New footage of Australia’s Ghost Shark extra-large autonomous underwater vehicle (XL-AUV) provides the first look at how the vehicle launches aerial drones, while also revealing a pair of deployable masts not previously seen on the platform. The video comes soon after we got a glimpse of some of the payloads that the Royal Australian Navy plans to integrate on the new uncrewed submarine, as you can read more about in our coverage here.
"Ghost Shark has teeth now." – @PatConroy1, Australia's Minister for Defence Industry.
The @ausgov and @Australian_Navy confirmed the payloads that our Ghost Shark extra-large autonomous submarine carries: sea mines, logistics caches, and air-launched effects for ISR and strike.… pic.twitter.com/IALPFpOf4V
Published by manufacturer Anduril, the footage shows a Ghost Shark surfacing before doors on the top of its hull slide open. A launcher consisting of 12 angled tubes then emerges from a drone sub. Another launcher is seen in the other upper payload bay, but is not raised in the video. While it appears to be of the same type, the second launcher could also have a different arrangement of tubes.
While the 12-tube ALTIUS aerial drone launcher on the left is seen elevating, the launcher on the right remains lowered. Anduril/screencap
The footage subsequently cuts to an ALTIUS-type drone being launched from one of the tubes, with Ghost Shark itself remaining surfaced.
A Ghost Shark launches an ALTIUS aerial drone from a raised 12-tube launcher. Anduril/screencap
The sequence provides a much more concrete look at the aerial-drone deployment concept — or one of them — than the photographs released previously, which offered the first public view inside Ghost Shark’s side payload bay.
The Australian government has said the vehicle is being developed for missions including persistent intelligence, surveillance, reconnaissance (ISR) and strike, but the precise configuration and operational capabilities of its weapons and how they are launched had not previously been disclosed.
The video does not identify which ALTIUS variant is being launched. However, Ghost Shark has previously been displayed at the Altus factory in Australia alongside derivatives of the ALTIUS-600 family. This includes the ALTIUS-600 for ISR, as well as the ALTIUS-600M, which is designed for strike missions. You can read more about this family of drones here. As we noted before, unarmed variants of the ALTIUS-600 are designed to be optionally expendable, and can be reused, although in many scenarios that isn’t possible. In terms of capabilities, the ALTIUS-600 has a maximum range of around 275 miles and can remain airborne for at least four hours, according to Anduril.
Examples of the Anduril ALTIUS-600 displayed during a press conference at the Anduril Australia factory in Sydney, New South Wales. Australian Department of Defense
Ghost Shark can clearly deploy a substantial number of aerial drones — two dozen in this case – in a single sortie, enabling swarms to be launched far from an adversary’s coastline. Depending on the drones carried and how they are employed, such a swarm could provide broad-area surveillance, wreak havoc on enemy air defenses via electronic warfare, or attack targets.
The concept could also have value below the threshold of open conflict. A mass launch of relatively inexpensive drones could be used to probe or stimulate an adversary’s air defenses, prompting them to reveal their locations, signatures and operating procedures for collection by other intelligence assets or even some of the drones themselves. There is a precedent for exactly this going back to the early Cold War years, which you can read all about here.
Ghost Shark could carry these capabilities deep into contested waters clandestinely without putting a crew at risk, unleashing their payload even at standoff distances or right next to the shore to give the drones maximum penetration and loitering time over target, depend on the risk profile.
At the same time, while the 12-tube launchers fit neatly into Ghost Shark’s hull architecture, the modular nature of the design means that the same space can accommodate many other payloads, which might include alternative types of aerial drones. This could be fewer larger, more capable types, or far more plentiful smaller, less capable ones.
The other notable development in the video is the appearance of two deployable masts. Their presence is particularly interesting given Anduril’s emphasis on designing uncrewed underwater vehicles without the kinds of protruding mast arrangements associated with traditional submarine designs. On UUVs, masts like these are generally used to support sensors, communications, and propulsion systems.
Looking aft, with the two masts raised. Anduril/screencap
“We don’t have big masts running down the backbone of our vehicle that a lot of other designs do that then preclude the ability for the payloads to come out in different directions… of the payload module itself,” Dr. Shane Arnott, Senior Vice President for Engineering at Anduril and the company’s maritime lead, told TWZ back in 2024.
“So we have… in effect, unlimited flexibility in this design, just the way that we’ve configured the vehicle and the payload bay itself could be almost anything within a size configuration that you can dream up,” Arnott added. “We haven’t encountered a crazy idea yet from a customer that … we can’t fit.”
The first Ghost Shark for the Royal Australian Navy. In this earlier view, the retractable masts are not visible. Australian Department of Defense
The larger mast that lies flat is actually a fairly traditional one for large UUVs. It lies along the centerline of the hull when stowed, between the upper payload bays. It then deploys upward in an arm-like motion and carries an antenna. The smaller mast is located farther aft and rises vertically from its own housing. Potentially, the tall mast supports a line-of-sight datalink to the drones, while the other being a satcom array, such as one connected to Starlink/Starshield, sends drone feed to controllers anywhere in the world. It’s also worth noting that Ghost Shark could just launch the drones and send them on their missions autonomously, without needing to stay surfaced at all. Other arrangements could exist, as well, such as Ghost Shark launching a dozen drones and one larger one capable of carrying its own satcom terminal. This would allow direct control of the drones by operators anywhere in the world without Ghost Shark remaining present near the surface.
Ghost Shark also has a lower-profile swept-back sail on top of its nose section, not visible in the video. Overall, the vessel would retain a very small signature above the waterline while connected to the drones, making it hard to detect by radar and electro-optical imaging systems.
Ghost Shark submerged, with its reflection seen on the surface. This provides a good view of the retracted masts and how they fit neatly with the closed upper payload doors. Anduril/screencap
The new video follows the recent disclosure of three payload concepts for the Royal Australian Navy’s Ghost Shark: the deployment of up to 12 sea mines in a mission, the placement of supply caches on the seabed, and the launch of aerial drones. Those capabilities expand the vehicle beyond conventional underwater surveillance into a broader range of undersea warfare missions.
The mine-delivery option could support operations in strategically important maritime areas, while seabed caches could provide a means of positioning equipment and supplies for later retrieval. The aerial-drone capability, as seen in the new video, would allow Ghost Shark to extend surveillance beyond the reach of its own sensors or potentially deliver strike effects without exposing crewed platforms to the same risks. Having 12 ALTIUS drones ready to launch (and potentially the same number in the adjacent upper payload bay) would allow multiple missions to be undertaken.
The modular design is central to Ghost Shark. As we have discussed, the payload section can be configured using different hull sections and mission-specific systems, allowing the same underlying vehicle design to accommodate different requirements. The newly revealed launcher provides a first look at how at least one of those payload concepts may be implemented in practice.
A rendering of a Ghost Shark in Royal Australian Navy service. Australian Department of Defense
Australia has committed substantial resources to autonomous and uncrewed undersea warfare capabilities, with a planned fleet of Australian-designed and built Ghost Shark vehicles serving alongside the Speartooth large uncrewed underwater vehicle (LUUV) and the BlueBottle uncrewed surface vessel (USV). The Ghost Shark program is also part of the broader AUKUS effort to develop advanced maritime technologies alongside the United Kingdom and the United States.
The new footage provides a clearer picture of the practical design choices behind that effort. Most notably, how the underwater vehicle can operationalize its aerial drone launching capability and the quantity of those systems it could potentially deploy very quickly before slipping back below the waves.
New photos provide an interesting first public look inside the payload bay of Australia’s Ghost Shark extra-large autonomous underwater vehicle (XL-AUV), and a glimpse of the highly modular concept at the heart of the Royal Australian Navy’s emerging undersea warfare capability. Australian authorities had said in the past that they plan to use Ghost Sharks to conduct “persistent intelligence, surveillance, reconnaissance and strike” missions, but without any real elaboration.
The photographs were taken during a recent visit to the Anduril Australia factory in Sydney, New South Wales, by Pat Conroy, Australia’s Minister for Defense Industry. They emerged as the Australian government announced new details of payload development for Ghost Shark, the Speartooth large uncrewed underwater vehicle (LUUV), and the BlueBottle uncrewed surface vessel (USV), on October 19. While the announcement described the payloads in very broad terms, the photos plus additional details from the Anduril event reveal a more concrete picture of the missions Ghost Shark is being designed to perform.
Left to right: David Goodrich, CEO of Anduril Australia; Chief of Navy, Vice Adm. Matthew Buckley; Professor Tanya Monro, AC Chief Defense Scientist; and Pat Conroy, Minister for Defense Industry, stand in front of a Ghost Shark, with payload bay open, at the Anduril Australia factory in Sydney, New South Wales. Australian Department of Defense
The three previously undisclosed payload options include deploying up to 12 sea mines in a mission, leaving supply caches on the seabed, and launching Anduril’s ALTIUS aerial drones for reconnaissance or strike missions.
“Ghost Shark now has teeth, and will have the ability to inflict damage on any potential adversary,” Conroy said.
The payload bay image is significant in its own right. Ghost Shark’s modular design is intended to accommodate different mission-specific systems, allowing the Royal Australian Navy to configure the same underlying platform for different operational requirements. Ghost Shark was designed to be extremely modular, flexible, and readily reconfigurable. As part of this, the overall payload portion can be readily configured in different ways using different-sized modular hull sections. Since the nose and the tail are different pieces, with an expandable section in the middle, there is plenty of scope for different payloads as well.
Seeing the internal bay for the first time provides a more tangible look at that approach than earlier photographs of the submarine’s exterior.
Chief of Navy, Vice Adm. Matthew Buckley, makes an address at the Anduril Australia factory in Sydney, New South Wales. The payload-bay spacers are seen immediately behind him. Australian Department of Defense
Inside the bay of one of the Ghost Sharks on display, there appear to be cylindrical spacers, formed in segments, rather than operational stores. These spacers, and other areas inside the bay, look as if they are fabricated from plywood or similar. Overall, this means it is not entirely clear if they represent the kind of ballast that would be loaded to take the place of actual payloads during trials, or whether they are part of a mockup.
Of the three payload options, the ability to deploy ALTIUS aerial drones is particularly noteworthy. An underwater vehicle capable of releasing aerial systems could extend a naval force’s intelligence, surveillance, and reconnaissance (ISR) reach beyond the submarine’s own sensors. Depending on the drone variant and mission configuration, it could also provide a means of delivering effects at a distance without putting personnel directly in harm’s way. Other roles could include stimulating enemy air defense networks, perhaps even responding to pop-up air defence threats as they appear and attacking them. The ability to put miniaturized satcom terminals, as well as AI, on small drones also greatly opens up the possibilities for UUV-launched aerial drones.
The Anduril ALTIUS-600 is displayed during a press conference at the Anduril Australia factory in Sydney, New South Wales. Australian Department of Defense
Which ALTIUS variants the Ghost Shark will be able to deploy has not been publicly disclosed. The models displayed at the Altus factory are all derivatives of the ALTIUS-600 family. Notable versions include the ALTIUS-600 for ISR, as well as the ALTIUS-600M, which is designed for strike missions. As you can read here, the basic drone has an overall weight of between 20 and 27 pounds, depending on its payload, which typically weighs between three and seven pounds. The ALTIUS-600 has a maximum range of around 275 miles and can remain airborne for at least four hours, according to its developer. Unarmed variants of the ALTIUS-600 are designed to be recoverable and reusable, although it is unclear how practical that would be after launch from a UUV.
There is another missing part of the payload puzzle, namely the kinds of capsules that would contain the ALTIUS UAVs for launch from the sub.
The Rheinmetall Asteria 533mm-diameter mine pictured alongside the Ghost Shark is not installed in the vehicle’s payload bay. Its appearance nevertheless provides an intriguing visual counterpart to the newly disclosed mine-delivery capability. According to the manufacturer, the Asteria can be deployed from surface vessels, aircraft, and submarines (normally via torpedo tubes). It can be remotely controlled via an acoustic link and is optimized for the defense of harbors, straits, ports, and other critical areas.
Professor Tanya Monro, AC Chief Defense Scientist, makes an address at the Anduril Australia factory, with the Rheinmetall Asteria mine behind her, immediately to her right, marked with a blue band. Australian Department of Defense
The seabed supply-cache concept points to a different operational role. Ghost Shark could position equipment and supplies underwater for later retrieval, potentially supporting forces operating in areas where conventional resupply is difficult or risky.
The notional supply cache payloads — which are under development by the Defense Science and Technology Group (DSTG) — don’t appear to be on display here. Alex Luck, a naval analyst who closely tracks submarine developments, told TWZ that the cache payloads would likely take the form of capsules, similar in shape to the Asteria mine, but containing whatever supplies need to be moved. It is not immediately clear who would use those caches. One option could be special operations forces, but if the payloads could later rise to the surface, they could be accessed by other forces, too.
It should also be noted that the U.S. Navy and U.S. Marine Corps, in particular, are envisioning future fleets of UUVs and USVs that can carry out kinetic attacks and employ electronic warfare and other non-kinetic effects, as well as emplace mines, providing a direct parallel with the planned mission set for Ghost Shark.
A rendering of a Ghost Shark in Royal Australian Navy service. Australian Defense Force
Some of the new payload capabilities are due to be featured in Exercise Maritime Big Play Pacific in San Diego, an AUKUS Pillar II activity focused on advanced maritime capabilities and interoperability. The Australian government says the development effort involves the Royal Australian Navy, Defense Science and Technology Group, the Advanced Strategic Capabilities Accelerator and defense industry.
The Ghost Shark ‘Alpha’ first prototype was co-developed by Defense Science and Technology Group, the Royal Australian Navy, and Anduril Australia. Australian Department of Defense
Under AUKUS Pillar II, Australia is collaborating with the United Kingdom and the United States on Ghost Shark and its associated capabilities. While Pillar I centers on providing Australia with nuclear-powered submarines, Pillar II focuses on the joint development of advanced defence technologies, including artificial intelligence and autonomous systems.
Exactly how the Ghost Shark will be deployed during the Maritime Big Play Pacific exercise is unclear, but, speaking about the concept of operations, Conroy described examples of it being deployed from a shipping container or launched from the back of a small vessel using a crane. In the past, we have also seen the Ghost Shark loaded in a standard shipping container and transported in a Royal Australian Air Force C-17A Globemaster III airlifter.
A Ghost Shark loaded in a standard shipping container for transport in a Royal Australian Air Force C-17A. Anduril
Australia’s 2026 National Defence Strategy and Integrated Investment Program allocate up to A$5.8 billion (approximately $4.05 billion) over the decade to autonomous and uncrewed undersea warfare capabilities, including A$1.7 billion (approximately $1.19 billion) for a new fleet of Australian-designed and built Ghost Shark vehicles.
The newly released imagery and payload details offer the clearest picture yet of how Australia intends to expand Ghost Shark beyond a conventional underwater surveillance role. The next key milestones should provide more details of how the payloads will be integrated into the vehicle, and how they might be deployed in practice.
Nearly a month ago, we reported on a uniquely configured vessel that was far along in its construction at Hudong-Zhonghua Shipyard on Changxing Island in Shanghai. The intentions behind this design appeared to be as an uncrewed underwater vehicle (UUV) mothership, capable of deploying a handful of very large vehicles or many more smaller ones via its stern garage door and well deck. Its large pylons would be used to lift the vessels up and down out of the water and to different levels in the ship. Now it appears China has not just one, but two of these vessels nearly complete.
Make sure to read our initial report on this vessel configuration for full context by clicking here.
(Chinese Internet)
The new image was taken in Guangzhou and the vessel has a near identical shape, but with smaller proportions and minor changes to its overall moldline, compared to the larger one in Shanghai. This new vessel appears to be about a third smaller overall than its counterpart. The lift towers number six in total instead of six larger ones and six smaller ones on the Shanghai vessel. Regardless, the major design features are all there, including the flight deck and hangar behind the forward superstructure, the location of the smokestacks, and so on.
The larger but very similar in configuration UUV mothership that has now been launched in Shanghai. (Chinese Internet)
While two of these assets could still be considered largely intended for experimental use, a growing fleet would have increasing tactical and even strategic importance. Being able to easily launch and recover large numbers of UUVs, or a few very large ones, far from Chinese shores would provide an asymmetric capability. A fleet of ships that is dedicated to deploying, recovering, and tending to these systems, some of which can remain on patrol for very long periods, would be a major indication of how important China sees UUV operations as part of its future strategy.
03 September 2025, China, Beijing: HSU100 uncrewed underwater drones ride along on military transporters at Tiananmen Square in Beijing during a military parade to mark the 80th anniversary of the end of World War II. Photo: Johannes Neudecker/picture alliance via Getty Images picture alliance
There have been rumors that these vessels are part of a larger overall program that will see more ships with similar capabilities constructed. Once again, this would be a strong indication that these vessels’ utility will go beyond testing and limited operational use cases. The launch and recovery of large UUVs remains a conceptual work in progress for the U.S., with nothing similar in the U.S. Navy’s inventory, as we discussed in our original post.
Large long-range UUVs can be used for many tasks, from mapping the sea floor to hunting submarines and ships to searching for mines to launching cruise missiles and drones to being turned into immensely destructive weapons in their own right that can circumvent traditional strategic defenses. For China, providing a credible threat to America’s outposts deep in the Pacific and even the U.S. seaboard would be on the table.
An AJX002 uncrewed underwater vehicle is seen during a military parade marking the 80th anniversary of victory over Japan and the end of World War II, in Beijing’s Tiananmen Square on September 3, 2025. (Photo by Greg Baker / AFP) GREG BAKER
There is speculation online as to where exactly this vessel was built. The first place that came to mind is Guangzhou Shipyard International’s (GSI) facilities on Longxue Island, just southeast of the city of Guangzhou. GSI is a subsidiary of the China State Shipbuilding Corporation (CSSC). It is here that many of China’s most unique vessels are born. These include drone test ships of various kinds, massive beach landing barges, and giant supply ships. Upon closer review of archival satellite imagery, we can say for certain that GSI did build this ship. An image from October 2nd shows it peeking out of a covered graving yard area at the facility prior to launch.
