Ukraine says it has used its domestically developed FP-7 tactical ballistic missile in combat for the first time, in what would mark another significant milestone in the country’s rapidly expanding indigenous long-range strike program.
President Volodymyr Zelensky announced today that Ukraine had conducted the first combat use of the FP-7, a ground-launched ballistic missile developed by Ukrainian defense company Fire Point. He also said production of the weapon would follow.
Ukrainian tactical ballistic missile. FP-7. First combat use. Thank you for the result. Next up: production. Glory to Ukraine! pic.twitter.com/IxdjVg51c1
— Volodymyr Zelenskyy / Володимир Зеленський (@ZelenskyyUa) October 1, 2026
The claim has not been independently verified, and Ukrainian authorities have not disclosed the target, location, number of missiles involved, or other details surrounding the reported strike. A video has been published showing what’s said to be a nighttime launch of the missile.
The FP-7 is one of several increasingly ambitious weapons being developed by Fire Point, a Ukrainian defense company that has expanded rapidly since Russia’s full-scale invasion. The company began with drones and has subsequently moved into long-range strike missiles and ballistic missile technology.
Test launch of the FP-7 surface-to-surface ballistic missile. Fire Point
Fire Point CEO Iryna Terekh previously described the company’s development and manufacturing model in an interview with TWZ, detailing an effort to rapidly scale production while maintaining a dispersed industrial base inside Ukraine. The company’s better-known systems include the FP-1 and FP-2 long-range strike drones and the FP-5 Flamingo cruise missile.
According to Ukrainian and company-released information, the FP-7 has a range of approximately 250 kilometers (155 miles) and a warhead weighing around 150 kilograms (331 pounds). Other published figures have put its velocity at approximately 1,500 meters per second (around 3,350 miles per hour). Rather than striking targets deep in the Russian rear areas, the missile is optimized for use against objectives such as logistics hubs, air defense sites, and drone bases. This makes it more of a shorter-range complement to the U.S.-supplied Army Tactical Missile System (ATACMS) ballistic missile, rather than a direct replacement, although it comes without any restrictions on the kinds of targets that it can be used against.
Details from missile debris shown by Russia confirm Ukraine launched ATACMS at Voronezh region on November 18, marking the first use of U.S.-made missiles on Russian territory during Trump’s presidency. According to the Russian MoD, S-400 and Pantsir-S1 systems helped repel the… pic.twitter.com/8SeQCo9OEO
At the same time, those specifications should likewise be treated as reported figures rather than independently verified performance data. Actual range, payload and accuracy can vary according to missile configuration and mission profile.
The FP-7’s development is particularly notable because Fire Point is also using the basic missile architecture as the foundation for a very different weapon.
Fire Point has developed the FP-7.X, an anti-ballistic missile interceptor derived from the surface-to-surface FP-7.
A video showing a test launch of an FP-7.X surface-to-air missile:
Держави програють війни на полі бою значно рідше, ніж вони програють їх у інститутах, лабораторіях та на виробництві за десять років до їх початку.
Коли країна роками недофінансовує інженерну освіту, скорочує дослідження, втрачає виробничі компетенції або звикає покладатися на… pic.twitter.com/Ti1Ayn4INf
Fire Point’s expectation is that commonality between the two systems can shorten development and provide manufacturing efficiencies by allowing the company to draw upon work already conducted on the FP-7’s propulsion, airframe, guidance, and production processes.
The FP-7.X forms part of Project Freyja, a European effort to develop a comparatively inexpensive and potentially more numerous ballistic-missile-defense interceptor. Fire Point has also discussed an eventual production rate of thousands of interceptors annually, although such targets represent company ambitions rather than demonstrated production capacity.
Fire Point has said it is working with European and Ukrainian partners on the system, including work on the interceptor’s seeker. The company has described an initial interceptor using a blast-fragmentation approach, with more sophisticated hit-to-kill capability envisioned for later versions.
Earlier this year, Diehl Defense confirmed that it plans to launch production of the Flamingo cruise missile in Germany. Previously, Diehl had signed a technology agreement with Fire Point but had not disclosed any details. Potentially, that could open a path to Fire Point’s ballistic and cruise missiles helping to meet the growing demand for long-range fires capabilities among NATO’s European members.
A video of the Flamingo cruise missile in action:
As it stands, the baseline FP-7 is only one element of Fire Point’s ballistic missile ambitions.
A rendering of the FP-7 surface-to-surface ballistic missile. Fire Point
The company is also developing the larger FP-9, which Fire Point has described as having a planned range of approximately 850 kilometers (528 miles). The larger missile requires substantially more solid propellant and has driven the company to establish new industrial capabilities for manufacturing large solid-rocket motors.
As with the FP-7, the available FP-9 performance figures are based primarily on statements from Fire Point and Ukrainian sources and should not be treated as independently established specifications.
The development of these weapons reflects Ukraine’s broader effort to expand domestic production of long-range strike systems. Kyiv has relied heavily on Western-supplied weapons during the war while simultaneously attempting to establish an indigenous capacity for drones, cruise missiles, and ballistic missiles.
For Fire Point, that effort has produced an unusually broad portfolio in a relatively short period: long-range attack drones, cruise missiles, ballistic missiles and, potentially, interceptors designed to defeat ballistic missiles.
The claimed combat debut would give Ukraine a fast, hard-to-intercept strike option for targets within the FP-7’s reported range, with its combination of kinetic energy and relatively heavy warhead making it particularly useful against hardened targets. If targeting and launch procedures can keep pace, its short flight time can also enable rapid-response strikes against more time-sensitive targets. More broadly, the FP-7 represents the culmination of years of Ukrainian efforts to close a major ballistic-missile gap with Russia and establish an indigenous capability.
FP-7 surface-to-surface ballistic missile. Fire Point
The reported combat debut of the FP-7 also comes as the long-range strike campaign between Russia and Ukraine continues to intensify, with both sides increasingly seeking to hold targets deep behind the other’s front lines at risk. That dynamic will become particularly important as the two countries head into another winter, when strikes against energy, industrial, and military infrastructure ramp up significantly. At the same time, the FP-7’s reported range gives it a considerably more limited target set than Ukraine’s longer-range cruise missiles and drones, constraining where it can be employed and distinguishing it from systems designed for deep strikes hundreds of miles beyond the front.
The significance of Zelensky’s announcement will ultimately depend heavily on whether the FP-7 can move from a claimed combat debut into sustained production and operational service.
Ukraine has not publicly disclosed the number of FP-7 missiles produced, current production rates, or when significant quantities could become available.
Using theFP-7 in combat for the first time would mark an important transition for Fire Point’s ballistic missile program, from development and testing toward operational employment. The company’s ability to manufacture the weapon at scale will become the next critical question.
Taking a break from fighting Russians in the Kostiantynivka sector of the eastern Donetsk region, the commander of a Ukrainian uncrewed ground vehicle (UGV) unit spoke with us about innovations in the use of these systems. One was the first deployment of a UGV specifically designed for amphibious operations to deliver supplies to frontline troops in areas impeded by water obstacles. Large areas of the front line are bisected by rivers and wetlands, and the country has many other small waterways and marsh areas. As we have frequently reported, the use of UGVs by both Ukraine and Russia has exploded as the ubiquity of aerial attack drones makes it far too dangerous for human battlefield movements.
In an exclusive interview with TWZ, the commander of the 93rd Separate Mechanized Brigade’s “Alter Ego” UGV unit, who goes by the call sign “Electric,” offered us unique insights into the challenges of developing amphibious UGVs and how they were deployed.
In the first of two parts, Electric talks about why Alter Ego developed amphibious UGVs – including modifying a Triton variant for this – and how the unit made them work. The second part features his insights into using heavy ‘bomber drones’ to drop UGVs behind enemy lines for kamikaze raids. In addition, a representative of Brave1, Ukraine’s weapons technology accelerator, spoke about developing these systems at scale.
Some of the questions and answers have been slightly edited for clarity.
Q: How did the need for amphibious UGVs for logistics operations first come up?
A: We had this idea for a long time, but recently one of the units of the Armed Forces asked for our help to solve this problem, so that the UGV could overcome water obstacles.
There was a crucial need for this kind of means at certain parts of the front, but the units that are located there didn’t have the capacity by themselves to solve this task. So our battalion was asked to solve this problem because we are one of the most experienced units in terms of UGVs.
A first-ever logistics mission on an amphibious UGV: the robot covered 40 kilometers across land and water.
Operators of the "Alter Ego" unit (93rd Brigade) deployed the robotic system across mixed terrain. Facing water obstacles, the UGV seamlessly switched to swimming mode to… pic.twitter.com/rH8waq04a4
Q: How long did it take to design and test the amphibious UGV, and what went into that process?
A: The whole process from development to battle deployment took less than three months.
Q: What did you have to do to make this work?
A: First of all, we looked at amphibious solutions that were on the market, not only in Ukraine, but in the world, and we took two separate approaches. One was taking one of the main UGVs that our unit is using on the ground, and we made it amphibious. And the other approach was that we took one of the solutions that was on the market that already had amphibious capabilities, and we solved several disadvantages that it had. And at the moment, we are using both.
Q: What did you have to do to make the UGV amphibious, and then what were some of the obstacles that had to be overcome to get this operational?
A: First of all, we have to explain that there are different solutions on the market that kind of work on the testing ground — like they can swim, they can drive on the ground, and in the vision of the manufacturer, they are working. But the fact is that these solutions are not ready for the reality on the front line, which is often very different from what is on the testing ground.
And the second point is that the unit has its own workshops where people work near the front line, and the experts, the engineers that work there, they have a very high level of competence to evaluate different solutions and select the one that has potential. And that’s what’s completely different between this unit and everyone else, like manufacturers and others who are working on these solutions, because they don’t understand what’s needed on the battlefield.
The Alter Ego unit’s uncrewed amphibious ground vehicle (UGV). (Brave1)
Q: So what did you have to change to make it work?
A: Regarding the amphibious one, basically the unit changed almost everything that that UGV had, starting from electronics, the software, the waterproofing, the communications – we basically changed everything. Regarding the one that we already used on the ground, we basically tried to retain what was allowing it to be an effective UGV on the ground, and we added waterproofing and specific mechanics, so that it can work in the water environment.
