Sweden will send Saab Gripen combat aircraft to Poland, marking its first overseas air-defense deployment in support of NATO operations. Defense Minister Pål Jonson announced on March 6 that the Swedish Air Force will deploy up to eight Gripens for two NATO air-defense missions, including protection for Security Assistance and Training for Ukraine. This mission represents the first time Swedish combat aircraft will participate in NATO Air Policing from allied territory, with operations set for April to June 2025. In addition to the Gripens, Sweden will also contribute Saab 340/ASC 890 Erieye early warning aircraft, S 102B Korpen intelligence-gathering planes, […]
Month: March 2025
Denmark to Replace Harpoon Missiles With Kongsberg Naval Strike Missiles
Denmark has announced the purchase of Kongsberg’s Naval Strike Missile (NSM) to replace the U.S.-made Boeing Harpoon anti-ship missile on its Iver Huitfeldt-class frigates. The deal marks the first in a series of rapid acquisitions aimed at rebuilding Denmark’s defense capabilities. The NSM system, known for its stealth and advanced targeting, will enhance Denmark’s naval strike power. The move reflects Denmark’s broader efforts to modernize its military amid rising security concerns. The acquisition strengthens Denmark’s ties with Norway’s Kongsberg and aligns with NATO’s push for regional defense improvements. Original news
France Pledges to Continue Intelligence Sharing With Ukraine as U.S. Halts Support
France has confirmed it will continue sharing military intelligence with Ukraine, despite the U.S. decision to freeze intelligence support. French Defense Minister Sébastien Lecornu announced on Thursday that France remains committed to providing Kyiv with critical battlefield information. Speaking on France Inter radio, Lecornu emphasized that French intelligence is sovereign and will continue benefiting Ukraine. The move highlights France’s independent stance as the U.S. scales back its involvement. The decision reinforces Paris’ support for Ukraine amid shifting Western policies toward the war. Original news
U.S. Cuts Intelligence Sharing With Ukraine, Pressuring Kyiv Toward Peace Talks
The U.S. has halted intelligence sharing with Ukraine, including targeting data for U.S.-supplied weapons, adding pressure for peace negotiations with Russia. The decision affects HIMARS and ATACMS missile systems, as well as Ukrainian-made long-range drones, limiting Kyiv’s ability to strike Russian targets. Some Ukrainian missile operators report they are no longer receiving key targeting information, weakening their offensive capabilities. The move highlights President Trump’s shift toward a more conciliatory approach to Moscow, diverging from previous strong U.S. support for Ukraine. The policy change underscores growing tensions between Washington and Kyiv amid ongoing geopolitical realignments. Original news
UK Strikes £30M Deal With Anduril to Supply Advanced Attack Drones to Ukraine
Britain has reached a £30 million ($38.68 million) agreement with Anduril UK to supply advanced attack drones to Ukraine. The British government announced the deal on Thursday, stating that these drones will enhance Ukraine’s defense in the Black Sea. According to the UK Ministry of Defence, the drones are designed to monitor areas and autonomously strike targets upon detection. The contract underscores Britain’s continued military support for Ukraine amid ongoing Russian aggression. The deal also strengthens Anduril’s role in next-generation autonomous warfare systems. Original news
Leonardo and Baykar Form Joint Venture to Tap $100B European Drone Market
Italy’s Leonardo and Turkey’s Baykar have announced a joint venture to develop unmanned aerial vehicles (UAVs), targeting the $100 billion European drone market over the next decade. The JV will be based in Italy, utilizing both companies’ existing facilities, with discussions already underway with their national military forces. The first drone, expected in 18 months, will be based on Baykar’s high-altitude, heavy-lift Akinci and customized for customer needs. Leonardo CEO Roberto Cingolani confirmed the venture will not compete with Europe’s MALE drone program, developed with Airbus and Dassault Aviation. The deal underscores Europe’s expanding UAV market and deepening defense cooperation […]
Eutelsat Stock Surges 500% Amid EU Defense Spending Boom
Eutelsat’s stock has skyrocketed over 500% this week, adding more than $3 billion in market capitalization due to heightened expectations for EU defense initiatives. The surge was influenced by geopolitical tensions following a disagreement between Ukrainian President Zelenskyy and former President Trump regarding military aid, alongside the EU’s proposal to invest €800 billion ($861 billion) in defense programs. A spokesperson for Eutelsat stated that the company is “actively collaborating with European institutions” to enhance satellite communication capabilities, particularly in light of uncertainties surrounding Starlink’s support for Ukraine. Original news
Dassault Unveils Rafale F5 Fighter Upgrade with Enhanced Capabilities
Dassault Aviation CEO Eric Trappier introduced plans for the F5-standard Rafale fighter during a March 5 presentation in Paris. The upgraded fighter will feature enhanced engines, improved survivability, and a larger unmanned combat air vehicle (UCAV) to support nuclear deterrence missions. Trappier expects a French government development contract soon, with service entry targeted for 2030. Dassault also plans to increase Rafale production, with 25 units set for delivery in 2025. The upgrade reinforces France’s commitment to advancing its air combat capabilities amid evolving security threats. Original news
