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Saudi’s Remaining Energy Lifeline To The World Under Threat After Successful Houthi Strikes (Updated)

8 September 2026 at 22:58

Just hours ago, the Saudi Aramco refinery at Jazan on the Red Sea was engulfed in flames after a Houthi missile and drone attack. Strikes at the heart of the Saudi’s energy infrastructure on the Red Sea, which acts as the remaining primary lifeline of energy exports out of the region, threaten to drastically impact global oil prices further, a concern we have been raising for some time. In the wake of the attack and additional fighting in the Persian Gulf, oil prices surged toward the $100 per-barrel mark.

“The Yemeni Armed Forces carried out a qualitative, large-scale military operation, targeting the Aramco company in Abha, Najran and the Economic City, Aramco in Jizan, and Khamis Mushait Air Base with dozens of ballistic missiles and drones,” Houthi spokesman Brig. Gen. Yahya Saree stated on Telegram. “The strikes were precise, by God’s grace, and direct, causing major damage to those facilities.”

Saree claimed that the strikes were “in response to the Saudi aggression that targeted our people and our country with 121 air strikes over the past three days.”

Saudi officials confirmed Houthi attacks and said they would retaliate.

“The terrorist Houthi Militia’s senseless attacks, the latest of which targeted civilian and economic sites in the cities of (Abha, Khamis Mashait, Jazan and Najran) resulting in injuries to (73) civilians, including women and children, constitute a blatant violation of the Kingdom’s sovereignty and a direct threat to the security and safety of its citizens and residents,” anti-Houthi coalition spokesman Maj. Gen. Turki Al-Maliki stated on X. 

“The Joint Forces Command of the Coalition will take all necessary operational measures to deter this Terrorist Militia and resolutely confront its hostile approach, in defense of the Kingdom’s sovereignty, the preservation of its national assets and the safety of its citizens and residents,” Al-Maliki added. “The Command will also take all necessary measures and actions to respond to the sources of the threat and neutralize its danger.”

pic.twitter.com/XAqse1hTDT

— المتحدث الرسمي باسم قوات التحالف (@CJFCSpox) September 8, 2026

“…several energy sector facilities and installations in the southern region of the Kingdom were targeted this morning,” the Saudi Ministry of Energy stated on X. The attacks “caused fires at several locations, leading to a temporary halt in some operations,” the ministry added. “Specialized field teams have begun containing the fires, securing the sites and assessing the damage.”

#Statement | Energy Sector Facilities Targeted in Saudi Arabia's Southern Region. pic.twitter.com/olZoupwH48

— وزارة الطاقة (@MoEnergy_Saudi) September 8, 2026

Videos on social media this morning showed the Saudi Aramco facility still burning after the attacks.

Following Houthi strikes, fires can be seen raging at the Jizan oil refinery in Saudi Arabia. pic.twitter.com/tAqOPlsmvS

— OSINTdefender (@sentdefender) September 8, 2026

Data from NASA’s Fire Information for Resource Management System (FIRMS) indicates a large amount of ongoing thermal anomalies in and near the massive Jazan refinery.

🇸🇦🇾🇪 Houthis appear to have launched a major drone attack on Jazan, SW Saudi Arabia, in recent hours.

— Fires at Aramco’s Jazan oil refinery
— Multiple hotspots at Jazan Bulk Plant
— Hotspot near King Abdullah Airport https://t.co/cdhFe7I274 pic.twitter.com/ZIN7WKKUiX

— Egypt's Intel Observer (@EGYOSINT) September 8, 2026

The Houthi attacks inside Saudi Arabia came amid increased fighting in Yemen between the rebels and anti-Houthi forces backed by Riyadh.

War in #Yemen #SITREP | Houthi Narrative | Houthi official media has largely stopped pretending there is no ground war.

The line that this is only a series of limited skirmishes is becoming harder to maintain. Houthi TV @TvAlmasirah and other outlets are now openly reporting… https://t.co/bju4iHy28G pic.twitter.com/ZnifZ1CcQI

— Basha باشا (@BashaReport) September 8, 2026

The conflict between Saudi Arabia and the Houthis grew out of a civil war in Yemen that erupted in 2014. It expanded a year later when a Saudi-led coalition joined forces with the government ousted by the Houthis and raged on until the parties reached a tenuous ceasefire in 2022. The Saudis held off on getting involved in the recent Red Sea conflict which saw the U.S. and coalition warships duking it out with the Houthis, and eventually led to a U.S.-led air campaign over Yemen. Tensions, however, reignited after that conflict ended when the Houthis joined the U.S.-Iran conflict on the side of their major supporter. The Houthis recently imposed a blockade on the Bab al-Mandeb Strait, and began striking Saudi ships in the Red Sea as well as refineries.

As we have frequently detailed, Houthi attacks on Saudi Arabia’s energy infrastructure put further pressure on oil exports from the Middle East, already drastically affected by the Iranian closure of the Strait of Hormuz and the resumption of the U.S. blockade on Iranian ports. Saudi Arabia has diverted millions of barrels of oil per day through pipelines to its Yanbu port on the Red Sea in an effort to minimize the energy shortages due to the hostilities near the Persian Gulf. This also raised the specter of the U.S. having to get as involved as it did during the previous Houthi campaign against shipping that ended last September, which could pull resources away from Iranian-focused operations, if supporting such an operation is even possible at all at this point. The bottom line here is that if the Houthis stop Saudi oil from transiting through the Bab el Mandeb Strait and the Suez Canal, this last lifeline of energy to Europe and Asia and beyond would be severed. This would drastically exacerbate an already ballooning oil crisis.

The Houthi strikes on Tuesday followed a spike in attacks on shipping in the Strait of Hormuz. Last week, U.S. Central Command (CENTCOM) said it destroyed three Islamic Revolutionary Guard Corps (IRGC) oil tankers after the Iranians fired ballistic missiles at U.S. warships.

On Tuesday, “American forces have struck multiple Iranian tankers tied to the IRGC in response to more attempted missile attacks on a U.S. Navy warship,” a U.S. official told TWZ.