Q: You mentioned communications. What kind of communications did you add?
A: The communication means that was installed on the UGV by the manufacturer was not sufficient at all. Basically, it didn’t have enough quality for the battlefield situation. It was not working. But we already have our own communications that we were working on, and we have a lot of experience because we have been working for a long time in this UGV area. So we basically helped to install a sufficient level of communications on this UGV.
Q: So how does the amphibious UGV communicate with the controller? Does it use Starlink or some other satellite communications system for navigation?
A: This is satellite navigation, but not only. Satellite navigation is a part of this communication system.
Q: What are the other parts?
A: It’s better not to talk in detail about the other part of the communication system.
Triton amphibious UGV communications and camera systems. (Brave1)
Q: There were probably a lot of different missions that could have been used for this first amphibious UGV logistics delivery. Why was this particular mission chosen?
A: The Alter Ego unit has so much experience in terms of UGVs, and not just experience of using UGVs, but the experience of being the first in the world. We had one of the first evacuation missions, we had one of the first strike missions using UGVs, the paratrooper UGV, and now the amphibious UGV. So basically, we have the systems to make it work for the first time when nobody knows how to conduct this mission.
Q: No, I mean why did this particular mission get chosen to be the first one?
A: There are certain places on the front line where we have water obstacles that prevent logistics from being done by UGV. At the moment, UGVs are carrying hundreds of tons of logistics, probably the most compared to any other means on the front line, but before this, these water obstacles would prevent UGVs from providing logistics for those parts of the front, and that need can’t be fully satisfied by UAVs or other means. That’s why we did this mission with the amphibious UGV, and now our task here is to scale this technology and provide this logistics system for other similar parts of the front where there are water obstacles.
Kostiantynivka, Ukraine. (Google Earth)
Q: Tell me about where and when this mission took place and what it was like to watch it unfold.
A: So unfortunately, we can’t provide information about when and where this operation took place. But regarding how it went and what we felt, this was another big challenge, because this is something that wasn’t done before, and nobody thought this is real. So this was quite difficult, and to tell the truth, the mission didn’t succeed on the first try, actually, and it required a lot of effort in terms of planning, preparing, engineering, and basically it required 100% effort from everyone involved in that mission.
Q: How many times did it fail before, and what went wrong?
A: We had one failed attempt. The reason for failure was a certain technical problem. After that, we analyzed what went wrong, and we worked on solving those issues. Basically, it’s something that nobody had tried to do, it’s kind of hard to know what can go wrong before you actually try it. So the best way to find a solution like that is to try and then iterate on that attempt and make it better and better and better.
Also, I would like to add that although this was the first successful mission regarding an amphibious UGV, it’s not that there was no work on that before that. We were actively talking to and collecting the experience of everyone who was working on these kinds of missions before, and that was also a reason why this mission succeeded.
Q: How far did the amphibious UGV go for this mission?
A: So the UGV went 40 kilometers one way, and then it returned. So probably around 70 kilometers in total, and it carried food and other supplies.
Q: Did this UGV come under Russian fire on this mission?
A: Yes, and it survived.
Q: How does the UGV switch from water to land operations?
A: So the UGV has two separate control systems, one for water and one for land, and basically it switches to the one that is required at the moment. That’s how it can operate in both environments.
The Alter Ego unit’s uncrewed amphibious ground vehicle (UGV). (Brave1)
Q: Is that autonomous, or is that something that the controller at the base has to do as they watch the UGV on its mission?
A: At the moment, the operator fully controls the UGV manually. And basically, before, the operators of UGVs only knew how to move them on land, but now they also had to learn how to move them in the water. So not only was the technology itself developed, but we also had to prepare the operator and come up with tactics for this UGV.
Q: Did you use AI on this mission in any way, and if so, how?
A: We didn’t use AI.
Q: Have there been other missions using amphibious UGVs?
A: Yes.
Q: Can you say how many and what was delivered?
A: No.
Q: Is this designed only for logistics missions, or will it be used in the future for strike missions, either as a one-way attack system or as a platform for machine guns or other weapons?
A: We can use it in different ways in the future.
Q: Mud season is fast approaching, when much maneuvering becomes impossible or severely degraded because of how difficult it is to move in the thick, oozing slop. Will your amphibious UGVs work in the mud?
A: I think it can operate in the mud in the same way it operates in the water.
In the next segment of our interview, Electric talks about using bomber drones to deliver UGVs behind the lines, and a Brave1 representative talks about how the organization is working to develop these systems at scale for wider use.
The U.S. government set off conventional explosives inside a tunnel deep in the Nevada desert this week in a test designed to replicate a so-called “decoupled” nuclear detonation. Data collected is now being used to help improve methods for detecting this kind of nuclear testing. Just earlier this year, American authorities accused China of using decoupling to conceal new nuclear tests despite the country’s stated moratorium on such activities.
The test, which involved the use of chemical high-explosives and radiotracers, was conducted yesterday inside P Tunnel in Area 12 of the Nevada National Security Site (NNSA), according to a press release from the National Nuclear Security Administration (NNSA). The NNSS, which is situated within the boundaries of the U.S. Air Force’s Nevada Test and Training Range (NTTR), is used for a wide variety of testing purposes today. An agency under the Department of Energy, NNSA’s main jobs are to oversee the development and production of nuclear weapons, as well as manage America’s nuclear deterrent stockpile.
A map giving the general sense of the location of the NNSS with the NTTR. Center for Radiological Nuclear TrainingAnother map showing the specific testing areas within the NNSS. Area 12 is at the northern end of the complex. United States Geological Survey
“This experiment is especially focused on further enhancing the U.S. capabilities to detect a ‘decoupled’ explosion,” per NNSA’s release. “Data collected from the experiment will be used to validate scientific models and refine algorithms that are critical to U.S. nuclear explosion detection efforts.”
“Just as a stealth aircraft looks smaller on radar, decoupling can greatly muffle the signals detected by nuclear detection sensors, making a large explosion appear smaller,” the release explains. “In a conventional, or ‘coupled,’ underground nuclear test, a device is placed deep in a hole in close contact with the rock, allowing much of the explosion’s shockwave to reach sensors. In a decoupled test, by contrast, the device is detonated inside a large underground chamber, substantially reducing the explosion’s seismic signature.”
“In this experiment, researchers gathered measurements using a broad suite of advanced sensors, including accelerometers, seismometers, infrasound sensors, electromagnetic sensors, chemical and radiotracer samplers, and meteorological sensors,” it adds. ”Together, these measurements will improve scientists’ understanding of the signatures produced by underground explosions and strengthen the United States’ ability to detect and characterize nuclear explosive events.”
The U.S. already maintains a U.S. Atomic Energy Detection Systems (USAEDS) network, which is overseen by the U.S. Air Force Technical Applications Center (AFTAC). USAEDS is made up of more than 3,600 sensors positioned around the world. USAEDS is also tied in with the International Monitoring System (IMS), which is managed by the organization responsible for overseeing the Comprehensive Nuclear-Test-Ban Treaty (CTBT). AFTAC also supports the mission to monitor for potential nuclear testing globally using a fleet of specially configured WC-135R Constant Phoenix aircraft. In addition, those planes are used to help keep watch for unusual spikes in atmospheric radiation that could point to nuclear or radiological accidents or other incidents leading to the spread of potentially dangerous radioactive material.
With regard to the USAEDS network specifically, “once a disturbance is detected underground, underwater, in the atmosphere or in space, the event is analyzed for nuclear identification, and the findings are reported to command authorities,” according to AFTAC’s website.
As mentioned, the U.S. government has accused its Chinese counterparts of using decoupling to conceal new nuclear testing, and NNSA’s press release draws explicit attention to these allegations. At the annual Conference on Disarmament in Geneva, Switzerland, in February, Thomas DiNanno, Under Secretary of State for Arms Control and International Security, said that China had conducted at least one such test at Lop Nur on June 22, 2020. The Comprehensive Nuclear-Test-Ban Treaty Organization (CTBTO) subsequently said the IMS had not detected an event matching that description at that location on that date. For its part, the Chinese government has denied the accusation.
The social media posts below include satellite imagery showing activity at Lop Nur that could point to new nuclear testing activities in recent years.
参考 Satellite Imagery Analysis of China’s Alleged 2020 Nuclear Test at Lop Nurhttps://t.co/aafvU5Szh7 CSIS 20260213 ROLES SAT ANALYSIS No.7 中国に核実験実施の動き ー Lop Nur核実験場の画像分析 ーhttps://t.co/n66yYk0hLg ROLES 20250522
While China is a signatory to the CTBT, the country has never ratified it. The Chinese government last acknowledged a critical-level nuclear test in 1996, after which a self-imposed moratorium was put in place, at least publicly. As an aside, the United States has also signed, but never ratified, the CTBT, and has a similar self-imposed moratorium on nuclear testing since 1992. It is worth noting that the treaty does not ban so-called sub-critical testing, which involves fissile material, but does not result in a full-fledged nuclear reaction.
Last week, The Wall Street Journal reported that the Trump administration has been holding new talks with the Chinese government regarding various aspects of the country’s massively and rapidly expanding nuclear arsenal, including the testing allegations. That story immediately preceded a state visit by China’s President Xi Jinping to Washington, D.C., to meet with Trump.
President Donald Trump (at left) and President Xi Jinping (at right) walk together at the White House last week. White House/Joyce N. Boghosian
“The discussions between American and Chinese officials have centered on measures to reduce nuclear risks and haven’t been aimed at negotiating a formal arms-control pact, an effort Beijing has sharply rebuffed in the past,” according to that report. “The Trump administration has begun to highlight the possibility of implementing new verification measures.”
“Independent experts say seismic instruments might be placed on or near test sites,” The Journal‘s story also noted. “Another possibility, which was floated during the Biden administration, is to install radiation-detection equipment at test sites.”
NNSA’s announcement about the test at the Nevada National Security Site is certainly an example of the development underway already of new means of verification that could be deployed at sites around the world.