The emergence of two of these large UUV tenders in such a short period of time underscores China’s major bet on the technologies they will support. If more ships are added to the currently known fleet of two, a clearer picture of the People’s Liberation Army Navy’s large UUV plans, and its expeditionary potential, will come into focus.
North Korea says it has test-fired two types of submarine-launched strategic cruise missiles off its east coast, in what appears to be the first time its bizarre Hero Kim Kun Ok submarine has been seen at sea in a publicized manner. If the vessel truly was the launch platform, the tests would mark its first confirmed weapons trials and a potential step toward operational service. Unveiled with considerable fanfare in 2023, the Hero Kim Kun Ok has been billed by Pyongyang as a centerpiece of its future nuclear-armed navy, but its operational status and actual capabilities have remained unclear.
The launches took place Wednesday, October 14, with state media Korean Central News Agency (KCNA) reporting the activity earlier today. North Korea said the tests were intended to assess the readiness of its underwater combat systems, improve the Navy’s ability to execute strategic missions, and demonstrate the reliability of its deterrent. Along with imagery of the cruise missiles, KCNA released one photo of the Hero Kim Kun Ok underway, which you can see at the top of this story.
The launch of a cruise missile, apparently from a vertical launch tube. North Korean state media North Korean state mediaSubmerged launch of one of the North Korean cruise missiles. North Korean state media
KCNA did not otherwise identify the submarine involved or disclose the missiles’ ranges, flight paths, or performance. South Korea’s Joint Chiefs of Staff (JCS) said it had detected and tracked the launches from before firing through the cruise and terminal phases. A JCS spokesperson said one missile type was launched from a vertical launch system and another from a torpedo tube. This would match the imagery we are seeing, it would also match the Hero Kim Kun Ok’s unique capabilities. The South Korean military assessed that the launches came from a submarine but did not initially identify the vessel publicly.
There remains a possibility that the 3,000-ton-class Hero Kim Kun Ok was not actually involved in launching the missiles. North Korea has long used underwater platforms for test missile launches and has paired these with images of an actual submarine for propaganda purposes. However, the JCS confirming they came from a submarine would lend additional credence to the possibility Hero Kim Kun Ok did indeed launch the missiles. If this is the case, it would indicate that North Korea has begun validating weapons systems aboard the submarine ahead of deployment. At the very least, we can confirm that the Hero Kim Kun Ok is now sailing, although South Korean and U.S. intelligence would be acutely aware of its movements and it could have been in at-sea testing for years now, we just don’t know.
North Korea unveiled the submarine in September 2023, describing it as its first “tactical nuclear attack submarine” and one of the Navy’s core offensive platforms. At the launching ceremony, North Korean leader Kim Jong Un was quoted as saying that arming the Navy with nuclear weapons “brooks no further delay.”
The North Korean diesel-electric submarine Hero Kim Kun Ok, which has the hull number 841. North Korean state media
Nevertheless, many questions remain about the submarine’s design and operational prospects. Overall, it remains a heavily modified derivative of a Cold War-era Romeo class diesel-electric submarine — nearly an antique by today’s standards — rather than a purpose-built guided missile submarine. Previous imagery shows 10 missile launch tubes concealed in the prominent ‘turtle back’ aft of the sail, in addition to torpedo tubes, although the precise configuration, usable capacity, and operational status of those systems remain uncertain.
The absence of publicly reported weapons tests from the vessel over the following years raised questions about its development. Analyst Shin Jong-woo of South Korea’s Defense and Security Forum toldReuters that the latest launches suggested combat-system testing for operational deployment was underway. He also suggested that North Korea may have resolved technical problems and could also test a submarine-launched ballistic missile (SLBM) before the vessel enters service. North Korea has previously presented SLBMs of increasing size, but has lacked a suitable submarine to launch them from.
The North Korean diesel-electric submarine Hero Kim Kun Ok during its launch. North Korean state media
Missile launches while the submarine is submerged represent a more demanding and operationally relevant capability than firing from the surface.
At the same time, a missile launch of any kind demonstrates only part of the capability required for a submarine like this to be effective at all. An operational submarine must also be able to deploy reliably, remain sufficiently difficult to detect, maintain its weapons, and execute missions under realistic conditions.
A vertical launch system (VLS) can provide dedicated capacity for certain missile types — potentially much larger ones — and may enable faster launches or larger salvos than a configuration relying exclusively on torpedo tubes. Torpedo tubes offer an alternative launch method, but with different constraints on weapon dimensions, handling, and firing procedures.
The forward four tubes are larger than the rear six on the submarine’s ‘turtle back.’ This would allow the boat to carry multiple types of missiles, possibly including a mix of short-range and longer-range submarine-launched ballistic missiles (SLBMs) and submarine-launched cruise missiles (SLCMs).
A North Korean cruise missile in flight after submerged launch. North Korean state media
Testing both systems would be consistent with an effort to validate multiple elements of the submarine’s weapons architecture.
North Korea has pursued submarine-launched missiles for years. In March 2023, it reported a submarine-launched cruise missile test from the older 8.24 Yongung submarine. In January 2024, Pyongyang said it had fired Pulhwasal-3-31 strategic cruise missiles from that same vessel. The earlier sub is in the 2,000-ton-class and is understood to have only one or two vertical launch tubes.
North Korea’s description of the weapons as “strategic” cruise missiles should also be treated cautiously. North Korea’s long-range cruise missile program is well established and a nuclear payload is a major part of its ambitions, but how mature or reliable a nuclear warhead is for this application at this time isn’t clear. Regardless, ground, surface, and now subsurface-launched cruise missiles are a key part of North Korea’s broader deterrent architecture.
According to reports, Wednesday’s activity was the first publicly reported underwater North Korean missile-testing event since the January 2024 launch.
Compared to the 8.24 Yongung submarine, the Hero Kim Kun Ok has a larger hull and additional vertical launch tubes, but it still uses very dated diesel-electric propulsion, which presents hugely different endurance, acoustic, and operating constraints compared with nuclear propulsion or even modern diesel-electric submarine capabilities.
As to the expectation that Pyongyang may test an SLBM from the submarine before deployment, this would be a likely milestone toward North Korea fielding a credible sea-based nuclear deterrent.
North Korean SLBMs identified as the Pukguksong-5 on parade in January 2021. North Korean state media
North Korea is also pursuing a separate nuclear-powered submarine project, unveiled as under construction in March 2025. Its completion and operational timeline remain uncertain. Nuclear propulsion is a much bigger challenge, but if perfected, such a boat would be of considerably greater value, especially as a second-strike capability.
People seen looking at a TV broadcast at Seoul Railway Station showing North Korean leader Kim Jong Un unveiling the manufacturing site for a future nuclear-powered missile submarine at an undisclosed location. Photo by Kim Jae-Hwan/SOPA Images/LightRocket via Getty Images SOPA Images
The sequence is consistent with Pyongyang’s effort to diversify its delivery systems and complicate military planning for South Korea, the United States, and Japan.
A satellite image of the Pongdae Submarine Factory on the northeast coast of North Korea, the center of its submarine development activities. Google Earth
The activity also carries a diplomatic message. North Korea has repeatedly insisted that it will not abandon its nuclear weapons while the United States maintains what Pyongyang calls a hostile policy. It has also rejected the suggestion that adjustments to U.S.-South Korean military exercises would be sufficient to change the underlying relationship.
The tests also follow North Korea’s rejection of an apparent diplomatic opening from U.S. President Donald Trump after Washington sought to reduce tensions surrounding a U.S.-South Korean military exercise.
Kim touring the Sinpo submarine yards back in 2019, the first time we got a glimpse of the future Hero Kim Kun Ok. North Korean state media
A submarine able to launch missiles from less predictable locations complicates defensive planning for South Korea and the United States. The challenge extends beyond intercepting missiles after launch to detecting and tracking the submarine before it reaches a potential firing position. Even a partially capable vessel places additional demands on potential adversaries.
Were things to ‘go hot’ on the Korean Peninsula, any submarine capable of carrying strategic weapons would be at the top of the targeting list for Pyongyang’s adversaries. A submarine based on the archaic Romeo class design would be fairly easy to track from the time it leaves its berth. This is especially the case bearing in mind the sophisticated nature of South Korea’s anti-submarine capabilities.
Future submarines will become increasingly more challenging, however. That problem could intensify if future North Korean boats make more use of Russian assistance in developing their capabilities. Submarine technology is supposedly part of the payment to Pyongyang for its help in the war in Ukraine. This could become a much larger problem, even if Moscow were to provide North Korea with advanced Kilo class boats, for example.
For now, provided that the Hero Kim Kun Ok launched the missiles, which seems most likely, this would indicate that North Korea is advancing weapons integration aboard a submarine intended to expand its offensive naval capabilities. The fact that the Hero Kim Kun Ok is now at sea also signals progress toward deployment.
Whatever the ultimate operational effectiveness of the Hero Kim Kun Ok and its emerging missile armament, Pyongyang continues to demonstrate incremental improvements to its submarine forces.
A U.S. Navy F-35C has made the first arrested landing for the type aboard a Ford class aircraft carrier, with the milestone taking place aboard the future USS John F. Kennedy (CVN 79) in the Western Atlantic on October 13, 2026. The milestone marks a major step in testing the Navy’s stealth fighter aboard its newest carrier class, following years of challenges integrating advanced launch and recovery systems.
Two F-35C test pilots assigned to Air Test and Evaluation Squadron 23 (VX-23), part of the Naval Air Warfare Center Aircraft Division (NAWCAD), flew to the carrier as part of an ongoing Aircraft Compatibility Testing (ACT) campaign. A team from the Patuxent River-based F-35 Integrated Test Force (ITF), detached to the ship, is conducting the evaluation using a specially instrumented example of the carrier-capable stealth fighter. The imagery released shows two jets, although only one is seen landing on the flattop. The other is seen carrying inert Joint Direct Attack Munition (JDAM) bombs externally.
An F-35 test pilot from Air Test and Evaluation Squadron Two Three (VX-23), Naval Air Warfare Center Aircraft Division (NAWCAD), flies an F-35C overhead the PCU John F. Kennedy in the Western Atlantic on Oct. 13, 2026. U.S. Navy
The Navy took preliminary acceptance of the carrier from Newport News Shipbuilding on September 29, following successful acceptance trials in August. That development allows the ship and its crew to conduct at-sea testing and build underway proficiency while the shipbuilder completes final systems testing ahead of formal delivery, scheduled for spring 2027.
Two F-35 test pilots from VX-23 fly F-35Cs to the PCU John F. Kennedy in the Western Atlantic on Oct. 13, 2026. U.S. Navy
The test is an important step in validating the integration of the F-35C with the Ford class. The Navy’s newest carriers use electromagnetic catapults and advanced arresting equipment, replacing the steam-powered launch systems and conventional arresting machinery found aboard the preceding Nimitz class.
Aircraft Compatibility Testing assesses the operational capabilities of a ship’s aircraft launch and recovery equipment with U.S. Navy aircraft. The process helps engineers evaluate how the carrier’s systems interact with individual aircraft and collect data needed to validate their performance.
A U.S. Navy F-35C of VX-23 makes an arrested landing on the flight deck aboard PCU John F. Kennedy. U.S. Navy photo by Mass Communication Specialist Seaman Kaitlyn BaileyA U.S. Navy F-35C of VX-23 catches the wire on the flight deck aboard PCU John F. Kennedy. U.S. Navy photo by Mass Communication Specialist Seaman Kaitlyn Bailey
The F-35C is specifically designed for carrier operations, with larger wings, reinforced landing gear and a beefier tail hook compared with the Air Force’s F-35A. Its ability to launch from a carrier and recover through an arrested landing is central to its role in the Navy’s carrier air wings, which also include F-35Cs operated by the U.S. Marine Corps.
The use of a specially instrumented aircraft is particularly relevant to the test campaign. Instrumentation allows test teams to record data during flight-deck operations, helping them assess system performance and identify any issues requiring further evaluation.
A U.S. Navy F-35C of VX-23 with its airframe liberally adorned with telemetry markings — these act as precision visual references used during flight testing to capture exact spatial data. U.S. Navy photo by Mass Communication Specialist Seaman Kaitlyn BaileyA close-up of one of the U.S. Navy F-35Cs of VX-23 reveals a full set of underwing stores pylons and a load of three inert 500-pound JDAM-series weapons. U.S. Navy photo by Mass Communication Specialist Seaman Kaitlyn Bailey
The first arrested landing aboard John F. Kennedy demonstrates that the ship has reached an important F-35C compatibility milestone. It does not, however, establish that all testing, certification, or operational qualification requirements have been completed.
The milestone comes against the backdrop of the Ford class program’s difficulties integrating some of its advanced aviation systems. The lead ship, USS Gerald R. Ford (CVN 78), introduced the Electromagnetic Aircraft Launch System (EMALS) and Advanced Arresting Gear (AAG), technologies intended to improve aircraft-launch flexibility, recovery performance, and overall sortie generation. Development and reliability challenges with both EMALS and AAG have contributed to delays in the class’s progress. In a 2019 report, TWZhighlighted concerns that Ford class carriers would not be ready to operate the F-35C for years.
A U.S. Navy F-35C makes an arrested landing on the flight deck aboard PCU John F. Kennedy for the first time. U.S. Navy photo by Mass Communication Specialist Seaman Kaitlyn Bailey
USS Gerald R. Ford was designed and built before the F-35C’s full carrier-integration requirements were sufficiently mature, so the Navy deferred several upgrades to a later modernization period rather than delaying the ship’s delivery. Following congressional pressure, the Navy adopted a single-phase delivery approach for USS John F. Kennedy, incorporating these modifications during construction instead.
The USS Gerald R. Fordcompleted its Aircraft Compatibility Testing in January 2020, following 16 days at sea, during which the crew launched and recovered 211 aircraft, testing five different airframes — but the F-35C was not included.
A U.S. Navy F-35C, attached to VX-23, after an arrested landing on the flight deck aboard PCU John F. Kennedy. U.S. Navy photo by Mass Communication Specialist Seaman Kaitlyn Bailey
Beyond EMALS and AAG, integrating the F-35C on Kennedy requires modifications to the carrier’s maintenance infrastructure and support systems. These include specialized spaces for handling the aircraft’s sensitive mission systems and classified data, computer networks and interfaces linking its maintenance and logistics systems with the Navy’s existing infrastructure, and facilities and equipment to support the upkeep of its low-observable coatings and materials. The Navy has also identified the need for more robust jet blast deflectors (JBDs), which protect flight-deck personnel and equipment from the F-35C’s intense engine exhaust.
Earlier F-35C integration work aboard Nimitz class carriers included JBD modifications to improve heat resistance and cooling, while planning for John F. Kennedyexplicitly included both JBD upgrades and changes to maintenance spaces and information systems.
An F-35 test pilot from VX-23 flies an F-35C to the PCU John F. Kennedy in the Western Atlantic on Oct. 13, 2026. U.S. Navy
The latest test represents progress toward resolving the compatibility question, although the full scope of the remaining work will depend on the results of the ongoing evaluation.
The development also comes as China advances its own carrier aviation capabilities. Unlike the U.S. Navy, its Fujian aircraft carrier has demonstrated electromagnetic catapult launches and arrested recoveries involving several aircraft types, including the J-35 stealth fighter.
A J-35 is prepared for takeoff on Fujian. via Chinese internet
In contrast to the U.S. Navy, which accumulated decades of experience with steam-powered catapults before adopting electromagnetic launch technology, China chose electromagnetic catapults for its first catapult-equipped carrier.
Although China’s demonstrations aboard Fujian and the F-35C compatibility testing aboard Kennedy involve different aircraft, ships, and stages of development, both underscore the technical demands of integrating advanced aircraft with modern carrier launch and recovery systems.
For the U.S. Navy, the immediate priority is to demonstrate that the Ford class can reliably support its intended aircraft. The F-35C’s first arrested landing aboard Kennedy is a significant step in that process, with further testing — not least an EMALS takeoff — needed before the milestone can begin to translate into an operational capability.
Standing on the deck of the aircraft carrier USS Abraham Lincoln, Secretary Pete Hegseth looked up at the flattop’s superstructure and got a good indication of many of the targets the Lincoln Carrier Strike Group (CSG) destroyed during its six-month fight with Iran. In a photograph shared by the Pentagon’s image distribution site, Hegseth is seen examining a wall of so-called kill marks stenciled onto the superstructure.
By our count from the image and a video taken during Hegseth’s visit, both of which you can see below, there are 103 one-way attack (OWA) drone kill marks and 34 ship kill marks. These represent the number of each the CSG took out. It is unclear whether there are other kill marks we can’t see.
Though they resemble Shahed-136s, which are the most notorious of Iranian OWA drones, these silhouettes would represent all types shot down, and Iran has many. The same holds true for the ships. The photograph shows stencils of frigates or corvettes but these would be a generic symbol for surface craft kills.
Secretary of War Pete Hegseth visits U.S. Navy Sailors aboard the USS Abraham Lincoln (CVN-72) near San Diego, Calif., Oct. 7, 2026. (DoW photo by U.S. Air Force Staff Sgt. Madelyn Keech) Staff Sgt. Madelyn Keech
On board to welcome the ship and its crew as it headed back to its home port of San Diego after a tumultuous and historic deployment, Hegseth extolled the strike group’s accomplishments. Reading from the Presidential Unit Citation awarded to the strike group for its work during Epic Fury, Hegseth noted that it shot down 77 one-way unmanned attack drones and sank 64 Iranian vessels between the start of Epic Fury on Feb. 28 until it departed the region on Aug. 22.