UK Repurposes Typhoon Jets for Ukraine Amid NATO Air Defense Talks
The Royal Air Force’s Tranche 1 Typhoon jets, previously set for scrapping, will now be integrated into Britain’s post-conflict force in Ukraine. Shadow Minister for Defence Mark Francois defended the move, calling the jets “a very creditable air defense aircraft.” The decision comes ahead of a NATO summit in London, where air defense capabilities, including the Typhoons, will be key discussion points. However, concerns persist over potential U.S. restrictions on deploying UK assets with intelligence-gathering capabilities. Additionally, RAF F-35 fighters rely on U.S. government contracts for spare parts, which could be revoked if Washington bows to Russian pressure, potentially grounding […]
Thales Expands in Northern Ireland with New Facility and £1.6B Ukraine Missile Deal
Thales will establish a third facility in Northern Ireland, as announced to Members of the Legislative Assembly (MLAs). Prime Minister Keir Starmer revealed that Thales will supply 5,000 lightweight multirole missiles to Ukraine, in a deal worth up to £1.6 billion. Thales Managing Director Nigel MacVean confirmed a £100 million investment, including the new site and the recruitment of 200 staff over the next two years. Deputy First Minister Emma Little-Pengelly highlighted the economic and defense benefits, emphasizing the impact on local jobs and Ukraine’s war effort. The expansion strengthens Northern Ireland’s role in the UK’s defense industry and bolsters […]
Germany Loosens Debt Rules to Fund €1 Trillion in Defense and Infrastructure
Germany’s next government has agreed to ease constitutional borrowing limits, enabling over €1 trillion ($1.08 trillion) in defense and infrastructure spending. This marks a major policy shift from Germany’s traditionally debt-averse stance, with leaders from the Union bloc and Social Democrats backing the change. The agreement exempts military spending exceeding 1% of GDP from the country’s debt restrictions. Economists predict the move could boost GDP by up to 0.7% over two years, fueling economic growth. The decision reflects Germany’s increasing focus on defense readiness and modernization amid global security concerns. Original news
U.S. Defense Industry Faces Stockpile Shortages Despite Innovation Leadership
The Ronald Reagan Institute’s third annual National Security Innovation Base report card, released Tuesday, highlights major concerns in U.S. defense modernization and capacity. While the U.S. leads in defense innovation, the report warns that “critical weapons” stockpiles are dangerously low, earning a D grade in that category. Vice President JD Vance stressed the urgency, stating that the U.S. “cannot defend its national security” without sufficient tank shells, artillery, drones, and advanced weapons systems. Despite receiving an A- for innovation leadership, the U.S. scored only a C in international cooperation. The findings highlight growing concerns over U.S. military readiness amid rising […]
Citi Research Sees Strong Investment Potential in Aerospace and Defense Stocks
Citi Research believes aerospace and defense stocks are undervalued, presenting an opportunity for investors amid rising global defense spending. Analyst Jason Gursky highlighted Europe’s increasing defense budgets and over $300 billion in U.S. defense allocations for the next decade, supporting modernization efforts. Lockheed Martin, Northrop Grumman, and RTX are expected to benefit from President Trump’s missile defense dome initiative. Despite recent disappointing guidance, Lockheed Martin could see a 34% upside in valuation, according to Gursky. The report underscores growing investor confidence in defense firms amid heightened global security concerns. Original news
Poland Weighs Airbus and Boeing Bids for New Transport and Refueling Aircraft
The Polish Ministry of National Defence is advancing plans to acquire new transport and refueling aircraft, with Airbus and Boeing competing for the contracts. Poland is considering accelerating air refueling capabilities under the Karkonosze program, which will support its F-16 fleet and future F-35 fighters, expected in 2026. Airbus’ A330 MRTT and A400M are being evaluated, while Boeing is promoting its KC-46 tanker and F-15EX fighter jets. The decision follows Poland’s $10 billion deal for 96 AH-64E Apache helicopters in August 2024. The acquisitions reflect Poland’s ongoing military modernization and NATO commitments. Original news
U.S. Space Industry Warns of Insufficient Launch Infrastructure Amid Growing Demand
Executives from Blue Origin, SpaceX, and United Launch Alliance (ULA) raised concerns at the Air & Space Forces Association’s Warfare Conference on March 3 about current launch facilities being unable to handle the expected surge in rocket launches. Blue Origin CEO Dave Limp emphasized the need for upgrades, envisioning a future with multiple launches per day. ULA President and CEO Tory Bruno supported infrastructure reforms, advocating for greater industry involvement in funding decisions. Bruno proposed a joint government-industry board to oversee and prioritize investments as launch needs evolve. The executives called for modernized launch protocols and better coordination to sustain […]