The Russian government has said it is ready to conduct new nuclear tests if the United States pursues this course of action. The last official nuclear test in Russia came in 1990 right before the fall of the Soviet Union.
“It takes nuclear expertise to detect nuclear activities and experiments like these [to] ensure America remains unmatched in detection,” NNSA Administrator Brandon Williams said in a statement yesterday in light of the test in Nevada. “The Trump Administration has made it clear that the United States will lead from a position of strength. You cannot evade American innovation. With this experiment, we are sending a clear message: under this administration, America will never be outmatched.”
The Pentagon has announced plans for a new functional combatant command, very broadly akin to U.S. Special Operations Command (SOCOM) or U.S. Space Command (SPACECOM), but for operational activities involving autonomous and robotic capabilities. Secretary Pete Hegseth has also announced new initiatives to help further accelerate the fielding of uncrewed systems in the air, at sea, and on land, as well as to explore future warfighting challenges. All of this builds on previous and long-overdue efforts to prioritize the fielding of various tiers of drones, as well as artificial intelligence (AI) and other emerging technologies, across domains, but there are questions about how these new efforts will translate into tangible developments.
Secretary Hegseth unveiled plans for what is tentatively dubbed Autonomous Warfare Command (AUTOWARCOM), as well as the aforementioned initiatives, called Project Agincourt and Project Meridian, during a speech to service members today at the U.S. Marine Corps’ base in Quantico, Virginia. Hegseth called this a State of the Force address, and said he planned to make it an annual event.
.@SECWAR “Today, at my direction—we are announcing the creation of Autonomous Warfare Command, or AutoWarCom:
A new 4-star combatant command—with service-like authorities—built to scale autonomous and robotic capabilities across the Joint Force in the fastest peacetime shift in… pic.twitter.com/kYWBxy6Dij
“At my direction, we are announcing the creation of Autonomous Warfare Command, or AUTOWARCOM, a new four-star combatant command with service-like authorities built to scale autonomous and robotic capabilities across the joint force in the fastest peacetime shift in modern military history,” Hegseth declared. “Drone warfare supercharged by SI-enabled targeting is the biggest battlefield revolution in generations. You already know that. Yet when I was sworn in to the Department of Defense, there was scant urgency in this domain.”
Hegseth called attention to the Drone Dominance initiative he unveiled last year, as well as the establishment of Joint Interagency Task Force 401 (JIATF-401), as examples of steps the Department has already taken in this regard. JIATF-401 is notably focused on counter-drone capabilities, as you read more about here.
“It’s a good start, but it’s certainly not enough. The pace of war is changing faster than the process to support it. Cheap compute, super intelligence, and advanced commercial manufacturing have enabled the proliferation of low-cost, high-precision strikes,” Hegseth continued. “For 40 years, the United States relied … primarily on expensive weapons that placed quality over quantity. Now, that approach gave us a lot of enormous advantages, and we need to preserve those capabilities. But today we need both quality and quantity. The term you know is high-low mix. An analogy is a thunderstorm. We need bolts of lightning high, our existing high-end kill chains capable of striking unexpectedly and decisively. We also need steady wind and rain, mass drones and other autonomous attritable systems that flip the cost exchange and impose unrelenting pressure on an adversary on the battlefield.”
Hegseth highlighted lessons learned from the ongoing conflict in Ukraine as underscoring these points.
.@SECWAR "Ukraine’s lesson is not that one type of drone wins wars but rather the need for a purpose-built system that maximizes the ability to adapt.
We will fuse procurement with operations at scale – and allow our warfighters, engineers, and entrepreneurs to learn, adapt, and… pic.twitter.com/x7iNMAbU0t
“So today, with Autonomous War Command, AUTOWARCOM, we institutionalize and we supercharge the era of SI, robotics, and autonomous systems, all in order to win,” he added.
A memo the Pentagon has now released makes clear that the establishment of this command is contingent on Congressional approval, and the current goal is for it to be established by October 1, 2027.
“Autonomous Warfare Command will define joint needs and integrate Service-provided forces in support of geographic combatant commanders,” the memo also notes. “It will test equipment and force designs with realistic opposition in demanding exercises and rugged environments, modify rapidly, and field what works. We must build a wartime arsenal whose main product is adaptation at the edge.”
Many questions remain to be answered about how these activities will work with what’s already being done within the individual services, and how all of that will translate into operational activities. Part of Project Agincourt’s role will be working to help answer the questions above. The name here is a reference to the battle in 1415 in which British forces prevailed over their French opponents, famously in part through the application of a particular military technology, the longbow.
The two main tasks outlined in a memo today on Project Agincourt, one of which is laying the groundwork for AUTOWARCOM. US Military
The office of the Direct Reporting Portfolio Manager for Unmanned Systems (DRPM-UxS) will lead this initiative. Owen West, head of the Pentagon’s Defense Innovation Unit (DIU), and U.S. Navy SEAL Senior Chief Max Strasiser are set to serve as the Chief Executive Officer and Chief Operating Officer of the DRPM-UxS, respectively.
Project Agincourt will also “prototype a new construct called warfighting acquisition, not just acquisition that happens at the Pentagon,” according to Hegseth. “This model fuses operators with entrepreneurs in rapid adaptation cycles while distributing decisions and dollars closer to frontline units, to combatant commands. Realistic training exercises, and when possible, the crucible of combat, will be used to compress innovation timelines and scale what works.”
“Also today, we are phasing in new MOS [Military Occupational Specialty] frameworks within each military department to support our shift to autonomy,” the Secretary also noted during his speech in the context of Project Agincourt and the plan for AUTOWARCOM. “We need institutional knowledge and career paths for a new generation of autonomous warfighters.”
Project Meridian sits adjacent to these efforts and has a broader mandate to explore ways to ensure the U.S. military maintains its technological edge on future battlefields.
“Project Meridian, the future of warfare, is not about developing new strategies or new policies. We already do that. Rather, its purpose is to creatively look to the future, and identify the domains that we must conquer, and capabilities we must master,” Hegseth said. “We need to be looking forward into the future to achieve technological and military dominance on the battlefield for decades to come. It is futuristic on purpose. Their work will be focused on discovering, developing, and fielding the weapons and systems that our children and our grandchildren will need in their lifetimes, without any creative limitations or restrictions, on any future battlefield, from under the Earth to beyond the Moon.”
.@SECWAR “Today, at my direction—I am announcing Project Meridian, an effort led by America’s best minds to study the future of warfare.
“Project Meridian will study the battlefields of the future, identify which weapons and technologies warfighters will need to harness to dominate in these environments, and propose actionable solutions to start developing, testing and fielding these capabilities such that America will have overmatch for the 21st century and beyond,” according to a separate memo the Pentagon put out today. “The Joint Staff and all services should be prepared to connect their future warfare efforts and research to Project Meridian.”
The full text of the Project Meridian memo put out today. US Military
Furthermore, “Project Meridian will leverage critical perspectives from outside the Pentagon, drawing upon a group of top technologists, innovators, business leaders, policy makers, and national security experts,” according to the memo. “Project Meridian’s primary function will be 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.”
This is also very much a near-term initiative, with Hegseth demanding a final report no later than 120 days from now, or January 28, 2027. The Pentagon’s Chief Technology Officer, Emil Michael, has been directed to set up this project. Today, Hegseth also named Elon Musk, Palmer Luckey, and Newt Gingrich as key members.
Elon Musk, founder of SpaceX, which dominates the commercial space launch and services market globally, as well as the host of other companies, has had an on-again-off-again relationship with the Trump Administration. Palmer Luckey is another entrepreneur now best known for founding Anduril, which has increasingly been a major player in the U.S. defense industry. Newt Gingrich, a highly influential member of Trump’s Republican Party and former Speaker of the U.S. House of Representatives, has more recently become an outspoken advocate of advancing AI technology in the United States.
A screen capture from today’s livestream of Secretary Hegseth’s speech. From left to right, Palmer Luckey, Newt Gingrich, and Elon Musk. US 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.
To reiterate, it remains to be seen how all of these efforts will progress and how, or if, they will ultimately translate to more tangible developments. The U.S. military has a long history now of launching high-profile initiatives that still struggle to demonstrate real progress, despite widespread support for accelerating the fielding of uncrewed systems, AI, and other advanced technologies. The Pentagon has certainly produced tangible results through other organizational shifts in recent years, including the aforementioned Drone Dominance initiative and JIATF-401, as well as the Replicator initiative under President Joe Biden.
At the same time, there are real potential hurdles to these new plans. The Pentagon has itself already acknowledged that support from Congress will be key to the AUTOWARCOM vision. Annual budgeting, and the uncertainty that often surrounds that will also be a factor. There is also the matter of efforts to expand the U.S. defense industrial base. The limitations of existing U.S. industrial capacity and supply chains have already become a matter of national debate in light of concerns about dwindling stockpiles of critical munitions as a result of the ongoing conflict with Iran, as well as a succession of other global crises in recent years.
During his speech, Hegseth called attention to efforts to broaden the defense industrial base with new, smaller firms, as well as agreements with large established contractors to expand on their existing capacity. He also highlighted the Trump administration’s $1.5 trillion defense spending plan for Fiscal Year 2027 and issued a new call on Congress to pass an additional $350 billion reconciliation package.
With today’s announcements, the Pentagon has certainly reinforced its commitment to expanding the fielding of uncrewed and other high-tech capabilities across all branches of the U.S. military, but there is clearly work still to be done to turn those visions into realities.
The U.S. Air Force is looking at adding a missile warning system (MWS) to its new F-15EX Eagle II fighters. This will give the aircraft a way to optically detect incoming missile threats, especially passively guided ones like heat-seeking infrared-guided missiles, which they currently lack. The continued absence of an MWS has become more pronounced in light of recent combat experiences over Iran.
The F-15EX is derived from earlier F-15 variants that all have MWSs, and it had seemed logical to expect the Eagle II would feature this capability. So it was puzzling when the first examples rolled out without such a system, and no apparent plans to install one on a jet already costing upwards of $100 million. The omission has been glaring for years now, especially given that the aircraft has all the provisions for such a system, including blanked-over spots for the sensors.