The Lincoln CSG also conducted 3,693 combat sorties, delivered 1.37 million pounds of ordnance, launched 450 Tomahawk Land Attack Cruise Missiles (TLAMs), destroyed 21 anti-ship cruise missiles and defended against four fast-attack craft and explosive-carrying wooden sailing vessels.
It is unclear at the moment why there are at least 26 more drone kill marks stenciled onto the Lincoln than the number of drones shot down listed in the unit citation and why there are 30 fewer ship kill marks than the tally noted in the citation. The Pentagon referred us to the Navy, and we are waiting for a response from the service.
Kill marks on aircraft embarked aboard Lincoln indicate that the carrier strike group also destroyed several Iranian submarines and other weapons. These were not listed in the unit citation or in any kill marks stenciled onto the Lincoln that we could see.
An image provided to TWZ by aviation photographer Jeff Rojas, who goes by the handle @jro_photography on Instagram, shows a submarine kill mark on one of the F/A-18F Super Hornets of the U.S. Navy’s Strike Fighter Squadron 41 (VFA-41), the “Black Aces.” That is one of the aviation squadrons embarked on the Lincoln during Epic Fury.
A close-up look at the broken submarine and other kill marks on one of VFA-41’s Super Hornets. (Jeff Rojas) Jeffrey Rojas
In total, VFA-41 alone launched 421 missiles and bombs during its time supporting Operation Epic Fury. You can find the details in our story about the squadron here.
In addition, an image published by The Aviationist showed “an extraordinary array of target markings on a VMFA-314 F-35C, apparently representing an oil tanker, three submarines, a surface combatant, a Shahed-type drone, an artillery piece, and several ground-based launchers.”
Marine F-35C Also Sports Three Submarine Kill Markings After Operation Epic Fury
An exclusive image obtained by The Aviationist reveals an extraordinary array of target markings on a VMFA-314 F-35C, apparently representing an oil tanker, three submarines, a surface combatant, a…
It should also be noted that some of the drone kill marks seen on the Lincoln could have been the result of shootdowns by the carrier’s escorts. The Arleigh Burke class guided missile destroyers USS Frank E. Petersen Jr, USS Spruance andUSS Michael Murphy all serve as critical air defense platforms for the carrier strike group. Those vessels were also the ones launching the TLAMs, as well as potential submarine involvement.
Arleigh Burke class guided-missile destroyer USS Frank E. Petersen, Jr. (DDG 121) transits the Arabian Sea, June 27, 2026. (U.S. Navy photo) U.S. Central Command Public Affa
Late Thursday morning local time, Lincoln finally returned home. The carrier departed San Diego on Nov. 21, 2025, and an arrival closed out a total deployment of 321 days, by our count. That’s just shy of the 326-day record USS Gerald R. Ford set in May, representing the second-longest deployment in the modern carrier era.
In addition to racking up successes against Iran, the marathon deployment drew scrutiny over the grueling conditions sailors and Marines experienced aboard. In August, crew families described supply shortages and difficult living arrangements, as TWZreported at the time. The accounts led to widespread media coverage, which Acting Secretary of the Navy Hung Cao called dishonest while also acknowledging that “a small number of mental health cases were treated with no loss of life, meal plans were adjusted when fresh resupply was unavailable, without a single meal being missed, calls home were limited when the operational threat was too high.” At least eight personnel across the strike group attempted suicide during the cruise, Cao wrote in a letter sent to Sen. Kirsten Gillibrand that was obtained by CNN.
The kill mark stencils weren’t the only symbols of Lincoln’s deployment. On Wednesday, Hegseth used symbology to push back against concerns raised about the long journey.
“There were a few folks in the media who tried to turn the USS Abraham Lincoln into some sort of a symbol,” Hegseth said. “A symbol of dysfunction, or a symbol of low morale, or a symbol of a failed mission. And what I look out right here or when I talk to your leadership, and I haven’t had a chance to talk to a number of you, I know it’s the exact opposite.”
UPDATE: 5:59 PM Eastern –
After the Lincoln pulled into its home port, new images emerged. The following picture shows additional kill marks, including 10 of submarines.
Sailors aboard the USS Abraham Lincoln look on as the ship docks at its homeport at Naval Air Station North Island on return from a historic 10-month deployment on Oct. 8, 2026 in Coronado, California. (Photo by Mario Tama/Getty Images) Mario Tama
Shield AI says it is on track to roll out the first prototypes of its X-BAT jet-powered stealth ‘fighter’ drone by the end of this month. Flight testing of this uncrewed aircraft, which is designed to take off and land vertically from a tail-sitting position, is still scheduled to kick off before the end of the year. X-BAT’s core concept was already highly ambitious, but an extremely aggressive timeline to reach some degree of operational capability through the U.S. Navy’s Runway Independent Maritime Expeditionary Strike (RIMES) program has now been disclosed.
TWZ got an update on X-BAT, which we were first to report on in-depth last year, in an interview yesterday with Shield AI’s Armor Harris, Senior Vice President and General Manager of the company’s aircraft division. This came ahead of today’s announcement that the company has received an additional $150 million in funding from the Office of the Under Secretary of War for Acquisition and Sustainment through its Defense Exportability Features program via the Navy. This is on top of the $50 million investment the Navy, in cooperation with the Pentagon’s Defense Innovation Unit, made in X-BAT’s development earlier this year as part of the RIMES effort. Shield AI has committed an equivalent amount of internal funding, for a combined total of $400 million.
Jamie Hunter
“In broad strokes, the last year has been a bunch of collaborative risk reduction with the Navy. So, wind tunnel testing, engine testing, thermal testing, all kinds of stuff to basically take the major risks in the program, [and] burn them down, so we can move confidently into the production design,” Shield AI’s Harris told us. “The last culmination of the risk reduction is the flight testing of the two full-scale prototypes. The first one of those will be done at the end of October.”
“That’s a full-scale vehicle,” he continued. “It’s got the outer mold line, it’s got the F110 engine, the full propulsion path, everything in it.”
To date, Shield AI has only shown models of the X-BAT publicly. A new one displayed at the Navy League’s Sea-Air-Space 2026 exposition in April revealed major changes to the core design. This included a complete reworking of the planform from a ‘cranked kite’ type arrangement to one with a distinctly different arrowhead-shaped profile featuring a straight leading edge with a more dramatic sweep.
The video below includes clips showing the original X-BAT design and the current one.
The aforementioned “propulsion path,” testing of which has already been conducted on the ground, primarily consists of the General Electric F110 paired with an Axisymmetric Vectoring Exhaust Nozzle (AVEN). The nozzle was originally developed in the 1990s for an experimental thrust-vectoring F-16 fighter. Shield AI is using the original AVEN, which had been in storage for decades, to support development of X-BAT. The nozzle will provide pitch and yaw control, with roll control for the drone coming from bleed air routed through thrusters in the drone’s wings.
No runway, no problem.
Shield AI and @GE_Aerospace just cleared a critical path to vertical flight, completing engine light-off testing of the Axisymmetric Vectoring Exhaust Nozzle (AVEN) for X-BAT.
Shield AI has previously said that the roughly fighter-sized X-BAT will have a maximum range of 2,000 nautical miles and a service ceiling of around 50,000 feet. The company has also said in the past it is targeting an effective combat radius roughly twice that of the F-35, or around 1,340 nautical miles, but also that it could be closer to 1,000 nautical miles. Space has been made within the X-BAT design for a potential in-flight refueling capability, but there is no active work yet to integrate that feature.
In terms of payload, X-BAT’s design includes internal weapons bays roughly the same size as those on the F-35, as well as two external hardpoints under the wings. Those hardpoints are plumbed, meaning that range-extending drop tanks, or even buddy refueling stores to allow the drone to act as a tanker, could be carried. Baked-in modularity and open-architecture mission systems are intended to make it easier to fit various sensors, data links, and other capabilities down the line.
A rendering highlighting X-BAT’s stores carrying capabilities. Two AGM-154 Joint Stand-Off Weapon (JSOW) glide bombs are depicted here in the internal bays. The silhouette of an AGM-158C Long Range Anti-Ship Missile (LRASM) cruise missile is shown under the wing. Shield AI
“X-BAT’s really designed to be a multi-role capability, and, if you look out at the 10-20 year time horizon, it’s hard to predict what the future fight is going to look like,” Shield AI’s Harris noted. “We fundamentally believe that multi-role capabilities are critically important. And, so, X-BAT, the reason why it’s sized to where it is is [sic] to be able to carry serious strike weapons internally and externally, in addition to being able to do air-to-air [combat], electronic warfare, and other mission sets.
“You could think of it as like X-35 versus F-35,” he also said yesterday when asked about any expectations now for further changes between the initial pair of prototypes and the final production design.
Lockheed Martin’s X-35 demonstrators are, in very broad strokes, similar to, but distinct from any of the resulting variants of the Joint Strike Fighter. Shield AI has notably already talked in the past about integrating more low-observable (stealthy) attributes to the exhaust end of the design down the line.
A side-by-side look at an X-35 demonstrator, at left, and a production F-35A, at right. USAF
“Then we’ll get into flight testing around the end of this year,” Harris added. “We’ll be doing vertical takeoff and landing testing with that [the initial prototypes] to actually prove out and develop the VTOL [vertical takeoff and landing] technology for X-BAT.”
Shield AI’s X-Forge 2 facility at the Newton City-County Airport in Kansas is set to be the main flight testing hub for X-BAT, as well as the focal point for sustainment of the drones. A production facility, X-Forge 3, is also being built in Des Moines, Washington. The company’s original site, X-Forge 1, is in Frisco, Texas.
A rendering of the X-Forge 2 facility. Shield AI
In terms of the actual flight test campaign, “you remember the X-BAT system has the air vehicle and the launch and recovery vehicle, which is the trailer that it launches and lands from,” Harris said. “Basically, the way the testing works is, we start with the vehicle horizontal, sitting on that launch and recovery vehicle, running the engine. Then we bring it up vertical, run the engine vertically, run the vehicle vertically.”
“Then we have one of the biggest cranes in the world that’s getting set up at our test site in Kansas right now, and we hang the vehicle suspended from that crane and do a bunch of testing while it’s hanging from the crane in free flight,” he continued. “Then we take the crane away, and then we do the actual untethered flights.”
Shield AI’s goal is to fly a fully missionized X-BAT in 2028 and start series production the following year.
A rendering of the X-Forge 3 production facility being built in Des Moines, Washington. Shield AI
On top of that, “the way that the [RIMES] program has been structured is getting to an early operational capability in 2029 is the end goal,” Shield AI’s Harris said.
When asked if this meant that RIMES is aiming “to eventually arrive at not just a demonstration of capability, but a real operationalized capability,” he said that was “correct.”
We will come back to this more later on, but suffice it to say up front, the prospect of X-BAT reaching an operational level of maturity within three years is extraordinarily ambitious, to say the least.
In the meantime, Shield AI has already been testing the mechanisms to “latch and unlatch” X-BAT to the launch and recovery system using an unpowered “battleship” test article, according to Harris. The design of the launch and recovery system has also evolved, and it is now self-propelled, at least to a degree, rather than just being a towed trailer.
“The launch and recovery vehicle is actually critical to the operation of the X-BAT weapon system because it enables survivability on the ground. So when you’re operating in a land-based environment, it enables basically shoot-and-scoot tactics,” Harris also noted. “Enemy transporter-erector-launchers [for missiles] are like pretty hard to find because they’re constantly moving around. Just like X-BAT, when it’s mated onto the launch and recovery vehicle, [it] is always moving around, makes it hard to track, hard to find, hard to destroy.”
A rendering of an X-BAT on a launch and recovery trailer in the fully erected position. Shield AI
The plan now is to “build the one-to-one launch and recovery vehicles to air vehicles. So the air vehicle is always on the trailer. It never comes off of it,” he continued. “Even maintenance to the air vehicle is done while it’s sitting on that launch and recovery vehicle.”
“In fact, we’re actually planning on building more than one-to-one of the launch and recovery vehicles, so that way you can preposition them around different islands, different places in the theater, and have multiple places the aircraft can lily pad from,” he added. “But you’re never putting multiple aircraft onto one launcher and launching them or something like that.”
“When you typically operate a jet, there’s a whole bunch of ground carts and stuff that you bring, like the ground power cart, the ground cooling cart, the air start cart, etc,” Harris further elaborated. “So we’ve moved a lot of those systems onto [the] launch and recovery vehicles, so you don’t have all these separate carts, which is pretty critical when you’re trying to do expeditionary operations.”
“The model for land-based operations is kind of a hub-and-spoke type model. So the squadrons are based at air bases. All the fuel and the weapons are generally based at the air bases, as well. But then you can distribute the aircraft all over the airfield,” he continued. “So, you think about what the enemy’s doing, they’re targeting the runways, they’re targeting the tarmacs, but you can disperse the aircraft around the perimeter of the airfield. You can launch them from the golf course. You can launch them from empty space in the taxiway, etc.”
A graphic highlighting various options for deploying X-BATs on land and at sea. Shield AI
Harris said that another “spoke” could be X-BATs operating from forward arming and refueling points (FARP). All of this is part of larger concepts of operations for the drone that Shield has been envisioning, and that are not at all limited to deployments at locations on land. Harris noted during the interview that the self-propelled nature of the current launch and recovery system would also help with moving the drones around on virtually any ship with sufficient deck space. This is where the RIMES program, which is separate and distinct from the U.S. Navy’s carrier-based Collaborative Combat Aircraft (CCA) drone ambitions, really comes in.
“I’ll say the fundamental value proposition of RIMES is that if you have a carrier-based CCA, you’re fundamentally constrained by the square footage of the deck of the aircraft carrier,” Harris explained. “So if you are taking an F-18 or an F-35 off, you better be replacing it with better capability per square foot of deck space than the thing that you’re taking off.”
“So, F/A-XX [the Navy’s sixth-generation carrier-based fighter, now to be built by Boeing] is a huge leap in capability, right? Which is why that program makes a lot of sense,” he continued. “The challenge with CCA is: Does it really make sense to take a manned aircraft off of an aircraft carrier and replace it with an unmanned aircraft?”
Shield AI’s argument here is that X-BAT disrupts this core equation by opening the door to a CCA-like capability, or even something more capable, that can be employed in a ship-based mode without sacrificing any crewed aircraft capacity on an aircraft carrier. Shield AI envisions dozens of X-BATs being employed from amphibious assault ships, as well as other kinds of amphibious warfare ships, including expeditionary sea base type vessels, as seen at the top of this story.
A rendering depicting X-BAT drones on the deck of the US Navy’s future America class amphibious assault ship USS Bougainville. Shield AI
“So when you think about the number of carrier air wings that the Navy has to deploy, deploying X-BAT across all these other ships basically significantly increases the number of carrier air wings,” Harris said.
As already mentioned, the current structure of the RIMES includes a target for an early operational capability in 2029, according to Harris. “We have a program defined to get there, and there’s basically milestone-based payments along the way, so as Shield performs and hits milestones, then the Navy kicks in additional funding,” he added.
“I don’t want to get ahead of the Navy, and give you a specific number, but like hundreds to low thousands,” he also said when asked if there was even a very rough planning figure for the eventual size of the RIMES drone fleet.
Many questions remain about X-BAT, which still has to demonstrate the viability of its vertical takeoff and landing capability, which underpins everything else. As we noted in our original in-depth report on this design, the core concept here is not new, and there have been many unsuccessful attempts to operationalize it in the past. There has been skepticism that Shield AI’s effort will succeed where others have failed. The company is of the view that groundwork has now been more firmly laid, including through its own work with its much smaller internal combustion-engine-powered V-BAT tail-sitting VTOL drone, to truly realize a design of this kind.
The performance and capabilities that Shield AI expects from X-BAT once it is flying at all are also ambitious. A high degree of autonomy is also part of the full planned package, which will leverage the company’s already extensive work in this domain with its Hivemind software.
There are also questions about the Navy’s exact plans for RIMES, as well as its broader future drone fleets. Just this year, the service has issued several contracting notices pointing to rapidly evolving views about future carrier-based strike drones and other uncrewed aircraft. New requirements that Naval Air Systems Command (NAVAIR) released in August ostensibly for future CCA-type drones notably pointed more toward something that sounded very much like an advanced uncrewed combat air vehicle (UCAV), as you can read more about here.
Whether the 2029 operational timeframe the Navy is said to be aiming for under RIMES is firm, or even realistic in any way, remains to be seen. The actual definition of what constitutes an “early operational capability” could be very flexible, as well. It is also worth noting here that Shield AI is not the only company currently conducting work under RIMES. Whether the Navy might be planning to acquire more than one design through this program is unclear. We have reached out to the service for more information.
Other services could be interested in any operational capability produced through the RIMES effort, too. TWZ regularly highlights how runway-independent drones would be particularly well-suited to the U.S. Marine Corps’ new expeditionary and distributed concepts of operations. That service is already in the process of acquiring MQ-58B Valkyrie drones from Kratos that will be able to operate from conventional runways. They will also be capable of runway-independent launches, though they will still have to land conventionally. The baseline Valkyrie design lands via parachute.
A rendering of a landing gear-equipped version of the Valkyrie in line with what the Marines are now acquiring. Kratos
In general, runway independence is of growing interest elsewhere across the U.S. military as threats to large, established bases continue to expand in scale and scope. The proliferation of various tiers of weaponized drones is a particularly significant factor in this, asTWZ just examined in detail this week in the context of the recent withdrawal of B-1 bombers from RAF Fairford in the United Kingdom. Ever more capable cruise, ballistic, and hypersonic missiles are also part of the full threat picture.
The conflict with Iran has also underscored the limits of what can be gained survivability-wise by dispersing traditional fixed-wing aircraft, especially within an existing airbase. As highlighted earlier, X-BAT could be dispersed very differently to nearly anywhere within a facility that can handle the thrust from the F110 engine in hover.