The CENTCOM strikes are part of the Trump administration’s new tanker-for-a-tanker policy of hitting Iranian vessels in response to Tehran’s attacks on shipping in the Strait of Hormuz. This marks a change from previous incidents where ships were only attacked for running the ongoing U.S. naval blockade on Iranian ports. The sinking of one of the Iranian tankers in the most recent strikes is another escalation. Previous incidents following major combat operations during Epic Fury involved U.S. forces disabling Iranian transport vessels, not sinking them.

“Following Iran’s failed attacks, CENTCOM permanently disabled the IRGC crude oil carriers M/T Downy off the coast of Kharg Island and M/T Stark 1 near Jask,” the command stated on X on Saturday. “American forces also completely destroyed the unladen crude oil carrier M/T Kylo (also known as the “Noxen”) in the Gulf of Oman, striking the vessel in multiple critical locations to render it inoperable after the crew was directed to abandon ship.”

The three Iranian crude oil tankers “are part of a multibillion-dollar shadow network that funds the IRGC and its regional proxies,” the command added. “Iran has no means by which to defend them.”

“Let the message to the IRGC be clear: If you shoot at two of our ships, we will impose an even higher economic cost —taking out three of yours,” said Adm. Brad Cooper, CENTCOM commander. “We will not hesitate to defend American forces, and if necessary, destroy Iran’s limited and exposed oil fleet.”

“Let the message to the IRGC be clear: If you shoot at two of our ships, we will impose an even higher economic cost —taking out three of yours. We will not hesitate to defend American forces, and if necessary, destroy Iran’s limited and exposed oil fleet.” — Adm. Brad Cooper,… pic.twitter.com/UGGcSGsUtd

— U.S. Central Command (@CENTCOM) September 5, 2026

In addition to the tanker attacks, CENTCOM is maintaining its naval blockade of Iranian ports. “As of Sept. 6, U.S. forces have redirected 92 commercial vessels, disabled 3 and boarded 2 to ensure strict compliance,” the command stated on X.

A U.S. Air Force F-35A stealth fighter jet patrols over regional waters as CENTCOM forces continue to enforce the maritime blockade against Iran. As of Sept. 6, U.S. forces have redirected 92 commercial vessels, disabled 3 and boarded 2 to ensure strict compliance. pic.twitter.com/oXNN5zKx1t

— U.S. Central Command (@CENTCOM) September 6, 2026

As these events unfold, the price of oil is rising further, as we noted earlier in this piece. As of noon on Tuesday, the per barrel price of Brent crude was trading at nearly $98, a $10 per barrel gain from Aug. 26, according to OilPrice.com.

Analysts said the price reflected “the market’s recognition that there is no end in sight for the conflict in the Middle East, which has disrupted oil flows through two vital arteries: the Strait of Hormuz and the Red Sea,” The New York Times reported on Tuesday.

“Oil market participants are now pricing in a more prolonged disruption to shipping flows,” Hamad Hussain, a senior economist with Capital Economics, a research firm, told the publication. “They and other analysts have raised oil price estimates, based on an expectation of increased disruptions.”

Amid the strikes on oil-related targets, Iran claimed it captured an Anduril Dive-LD UUV and is in the process of reverse-engineering it. The IRGC released video and images of the device.

The IRGC Navy has released footage showing the captured U.S. Navy Dive-LD autonomous underwater vehicle (AUV) seized in the Strait of Hormuz. pic.twitter.com/XN379Kcpkh

— Ebrahim Zolfaghari (@IranTimes72) September 8, 2026

Additional images showing the U.S. Dive-LD AUV that was captured by the Iranians, following what a U.S. official described as a malfunction a number of days ago. pic.twitter.com/fyuDFJxsuv

— OSINTdefender (@sentdefender) September 8, 2026

The IRGC “captured one of the most modern intelligent and unmanned submarines of the terrorist U.S. military at the entrance to the Strait of Hormuz at dawn today, in a complex operation involving intelligence and operational surveillance,” the organization claimed.

The vessel “possesses the latest technology in the field of underwater systems in the world and was delivered to the fleet of the terrorist U.S. military in 2025,” the IRGC added.

Asked if Iran captured a UUV, a U.S. official denied that the Iranians obtained anything sensitive.

“An underwater drone operated by U.S. forces malfunctioned more than a day ago,” a U.S. official told us. “It was surveying regional waters in support of ongoing operations. The defective drone was an older model that neither collected sensitive data nor carried any classified sonar or radar equipment. U.S. operations in area waters continue.”

That's a Dive-LD from the U.S. Navy’s Unmanned Undersea Vehicle Squadron 1 (UUVRON-1). pic.twitter.com/qwfOUTA8v7

— Mehdi H. (@mhmiranusa) September 8, 2026

The Dive-LD can be configured for demining operations. Cooper, the CENTCOM commander, recently stated that: “We have successfully cleared sea mines in the strait’s international shipping lanes that were laid months ago by Iran’s Islamic Revolutionary Guard Corps. Internationally recognized transit routes in the strait are free of Iranian sea mines, thanks to the incredible work of the U.S. military.”

It is unclear whether the Dive-LD system was used in those operations; however Financial Times last week reported that the U.S. sent “Navy Seal divers, robot boats and specialized underwater craft into the perilous strait for a four-month mine-clearance mission.”

“The fraught process of explosive device disposal was carried out underwater and in darkness in an attempt to eliminate a crucial factor deterring ships from carrying vital cargoes through the strait since the US and Israel attacked Iran in February,” the publication added.

US Navy SEAL divers spent four months clearing Iranian mines from the Strait of Hormuz, according to the Financial Times.

SEAL divers worked at night from inflatable-hulled boats with help from underwater crafts to remove the mines.

"That is usually followed up by a navy diver… pic.twitter.com/NT1gBvQVqA

— Collin Rugg (@CollinRugg) September 7, 2026

As the Houthi-Saudi exchanges continue and the Strait of Hormuz is still heavily contested, there appears to be no real movement toward a diplomatic solution.

U.S. President Donald Trump proclaimed that the U.S. will defeat Iran.