The 22nd F-15EX for the US Air Force seen departing Boeing’s plant in St. Louis, Missouri, in August 2026. USAF/Senior Airman Melany Bermudez
Now, the Air Force Life Cycle Management Center’s (AFLCMC) Fighters & Advanced Aircraft Directorate “is seeking sources for the procurement of an operationally qualified threat missile launch and approach warning system for rapid integration into the United States Air Force (USAF) F-15EX Eagle II fighter aircraft,” per a contracting notice put out yesterday. “The MWS must alert the F-15EX aircrew to the presence of missiles that may threaten the aircraft without unreasonably distracting the aircrew with false alarms.”
As mentioned, the F-15EX is already configured to accommodate an MWS, inside and out, something AFLCMC’s notice emphasizes. This is a result of the Eagle II having been directly derived from the F-15QA variant for Qatar, which itself was an outgrowth of the F-15SA for Saudi Arabia. While many of the F-15EX’s advances come from these aircraft, the first F-15 variant to get an MWS was actually Singapore’s F-15SG. The Advanced Eagle line and the F-15SG are part of Boeing’s extended F-15E Strike Eagle family.
A pair of Qatari F-15QA Advanced Eagles. USAF
“The MWS must use the six (6) pre-existing F-15EX sensor locations, data cables, power cables, and cooling,” the contracting notice says. “It must be easily, safely, rapidly, and organically installable and removable in the field by USAF military aircraft maintenance personnel without requiring any change to aircraft configuration beyond installation of MWS line replaceable units (LRUs) in the six (6) pre-existing locations in the aircraft dedicated for missile warning.”
The most visually prominent of those pre-existing sensor locations are two horn-like sponsons, one on each side of the forward fuselage right below the cockpit canopy. There are two more locations at the ends of the jet’s tail booms. The last two locations are situated so additional sensors can face straight up and down to provide total 360-degree coverage.
A closer look at the nose end of an F-15EX, with the right-side horn-like sponson under the cockpit plainly visible. USAF/Master Sgt. Steph SawyerThe F-15EX also has pre-existing locations for MWS sensors at the ends of its tailplanes, as can be seen in this picture. USAF
The sources sought notice does not mention any specific MWS and invites prospective vendors to submit proposals. It also stresses that the Air Force is still in the “market research” phase of the contracting process and that it “does not constitute [a] solicitation and shall not be construed as a commitment” to buy such a system.
The F-15SA uses the AN/AAR-57 Common Missile Warning System (CMWS), and this system is understood to also be found on the F-15QA. Beyond F-15 variants, versions of the AN/AAR-57, for which BAE Systems is currently the prime contractor, are fielded today on a wide variety of other fixed-wing aircraft and helicopters, including various types in U.S. military service. CMWS variants are notably found across the U.S. Army’s AH-64, UH-60, and CH-47 helicopter fleets.
A picture of a Saudi Arabian F-15SA Advanced Eagle. Jamie HunterAnother close-up look at a Saudi F-15SA, offering a particularly good view of one of the aircraft’s missile warning sensors. USAF/Staff Sgt. Isaiah Soliz
All versions of the CMWS consist of several electro-optic missile sensors (EOMS), the number of which varies from platform to platform, linked to a central electronic control unit (ECU). The system is also designed to be integrated into larger defensive suites.
A picture showing five of the electro-optic missile sensors (EOMS) used in the AN/AAR-57, as well as the electronic control unit. BAE Systems
While the AN/AAR-57 is a proven system with years of successful integration on the F-15 and other platforms, it is just one option of the open market today. The Air Force could choose to take another route, possibly with a new system that offers added functionality.
The addition of any MWS will give the F-15EX a valuable, if not increasingly critical, boost in defensive capability. The Eagle II does already have an extremely powerful self-protection suite, including the Eagle Passive/Active Warning Survivability System (EPAWSS). However, it is heavily geared toward defending against radar-based threats that pump out signals that can be detected and jammed. Infrared-homing anti-air missiles zero in on their targets passively.
In general, MWSs also typically make use of passive infrared sensors to spot the heat plumes of missile launches and the thermal signatures of those threats as they continue their approach. BAE Systems says current-generation versions of the AN/AAR-57 are sensitive enough to detect infantry anti-armor rockets being launched, as well as small arms fire from the ground, under the right circumstances. Though an MWS is not an active countermeasure unto itself, the early warning it provides gives critical time to deploy flares or employ other defensive capabilities, or just take evasive action.
TWZ touched on all of this last month after The New York Times reported new details about the shootdown of an F-15E Strike Eagle over Iran in April. A shoulder-fired, heat-seeking surface-to-air missile, also known as a man-portable air defense system (MANPADS), is said to have been responsible, though this remains unconfirmed. The Strike Eagle also lacks an MWS. The Times‘ story said that the F-15E’s defensive suite provided the crew with only half a second of warning. As we noted at the time, it would actually have provided no warning given that the Strike Eagle also lacks an MWS.
A picture showing one of the tailfins of the F-15E shot down over Iran in April 2026. Iranian state media
Even before the current conflict with Iran broke out, TWZ had questioned the F-15EX’s lack of this capability given the general focus on increased survivability to match expanding threat ecosystems globally. EPAWSS is already a reflection of that reality, and could be made even more capable when tied together with an MWS. In May, we had reached out to the Air Force about any plans to integrate an MWS onto the F-15EX in light of observations from the ongoing conflict with Iran. The service told us then that it had no details to share. Whether the service now has any plans to add MWSs to the Strike Eagle fleet, which would require more significant integration work, is also unknown.
Buying F-15EX and not springing for the missile approach warning system is absolutely the dumbest thing. $100M fighter, but let's save a few bucks on a key defensive advantage. You are not always going to get a radar spike from a threat, even at altitude.
Infrared homing anti-air missiles, as well as air defense systems that use passive infrared sensors for target detection and cueing, are certainly not threats limited to Iran. In Yemen, Iranian-backed Houthi militants have been making good use of these capabilities for years now, something else we have explored in great detail in the past. The Houthis claimed to have downed a Saudi Arabian F-15 just earlier this month and, per a now-long standing modus operandi, subsequently released video captured through a ground-based forward-looking infrared (FLIR) system as evidence. The group also shared images of the wreckage of what looked to be an F-15SA Advanced Eagle, underscoring the dangers posed even to aircraft equipped MWSs.
Onboard footage of a Houthi SAM system shooting down a Saudi F-15 overnight over Yemen’s Marib province. pic.twitter.com/6mh23B2Ovu
These threats are not limited to the Middle East more broadly, either, and are only increasingly likely to be encountered in future conflicts globally. The emergence of ever-more capable and longer-range anti-air missiles with infrared or dual-mode guidance systems is a significant factor in all this. Expanding use of passive infrared search and track (IRST) systems on aircraft and infrared sensors on ground-based air defense systems are part of this larger equation, as well.
How the Air Force ultimately decided to proceed with the integration of an MWS onto the F-15EX fleet remains to be seen. However, the Eagle II’s lack of this capability is only becoming more striking, especially in light of the conflict with Iran.
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.
After blowing past a self-imposed August deadline, the U.S. Navy has finally announced Boeing as the winner of its F/A-XX next-generation carrier-based fighter competition. F/A-XX has become one of the most hotly anticipated U.S. defense procurement decisions in recent memory after the Pentagon tried to shelve the program indefinitely last year.
Boeing had been competing against Northrop Grumman for the F/A-XX contract. An earlier down-select reportedly eliminated Lockheed Martin back in March 2025.
TWZ has now published an initial analysis of Boeing’s winning F/A-XX design based on what can be seen in the new rendering, which you can find here.
As mentioned, the Pentagon had moved to freeze the F/A-XX program in June 2025. Three months earlier, Boeing had won a separate U.S. Air Force competition to produce what is now called the F-47. U.S. military officials had argued that the U.S. industrial base lacked the capacity to support work on two next-generation fighters simultaneously.
A rendering of Boeing’s F-47 for the US Air Force. USAF
Congress subsequently intervened to keep the F/A-XX program running, but its future had remained very murky until earlier this year. In April, Chief of Naval Operations (CNO) Adm. Daryl Caudle said that a winner of the competition would finally be announced in August. Secretary Pete Hegseth and Acting Secretary of the Navy Hung Cao both publicly committed to that same timeline later that month. There had been concerns that the program might have slipped back into limbo after that deadline came and went. Adm. Caudle told Aviation Week‘s Brian Everstine that he himself was no longer aware of when this decision might come on the sidelines of the Tailhook Association’s annual convention last month.
Just two weeks ago, Air Force Gen. Dale White, the service’s Direct Reporting Portfolio Manager for Critical Major Weapon Systems, reiterated concerns about industrial capacity in response to a question about potential challenges in building F/A-XXs at the same time as F-47s. White also acknowledged that these concerns were “not unique” to F/A-XX and F-47.
In this context, Boeing’s win today is perhaps unsurprising. The company will be able to leverage design work it has already been doing in relation to the F-47 program, as well as relevant production experience and supply chains. TWZ had previously highlighted similarities between what was seen in a rendering the company released of its F/A-XX proposal and official renders of what it is building for the Air Force. We still have yet to learn just how closely related the two designs are.
Boeing’s previously released F/A-XX rendering. Boeing
It is also worth noting here that Boeing previously pushed back publicly on the assertion that it was not ready to meet Air Force and Navy needs at the same time.
Regardless of any industrial base considerations, top Navy officials have been consistently vocal about the need for F/A-XX, even after the Pentagon’s move to put the program on ice last year. The service has presented the next-generation fighters as essential for staying ahead of top global competitors like China and Russia, as well as smaller adversaries, such as Iran.
“I know these things are expensive, and I know the defense industrial base is compressed, but we have got to figure out how to walk and chew gum here with aircraft,” CNO Caudle said in January, just weeks before the start of major combat operations against Iran. “The folks that used to be not in [the] headspace that I needed a stealth aircraft of this level to fly a mission into their country, will gain capability that the F-18 [F/A-18E/F Super Hornet] will not match against.”
