White Papers and Industry Analysis

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White Papers

  • licenses and lanes

    Licenses & Lanes: Modernizing Export Controls for Allied Sourcing at Scale

    This paper explains how ITAR/EAR rules, treaty exemptions, and re-export requirements affect allied sourcing timelines. It includes a 30/60/90-day compliance roadmap and metrics for reducing license processing time.

  • Cover page of a report or presentation titled 'Zero Trust, Full Readiness' about building cyber-hardened aerospace and defense supply networks, dated July 17, 2025, with a digital futuristic design and the Sequoia Defense logo.

    Zero Trust, Full Compliance: Building Cyber-Hardened A&D Supply Chains

    This paper covers NIST 800-171 Rev 3, CMMC 2.0, and the DoD Zero Trust mandate with implementation steps and a tiered compliance roadmap. Includes case studies from A&D supply chain cyber incidents.

  • Event flyer for the 55th International Paris Air Show featuring a formation of fighter jets flying with trails in the sky, with the event date, website, and theme about aerospace and defense.

    Paris Air Show 2025 - Strategic Inflection Points and Roadmaps for A&D

    This paper covers the ten top trends from the 2025 Paris Air Show, including defense budget shifts, unmanned systems, digital thread maturity, and hydrogen propulsion. Each trend includes time-bound predictions.

  • Cover page of a report titled 'Analysis of the FAR Overhaul' featuring the United States Capitol building with a blue sky background, a backup date of June 5, 2025, and the Sequoia Defense logo in the top left corner.

    Analysis of the FAR Overhaul - Implications, Actions, and the Road Ahead

    This paper examines changes to FAR Part 10 (Market Research) and their effect on contractor bid strategies. It includes a roadmap for anticipated FAR updates through 2026.

  • A military aircraft on the tarmac with personnel working on it, including a person in camouflage uniform and another in casual shirt. The aircraft is black with a yellow checker pattern near the canopy. A logo with a bird and the text "Sequoia Defense" is in the top left corner. The image is part of a promotional poster for Sequoia Defense, highlighting their focus on enhancing sustainment capabilities for allied air fleets in the Indo-Pacific, dated May 29, 2025, with their website URL.

    MRO Excellence in the Indo-Pacific - Enhancing Sustainment Capabilities for Allied Air Fleets

    This paper examines MRO capacity and demand across Indo-Pacific allied air forces. It includes regional case studies and recommendations for governments and MRO providers serving the region.

  • secure sourcing cover page

    Secure Sourcing - The Shift Toward Resilient, Allied-Backed Supply Chains in A&D

    This paper analyzes how OEMs and governments are shifting sourcing toward nearshoring and friendshoring after COVID-19, 2025 tariffs, and geopolitical disruptions. Includes country risk heatmaps and sourcing decision frameworks.

  • A digital cover page for a report titled "CAPITAL IN COMBAT" featuring a navy ship on water during sunset with a partly cloudy sky. The top left corner has a logo with an eagle and the text "SEQUOIA DEFENSE." The subtitle discusses private equity and venture capital in the defense supply chain. The bottom left corner shows the date "01 May 2025" and the website "www.sequoiadefense.com."

    Capital in Combat - The Rise of Private Equity & Venture Capital in A&D

    This paper profiles PE and VC investment in A&D, covering cybersecurity, autonomy, space, and advanced manufacturing. It examines fund activity, acquisition implications, and regulatory risks for defense startups and primes.

  • The Next Front

    Mapping Global Defense Spending Across 25 Countries

    This paper provides country-by-country defense budget analysis for 25 nations, using SIPRI, IISS, and government data. It identifies procurement pipelines and export opportunities for U.S. suppliers.

  • Cover of a report titled "Shockwaves & Strategy" with a photo of a fighter jet on a wet runway, advertising the event on April 10, 2025, by Sequoia Defense, focusing on the impact of 2025 Trump tariffs on the aerospace and defense industry.

    Shockwaves & Strategy - Decoding the Trump 2025 Tariffs

    This paper covers the 2025 tariff changes affecting A&D supply chains, with program-level cost estimates and country-specific risk analysis for top U.S. export markets. Includes scenario modeling and compliance guidance.

  • A military cargo airplane flying in the sky, with a cover overlay featuring the text 'Building Bridges Across Borders' and other text about strategies for international collaboration, along with the Sequoia Defense logo.

    A&D Market Expansion and International Collaboration

    This paper explains the requirements for entering new A&D export markets, including compliance, offsets, and localization. It covers cross-border partnership structures and market entry timelines.

  • A fighter jet airplane flying in the sky, viewed from below, with the nose pointed upward. The cover page of a report titled 'Boeing's Next Generation Air Dominance Win' with the subtitle 'Strategic Shifts, Industry Fallout, and the Future of Air Dominance.' The report is dated 27 March 2025 and is from Sequoia Defense.

    Boeing's Next Generation Air Dominance Win

    This paper analyzes Boeing's NGAD contract win, covering the competitive factors behind the decision and its effects on the fighter industrial base. It examines supply chain implications for current and prospective Boeing and Lockheed Martin suppliers.

  • Title page of a report titled "2025 Tariffs in Aerospace & Defense" with sections on executive summary, tariffs 101, recent developments, and trends, along with a website link.

    Navigating Tariffs and Evolving Trade Landscapes in A&D

    This paper covers the February and March 2025 tariff changes and their cost and supply chain effects on A&D programs. It includes risk mitigation tactics for procurement, BD, and engineering teams.

  • A document titled "Efficient MRO" discussing extending asset lifecycles and reducing downtime in aerospace and defense maintenance, repair, and overhaul practices.

    Efficient A&D Maintenance, Repair, & Overhaul

    This paper covers data-driven MRO inventory management, OEM coordination, and compliance integration. It includes metrics for reducing unplanned downtime and extending asset life in A&D operations.

  • Document titled 'Resilient Supply Chain Strategies' discussing how aerospace and defense organizations can thrive amid global uncertainty, covering executive summary, market context, impact of geopolitical dynamics, and implications for organizations.

    Resilient A&D Supply Chain Strategies

    This paper examines risk mitigation strategies for A&D supply chains, covering disruption forecasting, supplier diversification, and inventory buffering. Includes frameworks for maintaining continuity during geopolitical and economic shocks.

  • Document titled 'From Inventory Overload to Lean Ops' discussing inventory management in aerospace and defense, including topics like cost drivers, parts obsolescence, lead times, and seasonal demand

    From Inventory Overload to Lean A&D Operations

    This paper covers lean inventory practices for A&D organizations, including demand forecasting, supplier consolidation, and carrying cost reduction. It includes metrics for balancing readiness with inventory efficiency.

  • Pages of a document titled 'Next-Gen Materials & Additive Mfg.' discussing aerospace and defense manufacturing, evolution of materials, and properties of aluminum alloy.

    Next-Gen Materials & Additive Manufacturing in A&D

    This paper covers additive manufacturing adoption in A&D, including material qualification, certification requirements, and production cost comparisons. It examines supply chain implications for organizations integrating 3D-printed components.