“Oil prices will drop precipitously, like everything else is dropping (but more!), when we WIN the war with Iran,” the president stated on his Truth Social site. “Three Dollars a gallon, but ultimately, below Two Dollars a gallon. It will all happen quickly, and Iran will never have a Nuclear Weapon. MAGA!”

Trump acknowledges 1) oil prices are high, 2) it's because of the war with Iran, 3) the war has not ended, 4) the US has not won, yet. pic.twitter.com/gcsfqYmu0E

— Gregory Brew (@gbrew24) September 7, 2026

Iran, for its part, said it will continue fighting.

“The Islamic Republic of Iran has always opposed war and has considered the preservation of the people’s interests and regional security to lie in refraining from igniting conflict,” Iranian President Masoud Pezeshkian said on X. “However, just as it has boldly risen to defend against aggression up to this day, it will continue this resistance with full strength until the aggressors are brought to complete regret and will remain the guardian of the rights of the great Iranian nation.”

جمهوری اسلامی ایران همواره با جنگ مخالف بوده و حفظ منافع مردم و امنیت منطقه را در پرهیز از آتش افروزی دانسته است. اما چنانکه تا امروز در برابر تجاوز، دلیرانه به دفاع برخاسته است این مقاومت را تا پشیمانی کامل متجاوزان با قوت ادامه خواهد داد و پاسدار حقوق ملت بزرگ ایران خواهد بود.

— Masoud Pezeshkian (@drpezeshkian) September 8, 2026

Should there be a resolution to this conflict, U.S. military and intelligence officials have had “recent quiet discussions about cutting the number of people and facilities typically stationed in Middle East,” CNN reported.

In offices across the US military & intel community, there have been recent quiet discussions about cutting the number of people & facilities typically stationed in Middle East if Trump admin succeeds in ending the Iran conflict, 6 sources tell @KatieBoLillis & me.…

— Zachary Cohen (@ZcohenCNN) September 8, 2026

That’s it for now. We’ll update this story when new details emerge.

UPDATE: 6:25 PM Eastern:

CENTCOM said it “destroyed five Iranian crude oil carriers, Sept. 8, after the Islamic Revolutionary Guard Corps (IRGC) targeted a U.S. Navy warship with ballistic missiles twice over the past two days.”

“The U.S. warship successfully evaded the attempted Iranian attacks and continued to patrol regional waters. No American personnel were harmed,” the command added on X. “In response to Iran’s most recent failed attacks, CENTCOM destroyed the IRGC crude oil carriers M/T Kaviz, M/T Charminar, M/T Horizon 1, and M/T Riesco in the Gulf of Oman as well as M/T Derya near Kharg Island. American forces directed the crews to abandon ship before the vessels were struck and rendered inoperable. Iran has used the tankers as part of a multibillion-dollar shadow network that funds the IRGC and its regional proxies. Iran has no means by which to defend these vessels.”

CENTCOM forces destroyed five Iranian crude oil carriers, Sept. 8, after the Islamic Revolutionary Guard Corps (IRGC) targeted a U.S. Navy warship with ballistic missiles twice over the past two days. The U.S. warship successfully evaded the attempted Iranian attacks and… pic.twitter.com/Gi8a2tloN1

— U.S. Central Command (@CENTCOM) September 8, 2026

In the wake of the CENTCOM strikes, Iran launched a new wave of ballistic missile attacks, a Jordanian source confirmed to us. The official Iranian Fars media outlet said Muwaffaq Salti Air and Prince Hassan air bases were targeted.

‌
حمله به پایگاه‌های موفق‌السلطی و شاهزاده حسن در اردن

گفته می‌شود پایگاه‌های هوایی موفق السلطی و شاهزاده حسن اهداف حملات موشکی ایران است.

براساس گزارش‌ها اردن به دلیل ناتوانی سامانه‌های پدافندی آمریکایی، جنگنده‌های نیروی هوایی را برای رهگیری موشک‌های ایرانی به پرواز درآورده.

— خبرگزاری فارس (@FarsNews_Agency) September 8, 2026

Video has emerged on social media of interceptors in Jordan defending against the attack.

An insane amount of Jordanian interceptors being seen used here. Dozens being used, as Iranian fires inundate the local area. So far no visible impacts have been viewed. pic.twitter.com/cyZtoojZ9G

— OSINTdefender (@sentdefender) September 8, 2026

NOW: Jordan is currently under heavy Iranian ballistic missile attacks.

A large amount of interceptors are being launched, impacts have been recorded. https://t.co/GVndx2SrP6 pic.twitter.com/xzUanwcSUu

— Open Source Intel (@Osint613) September 8, 2026

Contact the author: howard@twz.com

The post Saudi’s Remaining Energy Lifeline To The World Under Threat After Successful Houthi Strikes (Updated) appeared first on TWZ.

This Is Poland’s New Heavy Infantry Fighting Vehicle

8 September 2026 at 22:20

Poland has unveiled a full-sized demonstrator of a new heavy infantry fighting vehicle (IFV) intended to put more armor and firepower between mechanized troops and the increasingly lethal threats of the modern battlefield. The unveiling comes as Poland undertakes a sweeping modernization of its armored forces, driven in large part by the threat posed by Russia.

KIELCE, POLAND - SEPTEMBER 08: People attend the Premiere of Poland's PGZ Heavy Infantry Fighting Vehicle during MSPO 34th International Defence Industry Exhibition at Targi Kielce, on September 08, 2026 in Kielce, Poland. The 34th edition of MSPO (short for the Polish "Międzynarodowy Salon Przemysłu Obronnego," or "International Defence Industry Exhibition") is taking place September 8–11, 2026 in Kielce, organized in cooperation with Poland's Ministry of National Defence and this year's lead nation, Canada. The annual trade show is the largest in Central and Eastern Europe, showcasing more than 1,000 exhibitors from 40 countries. (Photo by Omar Marques/Getty Images)
The debut of the Ciężki Bojowy Wóz Piechoty (CBWP), or Heavy Infantry Fighting Vehicle, during the MSPO 34th International Defense Industry Exhibition at Targi Kielce, on September 8, 2026 in Kielce, Poland. Photo by Omar Marques/Getty Images

Huta Stalowa Wola, part of state-owned Polska Grupa Zbrojeniowa, presented the Ciężki Bojowy Wóz Piechoty (CBWP), or Heavy Infantry Fighting Vehicle, at the MSPO defense exhibition in Kielce, Poland, today. The vehicle, commonly referred to as Ratel (honey badger), is the latest step in a Polish effort to develop a heavily protected tracked combat platform that can complement the lighter, amphibious Borsuk (badger) infantry fighting vehicle.