A US Navy F/A-18E Super Hornet seen being launched from a carrier. USN
“This is an ever-evolving theme, and when you’ve got partnerships … well coupled with each other across China and Russia and Iran and North Korea, and terrorist groups that are getting that kit from all of those through back-channel ways, our ability to fly with impunity with our existing airframes is fleeting,” he added at that time. “So, if I don’t start building that [F/A-XX] immediately, you’re not going to get it for some time.”
The Pentagon has now issued a full press release for the F/A-XX contract award to Boeing, which is valued at approximately $20 billion. The deal covers the “full-scale development phase” and includes the procurement of “multiple test aircraft for ground, airworthiness, systems, and weapons integration testing.”
“The F/A-XX is a critical pillar in our commitment to maintaining peace through strength. F/A-XX will dominate contested airspace, extend operational reach, and deliver a decisive combat advantage for the warfighter,” Michael P. Duffey, Under Secretary of War for Acquisition and Sustainment, has said in a statement. “The F/A-XX platform represents a crucial, non-negotiable investment in America’s national security and long-term air combat capabilities. We are joining forces with Boeing to field these capabilities rapidly, ensuring our warfighters possess the lethal and highly networked systems required to deter aggression, project undisputed power, and secure absolute air superiority.”
“This achievement marks a new era for the U.S. Navy,” Acting Secretary of the Navy Hung Cao also said in a statement. “The Sixth-Generation fighter is a generational leap in air superiority and will provide the world’s best aviators with unparalleled capabilities to fight, win, and come home safe. We are excited to partner with Boeing, and for our warfighters to continue to dominate the skies and defeat our nation’s enemies.”
“The F/A-XX will provide advanced carrier-based power projection that extends the range of the most agile and survivable airfields: U.S. Navy carriers. In addition, F/A-XX will be interoperable with manned and unmanned platforms such as Collaborative Combat Aircraft (CCA) and increase the capability of every CCA it teams with,” the press release adds. “Following this contact award announcement, Boeing will deliver the platform to augment and eventually replace legacy F/A-18E/F Super Hornets and EA-18G Growlers beginning in the 2030s, and operate alongside the F-35C.”
The Navy has not yet announced a formal designation for the F/A-XX aircraft. If Boeing’s base design does share significant DNA with the F-47, it is possible that the designation for the new sixth-generation carrier-based fighter could reflect that.
It is also worth noting how muted the F/A-XX announcement has been across the board given how hotly anticipated it was. The contrast with the F-47 contract announcement, which was a live-broadcast event headed up by President Donald Trump from White House, is particularly striking.
Update: 6:14 PM ET –
Boeing has now put out its own press release regarding the F/A-XX contract award, which notes that “technical and programmatic details” about the aircraft “remain classified under U.S. national security and export laws.”
“It’s an honor to be selected to produce the Navy’s first sixth–generation platform,” Steve Parker, President and CEO of Boeing Defense, Space & Security, said in a statement. “Backed by decades of work, bolstered by game-changing innovations and solidified by the investments we’ve made in new facilities uniquely suited to build multiple products with next generation capabilities, our dedicated and talented team is ready to execute this critical program.”
6th-gen edge.
Thank you, @USNavy, for continuing our partnership to design, build and deliver your F/A-XX aircraft. We’re honored to produce the 6th-generation fighter that will revolutionize advancements in naval aviation to maintain U.S. carrier air superiority.
“Delivering two advanced fighters in parallel was always our plan, and we invested accordingly,” Parker added. “We are ready and able to build multiple concurrent future combat aircraft franchise programs.”
Boeing’s release explicitly highlights a major ongoing expansion of its production and other facilities in St. Louis, Missouri. That work is also widely understood to be supporting the F-47 program, asTWZ reported separately just earlier today.
“Investment in facilities is just one part of the story,” Boeing’s Parker also said. “We’re also investing in technology and people so that we can deliver for our customers.”
As an aside, Boeing also received a separate contract today from the Navy, valued at $16,667,607, to support the final shutdown of the production line for the F/A-18E/F Super Hornet fighter and EA-18G Growler electronic warfare jet.
Great timing. The same afternoon Boeing gets F/A-XX, the Navy gives them a new contract for shutting down the F/A-18, EA-18 line
Boom times are coming for STL though: F-47, F/A-XX, F-15EX increase, T-7 ramping up, MQ-25. pic.twitter.com/9TnMBC7jMb
The Geran-4 appeared last May, according to the Ukrainian Defense Intelligence Directorate (GUR). Unlike the Geran-3, which largely used a modified Shahed-136 airframe, the new drone has one purpose-built for higher-speed flight because “the structural strength [of the older model] was insufficient for high-speed flights, and even less so for maneuvering under high G-loads,” GUR noted.
A Geran 4 attempting to be intercepted by a Ukrainian drone. (Via X) (GUR)
The Geran-4’s new airframe features a blended air intake and overall “improved aerodynamic efficiency, a reinforced structure, and a turbojet engine with increased thrust,” GUR stated. “The wings are now permanently integrated into the center wing section. To reduce air resistance, the number of technological hatches on the fuselage has been minimized.”
In an overnight attack across Ukraine that lasted until Monday, “Russia launched 165 drones overnight, 79 of them jet-powered, the Air Force reported. Air defenses downed or suppressed 112, and hits were recorded at 14 locations.” You can see the aftermath of one of those attacks in the following video.
We’re under constant attackUnfortunately, just a few minutes ago, a jet-powered Shahed drone hit a residential building . #Odesa Burn in hell, ruzzianspic.twitter.com/EXTWM1yVIN
Recently,Radio Free Europe/Radio Liberty (RFE/RL) got its hands on one of these weapons. Its report offers the best view yet of what makes these drones so dangerous.
The Geran-4 is “a new, faster version of the attack drone that is proving harder for Ukrainian air defenses to intercept,” the report states. “We were given a rare opportunity to literally take this surviving drone apart and find out what makes it so much faster, more maneuverable, and more accurate.”
“The first part we uncover is the turbojet engine. It is one of the Geran-4’s most significant upgrades, allowing the drone to fly at altitudes of up to eight kilometers,” the report explained. “That’s twice as high as the older propeller-powered drones. According to specialists, drones equipped with this type of engine have already flown from Russia-occupied Crimea to Lutsk in northwestern Ukraine, a distance of more than 700 kilometers.”
RFE/RL takes apart a Russian Geran-4 drone to uncover what makes the jet-powered unmanned aerial vehicle (UAV) faster, harder to intercept, and capable of operating deep inside Ukraine — from its turbojet engine and advanced camera to foreign-made communications and navigation… pic.twitter.com/WGNdlpS9w1
“This engine allows it to fly at speeds of up to 450 to 500 kilometers per hour over Ukrainian territory. Sometimes even faster,” RFE/RL proffered. “It flies fast and high, which is why it is still difficult to intercept.”
As the camera pans down over the engine, the reporters noted that while it is made in China, “we have investigated cases where these engines were assembled in Russia using Chinese components.”
The next component examined was the drone’s camera.
“It has several modes: daylight, night vision, and infrared,” the report stated. “The camera offers 10-times optical zoom and up to 32-times digital zoom, allowing the drone operator to view terrain from an altitude of eight kilometers.”
“If there is a relay station and it is connected to the network, an operator sitting in an automated workstation somewhere in Bryansk, Oryol, or Crimea can control the drone and guide it to its target,” RFE/RL stated.
“Once the drone is inside Ukraine, regular cellular SIM cards can help keep it connected,” the report continued. “We also found two GSM modems inside this drone. Using SIM cards, they can transmit the Geran-4’s location over mobile networks, allowing the operator to track it in real time.”
Back in 2024, we explained how Shaheds fitted with 4G modems and SIM cards from Ukrainian telecom firms, combined with a camera installed on the drone and the ability to use wireless networks, could be one of a number of avenues that would transform the Shahed into a relatively long-range reconnaissance and strike asset capable of beyond-line-of-sight real-time operations. This could help plug what at the time was a glaring gap in the Russian arsenal, although the stability of its connectivity is still unknown and providing man-in-the-loop guidances in real-time for strikes may be beyond the capabilities of this configuration, at least consistently.
Regardless, most of these drones do not have cameras or modems, they fly to a specific set of coordinates and dive on a target before detonating.
The following images offered a glimpse into that system.
Drone specialists who have investigated the remains of these weapons told the outlet that they had found SIM cards “from Ukraine, Russia, Belarus, and even some European Union countries. And the deeper we go inside the drone, the more foreign-made components we find.”
The RFE/RL team also found a Chinese mesh modem the Russians use to help guide the drone.
“It’s responsible, among other things, for radio and video communications. Essentially, this device allows the drone operator to see the video feed from the Geran-4 almost in real time,” RFE/RL stated. “The modem has a range of up to 300 kilometers and can also act as a signal relay. That means several drones flying near each other can relay and strengthen the signal, making it possible to control them over much greater distances.”
The discovery of the Chinese mesh modem illustrates something we reported earlier this year: “For some time now, Russia has been working on a man-in-the-loop (MITL) control capability for the Shahed/Geran, a feature that was confirmed when they started to appear with cameras and cellular modems, something TWZ explored in detail at the time. These developments allow the drone to be connected to an operator. Standard Shaheds fly autonomous routes to pre-planned targets on autopilot with no man-in-the-loop control. They are ‘fire and forget’ weapons.“
“Meanwhile, the range at which MITL can be achieved has been steadily increased. At first, the drones were adapted to exploit patchy cellular networks to provide additional connectivity when available. More recently, Shaheds have been flying with antennas allowing for direct line-of-sight control close to the front lines. This allows them to hit targets dynamically like an FPV drone, while packing a much heavier punch and being able to loiter for long periods of time. You can read all about this development here. Now, the datalink range is being extended using airborne signal relays, possibly creating a mesh network with multiple line-of-sight links.”
درون”Geran-4“ توقف محرك الـMicro-turbojet قبل الانقضاض على الهدف، وتتَّخذ وضعية الانزلاق البطيء، ربّما لتوفير الوقود او لدقة افضل اثناء البحث بالعدسة البصرية. ايضاً يظهر بوضوح هوائيات الارسال Mesh Antennas اثنان مثبَّتان على الذَّيل، أحدهما موجّه الى الاعلى والاخر الى الاسفل. pic.twitter.com/cQIyHhvbmm
Finally, the Ukrainian journalists found something else we have long reported on. Like many other Russian weapons, the Geran-4 even contains components made in America.
