024

Ukraine Drone Force: Tailored to Battlefield Circumstances

Author: Steven J. Zaloga, Drawn From: 2023/2024 World Military Unmanned Aerial Systems Market Profile & Forecast

Ukraine currently has one of the world’s largest drone fleets due to its ongoing conflict with Russia. These drones are heavily concentrated at the low end of the spectrum, mainly off-the-shelf small quadcopters. At the start of the Russia-Ukraine war in February 2022, there were five to six drone manufacturers, while by the late summer of 2023 there are several dozen firms manufacturing drones across a broad spectrum of types including tactical UAS and MALE UAS.

13 June 2024

Russian Strategic Missile Market An aging force with modest new development

Author: Steven J. Zaloga, Drawn From: World Missiles & UAV Briefing

Russia’s current strategic missile development includes ICBM, SLBM and ALCM.

The Yars ICBM (SS-29) is currently in production, a MIRV version of the earlier single-warhead Topol- M (SS-27). The solid fuel ICBM Yars became the standard solid-fuel ICBM in production after 2020 and is expected to be followed by the Osina-RV derivative later in the decade. A new heavy ICBM was being developed for deployment from 2023 under the Sarmat program. A rail-mobile system code-named Barguzin is in development.

17 April 2024

China has greatly expanded its UAV efforts over the past decade and is now offering a broad range of UAVs in the export market

Author: Steven J. Zaloga, Drawn From: 2023/2024 World Military Unmanned Aerial Systems Market Profile & Forecast

China has had an active UAV program since the mid-1970s. However, data on the actual extent of UAV production is nearly non-existent, and there is no information on the procurement objectives of the People’s Liberation Army or Air Force. A report from Taiwan estimated that about 280 UAVs were in service in mid-2011. Given the extremely active development programs in recent years, the current inventory is presumably much higher. Chinese tactical UAVs have been used in traditional roles such as artillery spotting, and some are deployed in army divisions in "Instrument Reconnaissance Companies" of the usual divisional reconnaissance battalions. Another application has been for route security for the mobile IRBM launchers of the PLA Second Artillery strategic missile force.

20 February 2024

Russian UAV Systems: Shrouded in Secrecy

Author: Steven J. Zaloga, Drawn From: 2023/2024 World Military Unmanned Aerial Systems Market Profile & Forecast

Russian UAV systems have been shrouded in secrecy for many years, and it has only been in the past few years that any significant amount of information has emerged. Even now, there are many unanswered questions about their programs. In 2000-2010, most Russian UAV programs were either in limbo, or barely funded. The Russian Armed Forces suffered through a “procurement holiday,” since the late 1990s with few or no systems being manufactured. 

10 October 2023

Recent developments in civil aircraft market: will they effect industry forecasts?

Author: Bruce McClelland, Drawn From: World Military & Civil Aircraft Briefing

Events shaping the future of the global civil aircraft market continue to unfold. Teal Group has identified a list of newsworthy developments over the last couple of months that could shape short- and long-term demand for civil aircraft and we explain why they are important, or not.

Airbus A350 is facing criticism about the A350 weakness vis-à-vis the 787: We’ve expected the A350-900 to continue to trail the 787 (all variants), but we don’t see that as existential. We expect the A330neo will take up some of the slack. The -1000 is probably in a weaker position relative to the 777X although commonality with a family of aircraft will provide some lift.

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