“The demonstrator presented today confirms that Polish companies possess the expertise to design and develop advanced combat platforms that meet the demands of the modern battlefield,” Adam Leszkiewicz, president of PGZ’s management board, said during the unveiling.

💥 OTO ON. CIĘŻKI BOJOWY WÓZ PIECHOTY. 🇵🇱

Po dniach odliczania i pokazywania tylko fragmentów odsłaniamy najważniejszą premierę PGZ na #MSPO2026.

CBWP to nowa ciężka platforma opracowana przez Hutę Stalowa Wola – z wysokim poziomem ochrony, dużą mobilnością i siłą ognia… pic.twitter.com/kazs4ciGMj

— Polska Grupa Zbrojeniowa🇵🇱 (@PGZ_pl) September 8, 2026

At approximately 40 tons, the CBWP is about 12 tons heavier than the roughly 28-ton Borsuk (and adds an axle, for seven road wheels on each side), the result of a fundamental difference in design philosophy.

NATO enhanced Forward Presence Battle Group Poland adds the Polish Infantry Fighting Vehicle, the Borsuk (Badger) to its arsenal for the Polish armed forces 15th Mechanized Infantry Brigade, stages for display during the unveiling ceremony in front of the Poland Deputy Prime Minister, Mariusz Błaszczak, Minister of National Defense joined by U.S. Soldiers assigned to 3rd Battalion, 8th Cavalry Regiment, 3rd Armored Brigade Combat Team, 1st Cavalry Division (3-1 ABCT) operationally controlled by the 1st Infantry Division (1 ID), Polish armed forces 15th Mechanized Infantry Brigade, The Royal Lancers, Prince of Wales Troop, Romanian Sky Guardians, Croatian army Archer Battery, and the media in Bemowo Piskie, Poland, Nov. 14, 2022. The 3-1 ABCT is among other units assigned to the 1 ID, proudly working alongside NATO allies and regional security partners to provide combat-credible forces to V Corps, America's forward deployed corps in Europe. (U.S. Army National Guard photo by Staff Sgt. Matthew A. Foster)
A Borsuk operated by the 15th Mechanized Infantry Brigade of the Polish Army. U.S. Army National Guard photo by Staff Sgt. Matthew A. Foster

Borsuk was conceived as a relatively lightweight IFV able to operate alongside mechanized infantry while retaining the ability to swim. The CBWP instead prioritizes protection and battlefield survivability, placing it in the growing category of heavy IFVs being developed and operated by NATO countries and others.

The vehicle will have a three-person crew and carry up to eight infantrymen. Its primary role is to transport those troops safely into contested areas while providing direct fire support once they reach the objective.

The war in Ukraine has demonstrated how quickly armored vehicles can be exposed to anti-tank guided missiles, mines, artillery fragments, loitering munitions, and small drones. Even vehicles that survive direct attacks can be functionally disabled by damage to tracks, sensors, or external equipment.

A Ukrainian M2A2 Bradley engaging and damaging a Russian T-90M in a close-range fight. After a mission kill, the T-90M is subsequently finished by an FPV drone:

The Ukrainian Bradley IFV damaged the no-analogue russian T-90M "Breakthrough" in a close fight. Then an FPV drone finished this long-suffering tank.

Maybe, the T-90M tanks should be renamed into "Broken".

📹: 47th Mechanized Brigade pic.twitter.com/b3ShfqbTd9

— Defense of Ukraine (@DefenceU) January 13, 2024

While Ukraine has shown that armor is increasingly easy to find and attack, and thus less relevant, Warsaw is far from convinced that armored vehicles are now irrelevant, with multiple acquisition projects underway. However, Ukraine does change what these vehicles need to be able to do and how they must be employed to have a chance of survival. In certain circumstances, when properly concealed, dispersed, and integrated with counter-drone capabilities, armor is still seen as important for protected mobility and firepower by militaries around the globe.

According to PGZ, the CBWP’s design therefore puts considerable emphasis on survivability. It incorporates advanced ballistic and mine protection designed to meet relevant STANAG standards. It also uses specialized mine-resistant seats intended to reduce the effects of explosions beneath the hull.

The protection architecture can be supplemented by an active protection system (APS). If integrated on a production vehicle, such a system could provide another layer of defense against incoming anti-tank weapons, and potentially small drones, although PGZ has described the APS as an optional component rather than specifying a particular production configuration.

For detecting threats, the vehicle can employ laser-warning equipment including the OBRA-3 system, integrated with smoke grenade launchers. A laser warning can provide the crew with an indication that the vehicle has been illuminated by a rangefinder or targeting system, potentially allowing it to react before an anti-tank weapon is launched.

A video showing a test of the OBRA-3 protection system on a Polish Rosomak wheeled armored fighting vehicle, with a smoke screen being generated to blind hostile optics. The view is from the driver’s compartment:

The CBWP will also carry an integrated nuclear, biological, and chemical protection system, allowing the crew and embarked infantry to operate in contaminated environments.

Firepower comes from the ZSSW-30 remotely operated turret, one of the most important locally developed systems in Poland’s current armored vehicle modernization effort.

The turret is equipped with a 30mm cannon armed with programmable ammunition, plus Rafael Spike anti-tank guided missiles. Together, the weapons are intended to give the CBWP the ability to engage armored vehicles, infantry, and other battlefield targets while also providing a degree of capability against aerial threats. In particular, the programmable ammunition provides greater flexibility against different target types — such as drones — by allowing the projectile’s effects to be tailored to the engagement.