As it stands now, we are set to get our first view of a full-sized X-BAT prototype within the next few weeks as Shield AI continues to gear up for the start of actual flight testing before the end of the year.
As part of its overall effort to boost America’s flagging shipbuilding capacity, the Trump administration on Tuesday announced that Anduril is building a new two-million-square-foot facility in Baltimore designed to help speed up the production of Virginia class nuclear-powered attack submarines. The plant, dubbed Arsenal-2, will eventually produce components like torpedo tubes and spherical air flasks, which will then be sent to the two shipyards that build nuclear submarines, General Dynamics Electric Boat and Huntington Ingalls Industries’ Newport News Shipbuilding. Anduril’s plan to build complex submarine components is a huge leap for a company with a shipbuilding portfolio consisting of a limited number of smaller craft.
The submarine component plant announcement was made as the Navy is struggling to keep up with its goal of producing two of these boats per year amid a wider issue of construction and delivery delays across the service. However, it will be years before the first Anduril-produced components are placed on a submarine, with no specific timelines for that effort yet established, an industry official told us. We will discuss that in greater detail later in this story.
A Virginia class submarine under construction. (HII) HII
“Today’s $6.6 billion investment represents the president’s commitment to restoring American maritime dominance by constructing new vessels in communities like Baltimore and across the country,” White House spokesperson Anna Kelly told a group of reporters, including from TWZ, at a Tuesday morning press conference.
Those funds include a $3.7 billion investment from Anduril to build and staff the new facility, and a contract worth up to $2.9 billion awarded to Anduril by the Navy to produce the components.
“The Virginia class submarine program is one of the most critical warfighting capabilities that our nation has that guarantees deterrence every single day,” Anduril President and Chief Strategy Officer Chris Brose stated. “It is also a program that has been challenged in terms of the ability to meet the Navy’s requirements. So we’re, as a nation, not necessarily where we need to be, and that’s not because of our shipyard workers.”
The Navy currently has 26 Virginia class boats, with two more expected to be commissioned next spring, a senior administration official told reporters on Tuesday. Another 31 vessels are still needed to meet the Navy’s overall plan to have 59 Virginia class boats.
The USS Idaho (SSN 799) pulls into Submarine Base New London in Groton, Connecticut, for the first time on Monday, Dec. 15, 2025. When commissioned, it became the 26th Virginia class attack submarine and fifth U.S. Navy ship to be named for the Gem State. (U.S. Navy Photo by John Narewski) John Narewski
However, while the Navy has been buying them at a rate of two per year from Fiscal Year 2011 through Fiscal Year 2024, “the actual Virginia class production rate has never reached 2.0 boats per year, and since 2022 has been limited by shipyard and supplier firm workforce and supply chain challenges to about 1.1 to 1.2 boats per year, resulting in a growing backlog of boats procured but not yet built,” according to a Congressional Research Service (CRS) report published in January. “Key drivers of the drop in production include workforce challenges, first-time quality, material and supplier delays, and lead ship issues associated with the Virginia Payload Module [VPM] variant. The Navy is working closely with the shipbuilders to drive improvement throughout the Virginia enterprise.”
A briefing slide with details about the Virginia Payload Module (VPM) that will be added to the Block V Virginia class submarines. USN
Adding to the strain on production and delivery, Australia is set to get one new-build Virginia class boat and two from the U.S. Navy’s fleet under the 2021 trilateral AUKUS nuclear submarine acquisition deal with the United States and the United Kingdom.
In May, Chief of Naval Operations Adm. Daryl Caudle told Congress that the service would meet its two-boat-a-year delivery rate by 2032.
During Tuesday’s press conference, officials laid out claims that the new Anduril plant will address several of the issues that have slowed down the construction and delivery of these submarines.
“If you look at this in terms of capacity, the potential based on the area and what Anduril plans to do is to add about 9 million hours of labor a year at this facility,” stated a senior administration official, who, like others on Tuesday spoke on condition of anonymity. “That would be the equivalent of about a 15% increase, and so that would be directly translatable to Virginia class submarine production. So having those torpedo tubes earlier would let us move production of current Virginia submarines under construction faster.”
Adm. Frank Caldwell, Jr., director of the Naval Nuclear Propulsion Program, examines a torpedo tube aboard the Virginia class fast attack submarine USS Illinois (SSN 786) during Ice Exercise (ICEX) 2022. (U.S. Navy photo by Mass Communication Specialist 1st Class Alfred Coffield/Released) Petty Officer 1st Class Alfred Coffield
In addition, Anduril plans to draw on a huge potential workforce to staff the plant.
“If you basically draw like a one-hour radius around the Baltimore County area, there are millions and millions of people who could potentially contribute and work at this shipyard, and that is a huge selling point for us,” an industry official suggested.
The greater Baltimore area. (Google Earth)
Beyond producing components like torpedo tubes, Anduril aspires to eventually build “full ship sections, bows, sterns, etc.” at Arsenal-2, the industry official added.
Anduril said Arsenal-2 will be “purpose-built” for the “high-volume, high-precision production of undersea naval capabilities.”
“The shipyard’s layout is optimized for production,” the company stated in a media release. “Reduced distances between fabrication, assembly, testing, and integration areas eliminate the staging bottlenecks that slow conventional yards.”
“A functional 1,200-foot graving dock and multimodal road and rail access support large-scale component movement,” Anduril added. “High-bay assembly halls, adjacent fabrication areas, and reconfigurable production lines allow the yard to shift rapidly as Navy requirements evolve.”
ArsenalOS, Anduril’s industrial software platform, “will provide the digital backbone for the yard and its production systems,” the company further pointed out. “It will connect fabrication workflows, outfitting sequences, material movement, inspection protocols, and documentation requirements in a single system, giving workers and managers real-time visibility into the state of production. Digital work instructions, embedded quality controls, modern sensing, and automation will support the expertise of welders, pipefitters, electricians, shipfitters, inspectors, and other skilled trades.”
Anduril claims the project “will create 3,100 direct jobs and support more than 11,000 indirect jobs. The site will drive $2 billion in annual economic output, including an estimated $312 million in wages each year.”
Before Arsenal-2 is up and running, Anduril said it plans to “manufacture critical Virginia class submarine components at a new 160,000-square-foot facility in Orange County, California, purpose-built to support key submarine construction processes and SUBSAFE-qualified production qualification [efforts].”
The Orange County facility will give Anduril “a two-year operational head start to develop and validate manufacturing methods, production workflows, and quality systems before Arsenal-2 comes online,” the company noted. “It will support prototyping and production of Virginia-class test assets and critical maritime components, including torpedo tubes, while allowing Anduril to recruit and train the early workforce on the systems and standards that will ultimately scale at Arsenal-2. Once Arsenal-2 comes online, the Orange County facility will continue supporting broader maritime manufacturing efforts across Anduril’s industrial network.”
As we noted earlier in this piece, it will be years before anything produced by Anduril winds up on a sub. In addition to recruiting and training a workforce to build the components and ensuring the production system can meet goals, the parts then have to be tested to ensure they are safe enough to place on boats.
The industry official told TWZ that there is no schedule yet for when that will happen.
“We are starting this work now,” the industry official said. “We’re going to be working quickly. There’s a lot we’re going to have to do to prove the ability to produce the initial components – the torpedo tubes. We’re going to have to work with our partners in industry and partners in government on the certification. So it’s really not possible to put a time stamp on it as much as I’d like to.”
“I think our goal, and I know this is shared by the administration, is to go as fast as possible while keeping the bar of safety as high as it needs to be, and try to get these systems certified so that they go into the production of boats… and solve the critical limiting factor currently in our supply chain, and help our industry partners produce more submarines.”
Arsenal-2 follows the development of Anduril’s Arsenal-1 plant in Ohio, first announced two years ago. That five-million-square-foot facility, once fully up and running, will be able to “produce tens of thousands of autonomous weapons systems addressing the urgent needs of the United States and our allies,” the company said at the time.
Anduril’s Arsenal-1 plant in Ohio. (Anduril)
Arsenal-1, however, remains a work in progress, with more construction work yet to be done. Still, Anduril’s first product from that plant, the U.S. Air Force’s Collaborative Combat Aircraft (CCA) known as the YFQ-44A Fury, rolled off the assembly line there in July. That milestone met the company’s initial production schedule announced in January 2025, according to JobsOhio, the state’s business development arm.
A U.S. Air Force YFQ-44A Fury aircraft, assigned to the Collaborative Combat Aircraft Experimental Operation Unit, takes off for a mission flight during an Agile Combat Employment exercise at Creech Air Force Base, Nevada, July 21, 2026. (U.S. Air Force photo by Staff Sgt. Kristal Munguia) Staff Sgt. Kristal Munguia
Anduril, which also produces systems like the Ghost Shark extra-large autonomous undersea vehicle (in partnership with Australia), the Roadrunner reusable missile-like air vehicle, the Iris family of passive infrared sensors, and a wide range of other items, is playing a growing role in the Trump administration’s weapons development efforts.
Last month, Defense Secretary Pete Hegseth announced that Anduril co-founder Palmer Luckey, who made a name for himself and his fortune in the virtual reality space with Meta, will help lead a new program dubbed Project Meridian. The goal, according to a Pentagon memo, is to “map the trajectory of future warfare, identify critical capability gaps, and propose actionable solutions in furtherance of the identified goals in the 2026 National Security Science and Technology Strategy.”
The Pentagon’s Chief Technology Officer, Emil Michael, has been directed to set up this project. SpaceX founder Elon Musk and Newt Gingrich are other key members.
A screen capture from last month’s livestream of Secretary Hegseth’s speech announcing new plans for autonomous warfare capabilities. From left to right, Palmer Luckey, Newt Gingrich, and Elon Musk. U.S. Military capture
“The inclusion of Musk and Luckey does raise ethical questions, as they both lead companies with major U.S. government contracts already, and which could be in line to see more opportunities based on Project Meridian’s findings. What guardrails might be put in place to prevent conflicts of interest is unclear.”
Regardless of any such concerns, today’s shipyard announcement is a clear indication that the Trump administration and the Pentagon see Anduril as a major player across its weapons manufacturing industrial base. It’s also a reminder of just how challenging it is to actually expand America’s ability to build fighting vessels.
The volume of munitions expended in the course of U.S. operations against Iran this year has been and continues to be a hot topic of discussion, and there has been relatively little official data provided on this front. However, now we know that the F/A-18F Super Hornets of the U.S. Navy’s Strike Fighter Squadron 41 (VFA-41), the “Black Aces,” launched 421 missiles and bombs during their time supporting Operation Epic Fury.
This new insight into VFA-41’s role in the conflict with Iran comes from a photo of a large board listing the squadron’s weapons expenditures during Epic Fury, via Jeff Rojas, who goes by the handle @jro_photography on Instagram. Rojas also shared pictures recently taken of VFA-41’s Super Hornets. The Black Aces were one of the squadrons assigned to the Nimitz class aircraft carrier USS Abraham Lincoln, which has been on a marathon deploymentsince last year. The carrier only left the Middle East region last month and is now set to formally return home to San Diego, California, within days. Per the Pentagon’s official timeline, Operation Epic Fury began on February 28 and concluded on May 5, though U.S. forces have continued to conduct strikes on Iran, on and off, since then.
One of VFA-41’s F/A-18F Super Hornets spotted recently. Jeff Rojas Jeffrey Rojas
The complete tally of munitions employed as shown on the board, broken down by type, from greatest to fewest, is as follows:
1 GBU-12/B 500-pound-class Paveway II laser-guided precision-guided bomb
The total cost of all of these munitions, using available data from U.S. military budget documents, is very roughly $43,646,000, at least. Unit costs fluctuate regularly due to a variety of factors. Furthermore, the exact price tag for different JDAMs can be somewhat difficult to calculate given how the individual components are budgeted.
The JDAM is really a family of kits that turn standard unguided ‘iron bombs,’ which can vary significantly in the kinds of effects they are designed to produce, into warheads for precision-guided munitions. This is exemplified by the (V)2 and (V)4 subvariants of the GBU-31/B mentioned here, which are built using standard high-explosive and bunker-buster bombs, respectively. No specific subvariants of the GBU-32, GBU-38, or GBU-54 were mentioned in the information provided. Standard JDAMs can also only be employed against static target coordinates. The LJDAM kits add a laser guidance component (akin to what is found on Paveway-series bombs) that enables strikes against moving targets.
A JDAM, as well as a pair of AIM-9Xs, seen under the wing of a VFA-41 Super Hornet in August. NAVCENT
No specific version of AGM-154 is mentioned, either, but the C and C-1 types, which have multi-stage bunker-busting warheads, are the only ones understood to be in service today. Remaining A variants, which were loaded with 145 small bomblets, were removed from U.S. service in 2008 as a result of new guidelines on cluster munitions issued under President George W. Bush. A planned AGM-154B, which would have contained six “smart” Sensor Fuzed Munition bomblets, was never produced. You can read more about the full JSOW family here.
We do not know exactly what targets any of these munitions were employed against. However, a picture that Jeff Rojas grabbed of one of VFA-41’s Super Hornets, seen toward the top of this story and in part below, shows a very interesting broken submarine kill marking, with the added text “Sub Buster.” The jet also has a number of more typical bomb-shaped kill marks.
A close-up look at the broken submarine and other kill marks on one of VFA-41’s Super Hornets. Jeff Rojas Jeffrey Rojas
The video montage in the social media post below includes a clip, starting at 0:13 in the runtime, of a Hellfire missile hitting what looks to be a Ghadir class diesel-electric midget submarine in port.
U.S. forces are degrading the Iranian regime's ability to project power at sea and harass international shipping. For years, Iranian forces have threatened freedom of navigation in waters essential to American, regional and global security and prosperity. pic.twitter.com/gIBN02mowh
It is extremely likely that the AIM-9Xs and AIM-120s were fired at Iranian drones, though they could have been launched at incoming cruise missiles, as well. At the time of writing, there are no known or reported instances of U.S. military jets engaging crewed Iranian aircraft in the course of the conflict to date. In 2024, the Navy carried out a crash program that increased the total number of AIM-9Xs that F/A-18E/Fs could carry per sortie, specifically in response to Houthi drone threats. Super Hornets loaded with nine air-to-air missiles are now referred to as “Murder Hornets.”
It is also important to remember that this is a discussion of the munitions expended by just one Navy strike fighter squadron. Lincoln‘s air wing includes four strike squadrons, three with Super Hornets and one with F-35Cs, as well as units flying other types of aircraft and helicopters. The carrier was just one part of a much larger array of air, naval, and ground forces that participated in Operation Epic Fury and subsequent operations against Iran. For additional context, consider that the entire Eisenhower Carrier Strike Group, including its entire air wing and escorting ships, fired off 770 munitions in total, by the official count, during very active combat operations in and around the Red Sea between November 2023 and June 2024.
VFA-41 Super Hornets seen flying together recently. Jeff Rojas
As such, the tally of munitions launched from VFA-41 Super Hornets offers a very interesting view into that squadron’s contributions to Operation Epic Fury, as well as the full scale and scope of the conflict with Iran.
Special thanks again to Jeff Rojas for sharing the details about VFA-41’s participation in Operation Epic Fury and his pictures with us.
The Navy has announced plans to buy 30 new drone boats, 10 from each of three companies, under its Medium Unmanned Surface Vessel (MUSV) program. The deals are an important step forward for the Navy’s latest attempt to field larger USVs after years of setbacks and shakeups, but it remains to be seen when these new capabilities might actually become operational.
Galliano Marine Services, Huntington Ingalls Industries (HII), and Saronic Technologies each received so-called Other Transaction Authority (OTA) agreements in relation to the MUSV program today. OTA is a contracting mechanism designed to support rapid prototyping and other research and development work without having to use more traditional and often lengthy processes.
The awards “mark a significant step forward in translating the strategic vision into a tangible fleet capability,” Chris Miller, the Navy’s Acting Direct Reporting Portfolio Manager for Robotic and Autonomous Systems (DRPM RAS), told TWZ and others at a media roundtable earlier today. “Each agreement is for the procurement of 10 MUSV at an average procurement cost of $40 million per vessel.”
A rendering of HII’s Romulus design. HII
Saronic and HII submitted their Marauder and Romulus designs, respectively, to the MUSV Phase I competition. Galliano Marine Services, which does business as Edison Chouest, does not appear to have announced its entrant publicly. At a unit cost of $40 million, the total price tag for 30 MUSVs, regardless of type, would be $1.2 billion.
“Production will begin immediately at shipyards in Loreauville, Houma, and Franklin, Louisiana, with deliveries starting as early as the fourth quarter of [Fiscal Year] 2027,” Miller added.
Saronic’s Corsair, seen here, is an example of a speedboat-sized USV already in operational Navy service. Saronic
Threshold MUSV program requirements the service put out in March included a range of at least “2500 nm [nautical miles] at 25 knots while carrying a 25 MT [metric ton] load on the payload deck in NATO STANAG 4194 Sea State 4.” Sea State 4 is characterized by wind speeds of 17 to 21 knots and wave heights between four and eight feet, per that NATO standard. The MUSVs also had to be able to carry forty-foot equivalent units (FEU) containerized payloads and refuel at sea at a rate of “2,000 gallons per minute of fuel through deck connections.” Various other operational and sustainment requirements were laid out at that time, as you can read more about here.
The OTAs announced today were awarded “following successful at sea testing” under Phase I of the MUSV program, according to a press release the Navy put out today. A total of seven companies competed in this initial phase, with the others being Birdon, Leidos, PacMar Technologies, and Sea Machines. That work was conducted under an earlier round of OTAs.
“The testing evaluated, among other things, the vessel’s ability to see and understand the surrounding maritime environment, how well the vessels navigated autonomously according to the international regulations for preventing collisions at sea, and the vessel’s ability to conduct a long-duration mission,” the Navy’s Miller said at the roundtable earlier today. “The demonstrations had to prove that the designs were mature enough to meet the Navy’s operational standards and our requirements.”
