#Operation Epic Fury

The Digital Chokepoint: How the Seabed Became Defense's Most Asymmetric Front

For decades, the defense investment thesis revolved around platforms you could see: tanks, aircraft, ships, missiles. Not anymore. The current cycle is overturning that assumption: capital is flowing…

Quartz Sea Research·May 19·9 min read
Operation Epic FuryThe European Industrial Complex of Missiles and UAVsOver the past decade, Europe’s defense technological and industrial base has been reshaped by the combined force of long-term integration and sudden geopolitical disruption. Consolidation across the sector has progressed steadily since the end of the Cold War, but the Russian invasion of Ukraine in 2022 marked a clear inflectionQuartz Sea ResearchAnalytical TeamSaabThe Scaling of Saab: From Niche Player to NATO PillarQuartz Sea Research initiates coverage on Saab AB (SAAB.B-SE) with an “Outperform” rating and a target price of SEK 602.61, representing an 7.6% upside from the current market price of SEK 560.00. Three years ago, Saab was a “niche” Nordic specialty shop; today, it is theQuartz Sea ResearchAnalytical Team