In Krakow, Poland, on October 3, 2025, a SPIKE anti-tank guided missile is displayed during the official celebrations of the 6th Airborne Brigade Day at the Polish Aviation Museum. On the occasion of the 6th Airborne Brigade Day, named after Brigadier General Stanislaw Sosabowski, a ceremonial assembly takes place at the Polish Aviation Museum. During the event, decorations are awarded, followed by a parade featuring a parachute jump demonstration. The celebration also includes stands prepared by various uniformed services for participants. (Photo by Klaudia Radecka/NurPhoto via Getty Images)
A Polish Spike anti-tank guided missile is displayed during the official celebrations of the 6th Airborne Brigade Day at the Polish Aviation Museum in Krakow, Poland, on October 3, 2025. Photo by Klaudia Radecka/NurPhoto

The inclusion of Spike missiles gives the vehicle an extended-range anti-armor option beyond the effective range of its automatic cannon. Much more than a traditional anti-tank guided missile, Spike provides an indirect-fire capability including the option to loiter over a particular area and search for targets, among other attributes.

The ZSSW-30 also gives Poland a degree of commonality across its growing fleet of modern armored vehicles, with the system already being introduced on Borsuk and on some Rosomak wheeled armored fighting vehicles.

Polish soldiers assigned to the 15th Mechanized Infantry Brigade maneuver a Rosomak-S armored modular vehicle into position during Amber Lynx, a combined live fire exercise at Bemowo Piskie, Poland, April 6, 2023. The 4th Infantry Division’s mission in Europe is to engage in multinational training and exercises across the continent, working alongside NATO allies and regional security partners to provide combat-credible forces to V Corps, America’s forward deployed corps in Europe. (U.S. Army National Guard photo by Sgt. Lianne M. Hirano)
Polish soldiers assigned to the 15th Mechanized Infantry Brigade maneuver a Rosomak wheeled armored fighting vehicle into position during Amber Lynx, a combined live-fire exercise at Bemowo Piskie, Poland, in April 2023. U.S. Army National Guard photo by Sgt. Lianne M. Hirano

The CBWP reflects a trend for fighting vehicles that blur the boundaries between traditional IFV and infantry-support concepts. It is expected to carry a relatively large infantry squad while possessing the sensors and weapons necessary to remain directly involved in combat alongside those troops. At the same time, its high level of protection makes for a notably large vehicle.

The new vehicle is just one part of Poland’s broader military modernization.

Warsaw has embarked on one of NATO’s most ambitious efforts to expand and modernize its ground forces, with major acquisitions of two different types of main battle tank, artillery, rocket systems, and infantry fighting vehicles. Poland is simultaneously expanding domestic production capacity, seeking to ensure that at least part of the equipment needed for a larger army can be produced and sustained within the country.

The Borsuk program is central to that effort and is intended to replace Poland’s aging Soviet-designed BWP-1 (the Polish version of the BMP-1).

11 June 2017 Polish soldiers from 10th Mechanized Battalion the 'Dragons' and Polish BWP-1 Infantry Fighting Vehicles train during Exercise Noble Jump in Romania. Around 4000 troops from nine NATO countries are participating in the exercise which is designed to test the deployability of NATO's Very High Readiness Joint Task Force or VJTF. Credit: Captain Katarzyna SAWICKA
Polish soldiers from 10th Mechanized Battalion in a BWP-1 train during Exercise Noble Jump in Romania. Captain Katarzyna SAWICKA/Allied Joint Force Command Naples

The heavier CBWP offers even more capability, but its heavier weight comes with tradeoffs. It will be inherently less flexible than a lighter amphibious IFV, and more costly. In return, it will give Polish commanders another option for missions where survivability matters more than swimming capability or rapid deployment.

Such a vehicle would be particularly important for units operating in heavily contested areas, where the threat from mines, anti-tank weapons, and drones makes protection a higher priority. This provides some indication of what Polish planners expect a conflict with Russia on Europe’s eastern flank to look like. However, lessons from Ukraine show that, whatever its quality, an armored fighting vehicle will only be as survivable as the network and tactics around it.

NOWA DEBA, POLAND - SEPTEMBER 7: A Boeing AH-64 Apache attack helicopter performs low-altitude tactical maneuvers over a massive static line of advanced hardware, including two camouflaged M1A1 Abrams main battle tanks, two KTO Rosomak 8x8 wheeled vehicles with ZSSW-30 turrets, and a Borsuk tracked infantry fighting vehicle, during a combat presentation at the Land Forces Training Center in Nowa Deba, Subcarpathian Voivodeship, Poland, on September 7, 2026. This high-profile combined-arms presentation, organized as part of the 27th Polish Armed Forces Exhibition directly leading into the 34th International Defence Industry Exhibition (MSPO Kielce), demonstrated the tight operational synergy between Poland's newest heavy armor, advanced infantry fighting platforms, and close-air support aviation, witnessed by foreign military delegations from over 20 countries observing Poland's premier weapon systems. (Photo by Artur Widak/NurPhoto via Getty Images)
An AH-64 Apache attack helicopter over a massive static line of Polish armor, including two M1A1 Abrams main battle tanks, two Rosomak wheeled armored fighting vehicles with ZSSW-30 turrets, and a Borsuk tracked IFV, during a combat presentation at the Land Forces Training Center in Nowa Deba, Poland, on September 7, 2026. Photo by Artur Widak/NurPhoto

Still, the CBWP remains some distance from operational service.

PGZ currently has one operational demonstrator, intended for factory trials. The company plans to subsequently construct two fully functional prototypes, with both expected to be ready in 2027.

Those vehicles will then undergo intensive testing with the Polish Armed Forces. The results could lead to changes in the protection architecture, turret integration, or other elements before a production configuration is finalized.

The CBWP demonstrator vehicle underway. Polish Ministry of Defense

PGZ has indicated that it could be ready for production as early as 2029, but that timeline is not yet a firm procurement schedule. It will depend on the results of testing, any modifications required during development, and negotiations with the customer.