In terms of the long-duration mission requirements, “the test was that they had to be able to execute [over] roughly 26 hours and over 360 nautical miles with only a single input during that time from a C2 [command and control] station allowed,” Milleter further explained. “So, it basically demonstrated that the vessel could run for an excess of 24 hours at an extended range with very minimal input from the actual operator from a C2 station. This provided basically our input and our ability to assess how truly autonomous the functionality was of the platforms.”
Overall, the OTA awards “were based on the optimal mix of autonomy, performance, design, production schedule, and cost,” he added.
The MUSV Phase II contracting notice outlines additional parameters, including that submitted designs cannot be more than 295 feet (90 meters) long or displace more than 5,000 metric tons. The USVs also have to be able to accommodate “at least 2x Twenty-foot Equivalent Unit (TEU) [containerized payloads] weighing 24,000 kg each and consuming 25 kW each” and be “capable of executing multi-day unmanned operations of at least 10 days.” The drone boats need to be “operable in NATO STANAG 4194 Sea State 4 and survivable in Sea State 6,” as well. The full lists of threshold requirements and desired attributes are reproduced below.
USN
In addition, “to be considered for this Call for Solutions, the proposed MUSV must be ready for operational demonstration at the time of solution submission,” according to the Phase II contracting notice. “An MUSV requiring substantial modifications for the production platform compared to the as-demonstrated platform will not be considered.”
“The Phase II solicitation allows entrants to compete and existing vendors to submit updated product blocks and modular payload configurations,” Miller, the Acting DRPM RAS, said today. “Testing evaluations will begin as early as November 16th, and proposals will be assessed on a continually rolling basis over the next five years.”
Miller also drew attention to the elimination of the speed and at-sea refueling targets previously outlined in Phase I.
“What we learned from Phase I is that as you increase the speed requirements and some of these other things, it does present certain challenges for industry,” according to Miller. “So I’m trying to actually find the sweet spot in the market where there is healthy competition, and there’s opportunities, and we can have more things that potentially are dual use, both military and civilian.”
A rendering of Saronic’s Marauder with containerized payloads. Saronic
So far, the Navy has only offered limited insights into exactly what specific mission sets it wants the MUSVs to perform, even initially.
The “MUSV Phase I requirements were closely tailored to fulfill operational requirements for a specific mission set focused on demonstrated ability to carry containerized payloads while meeting specific vessel performance requirements for speed and range,” Miller said during today’s roundtable. “However, there is an ever-increasing demand signal that we must be ready to meet. To ensure scalability across the broader mission sets and to support our joint force, we issued a formal call for solutions for MUSV Phase II integration and testing.”
He also stressed that the modularity of the designs being acquired now would allow for the continued evolution of their capabilities as time goes on.
With the focus on containerized payloads, “honestly, inside you could have a sensor, you could have repair equipment for ships,” Rebecca Gassler, who was the Navy’s Portfolio Acquisition Executive for Robotic and Autonomous Systems (PAE RAS) until August, also told TWZ and other outlets back in March. “You could have any number of payloads inside those, and you basically are able to just swap them on.”
In announcing the new OTAs today, as well as discussing the Phase II MUSV plans, the Navy also highlighted continued opportunities for the other companies that had been involved in Phase I.
“Leidos, PAC MAR, and Sea Machines were determined to complete the project provided for in their prototype other transaction agreement and will receive a $15 million award as part of the previously established terms of the prototype OTs,” the Navy’s MUSV announcement today adds. “Alongside the OT awardees, will be accepted onto the Drones.mil hosted Maritime Marketplace, where they are now eligible to receive follow-on production agreements from authorized acquisition authorities across the DOW [Department of War].”
A rendering of Steamracer, a larger USV design Sea Machines has pitched to the US Navy in the past. Sea Machines
Birdon did not complete the required testing. Based on the terms of the Phase I OTAs, Galliano, HII, and Saronic will also receive $15 million awards and be included in the marketplace. The aforementioned Phase II CFS is intended “to expand its acquisition pipeline through a Maritime Marketplace to broaden offerings and satisfy future MUSV mission sets,” as well, per the Navy.
The Navy stressed the importance of this open-ended “marketplace” model as a way to accelerate the acquisition process when it first outlined the MUSV program to the public back in March, as you can read more about here. Just last week, the service also established a new Robotic and Autonomous Systems Warfighting Development Center (RASWDC) to serve as a focal point for “the development, operational integration, and employment of robotic and autonomous systems (RAS) across the maritime domain,” to include the MUSV effort.
The Drones.mil marketplace also extends to all branches of the U.S. military and beyond just USVs. Miller today did highlight the potential for possible cooperation with other services on drone boat efforts through this framework. He also said the Navy might be willing to consider additional acquisition strategies, including leasing uncrewed platforms, in the future.
Larger USVs have long been seen as key to bolstering the U.S. Navy’s overall operational capacity above the waves, and doing so in a cost-effective and rapidly producible manner. They are also viewed as central to enabling new, more distributed concepts of operations designed to help expand operational coverage and reduce the vulnerability of crewed ships, especially in any future high-end fight in the Pacific with China.
A pair of optionally-crewed vessels the Navy has been experimenting with for years now seen sailing together with a Japanese Mogami class frigate. USN
“Unmanned technology is redefining operations and providing our combatant commanders with unprecedented scale, persistence, and risk tolerance,” the Navy’s Miller said at the roundtable.
At the same time, as mentioned, the Navy has attempted to acquire operational fleets of larger drone boats in the past without success. Today, the service’s capabilities in this regard remain limited to a pocket force of still largely experimental optionally-crewed designs.
Since the Navy first unveiled it in March, MUSV has already faced certain hurdles. This includes a major leadership shakeup in August that saw PAE RAS Rebecca Gassler, the first person to ever hold that post, removed from her post after just eight months for reasons that are still not immediately clear.
In July, it also emerged that Blue Water Autonomy and Saildrone had filed suit against the Navy over being left out of Phase I of the MUSV competition. The companies alleged that the service did not follow its own selection criteria. That lawsuit is still ongoing. Blue Water Autonomy, among others, had also previously made investments in response to requirements the Navy had laid out for a previous effort called the Modular Surface Attack Craft (MASC) last year. The MUSV program has now fully supplanted MASC.
In speaking at the roundtable today, Miller acknowledged potential budget limitations and other hurdles that could still impact MUSV going forward. “I’m trying to be prepared depending on where that demand goes,” he said.
As said at the start, today’s MUSV announcement is an important new step forward for the Navy’s efforts to acquire fleets of larger USVs, but the service still has to transition these efforts into operational realities.
The Navy has identified the aircraft type at the center of last night’s mishap aboard the aircraft carrier USS Dwight D. Eisenhower. The service said the incident involved the crew of an EA-18G Growler electronic warfare jet who were forced to eject after the aircraft experienced an arresting gear failure while trying to land. This took place about 6:18 p.m. Eastern Daylight Time Monday as the vessel was off the coast of Virginia.
The Growler crew, attached to the “Zappers” of Electronic Attack Squadron (VAQ) 130, was “promptly recovered by search-and-rescue personnel assigned to Helicopter Sea Combat Squadron (HSC) 7. Both aviators were safely returned to the ship,” the Navy added. The cause of the mishap is still being investigated.
A U.S. Navy F/A-18F Super Hornet approaches the flight deck of Nimitz class aircraft carrier USS Dwight D. Eisenhower (CVN 69), June 20, 2026. Eisenhower is underway in the Atlantic Ocean conducting carrier qualifications, supporting East Coast fleet replacement squadrons. (U.S. Navy photo by Mass Communication Specialist 2nd Class Miguel Santiago) Petty Officer 2nd Class Miguel Santiago
The two aviators and two additional sailors injured on the flight deck were flown to Naval Medical Center Portsmouth for follow-on evaluation, the Navy explained. Another sailor was flown to a Norfolk-area hospital for treatment of non-life-threatening injuries. All told, eight sailors had to be evaluated by the ship’s medical personnel following the incident.
Air traffic control audio has emerged indicating that the injured sailor flown to the area hospital was transported to Sentara Norfolk General Hospital.
DSTY613 (MH-60S) brought the injured into Sentara Norfolk General Hospital last night.
It is unclear at the moment whether the aircraft was lost or if there was any damage to the carrier itself. We have reached out to the Navy to find out more details.
The failure of an arresting wire is one of the worst nightmares carrier-based fixed-wing naval aircrews and sailors on deck can face. The wire turns into a falling steel whip that can cut a person in half as it slices through the air across the flight deck, and usually, the aircraft it broke away from, ends up in the sea as it doesn’t have enough airspeed or time to get airborne again. You can read more about this type of mishap in our past reporting here.
The mishap took place as Eisenhower was working up in preparation for a future deployment scheduled for 2027, which TWZpreviously reported. This followed an extended 16-month Planned Incremental Availability (PIA) that wrapped in April. The carrier had been pierside at Naval Station Norfolk since Sept. 2 after completing a 12-day underway for Fleet Replenishment Squadron and Training Command Carrier Qualifications in the Virginia Capes and Jacksonville Operating Areas.
U.S. Navy Nimitz class aircraft carrier USS Dwight D. Eisenhower (CVN 69) conducts a full power demonstration during Sea Trial in the Virginia Capes, Apr. 22, 2026. Eisenhower returned to sea and is now in the Basic Phase in the Optimized Fleet Response Plan. (U.S. Navy photo by Mass Communication Specialist Seaman Nicole Schweigert) Seaman Apprentice Nicole Schweigert
Eisenhower got underway again on the afternoon of Sept. 28, according to ship spotters, for a Tailored Ship’s Training Availability and Final Evaluation Problem. That’s one of the final steps before onloading ammunition for the Composite Unit Training Exercise, when the full strike group gathers to complete pre-deployment training.
Fincantieri Marine Group, which developed the cancelled Constellation class frigate for the U.S. Navy, says it sees a possible new opportunity in the service’s latest small surface combatant plans. At least three foreign frigate designs are already under review for possible Navy service, as is the prospect of having them built overseas, as part of a study expected to wrap up next month. Fincantieri wants to once again add the FREMM design, which the Constellation was based on, to the Navy’s options. The shipyard, which is a subsidiary of its Italian namesake, made significant investments in shipyard infrastructure in the United States and supply chains as part of the Constellation debacle, but it is not clear if that will be enough to make a new pitch attractive.
USNI News first reported on the possibility of a new Fincantieri frigate pitch to the Navy yesterday after an interview with CEO George Moutafis. TWZ also spoke at length with Moutafis about the failure of the Constellation class program earlier this year, and we have reached back out to the company for more information about new prospects now.
“Right now the Navy and the [Trump] administration could find the right type of dialog with us to set [development] up in a way that enables quick setup and swift construction without letting design spirals get in the way,” Moutafis told USNI News. “Accept the design that is and works well, and start work on it to get units out there for the fleet.”
In addition, “Moutafis said the supply chain the shipyard built during the Constellation could be applied to Fincantieri’s FREMM EVO design with few modifications to avoid the design churn that led to the cancellation of the Constellation,” according to USNI News.
The Constellation class was derived from the Franco-Italian FREMM, a multi-purpose frigate designed to offer a mix of anti-air, anti-submarine, and anti-surface warfare capabilities. The explicit intent of the program had been to acquire a frigate based on an established, in-production ‘parent’ design, to which only relatively minor changes would have to be made, helping to reduce cost and risk. In the end, Constellationonly had 15 percent design commonality with FREMM, causing delays and other issues that directly contributed to its cancellation. However, the Navy’s demand for smaller surface combatants has not gone away. We will come back to this all in a moment.
As designed, the FREMM EVO is close to 472.5 feet (144 meters) long, is some 64.6 feet (19.7 meters) at its widest, and displaces 6,500 tons with a full combat load, according to Fincantieri’s website. Its hull dimensions and displacement are essentially unchanged from the Italian subvariant of the baseline FREMM. The EVO will have a new superstructure configuration and a host of new capabilities.
Renderings of the FREMM-EVO. FincantieriAn Italian Navy FREMM frigate, or Bergamini class, in front, sails together with a US Navy Arleigh Burke class destroyer. USN
The most notable new feature on the EVO version is set to be a new Leonardo Kronos Dual-Band Radar (DBR). The Kronos DBR combines the C-band Kronos Quad and the X-band Kronos StarFire into a single system with four paired sets of active electronically scanned arrays (AESA) positioned around the superstructure. In general, combining radars in this way can offer advantages for performing a variety of different tasks and doing so simultaneously. The ability to fuse data from both arrays together can help produce high-fidelity target tracks and other benefits. At the same time, DBRs have historically presented complexities that can cause serious difficulties with both integration and operation.
Among other things, the DBR is set to give the FREMM EVO expanded capability to knock down incoming ballistic missiles in the terminal phase of flight using Aster 30 surface-to-air missiles. Anti-ship ballistic missiles have become a threat that navies globally could realistically encounter in future conflicts, even against smaller nation states or non-state actors. There is a trend emerging worldwide now in the development of new anti-ballistic missile defenses to protect individual warships, as well as help defend other naval assets and interests ashore. Baseline FREMM frigates can already fire Aster 30 missiles, as well as Aster 16s, from any of their 16 Sylver vertical launch system cells at the bow end of the ship. EVO has space allotted for the integration of additional VLS cells, but it is unclear whether any current customers are pursuing that option.
In terms of armament, like the baseline FREMM, the EVO configuration will also have deck-mounted launchers for eight anti-ship cruise missiles, two triple torpedo tubes, two turreted 76mm guns, and various smaller automatic cannons and machine guns.
FREMM EVO is to feature improvements to other parts of its sensor package, as well as electronic warfare and communications suites, compared to the baseline design. This will all be tied into a SADOC 4 combat management system (CMS) from Leonardo.
On top of all this, this new FREMM configuration will have a new dedicated suite of counter-drone capabilities, another threat category that is very real now, and that only continues to expand in scale and scope.
“FREMM EVO represents a milestone both in confirming the ability to combine maturity and innovation in its EW systems that will be on board, and for the first naval supply of an advanced anti-drone counter capability,” ELT Group, which is supplying components for the counter-drone suite, said in a statement back in 2024, according to Naval News. “The latter will allow both the detection, recognition and identification of drones and their soft-kill counter. The project of a naval CUAS arises from the expertise acquired by Elettronica in this capacity for several years now, which have led to the development of sophisticated Artificial Intelligence algorithms developed specifically for countering the threat posed by drones.”
When it comes to a new pitch to the U.S. Navy, FREMM EVO does have the benefit of being an in-production design. As mentioned, Fincantieri had also been working to expand its facilities at the Marinette Marine shipyard in Wisconsin to build similarly-sized Constellation class frigates before that program was cancelled. The shipbuilder has relevant established supply chains to feed into that yard, as well, as Moutafis highlighted to USNI News.
A Naval Sea Systems Command (NAVSEA) briefing slide from 2022 detailing work Fincantieri had been doing to expand its physical infrastructure to support the production of the Constellation class. USN
In speaking to us earlier this year, Moutafis also talked about important lessons learned from the Constellation program, which he felt were already having a positive impact the U.S. Navy way of doing business.
“Some of those lessons learned out of Constellation are being manifested in the things that the Navy has been rolling out the past few months – a new approach that empowers PAEs [Navy Portfolio Acquisition Executives] to make decisions, to minimize change, to embrace innovation and new technologies,” he said. “All these elements that we see now being rolled out, I think to a certain degree, connect back to lessons that have been learned out of the Constellation class journey.”
“Figure out what you want to prioritize, to what extent you want to prioritize schedule, and what’s the best way to say this,” he added when asked for specific examples of what he was talking about. “When you know when you need something delivered and at what pace, then enable the right level of decision-making. Because otherwise – I don’t want to sound this the wrong way – but perfection sometimes is the enemy of more than good enough.”
“Going beyond the Constellation class, now the needs are for vessels to be out there for the warfighter as soon as possible. For sure, we will see many cases where it will be considered that a vessel with these capabilities – even though potentially, in some areas, it may not have enough tons of steel on its sides, or whatever – it will be good enough to assist the warfighter as they head into harm’s way,” he also added at that time. “Those trade-offs are now being placed at the PAE level, allowing Navy leaders at that level to make the right decisions – figuring out whether to continue going down a design spiral versus just moving out with production and enabling us to have the right capabilities on time for the warfighter.”
When Moutafis spoke with us, the Navy had already unveiled a new FF(X) frigate program and announced plans to buy examples of a design derived from the Huntington Ingalls Industries’ (HII) Legend class National Security Cutter for the U.S. Coast Guard. Those frigates will notably lack a VLS array, at least initially, along with other features that were seen as critical to Constellation class. The Navy has outlined plans to offset the more limited baked-in capabilities of the FF(X)s with add-on containerized weapon systems and companion fleets of uncrewed surface vessels. All of this has already prompted significant debate about the operational utility of these small surface combatants, as TWZ has previously explored in detail.
A rendering of the FF(X) frigate. USN
In August, President Trump put out a memo that, in part, directed then-Acting Secretary of the Navy Hung Cao to “submit a plan … that includes timelines and resourcing requirements, for a new competitive acquisition approach for surface combatants with sufficient inherent capabilities to perform anti‑submarine warfare, surface warfare, and convoy escort duties.” The memo also outlined an acquisition strategy referred to as the “Finland Model,” in which foreign shipbuilders would have to make major investments in U.S. enterprises and hire American workers as part of any future contract, even if an initial tranche of vessels is built overseas. This, in turn, has led to the aforementioned foreign warship study ongoing now, which is reportedly exploring the merits of Japan’s Mogami class, the South Korean Chungnam class, and the Istanbul class from Turkey, in-depth profiles of which you can find here.