“Despite international sanctions, a significant portion of its components are still coming from abroad, highlighting gaps in global export control enforcement,” RFE/RL showcased. “We just opened up the drone’s onboard computer, and these circuit boards contain components made by a U.S. company. The markings on this component are partly worn off, but you can still see the manufacturer, Texas Instruments.”
“According to the specialists, what is actually Russian-made here is mainly the drone’s body and its assembly. This particular drone was manufactured and assembled at Alabuga, a major Russian drone production site. According to Ukraine’s military intelligence, Russia is now producing around 3,000 Geran-4 and Geran-5 drones a month at Alabuga and other facilities across Russia.”
Satellite images of the site first emerged in 2023, which you can see below.
As if the Geran-4 drones were not challenging enough for Ukraine, Russian Geran-5 jet-powered drones are equipped with “a DSMAC (Digital Sensor Module for Autonomous Navigation) module for navigation using reference images of the Earth’s surface, similar to the X-101 missile,” the Ukrainian technology monitoring channel Polkovnyk GSh reported on Telegram. DSMAC allows for a weapon to navigate without any external help from global positioning satellites. The Tomahawk also uses this system. You can read all about it and how AI embedded in Shahed models will be the next leap in true autonomy far beyond the front lines, even for hunting and killing targets of opportunity, in our special feature linked here.
In addition, Russia has installed mesh repeaters on these weapons for radio signals so that video of the attacks can be “recorded (and immediately transmitted),” presidential adviser on defense technology Serhii Beskrestnov, known as Flash, said on Telegram.
The Russian military is now capable of acquiring real-time, high-quality BDA of its strikes with Geran-type OWA-UAVs/cruise missiles in downtown Kyiv.
In the footage below, we can see the moment of a Russian strike with Geran-5 cruise missile on the "Inkom" business center… pic.twitter.com/mPx4Kf9tmH
The Russian jet-powered drones were largely outrunning the drone interceptors Ukraine began using with great success against the piston-driven Shaheds. Those interceptors were not only saving lives, but they were also saving money because they cost a tiny fraction of far more expensive, higher-end munitions like the PAC-3 MSE fired by the Patriot system or the AIM-120 Advanced Medium-Range Air-to-Air Missile variants fired from the National Advanced Surface-to-Air Missile System (NASAMS) air defense launchers.
Seeking a more efficient and effective defense, Ukraine adapted by fielding higher-performing interceptor drones that are purpose-built to take on the jet-powered Russian munitions. Still, the engagement window for hitting the Russian drones is small, and these are more expensive to build. However, they will remain far less costly and faster to acquire than surface-to-air missiles.
In his speech earlier this week at the U.N. General Assembly, President Volodymyr Zelensky claimed that “our soldiers have already successfully tested four new jet-powered interceptor drones against Russian jet-powered Shaheds. So we are scaling up production.”
It is unclear exactly which interceptors the Ukrainian president was talking about; however, other types designed to take on Russian jet-powered Gerans have become public. One of them is the Sting S, a variant of the bullet-shaped Sting interceptor drone made by the Ukrainian Wild Hornets drone company.
On Sept. 19, the company posted a video on X claiming that “a crew from the 1020th Anti-Aircraft Missile Regiment took down a Russian Geran-5 using the new STING S. This drone is faster and carries a larger explosive payload than other Geran variants.”
TWZ cannot independently verify these claims.
STING S takes down a Geran-5 jet-powered drone-missile
The crew from the 1020th Anti-Aircraft Missile Regiment took down a Russian Geran-5 using the new STING S. This drone is faster and carries a larger explosive payload than other Geran variants.
When we asked for more details, Wild Hornets told us “that the tests are going well. About a dozen enemy ‘Geran-4′ jet-powered strike UAVs have already been shot down, as well as several ‘Geran-5’ models, just in the last few days. We should note that at this stage we are talking about only the first results of combat testing within a few select units.”
The Sting S “is a high-speed quadcopter-type interceptor,” the Wild Hornets spokesperson added. “When choosing this model, we took into account that the solution should be inexpensive, easy to use, and quickly scalable.”
“Furthermore, most of the targets during combat testing have been destroyed using ‘Hornet Vision Ctrl’ remote control technology,” the spokesman stated. Wild Hornets claims the system provides low-latency image transmission, long-range communication, and resistance to electronic warfare.
100 remote interceptions in 100 seconds: Hornet Vision CTRL in action
Since deployment, Ukraine’s Defense Forces have remotely destroyed 1,000+ enemy targets using the system.
All thanks to the skill of crews taking down enemy drones with STING interceptors every day pic.twitter.com/9sUthdjsvF
“We expect this will allow us to rapidly scale up the deployment of the new interceptor once mass production begins,” the spokesperson noted.
As we have frequently noted, Russia and Ukraine continuously create new weapons and ways to defeat them. The jet-powered Russian drones, and Ukraine’s newest interceptors designed to destroy them, are the latest examples of a seemingly endless weapons evolution cycle in this war.
On Sunday, NBC News reported that Marines were injured during an Iranian cruise missile attack while transiting the Strait of Hormuz on Sept. 14. The network’s sources said the Marines were not on a U.S. Navy ship, but they did not identify which vessel they were on. However, a former Royal Mail vessel that at one point was being converted into a floating armory stands out as a strong possibility.
While much remains unclear about the Sept. 14 incident, there was only one vessel known to have been struck that day, according to the United Kingdom Maritime Trade Operations (UKMTO) and a maritime security official we spoke with. The ship was eventually identified by several maritime media outlets as the M/V St. Helena. Again, the St. Helena’s involvement remains unconfirmed, but the ship’s interesting background is of particular note.
The St Helena logistics ship during the Saudi Arabia on March 30, 2021. Photo by Colin McMaster
“Eight U.S. Marines were injured two weeks ago when an Iranian cruise missile attacked the ship they were operating on in the Strait of Hormuz,” NBC reported, citing three U.S. officials. “The Marines were not seriously injured, but they sustained smoke inhalation and possibly traumatic brain injuries, as they had symptoms of concussions, such as headaches, the officials said.”
“The Marines, seven of them enlisted and one officer, all returned to duty soon after the Sept. 14 attack, the U.S. officials said,” according to the network. “The officials said the Marines were operating as part of a battalion landing team during the Iranian anti-ship cruise missile attack.”
TWZ cannot independently confirm that Marines were on board the St. Helena or that they were injured. We reached out to the Pentagon and U.S. Central Command (CENTCOM) for more information. The Pentagon referred us to CENTCOM, and CENTCOM declined comment.
The incident took place amid an uneasy truce between Iran and the U.S. broken up by sporadic Iranian attacks on ships transiting the Strait of Hormuz. At the same time, the U.S. military is enforcing a blockade on Iranian ships, during which it has struck several for trying to bypass that effort as well as in retaliation for Iranian attacks on shipping. Negotiations between Washington and Iran have ebbed and flowed, and U.S. President Donald Trump is once again mulling a choice between continuing talks or renewing large-scale attacks.
As we noted earlier in this piece, after the vessel was struck, several maritime industry trade publications identified it as the St. Helena.
“Iran has attacked a historic former British Royal Mail passenger ship in the Strait of Hormuz,” TradeWinds News reported on Sept. 15, a day after the incident. “Maritime security sources identify the 6,800-gt St Helena (built 1989) as the latest vessel to be hit by an ‘unknown projectile’ in the war-torn waterway. The attack was reported late on Monday, according to UK Maritime Trade Operations, which cited a ‘verified source’ for the incident without identifying the vessel.”
Aerial view of the St Helena transport ship in the sea off Porto Pino during the Sardinia on July 4, 2022. Photo by Sam Bagnall
“UKMTO has received a time late report of an incident within the Strait of Hormuz,” the organization reported on Sept. 15, citing an incident that took place a day earlier. “A verified source has reported that a vessel has been struck by an unknown projectile.”
“There is no reported damage or environmental impact,” UKMTO added. “Authorities are investigating.”
According to Lloyd’s List, the ship was being operated by the Ambrey maritime security firm at the time it was struck. Ambrey declined to comment.
Shipping expert Sal Mercogliano and open-source investigator Tom Bike were among those suggesting the St. Helena could have been the vessel at the heart of the NBC report.
So piecing together the evidence it appears that the US may have converted St Helena into a armed merchant cruiser.
The Marines looked at putting Armed Guards on board commercial ships three years ago as reported by @USNINews.
Exactly what the St. Helena was doing at the time it was struck is unclear; however, the ship has had a very unusual past.
The vessel entered into service in 1990 and “sailed between Cape Town, South Africa and Saint Helena and Ascension Islands, carrying both passengers and cargo, some of which was Royal Mail, earning her the rare RMS designation,” according to Cruise Arabia and Africa.
The St. Helena was Britain’s last working postal ship, according to Maritime Executive. After it was retired in 2018 because it was no longer needed for that function, things got really interesting.
Two different organizations took over the vessel, including, as we noted earlier in this story, a company that was planning to use it as a floating armory in the Middle East.
“Renamed MNG Tahiti, the 103-meter (340-foot) ship is being readied by her new owner MNG Maritime to become a floating armory working in the Gulf of Oman,” Maritime Executive wrote on April 22, 2018. “She will deliver security guards and weapons to vessels sailing through the region and is expected to be operational in her new role in the next few months.”
It is unclear what happened to that plan. However, two years later, an off-road racing series called Extreme E said that it “secured exclusive use of the former Royal Mail ship in 2018.” After that, the ship underwent “an extensive refurbishment process, which has included total overhaul of steelwork, engines, generators, propellers, interior and cabin space, and more, making it not only fit for purpose, but also as efficient as possible ahead of its new mission.”