Poland has been reported to be considering a requirement for up to 700 CBWP vehicles. In addition, Poland has so far contracted for 257 Borsuk IFVs, with another roughly 1,000 Borsuk-family combat and specialized vehicles envisioned under a broader framework agreement.

If the program succeeds, Poland will ultimately field a highly capable two-tier tracked IFV force in which the CBWP equips units expected to operate in the most dangerous portions of the battlefield.

Contact the author: thomas@thewarzone.com

The post This Is Poland’s New Heavy Infantry Fighting Vehicle appeared first on TWZ.

Trump Threatens Canadian Jets At The Center Of Army Aerial Surveillance Plans

8 September 2026 at 19:29

President Donald Trump has threatened to pursue a ban on U.S. sales of aircraft from Canadian firm Bombardier unless they move production south of the border. American officials have not elaborated on how such a total prohibition on domestic sales could take shape, but there are potential ramifications for the U.S. military, as well as commercial operators in the United States. The U.S. Army, in particular, has made Bombardier Global Express 6500-based ME-11B aircraft a cornerstone of its future aerial intelligence, surveillance, and reconnaissance (ISR) plans. For the moment, the U.S. Air Force flies its own fleet of E-11A Battlefield Airborne Communications Node (BACN) communications jets based on the Global Express family.

“NO MORE SELLING BOMBARDIER IN THE UNITED STATES!” Trump wrote in a post on his Truth Social social media platform yesterday. “If they want our Market [sic], they must build here, and stop treating America like a ‘piggyback.’ BUY AMERICAN.”

One of the US Air Force’s Bombardier Global Express-based E-11A BACN aircraft. USAF

The post, which was subsequently reshared by U.S. Ambassador to Canada Pete Hoekstra, also reiterated Trump’s accusations that the Canadian government has been deliberately slow-rolling certification of certain jets from rival U.S. planemaker Gulfstream. Back in January, the President also said he would “decertify” Bombardier aircraft in the United States over this issue, which would prevent them from operating in the United States, but this threat has yet to materialize into reality. Aviation authorities in Canada did certify five specific Gulfstream business jets in March, but do not look to have issued broader type certifications since then. Canada’s demand for more fuel system icing testing, at least on G700 and G800 models, has been cited as a factor in the length of the certification process. The U.S. Federal Aviation Administration (FAA) previously granted Gulfstream a conditional certification for these types that required demonstration of full compliance with domestic aircraft fuel icing regulations no later than the end of this year.

A stock picture of a Gulfstream G700 business jet. Gulfstream

Bombardier and Gulfstream actively compete globally in the large and super midsize business jet categories. A number of airlines in the United States also continue to operate CRJ-series small airliners, which were Bombardier products until 2020, when the line was sold to Mitsubishi Heavy Industries (MHI) in Japan. Today, the Canadian planemaker has a substantial U.S. presence, centered primarily in Wichita, Kansas, but does not build complete aircraft in the United States. We will come back to this later on.

Trump has specifically targeted Bombardier several times across both of his terms amid larger trade disputes with Canada. During Trump’s first administration, the U.S. government notably injected itself into a spat between the Canadian firm and Boeing that ultimately upended a proposed order for F/A-18E/F Super Hornet fighters for the Royal Canadian Air Force.

How the Trump administration might now seek to block sales of Bombardier jets in the United States is unclear. If there is no legal mechanism for instituting an outright sales ban, U.S. authorities could try to decertify jets from the Canadian firm or implement prohibitive tariffs or other economic measures. In addition to retaliatory certification actions, Trump has also threatened to levy tariffs on Canadian aviation firms in the past. Any of these courses of action could draw legal action or other retaliation from the Canadian government.

All of this raises questions about potential impacts on the U.S. military. As mentioned, the U.S. Army is in the process of acquiring a fleet of Global Express 6500-based ISR planes, designated ME-11Bs, under its High Accuracy Detection and Exploitation System (HADES) program. The Army has already divested all of its older turboprop-powered ISR aircraft as part of the transition to HADES. The service has also been utilizing several contractor-operated ISR planes based on different Bombardier business jets in the interim.

A Bombardier Global Express 6500-based Army Theater Level High-Altitude Expeditionary Next-Generation A-ISR (ATHENA) jet the Army has been utilizing as part of the transition to its new ME-11B HADES fleet. US Army

There is also the aforementioned Air Force fleet of E-11As. However, this may increasingly be something of a moot point, as these aircraft are now set to be retired in the 2028 Fiscal Year and supplanted with new space-based communications capabilities. There is still a possibility that Congress could block that plan, at least for a time.

TWZ has reached out to the Army and the Air Force in light of Trump’s latest remarks.

It is important to note that the U.S. certification process for military and civilian aircraft is separate, and that the Trump administration could exempt the former from any new action against Bombardier. After Trump’s decertification threat in January, the White House had told multiple outlets that in-service aircraft would be exempted from any such actions, but would not clarify whether further exemptions would be made for future U.S. military acquisitions.

Upending Bombardier’s business in the United States might have additional downstream effects, including on supply chains that support commercial and military fleets. Disruptions could also negatively impact any future sales opportunities to the U.S. military. When it comes to the latter point, since Trump started his second term, there has been a broader push to recapitalize U.S. government executive aircraft fleets. This has already included the purchase of new Gulfstream G700-based C-39A executive jets for the U.S. Coast Guard.

One of the U.S. Coast Guard’s new C-39A executive jets. Lemon Popp

The Air Force is also working to acquire a successor to its existing Gulfstream-based C-37 executive jets, tentatively designated the C-37C. Multiple branches of the U.S. military operate a host of other Gulfstream-based aircraft, including special mission types like the Air Force’s EA-37B Compass Call electronic warfare jets.

All this being said, there is no guarantee that Trump’s latest threats against Bombardier will materialize, whether or not they might impact U.S. military fleets. The President has already faced public pushback, including from at least one member of his own party, citing the Canadian firm’s existing economic contributions to the U.S. economy through its aforementioned American subsidiary.

