INSIGHTS

Analysis from the frontline of Western security.

Regulatory analysis, sector briefings, and transaction-structuring commentary from the partners at Northline Counsel. Published when we have something worth saying not on a calendar.

ALL ANALYSIS

Showing 5 defense analyses · Sector: All · Category: All
28.03.2026 · REGULATION

ITAR and the European Defense Industrial Base: 2026 Compliance Realities

The ITAR framework was designed for a different defense industrial geography. The post-2022 European expansion is testing its operational assumptions.

BY JANNUZZO
21.03.2026 · MARKETS

Commercial-to-Defense Conversion: Legal Structures for Production Scale-Up

Commercial manufacturers entering defense-adjacent production face a regulatory transition before an operational one. The legal architecture is the gating constraint.

BY BIELUT
14.03.2026 · REGULATION

Compound Semiconductors in the Western Supply Chain: Licensing and Risk

Gallium nitride and silicon carbide substrates sit at the intersection of commercial electronics and defense applications. The licensing architecture reflects that ambiguity.

BY KOVALENKO
21.02.2026 · REGULATION

The EU AI Act and Dual-Use Classification: Practical Implications for Defense-Adjacent Technology

The Act’s architecture assumes a clear commercial-to-defense boundary. The classification of dual-use compute systems tests that assumption.

BY JANNUZZO
07.02.2026 · TRANSACTIONS

MLA and TAA Negotiation: Technology Transfer Controls Between U.S. Principals and European Partners

Manufacturing License Agreements and Technical Assistance Agreements sit at the center of cross-Atlantic defense production. The negotiation points that matter most.

BY JANNUZZO

PUBLICATION

Briefings delivered when we publish.

A monthly email when we publish new analysis. No promotional content. Unsubscribe at any time.

Delivered roughly monthly. Approximately 10 issues per year.