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Why the Golden Fleet Will Sail

Debates over a new battleship miss the larger issue—how to generate affordable naval firepower at scale. Seen as an arsenal ship, a “Golden Fleet” could reinforce distributed maritime operations while helping reform U.S. shipbuilding.

Commentary by Benjamin Jensen — January 9, 2026

What the New National Security Strategy Means for Naval Forces

The 2025 National Security Strategy recasts naval power as an economic and industrial instrument, pushing the Navy toward unmanned systems, hemispheric missions, and more cost-effective approaches to deterring China.

Commentary by Benjamin Jensen, Mackenzie Eaglen, and Henry H. Carroll — December 18, 2025

Outlining the Challenges to U.S. Naval Shipbuilding

The U.S. naval shipbuilding enterprise struggles to produce ships at the scale and speed demanded despite being a bipartisan priority for successive administrations and Congress. The White House must tackle complex, longstanding challenges to improve shipbuilding capacity.

Report by Seamus P. Daniels, Henry H. Carroll, Cynthia R. Cook, Oliver Buntin, and Sarah O’Rourke — December 16, 2025

The Depleting Missile Defense Interceptor Inventory

The proliferation of missile threats has made air and missile defense interceptors the table stakes for entry into future conflicts, forcing the Department of Defense to either ante up and buy the necessary interceptors, or fold on its regional interests and bear the consequences.

Brief by Wes Rumbaugh — December 5, 2025

The U.S. Army and a Second Manhattan Project for AI

To win the AI race, the U.S. Army must again serve as a national integrator—mobilizing talent, securing infrastructure, and modernizing forces, just as it did during the original Manhattan Project.

Commentary by Jake S. Kwon and Benjamin Jensen — November 21, 2025

How to Win the Information Game in Venezuela

As U.S. strategic interest in Venezuela grows, agentic AI and tailored messaging emerge as critical tools in the information domain—offering influence without escalation.

Commentary by Erol Yayboke — November 17, 2025

What to Expect from Secretary Hegseth’s November 7 Speech on the Arsenal of Freedom

Secretary Hegseth’s upcoming “Arsenal of Freedom” address signals a possible historic shift in U.S. defense acquisition and the industrial base—aimed at undoing decades of consolidation, revitalizing industrial capacity, and reforming how the Pentagon delivers capabilities to the warfighter.

Commentary by Jerry McGinn — November 5, 2025

How and Why Ukraine’s Military Is Going Digital

Ukraine survived invasion by improvising its defense innovation ecosystem, but long-term resilience depends on balancing agility in adopting new tech with centralization to scale. Kateryna Bondar shows how digitization is key to bridging the two.

Report by Kateryna Bondar — October 6, 2025