Examples of the Japanese Mogami class (at bottom), the South Korean Chungnam class (at top left), and the Turkish Istanbul class (at top right). Yuichi Yamazaki-Pool/Getty Images/HD Hyundai Heavy Industries/Anadolu Shipyard
Whether or not the U.S. Navy will pursue the acquisition of any of the ships it is studying now, or whether it might be willing to consider additional pitches from Fincantieri or other shipbuilders, remains to be seen. If it is to be successful, any new attempt to leverage an in-production foreign frigate design will have to take concrete steps to avoid falling into the same design change pitfalls as the Constellation class. The Navy’s struggles with solidifying designs early and keeping changes to a minimum during development and initial production have impacted several domestic naval shipbuilding efforts, too.
For Fincantieri, while the Navy played a central role in the failure of the Constellation program, there is the additional matter of whether the service is interested in any way in the optics of not only going back to the same shipbuilder, but the same underlying parent design (FREMM).
A rendering of Dutch shipbuilder Damen’s LST-100 landing ship, the basis for the Navy’s new LSMs. Damen
It’s also unclear what any additional frigate procurement program might mean for the existing FF(X) frigate program, and what level of additional competition there might be for shipbuilding resources, as a result.
“In terms of which path we go – I’m not going to get ahead of that process – but [studying all options is] essentially what we’re doing,” Navy Rear Adm. Casey Moton, head of the Portfolio Acquisition Executive Maritime (PAE-M) office, also said at the American Society of Naval Engineers Fleet Maintenance and Modernization Symposium last week, according to USNI News. “I am not going to get ahead of what we are doing in response to the presidential memo.”
“We just went through CDR [the critical design review] on the Flight I [of FF(X)], and so we’re doing some pre-production activities with HII to help prepare for that material,” Moton also noted. The Navy has said in the past that it is aiming to have the first FF(X) frigate in the water by 2028.
The Navy’s fleet of Arleigh Burke class destroyers “gets used with a very high demand signal combatant commanders. The Navy can’t operate with only one size of ship,” Rear Adm. Brian Metcalf, Deputy PAE-M, also said in an official video in June, further underscoring the general demand for these new smaller surface combatants. “The [FF(X)] frigate will fill that gap. They can be used in less contentious waters. They can be used as high-value escorts. There are all kinds of things the frigate can fill the gap for and allow destroyers to execute the high-end mission set.”
Signs that a new foreign-designed frigate could be in the Navy’s future have already been growing. The service may have a clearer vision for how to proceed, and whether there might be room for additional pitches from Fincanterai and others, after the review it is working through now is complete.
The U.S. Navy has given us the first look at Blackbeard hypersonic strike missiles under the wings of F/A-18E/F Super Hornets during actual flight testing. The Navy is hoping to have Blackbeard in at least limited service no later than 2028, giving its carrier air wings an all-new fast-flying standoff weapon, particularly for engaging enemy ships. The missile is also being designed to be relatively cheap and quick to manufacture.
The Navy’s Office of the Portfolio Acquisition Executive for Aviation (PAE-A) has released a video montage of Blackbeard undergoing flight testing, seen in the social media post below. The service confirmed that it had at least begun test-loading the missiles onto F/A-18E/F Super Hornets in a presentation at the Tailhook Association’s annual convention last month. Now we know the program has moved ahead substantially from that point.
The company behind Blackbeard, defense start-up Castelion, has received several multi-million-dollar contracts from the Navy just this year explicitly to support integration of the weapon onto the Super Hornet, as well as otherwise accelerating its development. In its daily contracting on September 14, the Pentagon announced the Navy had struck yet another deal with Castelion, valued at $43.65 million, “for the manufacturing, assembly, testing, and delivery of the first production lot of 444 All-Up Rounds (AURs), defined as fully functional tactical missiles packaged within specialized shipping and storage containers.”
A screen capture from the Blackbeard flight testing video montage the Navy released today. USN capture
In terms of what we know today about Blackbeard’s design and capabilities, as we have previously written:
“A profile photo [seen below] at the company’s headquarters reveals a weapon with a ballistic missile-like booster, on top of which is mounted what could be an unpowered hypersonic glide vehicle (HGV). A booster brings an HGV to the desired velocity and altitude before releasing it toward its target. The concept is in contrast to air-breathing cruise missiles capable of traveling at hypersonic speeds. Hypersonic speed is generally defined as anything above Mach 5, which larger ballistic missiles also reach in the course of their flights. More precise performance figures for Blackbeard are lacking, but Castelion has previously hinted it could hit targets out to just under 500 miles. Alternatively, the second stage may also have its own motor, allowing it to continue accelerating or sustain high-speed flight. A similar arrangement has been suggested as the propulsion system for the Russian Zircon missile.”
Castelion
“Both stages of the weapon have cruciform fins, while the upper one features a prominent ‘chine’ line along the length of its body, and a slightly beaklike nose. The trolley on which the weapon is mounted provides some idea of its overall size. The blue stripes seen on each stage normally signify that a munition is an inert, non-explosive round utilized for training or tracking purposes. This would indicate a real (unarmed) missile rather than a dummy or mockup.”
A picture shown at Tailhook had also offered a new look at the front of the missile, exposing what looked to be an aperture on one side of the design’s wedge-shaped nose. As we wrote after that image emerged:
“The apparent apertures are also seen pointed up, but many air-launched munitions do flip down after release.”
“How exactly Blackbeard is guided remains unknown, but a downward-angled aperture at the nose end for a seeker system would make sense for this weapon, which the Navy is pursuing primarily as a new way to target enemy ships. In particular, a wide array of existing anti-ship and land attack missiles, as well as certain anti-air types, have variously shaped apertures in their noses for imaging infrared seekers. Imaging infrared has the benefit of being immune to radio frequency electronic warfare jamming. In addition, it is a passive capability that does not send out signals that can give an opponent advance notice of an incoming attack. Blackbeard’s full guidance package very likely also includes some means of navigating to a target area first, and it could have multiple modes of operation.”
The new flight testing footage released today also underscores the relatively small size of Blackbeard overall. While the Super Hornet is set to be the first operational launch platform, it is very likely to be integrated on other aircraft quickly thereafter. The Navy is acquiring Blackbeard under a program called the Multi-mission Affordable Capacity Effector (MACE).
Another screen capture from the new Navy video offering a different of Blackbeards under the wings of a Super Hornet, underscoring their relatively small size. USN capture
Requirements for MACE that the Navy put out previously explicitly called for a design compact enough for carrier-based F-35C (and land-based F-35A) Joint Strike Fighters to carry four of them internally. Whether that remains a goal in any way is unclear. Still, being able to carry some number of Blackbeards internally would not only give those jets a hypersonic strike weapon, but one that they could carry in the most stealthy configuration. The Navy also notably does operate the F-35A outside of the test and evaluation community, which might point to air-launched Blackbeards entering service elsewhere in the future. As an aside, the U.S. Army is pursuing a ground-launched version of this missile, as well.
As mentioned, the Navy’s stated goal now is to reach an early operational capability with Blackbeard by 2028, if not sooner. What the exact fielding plan for those missiles might be is unclear. PAE-A did write “Coming soon to a theater near you” in its post on X containing the video montage, and tagged the official accounts for U.S. Central Command (CENTCOM) and U.S. Pacific Command (PACOM). CENTCOM oversees U.S. military activities in and around the Middle East, including ongoing operations against Iran. U.S. military officials have also long touted hypersonic weapons, in general, as key to success in any future conflict in the Pacific, especially a high-end fight against China.
For the past six months or so, a curious-looking vessel with a very boxy superstructure has been taking shape at a shipyard in the Chinese city of Shanghai. A new satellite image lends credence to an earlier assessment that this is a mothership to support China’s growing fleets of ever-larger submersible drones, though it could also have other roles.
TWZ obtained the image of the ship in question, which was taken on September 10, from Vantor. Since then, it has also received an overall coat of gray paint, pointing to future service with the People’s Liberation Army Navy (PLAN). It is some 669 feet (204 meters) long and around 98 feet (30 meters) at its widest. In terms of basic length and width, the vessel being built now is very roughly comparable to China’s Type 071 amphibious warfare ship. However, it appears to be much taller overall than the Type 071.
The new ship has been under construction at the Hudong-Zhonghua Shipyard on Changxing Island in Shanghai since at least April. This yard produces a variety of naval vessels, including surface combatants and amphibious assault ships, as well as commercial designs.
The September 10 image, which shows the ship from the stern, is interesting for a number of reasons. It notably confirms that the design not only has a well deck, but that it is sized around what looks to be a large cradle-like platform visible in the shot. The very roughly 164-feet (50-meter) long rectangular platform has an arch-shaped structure at one end and two teardrop-shaped ones at the other, as well as six pillars, three on each side, in between. The teardrop-shaped structures, in particular, point to the platform being at least a semi-submersible, as they would help with stability and otherwise guide the flow of water while being pulled along.
The satellite image also clearly shows six large struts extending from the top of the stern end of the superstructure, each one which is paired with a shorter strut, for a total of 12. Earlier this month, independent naval analyst H.I. Sutton, who tracks undersea warfare developments in particular, posited that these struts could be used to lower a platform or some other similar structure below the hull of the ship. He also assessed that they could be used as part of a larger system capable of moving payloads between decks internally. This would help account for the configuration of the core superstructure, especially how high it is all the way from the front to the back. Overall, signs point to the inside of the superstructure being largely hangars and other open work spaces, allowing for multiple large UUVs to be carried and supported. Individual UUVs would be launched and recovered, one at a time, via the cradle.
In making his assessment, Sutton drew specific attention to a previously shown rendering of a proposed Chinese scientific research vessel with a roughly similar strut-based system at the stern for deploying submersibles and other large payloads. However, on that design, the system was entirely exposed rather than contained with an extended superstructure.
The rendering of the proposed scientific research vessel with a system for deploying payloads at the stern that features four struts. Chinese internet via H.I. Sutton
The platform seen immediately behind the ship being built at the Hudong-Zhonghua Shipyard aligns with Sutton’s assessment about the purpose of the struts. At the same time, launches and recoveries could also be conducted in a more traditional manner via the well deck. The design of the cradle-like platform would seem to suggest the latter option is at least part of the plan.
The image from September 10, as well as other recent views of the ship, highlight other features that are now taking shape. This includes a large opening on the starboard side, which could be for launching and/or recovering lifeboats or other watercraft, or moving payloads to and from the pier while docked, as well as a multi-pronged mast on top of the bridge. An additional part of the ship’s superstructure extends behind the bridge area, and there is what looks to be a hangar inside. There is no attached helipad present now, but one could well be added later on somewhere on top of the superstructure. Many naval auxiliaries, as well as commercial ships designed for offshore support and other specialized tasks, have open helipads on raised frames attached to different parts of the superstructures.
Though there is growing clarity about the ship’s design, many questions do remain about the full breadth of its intended purpose. In Sutton’s view, the PLAN has a need, just in general, for a dedicated mothership to support its growing uncrewed underwater vehicle (UUV) fleets. The PLAN is pursuing various tiers of UUVs to perform a host of different missions, including intelligence, surveillance, and reconnaissance (ISR), as well as mine-laying, special operations support, and even launching direct attacks on enemy vessels. Larger and larger UUV designs have been steadily emerging in China, which could require more specialized launch and recovery options to be feasibly employed operationally, especially from other vessels at sea. Deployment and retrieval at sea could, in turn, support very long duration missions far from China’s own shores.
“With smaller UUVs, even up to 20 meters like the AJX-002 and HSU-100 paraded in Beijing last year, they are road mobile. Truck mounted cranes should be sufficient for getting them in and out of the water making operations much simpler. With these latest, much larger XXLUUVs [extra-extra large uncrewed underwater vehicles] however, China will start to need dedicated port facilities,” Sutton wrote previously on his website. “Until now China has been using floating docks to house the two XXLUUV prototypes being tested on Hainan. One of these docks was purpose built while the other may have been taken up from general use.”
A Chinese AJX-002 UUV, or a mockup thereof, seen ahead of a major military parade in Beijing in 2025. Chinese internet via X
China's naval unmanned systems.
Consisting of (in order), AI enabled unmanned submersible (HSU-100), used for detection and attack.
Unmanned patrol boat.
Unmanned mine-laying/attack submersible (AJX-002), this was previously mistaken for a nuclear powered torpedo. Because the… pic.twitter.com/Mlj55XLNBH
“This arrangement also has a significant drawback: each floating dock can only carry a single XXLUUV,” Sutton added. “Or if more than one, then they both need to be placed in the water at the same time. Because the whole dock floods, there cannot be one undergoing maintenance while another is being launched or recovered.”
A mothership vessel able to discreetly deploy and recover large uncrewed and crewed submersibles and other large payloads underwater could be tasked with more specialized missions, including cutting cables, retrieving objects from the seabed, and other kinds of undersea espionage. There is overlap here with more benign roles, such as submarine rescue, salvage, and even deep-sea scientific research. There is also the matter of servicing an expanding array of Chinese underwater infrastructure, including sensor and communications networks. As something of a corollary, Russia’s spy ship Yantar is officially described as an oceanic research vessel. In China, the line between military and non-military assets and capabilities, including ships, is often very blurry, to begin with, as TWZ regularly highlights. This dichotomy was observed right at the Hudong-Zhonghua Shipyard around the end of last year after pictures of a commercial cargo ship being used to showcase a new family of containerized weapons, sensors, and other systems went viral online.
It is also worth pointing out that the boxy and largely enclosed design of the ship now being built at Hudong-Zhonghua Shipyard will inherently make it difficult to observe any activities onboard. This will have the additional knock-on effect of helping keep any payloads, as well as the crew, shielded from the elements. This could be valuable for operations in harsher locales, including waters in and around the Arctic, an ever-more strategic part of the world where China is working to be more engaged.
We also do not know if the apparent mothership vessel is intended to be a one-off or part of a larger class. It could be a stepping stone to broader plans or be part of an already extensive fleet of bespoke naval auxiliaries, as well as unique ostensibly commercial vessels, in service in China today. The PLAN’s aforementioned UUV ambitions will bring along significant test and evaluation requirements, as well as the need to support actual future operations.
If nothing else, evidence is only growing that the new ship under construction at the Hudong-Zhonghua Shipyard is intended to serve, at least in part, as a mothership for large submersible drones.
A French Navy Mistral class amphibious assault ship has been photographed carrying Naval Group’s new Rampart modular launcher, a system designed to allow a single weapon station to employ different types of rockets, missiles, and other effectors against a wide range of threats.
The imagery, captured off Toulon during training on September 21, reveals the launcher installed on the ship’s forward starboard sponson. While the specific identity of the vessel is unclear, this represents the first publicly observed evidence that Rampart has moved into shipboard testing.
French Navy Mistral-class amphibious assault ship and French Navy Suffren (Barracuda)-class nuclear-powered attack submarine off Toulon, France – September 21, 2026.@WarshipCampic.twitter.com/6xYm6E5J9R
Naval Group announced in June that the first at-sea firing campaign for Rampart was planned for October aboard a Mistral class ship during the French Navy’s Wildfire counter-drone exercise.
What makes Rampart unusual is its modular architecture. Rather than being built around one missile or rocket, the system uses interchangeable launch modules that can accommodate different weapons. This allows a ship to carry large numbers of relatively inexpensive guided rockets for counter-drone work while retaining the option of using larger and more capable short-range missiles against more challenging targets.
The Rampart, then still known as the Multi-purpose and Modular Launching System (MPLS), displayed at the EURONAVAL defense exhibition in November 2024. Photo by Thierry NECTOUX/Gamma-Rapho via Getty Images
Because the launch modules are interchangeable, the mix can theoretically be changed as the mission or threat environment changes.
The approach is aimed squarely at a problem that has become increasingly important for naval forces: defending expensive ships against potentially large numbers of inexpensive uncrewed systems and missiles without relying exclusively on high-cost interceptors.
Rampart was previously known as the Multi-purpose and Modular Launching System (MPLS). Naval Group unveiled the concept in 2023 as a self-funded development effort and formally presented the Rampart earlier this year.
The launcher uses four interchangeable ammunition modules. Depending on the configuration, Naval Group says that the system can accommodate up to 80 Thales 68mm laser-guided rockets or 48 NATO-standard 70mm laser-guided rockets. Other configurations can carry smaller numbers of short-range missiles (four to six per module, depending on type) or other effectors, including decoys.
The system has already been demonstrated with guided rockets. A January 2026 test involved a Thales 68mm guided rocket, followed by a series of firings at the Canjuers range in southern France in May. Those trials, seen in the video below, included engagements against targets at roughly two miles and a five-rocket salvo.
The relatively small guided rockets are particularly relevant to counter-drone operations. They offer a way of engaging aerial targets with a weapon substantially smaller than a conventional surface-to-air missile, while still providing precision guidance.
As well as rockets, Naval Group has been working with Thales on the Lightweight Multirole Missile (LMM). Also known as Martlet, the LMM is intended to tackle a range of challenging airborne and surface targets, as you can read about here.
The company has also explored integration of loitering munitions and other missiles, while a separate agreement with the UAE-based EDGE Group covers trials of the SkyKnight surface-to-air missile.
The company has also pursued integration of Poland’s Piorun short-range air-defense missile. This may well be with a view to a potential Polish purchase of Rampart to arm its forthcoming frigates, which you can read about here.
Polish Army soldiers fire a Piorun man-portable air defense system. U.S. Army photo by Davide Dalla Massara
This means the launcher is effectively being developed as an open weapons-integration platform, rather than as a dedicated launcher for one or a small set of particular munitions.
That openness could make Rampart attractive to a wide range of navies. Instead of requiring customers to adopt a completely new missile family, the launcher can potentially be configured around weapons already in their inventories or sourced from their domestic defense industries. A country could therefore buy the common Rampart launcher while retaining control over the effectors it wants to integrate, whether those are guided rockets, short-range missiles, loitering munitions or other systems. At the same time, when it comes to air threats, this is very much a point defense system for close-in engagements, and a last line of defense to complement longer-range and more capable systems.
