Eos Research
Eos Research is an independent, investment-led publication focused on defence, geopolitics, energy and industrial supply chains. We connect policy shifts and strategic spending to public-market opportunities.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 17 | Founded | 5 months ago | Last Issue | 15 days ago |
| Active | |||||
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eosr.substack.comLatest Issues
A quick update
A quick update from me at Eos Research.
I started Eos as a place to express my views on markets and explore investment ideas that I found interesting. Over the past few months, that has increasingly centred on European defence, from breaki...
Air Defence Primer: The Race for a European Sky Shield
Summary
In this primer, we break down Europe’s air defence rebuild across four areas: the basics of Air Defence, the market opportunity, demand and supply drivers, and company positioning. The core message is that air defence is not ju...
Missiles and Air Defence: The Strike vs the Shield
Summary
Missiles and air defence are becoming one of the clearest rearmament themes in Europe. While Europe is underbuilt on both sides, we think the most visible investment opportunity sits on the defensive side in Air defence. NATO’s...
BAE Systems: Buy the DIP?
Summary:
Leadership change in the UK Government might increase the risk of a short-term delay to the Defence Investment Plan, but should not materially reduce the likelihood of publication. To us, the more important question is whether...
Beyond FCAS: Europe’s Future Fighter Reset
Summary
The failure of the Future Combat Air System (FCAS) to deliver a single Franco-German-Spanish fighter is not a signal that Europe’s future combat air requirement has disappeared. It is a signal that the original governance model...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Eos Research.
| Subscribers | Engagement | 75 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
We are fundamental investors focused on defence, geopolitics, energy and industrial supply chains. We connect policy shifts and strategic spending to public-market opportunities.
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