Aerial view of the St Helena transport ship in the sea off Porto Pino during the Sardinia on July 4, 2022. Photo by Sam Bagnall
The ship was “specifically designed to transport all the infrastructure and equipment the Extreme E needs for their race weekends,” the organization stated. The plan was to have the ship serve “as its freight and logistics hub due to her versatility and ability to carry and unload a mixture of cargo, like all 10 of the championship’s ODYSSEY 21’s [electric off-road racecar], as well as team members and guests. This was also fit with a Science Laboratory so research can be conducted enroute to the race locations.”
On Sept. 17, 2024, the St. Helena was put up for sale, according to Horizon Ship Brokers. The current ownership is unclear. We reached out to Horizon Ship Brokers for more details.
Horizon Ship Brokers
Last year, the saga of the St. Helena took a new turn. A company called Terra Nova Expeditions chartered the vessel for Antarctic cruises, but those plans were scrubbed last month because the vessel was stuck in the Persian Gulf and was no longer available for the Antarctic sailing season.
While we can’t confirm that Marines were onboard when St. Helena was hit, Marines have been training for this exact mission set. USNI News reported in 2023 that a “force of 100 Marines, newly trained by Navy personnel,” stood ready “to respond, if ordered, to provide armed security aboard foreign commercial ships transiting the Strait of Hormuz.”
Those Marines were members of the 26th Marine Expeditionary Unit (MEU) embarked on the three-ship Bataan Amphibious Ready Group (ARG), USNI added at the time.
It is unclear if those plans are still in place and if Marines in the region have actually been ordered to provide armed security for foreign vessels sailing through or near the strait. Regardless, Marines could be quickly trained to take on this mission set and have drilled for ship boarding and searches for years, especially special operations and specially-tasked units. CENTCOM declined to comment when we asked if there are U.S. personnel embarking on commercial ships transiting the Strait of Hormuz.
At the same time, it is possible that the unique attributes of St. Helena made it a convenient host ship for sea base operations for U.S. forces in the region specifically for this crisis. Adapting commercial vessels for exactly this purpose has a long history around the Strait of Hormuz, as it was a central facet of the Tanker Wars during the 1980s, that saw U.S. forces operate from barges in the region. Today, commercial vessels remarkably similar to St. Helena operate in similar roles, especially in support of special operations and interdiction operations.
The special mission ship U.S. Motor Vessel Kellie Chouest steams in the Caribbean Sea while participating in a passing exercise (PASSEX), with the Dominican Republic Navy and USS Billings (LCS 15) Oct. 24, 2021. Kellie Chouest is deployed to the U.S. 4th Fleet area of operations to support Joint Interagency Task Force South’s mission, which includes counter-illicit drug trafficking missions in the Caribbean and Eastern Pacific. Photo by Petty Officer 2nd Class Austin C
Once again, we have no idea what the ship’s mission was at the time of the incident and if Marines were simply helping it transit safely out of the Persian Gulf or something more, but the attack did expose the fact that individual Marines are more involved with activities in this tumultuous body of water than it may seem.
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.
Details continue to come in, but police in the United Kingdom have declared a “major incident” and ordered evacuations near RAF Fairford after the arrest of “several men on suspicion of offenses under the explosives act,” the Gloucestershire Constabulary stated.
RAF Fairford is a major hub for U.S. military aircraft in the United Kingdom. It is a regular host of strategic assets, including bombers and U-2 spy planes. It also acts as a pit stop for other aircraft, including fighters, that are being ferried to and from the United States. Bomber strikes launched from Fairford were a central aspect of major U.S. combat operations against Iran earlier this year.
“A number of properties are currently being evacuated in the Whelford area following the declaration of a major incident,” the Gloucestershire Constabulary also announced today in light of the incident.
Emergency services in Fairford after a major incident has been declared, with armed police manning a cordon near the village of Whelford in Gloucestershire, near RAF Fairford, which is used by the United States Air Force (USAF). (Photo by Ben Birchall/PA Images via Getty Images) Ben Birchall – PA Images
The evacuations were spurred by the arrests.
“The Army’s specialist explosive ordnance disposal team are currently examining a number of vehicles,” Gloucestershire Constabulary added. “The local residents are being evacuated to a nearby leisure center.”
“A cordon is currently in place, but we’d like to reassure people that we believe this incident is contained,” the law enforcement agency explained. “We are working closely with our partners and are enacting the well-rehearsed plans we have in place.”
The incident began around 12:45 AM local time Sunday “when police received a call relating to three suspicious vehicles traveling towards RAF Fairford,” according to Gloucestershire police Assistant Chief Constable Richard Ocone. “Armed officers responded and subsequently arrested five men in the Whelford area on suspicion of committing offenses under the Explosives Act. The men were taken into custody, where they remain.”
“A 400-meter cordon has been put in place around the vehicles while the army’s explosive ordnance disposal unit examined them,” Ocene continued. “As a precaution, around 85 households have been advised to evacuate while these examinations take place.”
BREAKING:
The British authorities issue a first official statement on the suspected terror plot against RAF Fairford
They sent in a local low-ranking policemen to deliver a statement saying 5 men have been arrested and that people shouldn’t speculate about the case.
“We are aware of the current reporting, for questions regarding off-base incidents please contact the local authorities,” a U.S. Air Force spokesperson told us in response to our questions about whether the incident had raised force protection levels at RAF Fairford or other installations in the area hosting American forces. Unconfirmed reports by the local aviation spotter community claimed RAF Fairford had been placed under what is called FPCON Delta, the highest level of alert at U.S. military installations.
The incident at RAF Fairford has been escalating overnight, this is what is clear so far.
Gloucestershire Police has announced that they have arrested multiple men on suspicion of offences under the Explosives Act, and that they have declared a Major Incident.
“For operational security reasons we will not discuss specific force protection measures,” the Air Force spokesperson added. “The 501st Combat Support Wing and our fellow UK-based Wings remain vigilant and will take appropriate actions to ensure the safety and security of our U.S. service members, civilians, contractors, and their families. We constantly assess a variety of factors that determine what measures we institute or modify to protect our installations, our people and their families.”
It is unclear if airfield operations at RAF Fairford have been affected. U.S. Air Force officials did not immediately respond to our request for comment.
The British Defense Ministry did not immediately provide comment on this unfolding event.
RAF Fairford is a major hub for U.S. military aircraft, with strategic assets, like B-1B Lancer bombers, being forward deployed to the base and tactical and other assets often using it as a pit stop during flights ‘across the pond.’
A U.S. Air Force B-1B Lancer at RAF Fairford. (U.S. Air Force photo by Tech. Sgt. Robert M. Trujillo) Tech. Sgt. Robert Trujillo
As mentioned, RAF Fairford played a key role in major combat operations against Iran earlier this year. No connection has been established yet between today’s incident and any particular group, but the base has drawn direct threats from the regime in Tehran in the past.
“The American aggressor army, which used to launch cruise missiles from its vessels in the Indian Ocean in its aggression after the official resumption of the war, with the end of the missile reserves of the aforementioned vessels, yesterday switched to using B1 planes flying from Fairford Air Base, England,” Tasnim News Agency, a quasi-state outlet in Iran with ties to the country’s powerful Islamic Revolutionary Guard Corps (IRGC), claimed on Telegram on July 23. “As the officials of the Ministry of Foreign Affairs also stated, any base that is used to invade Iran’s territory is our legitimate goal.”
the enemy must pay the price for its breach of promises, and this time we will not allow America to use deceptive ceasefires to replenish its oil and ammunition stockpiles and then resume attacks once again.
Considering its importance to U.S. military operations, the base is a major potential target for nefarious actors, in general. Like other bases across Europe, it is a major potential target for Russia’s ‘hybrid war’ or ‘gray zone’ activities, as well.
Asked about the threats at the time, a British official told us that the country was prepared to defend itself.
“Our Armed Forces are ready to keep the United Kingdom safe from any kind of attacks, whether it’s on our soil or from abroad,” a government official told TWZ. “The UK stands ready 24/7 to defend itself. This includes through operating a layered approach to air and missile defense, provided by Royal Navy, British Army and Royal Air Force assets equipped with a range of advanced capabilities, working closely with our NATO allies.”
“In the Defense Investment Plan we have made air and missile defense a priority after years of underfunding, dedicating £790 million to enhance protection of the UK homeland and overseas bases from air, drone and missile threats,” the official added. “That is complemented by more than £2 billion of funding to deliver further air defense and counter-drone capabilities, and to upgrade and sustain our Typhoon fleet.”
This is a developing story.
UPDATE: 10:49 AM Eastern –
A Temporary Flight Restriction (TFR) has been imposed over Whelford, Gloucestershire, following the incident. It applies to all aircraft, including “any small balloon, any kite, any UAS and any parachute, including a parascending parachute or paramotor,” according to the FAA. “Pilots are forbidden to fly within the designated area without permission.”
Welcome to Bunker Talk. This is a weekend open discussion post for the best commenting crew on the net, in which we can chat about all the stuff that went on this week that we didn’t cover. We can also talk about the stuff we did or whatever else grabs your interest. In other words, it’s an off-topic thread.
This week’s caption reads:
BERLIN, GERMANY JUNE 16: Heavy iron doors between different rooms during a media event on June 16, 2026, at the former Cold War-era Pankstraße subway station, now used as a nuclear fallout shelter. Built in the 1970s, the bunker offers sleeping accommodations for 3,339 people, has independent water and electricity supplies, and is hermetically sealed off from the outside world by massive steel doors. The bunker will be open to the public as part of guided tours of Berlin’s underground. Russia’s invasion of Ukraine has rekindled German authorities’ interest in providing nuclear fallout shelters in the event of war. (Photo: Carsten Koall/Getty Images)
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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.
NATO member Latvia is moving toward acquiring Anduril Industries’ Barracuda family of long-range strike missiles, with Latvian President Edgars Rinkēvičs highlighting the effort during a visit to the U.S. defense technology company and a series of new defense-industry cooperation agreements involving Latvia. If the acquisition goes through, Latvia would be the first of the Baltic states to field a strike weapon in this category.
“It was great to visit Anduril to meet with Palmer Luckey and to witness signing of memoranda of cooperation with MOD of Latvia and Origin Robotics,” Rinkēvičs said in a post on X. “Looking forward to complete acquisition of Barracuda long-range missiles and [Latvian-U.S.] defense industry cooperation.”