Naval Group has described the system as capable of operating either autonomously or as part of a ship’s combat system, with a stabilized turret and integrated fire-control equipment.
That integration will be particularly important during the upcoming sea trials. A launcher that works against stationary or land-based targets still has to contend with ship motion, vibration, sea spray, sensor integration, and the compressed timelines involved in defending a moving vessel.
France operates three Mistral class amphibious assault ships, which serve as major aviation, command, and amphibious warfare platforms. Their size and mission make them high-value assets that could face a broad range of aerial threats during operations. Another two vessels were built to the same design for Russia, before being placed under embargo, and then sold to the Egyptian Navy.
The French Navy amphibious assault ship Mistral. U.S. Marine Corps photo by Cpl. Gary Jayne III/Released
Naval Group’s choice of a Mistral for the initial at-sea campaign provides an opportunity to test Rampart under realistic operational conditions while integrating it with an existing French naval combat system.
In its basic form, each Mistral is armed with a pair of Simbad launchers, each of which is fitted with two Mistral short-range surface-to-air missiles. In terms of guns, each of the vessels is armed with two 30mm and two 20mm cannons, two 7.62mm M134 Miniguns, and four 12.7mm machine guns. Adding even a single Rampart launcher provides considerably more options against aerial targets across a wide range of threats — depending on the effectors that are included.
Loading guided rockets into a Rampart launcher during ground-based tests. Naval Group screencap
If Rampart can reliably engage drones with inexpensive guided rockets while retaining the ability to employ more capable missiles from the same launcher, it could offer navies an additional defensive layer between conventional guns and high-end surface-to-air missile systems.
Critically, new effectors could potentially also be integrated as they become available, allowing the system to evolve without replacing the entire turret.
Reflecting the urgency of the requirement, Naval Group’s development path for Rampart has been relatively rapid.
Naval Group has also demonstrated a ground-based Rampart, mounted on a high-mobility truck chassis. This configuration is intended for mobile air defense missions as well as protection of fixed sites, giving the system a role beyond ship self-defense. The truck-mounted version could provide a rapidly relocatable launcher for counter-drone and short-range air-defense missions, while retaining the same basic modular architecture and ability to employ different effectors.
Sur le stand John Cockerill, un châssis Zetros équipé du Rampart (ex lanceur modulaire polyvalent, ou LMP) de Naval Group. Avantage : un seul système de lancement pour des armements divers (roquettes, missiles, grenades, leurres, drones…) pic.twitter.com/6v4R93HGsj
The photographs from Toulon indicate that the Rampart concept is now moving from the range to the French fleet, albeit on an experimental basis. The forthcoming sea campaign will be an important milestone and should provide a better idea of how this system works at sea.
A British Excalibur uncrewed underwater vehicle (UUV) has fired a U.S. Mk 48 heavyweight torpedo in what is said to be a first-of-its-kind test for both countries. Though just a proof-of-concept so far, this is a significant new step for the United States and the United Kingdom toward future operational fleets of armed UUVs.
U.S. NAVY UPDATE: U.S. Navy and Royal Navy Successfully Test Fire Torpedo from Unmanned Undersea Vehicle
WASHINGTON – On September 13, 2026, the U.S. Navy and the Royal Navy successfully conducted the proof-of-concept launch of an exercise U.S. Mk 48 Heavyweight Torpedo… pic.twitter.com/lVB4wYSwC0
— Office of the Chief of Naval Operations (@USNavyCNO) September 22, 2026
The test was also carried out under the umbrella of Pillar 2 of the trilateral Australia-United Kingdom-United States (AUKUS) defense cooperation agreement, which was first announced in 2021. AUKUS’ Pillar 2 covers a wide range of advanced technology cooperation, with particular focus on uncrewed platforms and autonomy. Pillar 1 of the agreement centers on support for Australia’s establishment of a nuclear submarine force.
For the September 13 test, the Mk 48 torpedo was slung under the Excalibur UUV. The nearly 40-foot (12-meter) long, 19-metric-ton submersible drone has a large internal payload bay, but it is reportedly not large enough to accommodate the Mk 48, which is the standard heavyweight torpedo in U.S. Navy service today. The 19-foot-long, 21-inch-diameter weapon has been successively upgraded over the years to expand its capabilities and improve its resistance to enemy countermeasures.
Screen captures from a video the US Navy released today showing the release of the Mk 48 torpedo from the Excalibur UUV during the test earlier this month. USN capturesA stock picture of a Mk 48-series torpedo. DODA US Navy infographic detailing just some of the upgrades to the Mk 48 series over the decades. The Navy has now moved on to the further improved Mk 48 Mod 8 variant. USN
The Royal Navy officially unveiled Excalibur, which was developed by U.K.-based MSubs under Project Cetus, last year. The external torpedo launch capability was the result of two additional efforts, called Project Broadsword and Trial Iron, according to the U.S. Navy release.
A picture of an Excalibur UUV at the time of its unveiling in 2025, giving a good general sense of its size. Royal Navy
The September 13 test “successfully validated the mechanical, electrical, and software integration of a U.S. kinetic payload onto an allied autonomous vessel, proving that allied forces can rapidly achieve weapon interchangeability,” the Navy’s release adds. “Approved in February 2026 by the Department of the Navy Rapid Capabilities Office (DONRCO), the project was executed in less than seven months.”
How the Excalibur UUV was controlled during the test and whether the torpedo was launched at a test target of some kind are unknown. TWZ has reached out for more information.
A look at the Excalibur UUV submerged, from the video the US Navy released today. USN capture
“BROADSWORD is a great example of how AUKUS Pillar II drives interoperability in across the alliance. Demonstrating the launch of a US torpedo from a UK extra-large unmanned underwater vehicle (XLUUV) is an important early step in developing lethality in our undersea autonomous systems,” U.S. Navy Vice Adm. Robert Gaucher, Director of Submarine Programs, did say in a statement. “We look forward to continuing to leverage the AUKUS partnership to keep pushing the potential warfighting advantages of unmanned undersea systems.”
“This successful test marks a historic first for allied undersea warfare,” U.S. Navy Adm. Daryl Caudle, Chief of Naval Operations, also said in a statement. “Proving that we can seamlessly launch a U.S. heavyweight torpedo from a Royal Navy autonomous underwater vehicle validates our shared vision for true interchangeability.
“This is a really important moment in our journey towards building a hybrid navy, which is where the Royal Navy will sail with crewed ships and submarines alongside uncrewed and autonomous vessels,” Luke Pollard, U.K. Minister of State for Defence Readiness and Industry, separately said in an interview with LBC radio. “It is a substantial increase in our lethality, to show that torpedoes can be fired not just by the Astute class hunter-killer submarines that we have in the Royal Navy, but also now by our uncrewed systems.”
A Royal Navy Astute class nuclear-powered attack submarine. UK Ministry of Defense
The U.S. Navy and the Royal Navy employ various tiers of UUVs operationally today, but primarily for mine-sweeping and reconnaissance and surveillance missions. Future fleets of submersible drones capable of carrying out attacks on other vessels will create entirely new operational possibilities. Operated closely together with crewed surface warships and submarines, torpedo-toting UUVs could be sent ahead into riskier environments and offer an immediate option for engaging any threats they might find. Even a bigger UUV like Excalibur would also be more challenging for opponents to spot and track than a traditional attack submarine.
Excalibur is also in a category of larger and more capable submersible drones that offer significant endurance and higher degrees of autonomy. Adding in the ability to launch torpedoes, in turn, then opens the door to new concepts for employing these UUVs in groups more independently of crewed companions. In the future, for instance, armed Excaliburs or similar UUVs might be deployed to a particular maritime choke point to not just monitor for enemy movements, but actively hold them at risk.
In addition, in general, UUVs offer a way to expand total undersea warfare capacity in a more cost-effective manner compared to acquiring and fielding more traditional submarines. The ability to have more presence below the waves at a lower price point also translates to more persistence across large areas, something that could be especially valuable across the broad expanses of the Pacific, as well as other bodies of water globally. This presents additional targeting challenges and uncertainty for opponents.
“In securing the North Atlantic, especially against those nations that wish to do us harm, like Russia, the ability for us to now say it’s not just where our submarines are that you need to worry about – it is about how we create greater deterrence and question marks in the eyes of our adversary, with uncrewed systems there as well,” U.K. Minister Pollard said in speaking with LBC.
Pollard’s remarks here speak to particular considerations the British government is faced with just in its backyard. This includes the so-called Greenland-Iceland-United Kingdom (GIUK) Gap, which is the main path through which Russian Navy submarines transit to and from bases in the northwestern end of that country and the Atlantic proper. There is also the English Channel and the nearby Baltic Sea. The Royal Navy has limited capacity with its crewed submarines to monitor this and other critical regional chokepoints. UUVs could then help take pressure off its fleet of just five (of a planned seven) Astute class submarines, helping free those boats up for the myriad other missions they are tasked with, including carrier escort and special operations support.
“By converting commercial and allied uncrewed undersea hulls into high-end strike assets, the partnership drastically alters the cost-exchange ratio in contested maritime environments,” the U.S. Navy’s press release today notes, as well.
There are still many questions still to be answered about future larger UUV operations, including just how they will be deployed and recovered. Video the U.S. Navy released today shows that the torpedo-armed Excalibur was launched into the water in Scotland using a commercial truck-mounted crane. U.S. shipbuilders Huntington Ingalls Industries (HII) and General Dynamics National Steel and Shipbuilding Company (NASSCO), among others, have been working on new options for launching and retrieving larger drone submersibles from surface warships. External carriage on the hulls of ships and/or submarines might also be an option in the future.
A picture from a test in 2022 of a prototype portable cradle for launching large UUVs developed by HII. The UUV seen here is that company’s Proteus design. HII
Additional torpedo and other munition options for UUVs beyond the full-size Mk 48 could also be on the horizon. The U.S. Navy has invested heavily in compact and lightweight torpedo designs that could be well suited for employment from underwater drones like Excalibur.
The U.S. Navy says it is working with its international partners on another similar UUV capability demonstration, but this time involving an Anduril Dive-XL, under what is dubbed Project Cutlass. This effort “will tackle advanced payload integration data, command and control architectures, and tactical employment scenarios to further mature uncrewed undersea capabilities,” according to the U.S. Navy’s release.
The Royal Australian Navy is already in the process of acquiring and fielding a militarized version of the Dive-XL, called Ghost Shark. It’s also worth noting that the Dive-XL evolved from the earlier Dive-LD design. The Dive-LD is in at least limited operational U.S. Navy service now, a fact that was revealed by Iran’s capture of one of these submersible drones earlier this month, as you can read more about here.
Excalibur’s ability to launch a standard Mk 48 heavyweight torpedo is already an important show of progress now toward a shared goal of a future underwater ecosystem that includes submersible drones that are able to attack other vessels.
Recent satellite imagery of a shipyard in northeastern China offers interesting new insights into the country’s next-generation submarine developments. The images notably show a pumpjet propulsor and other features worth examining on an example of what is generally described as a new class of nuclear-powered attack submarine, or SSN.
TWZ has obtained a new image taken on September 18 of the submarine in question, which is being built at the Bohai Shipyard in Huludao, from Vantor. Janes reported on this submarine earlier today, based on a separate Vantor image from September 1. The outlet also described the boat as a Type 095, a commonly used, but still unofficial designation. This is something we will come back to later on.
As mentioned, the pumpjet propulsor immediately stands out in both images. This is also understood to be a feature on the Type 093B nuclear-powered attack submarine, a significantly improved variation on that earlier design, which first emerged in the early 2020s. Compared to traditional exposed propellers and more basic shrouded types, pumpjets offer benefits for quieter operation and efficiencies, especially at higher submerged speeds.
The recent imagery also highlights the submarine’s X-shaped stern plane arrangement. This is not found on the Type 093B, which is considered to be something of a bridge between that class and the next-generation design. Broadly speaking, an X-shaped configuration offers advantages when it comes to enhanced maneuverability, efficiency, and safety, which can be particularly useful in littoral environments. It can also provide benefits when it comes to acoustic signature reductions across significant parts of the submarine’s operating envelope compared to the cruciform stern planes.
Another Chinese submarine design that emerged in 2024, currently referred to as the Type 041 or Zhou class, and that is understood to feature a hybrid nuclear/conventional propulsion system, also has an X-shaped stern configuration. The first known example of the Type 041 came to light after it appeared to have sunk in a shipyard.
An X-shaped stern arrangement also looks to be a feature on yet another new class of submarine that appeared at the JN (Jiangnan) Shipyard in Shanghai earlier this year. Initial reports also suggested that the design lacked a traditional sail. However, it has been confirmed that it has a sail, but that is very small proportionally to the overall size of the boat. Truncated sails can offer performance and other advantages, but there are trade-offs.
The image of the submarine that Janes obtained also notably shows an open rectangular-shaped section aft of the sail. The September 18 image that we received from Vantor shows a structure placed over that section of that submarine, obscuring ongoing work on that part of the boat. The Type 095 is widely expected to feature some type of vertical launch system (VLS) array able to accommodate a variety of anti-ship and land-attack cruise missiles, as well as potentially hypersonic types. The Type 095 is also sometimes referred to as a guided missile submarine, or SSGN, as a result. The open area seen in the September 1 shot could be where the VLS array is set to be fitted. It might also provide access to the reactor compartment or another area of the submarine.
The clearest photos we have on the Type 095 SSN!
As we can see, there is one confirmed chamber than could physically fit about 18-24 VLS Cells. There is a big chance that more than one VLS Chamber exists, with an estimate VLS count from 24-48+ VLS pic.twitter.com/0ZJ8gsl4su
Interestingly, the September 18 image also shows what look to be at least two relatively large circular openings, side-by-side, at the bow end of the submarine in front of the sail, the purpose of which is not immediately clear. There is a possibility these could also be for vertically launching munitions or other payloads. As a point of comparison, U.S. Virginia class nuclear attack submarines, starting with the Block III version, have two large-diameter Virginia Payload Tubes (VPT), one in front of the other, in the bow in front of their sails. At the same time, the openings on the submarine in Huludao also appear to be in a position that is very close to where the submarine’s main sonar array would be installed, and they could be tied to that aspect of the design, too.
“I think it’s too early to be sure about the VLS configuration from publicly available imagery. I realize people assume the large rectangular space halfway behind the sail is the VLS, but I am not sure this is the case and I’d caution to jump to conclusions. The space could also be related to work on the reactor compartment,” Alex Luck, a naval analyst who closely tracks submarine and Chinese navy developments, told TWZ. “With Type 093B, the VLS after launch was initially covered with a tarp, and then the installed launchers were readily visible quite quickly during the fitting-out process. The work process may change with these newer boats, but the different appearance during launch and fitting out needs to be considered in that regard.”
“I do expect Type 095 to have a VLS of some sort, but I am not sure as of yet what the configuration would look like, or where exactly it is located,” he added.
The bigger outstanding question may be exactly what type of submarine is currently being built now at the Bohai Shipyard. Based on a review of additional imagery from Planet Labs’ archive, the boat appears to be around 394 feet (120 meters) long. When the first example of what was assessed to be a Type 095 emerged in Huludao in February, it was estimated to have a length of roughly 361 feet (110 meters). The ‘small sail’ design that broke cover earlier this year in Shanghai is also estimated to be some 394 feet/120 meters long based on available imagery, but also looks to be narrower than the boat presumed to be a Type 095 in February.
“One significant question is the nature and difference between the boat launched by Bohai in February, and the two newer hulls launched in late May/early June both by Bohai and at Jiangnan in Shanghai,” Luck, the naval analyst, also told TWZ. “Specifically, we do not quite know whether they are for different operational roles, or rather a two step development for one final configuration of a new SSN. I think the latter is at least plausible.”
“A related question then is what boat we are looking at now with the new imagery, i.e. the February boat or the newer hull Bohai had launched,” he continued. “Without exact and reliable measurements that question for now is unresolved in the public discourse. For now we need more, and more detailed imagery, including of the different boats together, to clarify these aspects.”
“This [September 1] image reinforces my impression that the boat launched in February may have been a one off not including the full spec featured on the notional 095A launched by Bohai and Jiangnan in late May. We’ve already seen both versions side by side in Bohai,” Luck also wrote on X after Janes‘ published its report.
This image reinforces my impression that the boat launched in February may have been a one off not including the full spec featured on the notional 095A launched by Bohai and Jiangnan in late May. We've already seen both versions side by side in Bohai. https://t.co/wBMkB1gmSQ
Regardless, the emergence in recent years of so many new, more modern submarines, and across what appear to be several distinct classes, is significant. It is no secret that China’s People’s Liberation Army Navy (PLAN) is working to significantly expand the size and capabilities of its submarine force with a clear eye toward extending operations further and further out in the Pacific, at least. In the past, U.S. officials have publicly said the overall quality of newer Chinese submarines has been getting closer in parity to American designs.
“The PLA Navy is executing a significant strategic shift from diesel-electric to all-nuclear construction, representing a fundamental departure from historical construction patterns,” U.S. Navy Rear Adm. Mike Brookes, head of the Office of Naval Intelligence, wrote in prepared remarks ahead of a hearing before members of the U.S.-China Economic and Security Review Commission in March.
In particular, the Type 095, as well as the new Type 096 nuclear-powered ballistic missile submarine, “represent next-generation platforms expected to enter service during the late 2020s through 2030s,” Brookes also wrote at that time. “These submarines will incorporate substantial advancements in nuclear reactor design, sensor performance, weapons integration, and noise quieting technologies.”
Submarine modernization efforts are just one aspect of a larger effort by the PLAN to expand its capabilities above and below the waves. Chinese shipyards have also been producing ever-more capable aircraft carriers, amphibious assault ships, destroyers, frigates, and more in recent years, as well. The pace of China’s construction of new surface ships and submarines has also been growing, creating a particularly significant and still-widening disparity in this regard with the U.S. Navy. This is something that has become increasingly concerning, as TWZ routinely highlights.