“The presence of Bombardier in Wichita supports a local workforce of more than a thousand employees, who contribute their talent and expertise to our nation’s defense and aerospace capabilities,” Senator Jerry Moran, a Kansas Republican, wrote in a post on X yesterday. “This afternoon, I reached out to the Trump administration to make certain the President is aware of the significant contributions of Bombardier to Kansas and the importance of its presence in Wichita to many Kansas workers at Bombardier and in the Bombardier supply chain.”

“I will continue working to see that Bombardier’s manufacturing operations not only remain in Kansas but continue to grow and create American jobs,” Moran added. “Kansas is home to a hardworking, skilled workforce, and I will continue welcoming leaders in aircraft and defense manufacturing to do business here in the Air Capital of the World.”

“Bombardier’s American workers are based all around the United States with sites in Kansas, Texas, Arizona, Florida, Connecticut, Illinois, Delaware, California, Washington D.C. and New Jersey, as well as overall direct employment presence in more than 20 states,” Bombardier said in its own statement response to Trump’s comments, per NBC News. “Bombardier has also announced extensive plans to grow its defense activities as well as its service network and will, later this year, inaugurate a new facility in Fort Wayne, Indiana.”

The threat alone of U.S. government action could still have negative impacts for Bombardier broadly. The company’s stock price fell by some seven percent after Trump’s post yesterday, though it has rebounded somewhat as of the time of writing.

Trump’s trade war with Canada more broadly is still escalating after a new round of talks collapsed last month. The President and other U.S. officials also continue to make remarks about the country becoming the United States’ 51st state.

Many questions remain to be answered about Trump’s new threats against Bombardier and how they could be implemented, if at all. The President has certainly created new uncertainty regarding the Canadian planemaker’s access to the American market without yet definitively clarifying when the U.S. military could be exempted.

Contact the author: joe@twz.com

The post Trump Threatens Canadian Jets At The Center Of Army Aerial Surveillance Plans appeared first on TWZ.

Russia’s New Stealthy Lower-Cost Air-Launched Standoff Weapons On Display In Egypt

8 September 2026 at 17:52

Russia is displaying some of its newest air-launched precision weapons in public for the first time at the El Alamein International Airshow in Egypt this week. The S-71K Kovyor and related S-71M Monokhrom, and the S8000 Banderol, reflect Russia’s effort to field larger numbers of relatively inexpensive standoff weapons alongside its more sophisticated and costly missile types. As such, their development and early employment are closely tied to the war in Ukraine, but they also reflect wider global interest in these kinds of weapons.

The weapons, seen in the tweet embedded below, comprise, clockwise from top left: S-71K Kovyor, an unknown smaller guided munition, S8000 Banderol, and S-71M Monokhrom:

Novel munitions for the Russian aircraft, on an expo. pic.twitter.com/L1UPTb8qhX

— krakek (@krakek1) September 6, 2026

For Russia, the requirement has become increasingly important as the war in Ukraine has evolved into a prolonged contest in which industrial capacity is as critical as technology. Russia has expended huge numbers of cruise and ballistic missiles against Ukrainian targets while also developing an enormous strike-drone campaign. At the same time, Ukrainian air defenses have become progressively more capable, forcing Moscow to use combinations of missiles, drones, decoys, and different flight profiles to penetrate or saturate the defensive network. One lesson is the fact that a weapon does not necessarily have to be as capable as a high-end cruise missile if it can be manufactured in much greater numbers and still present a credible threat to the target.

The S-71M, which TWZ previously reported on in detail after Ukrainian intelligence obtained an example, is a compact, turbojet-powered weapon with a distinctly angular airframe intended to reduce its radar signature. Imagery from Egypt gives a better look at its front end, including a faceted nose flowing into a broad central fuselage. The nose has at least one optically flat transparency for an infrared or TV seeker. Its wings are sharply swept and fold against the belly of the weapon for carriage, while the rear of the weapon terminates in an inverted-V tail arrangement. The overall shape is notably different from Russia’s more conventional cruise missiles of the past.

An S-71M test article under the wing of a Su-57. via X

Ukrainian analysis found that the S-71M incorporates an OFAB-250-270 high-explosive fragmentation bomb as its warhead and relies primarily on inertial guidance, rather than carrying a sophisticated terminal seeker, although the seeker window raises questions about that.

Ukrainian intelligence also described its construction as being relatively straightforward, with fiberglass composite material making up much of the outer structure and no evidence identified of specialized radar-absorbing coatings.

As we noted previously, the weapon appears intended as a less expensive, but still survivable standoff weapon option that can be produced in significant numbers.

The S-71M has been tested from the Su-57 Felon fighter, also present at El Alamein. In a press release, the United Aircraft Corporation (UAC), responsible for the Su-57, said that the S-71M and the S-71K displayed alongside it “were designed for fifth-generation fighters,” although there is no reason why they couldn’t be launched from a wide variety of platforms.

A Su-57 performing at El Alamein, with one of its main internal weapons bays apparently loaded with Kh-69 standoff missiles:

T-50-9 in El-Alamein, opening both main weapon bays. Two, presumably, Kh-69 can be seen in the front one.

Source: @ T汪汪T pic.twitter.com/f6csKc6Y9D

— George N. (@GeorgeN28581) September 8, 2026

Regardless of launch platform, the nature of the war in Ukraine makes the S-71M particularly useful. Russia has increasingly relied on extemporized glide bombs for attacks against targets relatively close to the front, but those weapons require the launching aircraft to operate within a certain distance of Ukrainian defenses. At least in their earlier iterations, such weapons were also crude and prone to failure. Longer-range cruise missiles offer considerably greater standoff but are more complex and expensive. The S-71M sits somewhere between those categories, providing an air-launched, powered weapon with a relatively large warhead and some degree of low observability without the cost and complexity of a full-size, truly stealthy cruise missile.

The S-71K appears to represent a more capable version of the basic concept. Public information remains limited, but the weapon has been associated with electro-optical guidance and greater onboard processing, potentially giving it a capability to deal with targets in a more flexible manner than the largely pre-programmed S-71M. Exactly how that capability is employed, and how autonomous the weapon actually is, remain less clear from the imagery and information released to date.

