Defence

TSC helps defence primes, integrators, and government-facing suppliers map, monitor, and engage the strategic ecosystems that shape programme success.
Strategic
delivery
requires
strategic
visibility
Delays, exposure, and misalignment cost defence firms billions in lost contracts, partner friction, and slowed access to strategic markets. Corporate and public affairs teams face fragmented oversight, shifting policy goals, and rising scrutiny from governments, media, and civil society. Commercial and risk teams need to navigate supplier and subsidiary networks stretched across jurisdictions and ownership structures, with escalating exposure to sanctions, procurement risk, and reputational spillover. Procurement and innovation cycles are tightening. The common failure point: lack of structured visibility and management of the stakeholders and signals shaping outcomes.
What's at stake
Aerospace and defence supply chain disruptions surged 35% YoY in 2024, driven by
factory incidents, labor strikes and supplier turnover
43% of ESG funds now hold defence exposure, up 2.7x in 2025, but covered sub-sectors vary and investor appetite remains volatile
Critical minerals demand is expected to triple out to 2040, increasing from $15bn to $46bn in the US alone - bringing together license to operate in mining and defence
China accounts for 80% of rare earths mining, but only 37% of global reserves. 3rd jurisdictions and untapped deposits (e.g. seabed) are the next flashpoint.
Stakeholder and issue intelligence built for and with teams just like yours
Monitor and preempt friction in your license environment
  • Monitor geopolitical signals, regulatory sentiment, and media narratives that shape risk across markets and programmes
  • Detect early shifts in perception, alignment, or scrutiny - from export pressure to alliance divergence
  • Equip strategy, external affairs, and senior leaders with situational awareness to stay ahead of disruption
Map and engage your institutional stakeholder network
  • Map and maintain relationships across procurement, regulatory, and alliance ecosystems
  • Track engagements, commitments, and influence networks across delivery cycles and leadership transitions
  • Build institutional memory across jurisdictions and functions — ensuring no critical relationship is siloed or forgotten
Track risk and alignment across your supplier and delivery ecosystem
  • Monitor reputational, issue-based, and sanctions exposure across subsidiaries, partners, and contractors - especially in complex cross-border structures.
  • Surface weak spots in licence resilience and stakeholder defensibility across tier 2 and tier 3 suppliers.
  • Institutionalise delivery memory across programmes and regions.
Inform strategic posture and future business development
  • Detect early momentum and friction in new domains: AI, autonomy, critical minerals, space, and dual-use systems.
  • Track competitive positioning, alliance appetite, and narrative landscape for emerging tech and export pathways.
  • Equip corporate strategy and innovation teams with situational awareness to shape bids, partnerships, and long-cycle growth planning.
Client Success Stories
Providing a 360 view of subsidiary and subcontractor risk
140+
Subsidiaries and subcontractors covered
A defence prime needed visibility on headline and license risk across their subsidiaries and subcontractors. They also sought to capture issues surfacing in the media before internal systems.

The group Risk & Assurance team partnered with TSC to:
  • Monitor over 100k global media sources across 15+ jurisdictions to surface early warning risk signals.
  • Deliver a custom Key Risk Indicator (KRI) framework tailored to their priority risk themes (e.g., export controls, cyber incidents), powered by a fleet of custom ML classifiers and analytical tools.
  • Map and maintain a live graph of 300+ high-impact stakeholders.
The resulting capability powers reporting, and has reduced manual effort in risk scanning and stakeholder mapping by over 70%. The team is able to be more proactive, and use their external insight to feed into wider strategic thinking.
Partnering to drive critical mineral insight in an opaque sector
>30
ACOPS partner orgs receiving daily intel
Critical mineral access is an essential national security topic. One of its frontier spaces is deep sea mining: geopolitically charged, environmentally contested, with the potential to be a $20trn industry. The space is shaped by opaque alliances between state and private actors, and fragmented licensing across national and int’l regimes. There was no shared picture of the emerging ecosystem.

TSC has partnered with the knowledge NGO ACOPS to address this. Genie’s large stakeholder graph and real-time signal monitoring have powered:
  • An operator network map covering >300 stakeholders
  • Daily briefings and stakeholder alerts delivered to ACOPS’ policy network
  • Ongoing analysis and insights
Influence map currently in early access for industry partners. Subscribe to the briefing here.
Unravelling winners and losers in sovereign defence procurement
>150
Stakeholders mapped in a matter of clicks
Europe is undergoing the largest defence shift since the Cold War, with over €800bn in planned investment through SAFE, EDF, national programmes and joint procurement mechanisms. But white noise and a fragmented decision-making make it challenging to prioritise partnerships, de-risk policy exposure, or spot commercial white space early.

TSC deployed its Genie platform to develop a live intelligence and influence map focused on:
  • Stakeholder networks shaping air defence and drone tech procurement.
  • Sovereign procurement and localisation rules and their implications for market access.
  • The foreign providers set to lose out, and the mid tiers and startups Europe needs to foster.
Find out more here.

Frequently asked questions

Can we customise the issues or stakeholder sets we want to track?
Each workspace is unique. It is configured with company context around the issues, actors, and geographies that matter to your team, and the problem you are trying to solve. From permitting regimes to labour risk, the system reflects your actual operating environment.
Is this built for our sector?
TSC maintains a tight sector focus. We know that the asset-intensive, global industries we support require expertise and cohesive focus. Our team is drawn from the industries that we serve. Our AI tools are set up to leverage domain focus and learn as your use case evolves.
Who uses this day-to-day?
Business unit leads use Genie to monitor stakeholder-driven operational risks and track engagement. External, institutional and corporate affairs teams use it to track engagement and monitor stakeholder ecosystems. Strategy leads use it to rapidly build market context and drive always-on situational awareness. Sustainability teams use it to monitor risk themes and ESG exposure. Most customers start with one functional / geographical use case and expand.
How does this scale across our regions or assets?
Each workspace within your ‘organisation’ in Genie is set up to support a mission. We have years of experience helping distributed teams manage complex portfolios, share intelligence and retain context. That’s why we don’t charge by seat - these problems require collaboration.
How do you source your data?
TSC draws from structured public data, open-source media, NGO and regulatory feeds, and issue-specific sources - all filtered through custom models to surface the news most relevant to your problem. We also support custom APIs.
Can this integrate with our internal systems or workflows?
Yes - from email alerting to export formats to structured integrations (e.g. BI), we support practical integration without bloat. We strongly believe integration should never be a blocker to workflow. If you have a need let’s have a conversation.
We have used media monitoring and reputation tools before. What does Genie do differently?
TSC’s media monitoring stack is focused on issues and stakeholders: piercing through the noise to identify them, and link them to one another. We are the gold standard in this space - solving problems for external affairs, sustainability and commercial teams that brand or reputation watch tools just don’t.
How does this compare to the services our consultants and lobbyists provide?
Managing external relations requires a combined-arms approach. Consultants and lobbyists are valuable - but often tactical, episodic, or resource-heavy. Genie provides persistent, issue-aligned visibility across jurisdictions and stakeholders. Many clients reduce spend on low-value advisory work, and are empowered to leverage advisory partners for what they’re really paying them for - strategy, engagements, lobbying and door opening. Our ‘human-in-the-loop’ CS teams also work with consultants looking to equip their teams with better, faster context.

Got more questions?