Work in Huludao, as well as shipyards elsewhere in China, is certainly already revealing interesting new insights into China’s next-generation submarine efforts.
Japan has said it is keeping the door open to acquiring nuclear-powered submarines, a potentially major shift for a country whose submarine force has historically relied exclusively on conventional propulsion. Defense Minister Shinjiro Koizumi confirmed recently that Tokyo is not ruling out nuclear-powered submarines as it considers the future requirements of the Japan Maritime Self-Defense Force (JMSDF).
Should Japan ultimately pursue the capability, it would join an exclusive group of nations operating nuclear-powered submarines. China, France, India, Russia, the United Kingdom, and the United States are currently the only countries with nuclear-powered submarines in active service. Brazil is already working to join the club, while Australian and South Korean nuclear-powered submarine plans are somewhat longer-term.
A submarine of the Japan Maritime Self-Defense Force surfaces during a naval review off Sagami Bay, Japan. Photo by Koichi Kamoshida/Getty Images
Japan’s submarine fleet is already regarded as among the most capable conventionally powered forces, and is very much at the forefront of advanced naval propulsion technologies. Even with that considerable expertise, however, developing and sustaining a nuclear propulsion capability would represent a huge challenge, requiring expertise and infrastructure far beyond those needed to build Japan’s existing conventionally powered submarines.
Koizumi’s comments do not represent a decision to acquire nuclear-powered submarines, nor do they indicate that Japan has begun a procurement program. They do, however, mark a significant evolution in the country’s public debate over submarine propulsion and point to a growing willingness within the Japanese defense establishment to consider capabilities that were previously largely outside the mainstream of defense planning.
Secretary of War Pete Hegseth hosts a bilateral meeting with Japanese Minister of Defense Shinjirō Koizumi at the Pentagon, Washington, D.C., Jan. 15, 2026. (DoW photo by U.S. Navy Petty Officer 1st Class Alexander Kubitza)
Currently, Japan operates one of the world’s most capable conventional submarine fleets, centered on increasingly sophisticated diesel-electric boats equipped with air-independent propulsion and advanced lithium-ion batteries. These submarines are well suited to operations around Japan and the country’s surrounding waters.
The JMSDF currently operates 22 conventionally powered submarines, maintaining the force structure established in the 2010s while progressively replacing older boats with the more capable Taigei class. Five Taigei class submarines are now in JMSDF service, with additional boats in the pipeline.
The first-of-class Taigei was launched on October 14, 2020, at the Mitsubishi Heavy Industries (MHI) shipyard in the city of Kobe, in the western prefecture of Hyogo. Japan Maritime Self-Defense Force
Nuclear propulsion, however, would offer substantially greater endurance and sustained underwater speed, allowing Japanese submarines to conduct longer-range operations across the broader Western Pacific with minimal support. This is a requirement that is becoming increasingly relevant as Tokyo’s strategic focus expands beyond its immediate maritime approaches.
China’s rapidly expanding naval force, including its growing submarine fleet and increasingly distant maritime operations, is forcing Tokyo to consider how it would monitor and potentially counter Chinese forces farther from the Japanese archipelago. A nuclear-powered attack submarine could remain submerged for extended periods without the endurance limitations imposed by conventional propulsion, making it particularly useful for long-range surveillance, tracking, and sea-denial missions.
Japan’s debate is also unfolding alongside a significant development in neighboring South Korea. Seoul has confirmed plans to develop a new class of nuclear-powered submarines, a move that could add further momentum to an emerging undersea competition in Northeast Asia. South Korea’s decision is particularly relevant to Tokyo because it demonstrates that nuclear propulsion is no longer merely a theoretical capability for U.S. allies in the region. While the missions and strategic priorities of the Japanese and South Korean navies are different, both countries face the challenge of operating in waters increasingly contested by China and North Korea.
A South Korean Ministry of Defense rendering shows how the nuclear-powered Jang Bogo N Project boats may look. MND
A Japanese decision to pursue SSNs could eventually create a much deeper basis for cooperation with Australia, including submarine interoperability, undersea warfare, workforce and technical expertise, infrastructure, sustainment, and potentially aspects of the industrial base. Analysts have already examined how Japan could fit into the wider AUKUS submarine ecosystem as Australia’s nuclear-submarine program develops.
Concept art of the submerged SSN-AUKUS nuclear-powered attack submarine. U.K. Ministry of Defense illustration
A Japanese nuclear-powered submarine with a robust capacity to launch land attack cruise missiles would also be a powerful component in the country’s emerging “counterstrike” posture, which is increasingly centered on acquiring the ability to strike targets at longer ranges.
Launch of the first Tomahawk missile from the Kongōclass Aegis destroyerChōkaiat an undisclosed location in the Pacific. Japan Ministry of Defense
An SSN would potentially add a highly survivable, mobile platform to this emerging strike architecture, allowing Japan to position long-range weapons farther from its home territory and complicating an adversary’s efforts to locate and neutralize them. That could be particularly valuable in a conflict in which Japanese air bases, missile batteries, and other fixed infrastructure were under attack.
The potential SSN requirement also fits with Japan’s expanding expeditionary ambitions. As the JMSDF converts its Izumo class helicopter destroyers to operate F-35B fighters, giving Japan a more credible carrier aviation capability, nuclear-powered attack submarines could provide a valuable escort for these increasingly important surface groups. Their speed, endurance, and ability to remain submerged for extended periods makes SSNs particularly well suited to accompanying carrier forces on longer-range deployments and supporting contingencies farther from Japanese waters.
Looking at the bigger picture, it is highly significant that nuclear propulsion was effectively excluded from Japan’s conventional defense debate for decades. More recently, however, Japanese defense officials and policymakers have begun examining whether future submarines will require a different propulsion system. The issue is now one that can be discussed openly at the ministerial level.
Nevertheless, pursuing a nuclear-powered submarine program would come with huge challenges.
The Japan Maritime Self-Defense Force Sōryū class submarine Hakuryū arrives at the submarine piers of Joint Base Pearl Harbor-Hickam. U.S. Navy photo by Mass Communication Specialist 1st Class Steven Khor/Released
Building and operating nuclear-powered submarines would require Japan to establish an entirely different industrial, regulatory, and training infrastructure. The vessels would also be considerably more expensive and complex to build and operate than Japan’s existing conventionally powered submarines. Tokyo would have to resolve questions involving nuclear regulation, reactor technology, maintenance facilities, crew training, and the handling of nuclear material.
There would also be a significant political dimension. Although naval nuclear propulsion is fundamentally different from possessing nuclear weapons, any move in that direction would inevitably receive scrutiny in a country whose postwar security policy has been shaped by its experience with nuclear weapons and its longstanding non-nuclear principles.
For those reasons, Koizumi’s statement should be viewed less as an announcement of a Japanese nuclear-submarine program than as evidence that the political barrier to discussing such a program is falling.
The Japanese Oyashio class submarine Yaeshio transits the Philippine Sea during Exercise Pacific Vanguard 23. U.S. Navy photo by Mass Communication Specialist 3rd Class Santiago Navarro
The next question is whether the Japanese government will move from keeping the option open to actually studying a nuclear-powered submarine design, propulsion technology, and acquisition pathway in detail.
If it does, the consequences could extend well beyond Japan’s submarine fleet. A Japanese nuclear-powered submarine capability would represent a major enhancement of Tokyo’s ability to operate across the Western Pacific and could alter the undersea balance between Japan, China, and the United States’ other regional allies. At the very least, the idea is one that is now part of wider discussions at the highest levels.
As both the Navy and the USAF were racing to field a new generation of advanced tactical jets, the seagoing service’s program hit a wall. A major reason behind this from the Pentagon was concern that the U.S. industrial base could not handle simultaneous final development and production of two extremely complex new fighter aircraft. This was a controversial justification that many had a hard time swallowing. The Navy’s program, dubbed F/A-XX, is supposedly back on and a down-select on who will build it is coming soon, but that concern appears to linger among at least one of the Department of War’s top acquisition officials.
Though he remains confident that the U.S. Air Force F-47 sixth-generation fighter will fly in the next two years, Air Force Gen. Dale R. White, Director, Critical Major Weapon Systems — the service’s leading weapons procurement advisor — remains concerned about the overall capacity of industry to provide the military with the aircraft it needs, including two new fighters. His comments were in response to questions about the Navy’s challenges in building its own sixth-gen fighter alongside F-47.
The concerns are “not unique” to the F-47 or the Navy’s program but the problem exists to various degrees across the industrial base too, White told reporters Tuesday during a media roundtable at the Air & Space Forces’ Air, Space and Cyber Conference that TWZ is attending.
White has a dual-hatted role, serving as the Pentagon’s top weapons procurement officer and as the senior acquisition advisor to the Secretary of the Air Force for all acquisition matters.
A rendering of the F-47. (U.S. Air Force) U.S. Air Force
“We’re seeing it in multiple platforms,” said White, who did not elaborate. “And so what we’re having to do is, at some point, we’re having to make some trade space in between some of these.”
“I see Boeing making smart investments,” White said of the prime contractor of the F-47, selected for the U.S. Air Force’s Next Generation Air Dominance (NGAD) ‘fighter’ initiative. “They have a lot of CAPEX [capital expenditure] that they’re pouring in, but we have to get through the process of the design piece, getting that completed and closed out. Then we all hit some major milestones with things like flight tests and software and those things.”
F-47 specifications infographic (USAF)
“Really, it’s just being able to manage the overall resourcing as it relates to number one, people resources,” the general added. “Number two, when you start getting into the production conversation, do we have enough capacity to be able to produce at that rate? And so, by and large, I have concerns. I have concerns about the capacity of our industrial base, but they are not unique to F-47 or to any program.”
As for the F-47, White said the program “continues to progress exceptionally well.”
“As you know, many, many years in tech maturation and risk reduction gave us a tremendous head start on this program,” White explained. “Extremely proud of what the team has done, what they continue to do each and every day. We are still absolutely on [the] path to be able to hit the mark of flying within this administration. So we see no issues in front of us right now.”
While the first example of the F-47 has been in production for about a year now, the Navy has yet to even select a prime contractor for its next generation fighter. The current competitors for the F/A-XX are Boeing and Northrop Grumman. A decision was supposed to have been made by last month.
“The F/A-XX program remains on track, and we have no further information to provide at this time,” a Navy official told us last week.
In response to a question from TWZ earlier this year, the Chief of Naval Operations acknowledged the uncertainty over the F/A-XX program.
“One of the challenges we’re seeing is, not only [are] our peer competitors improving their capability for anti-air, either air-to-air or surface-to-air, but the lower cost of entry of very capable weapons is also making more players on the field in which that level of stealth and technology is required,” Adm. Daryl Caudle told us back in April at the Sea-Air-Space 2026 exposition. “So this is not about the need for a peer adversary. This is just having an aircraft that can operate with a level of uncertainty and with the acceptable level of risk.”
With Boeing as a finalist, it is also possible that F/A-XX could be a variant of the F-47. As we noted in a past story, the Boeing render for its F/A-XX concept is remarkably similar to artwork for its F-47.
Last year, Steve Parker, Boeing Defense and Space CEO, said he didn’t see a problem with his company building both jets stating that this had been part of the strategy all along.
If this is the case, the company’s claim that it would not have a problem building both the Navy and Air Force next-generation fighters would make more sense. There are a number of advantages when it comes to establishing a high-degree of commonality between F/A-XX and F-47, although there would also be challenges, especially when it comes to getting the most out of a design that was not meant to operate from a carrier deck and scaling production up for both services. There is already significant sharing of elements of both the Navy’s and Air Force’s sixth-generation fighter programs. So commonality in some subsystems and interoperability are already baked in.
We should hopefully finally get a clearer picture in the coming weeks about the status of the F/A-XX and possibly the answer to who will actually build it, which will give us a better idea of what the industrial base impact actually will be.
The Ukrainian Navy is claiming one of its uncrewed surface vessels (USV) sank a Russian USV, marking the first time one of these weapons, also known as drone boats, destroyed another. The engagement is the latest iteration in the use of combat drone boats, which Ukraine has employed to devastating effect against Russia’s Black Sea Fleet vessels and facilities, forcing the general evacuation of Russian naval assets from occupied Crimea to bases in Russia proper. The use of weaponized USVs is now proliferating around the globe at an increasing rate.
The incident took place somewhere in the Black Sea, said the Ukrainian Navy, which provided no details about when it happened or exactly where. TWZ cannot independently verify this claim; however, we cannot find any evidence of a drone boat killing another drone boat in the past.
“Units of the Main Intelligence Directorate (GUR) detected the target,” the Ukrainian Navy stated on Telegram. “The Ukrainian Navy’s ‘Sargan 3000’ unmanned boat, equipped with a remotely operated weapon station (RWS) Protector 12.7 mm, successfully destroyed it. This is the first naval battle in history between unmanned boats.”
An 81-second video released by the Ukrainian Navy opens with a view from the Sargan 3000’s onboard camera. It shows the Ukrainian USV acquiring, then engaging the Russian USV with its machine gun. It then cuts to a closer view of the Protector gun system firing at the Russian drone boat. At about the 30-second mark, the view switches to a feed from an aerial platform, though it is unclear if it is piloted or a drone. The video continues with the Sargan 3000 raking the Russian USV with its heavy machine gun until pieces start flying off and it eventually sinks, stern first.
Ukraine's Navy says a Sargan unmanned surface vessel destroyed a Russian unmanned boat with machine-gun fire in the Black Sea, the first-ever battle between unmanned surface vessels. Ukrainian Navy personnel operated in coordination with HUR. #Ukrainepic.twitter.com/Avg4ecz8m6
The Sargan 3000 (the name means needlefish in Ukrainian) was first introduced by Ukrainian President Volodymyr Zelensky in April as a “multi-purpose platform that has undergone testing and entered service with the Ukrainian Navy. These uncrewed vessels are highly maneuverable and capable of carrying out strike missions.”
“The maritime drone features a specialized low-profile hull with distinctive hydrodynamic lines and is constructed from materials that reduce its radar signature,” the publication explained. “The Sargan-3000 USV is equipped with a waterjet propulsion system (presumably powered by a diesel or hybrid engine to ensure a long operational range).”
AmalNews states that the Sargan 3000 is 6.9 meters (about 22.6 feet) long, 2.2 meters (about 7.2 feet) wide, with an operational radius of up to 1,600 km (about 994 miles) and can carry a payload of 450 kg (about 992 pounds). It travels at an estimated speed range of 40-55 knots.
During operations, the Sargan 3000 connects to Ukraine’s Delta situational awareness system, “enabling the real-time transmission of target data, video feeds, and telemetry to operators,” AmalNews noted. “It features multi-channel control capabilities, including redundant satellite communication terminals (utilizing secure Western commercial networks and NATO military networks).”
It is also equipped with “an autonomous inertial and optical navigation system to ensure operation in the event of GPS jamming, and it incorporates electronic countermeasures (ECM) modules.”
There are several variants of this USV. They include those equipped with machine guns; rockets; FPV drones; an electronic warfare version and one that lays mines, the publication added.
Ukraine’s Sargan-3000 naval drone was presented in an FPV drone carrier variant, additionally fitted with a remote weapon station. The type first appeared in combat conditions in early June, when one washed ashore and detonated in the waters of Romania’s Constanța port. #Ukrainepic.twitter.com/QyKnyJFqUq
The drone boat’s first publicly known combat engagement took place in July, when one “destroyed the Russian Federation’s FSB border guard ship Izumrud,” the Ukrainian Navy stated at the time.
“Ukrainian naval sailors sank the border guard ship of the 2nd rank with the Sargan-3000 maritime unmanned complex near Novorossiysk,” the Ukrainian Navy claimed on Facebook. “Among the crew of the ship are dead and wounded.”
It is unclear whether the USV acted as a kamikaze vessel or a weapons platform, although the former is most likely.
“It was Izumrud that on November 25, 2018, participated in the attack on the ships of the Ukrainian Navy in the Kerch Strait,” the service added. “Revenge is inevitable.”
Ukraine's Navy has sunk the Russian FSB Border Guard patrol ship Izumrud near Novorossiysk using the Sargan-3000 unmanned maritime system.
The vessel, a Rank 2 patrol ship, reportedly sustained catastrophic damage, with casualties and injuries among its crew.
— SPRAVDI — Stratcom Centre (@StratcomCentre) July 14, 2026
One sea drone killing another is a notable development given the damage these systems can inflict and the challenge of locating and destroying them on open waters. Being able to operate on the water over long distances and timeframes, they can be used to hunt down other drone boats, as what appears to have taken place in this engagement, or serve as a picket line of sorts to protect harbors, vessels and other targets that have been attacked by USVs in the past.
The Russian drone boat, which is not identified, did not appear to be armed.
Ukraine has carried out the world's first known combat mission in which a sea drone transported and deployed an armed ground robot behind Russian lines on the occupied Kinburn Spit. pic.twitter.com/zyJdFXWxVb
The U.S. used drone boats as kamikaze weapons for the first time in July, during an attack “on a submarine and ship maintenance facility in Iran,” U.S. Central Command (CENTCOM) announced on X at the time.
Yesterday, using multiple one-way attack surface drones, CENTCOM forces successfully struck a submarine and ship maintenance facility in Iran. Three Corsair unmanned surface vessels hit the port at Bandar Abbas Naval Base, marking the first time American forces have employed sea… pic.twitter.com/bOM2kmgRxz
Regardless, it looks like history was made with this incident in the Black Sea. But this involved a sea drone hunting down and destroying another that couldn’t fight back. Given the rapid pace of weapons development by both sides in the Ukraine war, it seems inevitable that a duel between two armed drones boats could soon follow.