An S-71K missile presented in front of a Su-57 Felon at El Alamein. UAC
A close-up of the same S-71K missile at El Alamein. UAC
A Su-57 undergoes trials with a pair of S-71K missiles under the wings. via X

As displayed at El Alamein, the S-71K retains the overall faceted, low-observable appearance of the S-71M but has a visibly different airframe and wing arrangement. Its body is notably broad and compact relative to its length, with folding wings that are relatively thick, and a more refined inverted-V tail giving it more the appearance of a small uncrewed aircraft than a conventional air-to-surface missile.

A rear view of a test S-71K under the wing of a Su-57. via X

Meanwhile, the Banderol represents a somewhat different path to the same general problem. Ukraine’s intelligence service previously obtained and analyzed an example of the small jet-powered cruise missile, which TWZ reported on last year. The weapon is considerably smaller than Russia’s principal cruise missiles and has been associated with launch from drones and helicopters. Its reported range of around 500 kilometers (311 miles) and relatively small warhead make it something of a complementary system intended to provide another, more economical way of putting a precision weapon onto a target from the air.

The front portion of a Banderol is seen nearest the camera in a line-up at El Alamein, which also includes a Yak-130M combat trainer and a Su-57. UAC

In terms of its appearance, the Banderol is more conventionally missile-like, with an ogival central fuselage, a pointed nose, and sharply swept folding wings. Its proportions underline just how small it is compared with Russia’s better-known air-launched cruise missiles.

An infographic prepared by Ukraine showing the Banderol cruise missile and some of its foreign-sourced components. GUR photo

The Banderol is particularly relevant in the context of the economics of the Ukraine conflict. Russian forces have increasingly used combinations of relatively inexpensive one-way attack drones and more expensive cruise and ballistic missiles. The drones can be produced in large numbers and used to complicate air-defense operations, while the more capable missiles provide greater speed, range, payload, or penetration capability. A small turbojet-powered weapon such as Banderol offers another point on that spectrum.

At least one image has recently emerged showing a Banderol carried by a Russian Mi-28NM Havoc attack helicopter. This would be in line with unconfirmed reports from Ukraine last month that Russia was using the Mi-28 as an additional launch platform for the weapon, including firing them from over the Sea of Azov to attack targets around Odesa.

An S8000 “Banderol” (“Dan-T”) small cruise missile mounted on a Russian Mi-28NM attack helicopter. pic.twitter.com/Xcx3MmFK3B

— OSINTWarfare (@OSINTWarfare) September 6, 2026

Its reported use also illustrates how the distinction between a cruise missile and a large one-way attack drone is becoming increasingly blurred. The Banderol incorporates a conventional missile-like airframe and jet propulsion but has been associated with drone operations and makes extensive use of commercially available components. TWZ’s earlier examination of the weapon also highlighted the extent to which modern Russian weapons programs can combine relatively simple airframes with foreign-sourced electronics and propulsion technology.

Russia has revealed an Orion (Inokhodets) UAV carrying the S8000 Banderol air-launched cruise missile, marking the clearest Russian footage yet of the weapon integrated with the drone. #Russia #Orion #CruiseMissile #Defense pic.twitter.com/yLHb7h1oW9

— Drone Wars (@Drone_Wars_) July 13, 2026

Likely Banderol loitering munition on the ground (perspective exaggerates it's size) and under Orion drone.

Banderol has been reported as one of the munition used in recent strikes and appears to use a jet engine and a FAB-100 warhead or similar. pic.twitter.com/j50DUsNuVe

— krakek (@krakek1) April 27, 2025

Seen together at El Alamein, the three weapons provide an unusually useful snapshot of where Russian air-launched strike development is heading. They are presented alongside a fourth, so-far unidentified munition. This unnamed weapon is notably short and fat, with a cruciform tail, and an optical window in the nose. Its overall size and shape suggest it may have been developed specifically to arm drones.

The appearance of the weapons at an arms fair underscores the fact that Russia is not the only country confronting the problem of producing and fielding sufficient precision weapons at an acceptable cost. The growing interest in lower-cost cruise missiles, loitering munitions, attritable aircraft, and other forms of expendable precision strike is now evident well beyond Russia.

Russia is also clearly trying to make these weapons harder to intercept, an increasingly important consideration as Ukrainian air defenses have demonstrated an ability to shoot down even glide bombs in some circumstances. The S-71K in particular incorporates unusually pronounced low-observable shaping, suggesting that survivability was also a central requirement from the outset.

There is, however, a significant complication to Russia’s attempt to turn its wartime experience into an export opportunity. Buying any kind of weapons from Moscow has become considerably more difficult because of sanctions, restrictions on access to foreign technology and financing, and the wider political risks associated with maintaining a Russian defense relationship. Those factors matter just as much to a prospective customer as the performance of the weapon itself.

Author’s note: earlier reporting on the S-71 family appears to have transposed the S-71K and S-71M versions. Most authoritative accounts now indicate that the more refined, more stealthy version is the S-71K Kovyor (meaning carpet), while the simpler weapon is the S-71M Monokhrom.

Update, September 9:

Rostec, the Russian state-owned defense conglomerate, has provided more details of the weapon identified at El Alamein as the Banderol. Rostec calls this weapon the ‘Dan-T’ loitering munition, which is an export designation for Banderol.

According to Rostec:

The ‘Dan-T’ munition operates on a ‘fire-and-forget’ principle and is adapted for launch from Russian and foreign aircraft and helicopters. The munition is equipped with a compact jet engine and can strike targets at a range of hundreds of kilometers. The ‘Dan-T’ features a special flight mode designed to evade enemy air defence systems.

Rostec adds that the Dan-T has been combat-tested in the war in Ukraine, where it claims there have been “hundreds of successful launches” against enemy targets in the Special Military Operation zone. “We expect this munition to attract widespread interest from foreign customers,” said Rostec.

Rostec
Rostec

Contact the author: thomas@thewarzone.com

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