It was great to visit @anduriltech to meet with @PalmerLuckey and to witness signing of memoranda of cooperation with MOD of Latvia and @OriginRobotics. Looking forward to complete acquisition of Baracuda longe range missiles and defense industry cooperation pic.twitter.com/JafnNy5RAe
The statement does not specify the precise Barracuda variant involved, the number of missiles Latvia intends to acquire, the expected delivery schedule, or the value of the prospective purchase. We have reached out to Anduril for more details.
A likely candidate weapon is the Barracuda-500M, one member of Anduril’s family of autonomous, jet-powered cruise missiles, alongside the Barracuda-100M and -250M variants. Official descriptions put its range at more than 500 nautical miles, with a stated speed range of approximately 190 to 500 knots. The missile can be air-launched, for which it has received the official U.S. military designation AGM-189A. But with only a handful of utility biplanes and helicopters in its inventory, Latvia would acquire the surface-launched version, designated SLB-500M.
The announcement points to a potentially significant expansion of Latvia’s precision-strike capabilities as NATO’s eastern flank continues to build out longer-range conventional fires.
Latvia has already ordered the U.S.-made Army Tactical Missile System, or ATACMS, which will be fired from M142 HIMARS launchers. The system is expected to enter Latvian service in 2027 and has a maximum range of about 186 miles.
A U.S. Army M142 HIMARS launcher involved in an exercise at at Spilve Airfield and Liepāja Airport in Latvia. Latvian Armed Forces Eriks Kukutis
Latvia’s ATACMS capability will give the country a foundation for ground-launched precision fires, but the broader European trend is toward significantly greater reach.
Ground- and sea-launched cruise and ballistic missile systems capable of hitting targets at between 1,000 and 2,000 kilometers (620 and 1,242 miles) or more are an emerging target for several European NATO members. France, Germany, Poland, Italy, Sweden and the United Kingdom are pursuing combinations of indigenous development and foreign procurement to address this requirement.
Latvia’s neighbor Poland, for example, has been building a layered long-range strike architecture combining JASSM/JASSM-ER air-launched cruise missiles with HIMARS and ATACMS. Warsaw’s ambitions are extending toward ground-launched weapons with ranges potentially reaching 3,000 kilometers (1,864 miles) and the country has previously expressed openness to hosting U.S.-owned nuclear weapons on its territory, too.
A M142 HIMARS launcher is seen during Poland’s Armed Forces Day parade in 2025. Photo by Artur Widak/NurPhoto/Getty Artur Widak
Latvian interest in Barracuda fits into the same larger transformation in European conventional strike capabilities.
For NATO’s Baltic members, the logic is particularly straightforward, with mobile, ground-launched weapons providing an additional means of striking military targets at depth without requiring control of the air over the launch area.
Dragon’s teeth obstacles are among the anti-mobility measures on Latvia’s eastern border with Russia. Latvian Armed Forces
The potential Barracuda acquisition would represent another step in a broader European shift toward deep precision strike, a term increasingly used to describe conventional weapons capable of holding targets hundreds or thousands of miles away at risk.
Deep precision strike is widely acknowledged as an increasingly important European capability gap. European NATO members have historically relied heavily on air-launched cruise missiles and other aircraft-delivered weapons, while ground-launched long-range systems have been comparatively scarce.
The deterioration of the European security environment following Russia’s full-scale invasion of Ukraine, together with the 2019 collapse of the Intermediate-Range Nuclear Forces Treaty, are important factors behind renewed European interest in long-range conventional strike.
A key driver behind Europe’s push for longer-range conventional strike is the desire to build a credible deterrent capable of holding targets deep inside Russia at risk, potentially including Moscow. Ukraine’s long-range strike campaign has demonstrated the strategic value of being able to impose costs at significant distances, while also underscoring the importance of having sufficient stocks of precision weapons. For NATO’s eastern flank, systems such as the ground-launched Barracuda could therefore provide not just another fires capability, but an additional means of imposing costs on an adversary without relying exclusively on airpower.
Importantly for Latvia, the emerging European approach is not limited to large air forces. NATO’s prospective deep-strike requirements are likely to place significant emphasis on mobile ground-launched systems because they can be dispersed and offer survivability advantages while avoiding the cost and vulnerability associated with relying exclusively on aircraft or ships as launch platforms.
An Anduril Barracuda 500, top, and a Barracuda 100, displayed during Modern Day Marine 2026 in Washington, D.C. U.S. Marine Corps photo by Cpl. Abigail Hutcheson Cpl. Abigail Hutcheson
That makes systems such as the surface-launched Barracuda particularly relevant to countries on NATO’s eastern flank.
Anduril has positioned Barracuda as part of an effort to address what it describes as a shortfall in affordable, producible long-range precision weapons. A prototype surface-launched Barracuda-500 successfully demonstrated its launcher, missile, and booster concept in testing in 2025. Anduril has emphasized that the family is intended to be more producible and affordable than many existing “exquisite” long-range weapons.
European governments are increasingly wrestling with the same issue. However, there is a fundamental tension between rapidly filling capability gaps through off-the-shelf purchases and developing indigenous European weapons that can strengthen the continent’s defense-industrial base, which is also a critical political consideration.
Latvia’s emerging relationship with Anduril appears to combine elements of both approaches, by acquiring an American-developed strike capability while simultaneously pursuing industrial cooperation with U.S. defense companies.
Ground launch of Anduril’s Barracuda-500M. Anduril
There is also a recent European precedent for combining Barracuda procurement with local industrial participation.
In July 2026, Anduril signed a strategic agreement with Polish national maintenance, repair and overhaul provider Wojskowe Zakłady Lotnicze Nr 2 (WZL-2) to establish production of the Barracuda-500M at WZL-2 facilities in Bydgoszcz, Poland. Polish state-owned defence group Polska Grupa Zbrojeniowa said Poland was the first European country to sign such an agreement with Anduril.
Bezpieczeństwo zaczyna się od silnych sojuszy.
Dziś została podpisana umowa o współpracy @PGZ_pl i WZL-2 z firmą Anduril Industries, która umożliwi utworzenie w Polsce miejsc montażu i produkcji autonomicznych rakietowych pocisków manewrujących dalekiego zasięgu… pic.twitter.com/JnmM6lQZ7L
— Ministerstwo Aktywów Państwowych (@MAPGOVPL) July 6, 2026
Polish officials have also emphasized the missile’s intended low production cost relative to higher-end U.S. cruise missiles. The planned Polish program is expected to progressively increase Polish content and eventually incorporate broader European elements, including software solutions from Anduril.
Latvia has not publicly detailed whether any Barracuda-related production, assembly, or other industrial work would be conducted in the country.
However, Latvia’s Investment and Development Agency says the country’s defense-technology delegation in the United States is seeking opportunities involving joint development, testing, manufacturing, system integration and supply chains. Origin Robotics is among the Latvian companies participating in that effort.
The broader Latvian delegation includes companies working across unmanned and counter-unmanned systems, communications, electronics, sensors, software, artificial intelligence, cybersecurity, and manufacturing.
A Latvian Army soldier shows drone video footage to U.S. Marines during a HIMARS live-fire exercise at Adazi Training Area, Latvia. U.S. Marine Corps photo by Cpl. Niles Lee Sgt. Niles Lee
Exactly how Latvia intends to employ Barracuda, how many missiles it plans to acquire, and whether any portion of the system will eventually be produced or integrated in Latvia remain unclear from the president’s announcement.
For now, the development marks another indication that long-range precision fires are moving from a capability concentrated among Europe’s largest military powers toward a broader requirement across NATO’s highly strategic eastern flank.
Marine Corps Systems Command (MARCORSYSCOM) announced it had awarded a sole-source deal to Anduril, valued at $15,711,445.50, for an unspecified number of Pulsar-Ls, yesterday. This follows a statement of intent the Command put out last month. Anduril first unveiled Pulsar-L, a lightweight addition to its larger Pulsar family of electronic warfare systems, in April 2025.
The Marine Corps had 150 baseline personnel carrier variants of the ACV (or ACV-Ps), as well as 21 command-and-control ACV-C versions, in inventory as of April 2026. The default armament for ACV-P currently is just a single .50 caliber M2 machine gun in a remote weapon station on top of the hull. The service’s goal is to eventually acquire 389 ACV-Ps and 33 ACV-Cs, as well as 152 ACV-30s with new 30mm cannon-armed turrets and 34 ACV-R armored recovery vehicle variants. The ACV family has already supplanted the Marine Corps’ previous fleet of tracked Assault Amphibious Vehicles (AAV).
From left to right, an Amphibious Combat Vehicle command and control variant (ACV-C), a 30mm cannon-armed ACV-30, and a standard ACV personnel carrier version (ACV-P). The ACV-R recovery variant is not shown here. USMC/Sgt. Alexis Sanchez
“The Anduril Pulsar-L system is a platform-integrated omni-directional SK C-UAS [soft-kill counter-uncrewed aerial systems] with a combined sensor/jammer package that detects, tracks, identifies, and defeats radio frequency-dependent Group 1 and Group 2 Unmanned Aerial Systems (UASs),” MARCORSYSCOM wrote in a justification for the sole-source contract, which was also released yesterday. “Additionally, the system provides counter positioning, navigation, and timing capabilities.”
The U.S. military definition of a Group 1 drone is any design weighing up to 20 pounds, that is able to fly up to an altitude of 1,200 feet, and that can reach speeds of up to 100 knots. Group 2 is the next tier up, encompassing types with gross weights between 21 and 55 pounds, that can get up to an altitude of 3,500 feet, and hit top speeds of up to 250 knots. Kamikaze drones and other small weaponized types that fall into Groups 1 and 2 are used on a daily basis in Ukraine to attack armored vehicles, as well as unarmored vehicles and personnel. These are threats that have been steadily expanding to other hotspots globally, and that we will come back to later on.
Furthermore, “the Pulsar-L is the only solution capable of being mounted on the ACV to provide a mobile and organic means to effectively and simultaneously execute the entire kill-chain against hostile UASs in the deployed land and maritime/littoral environment while not exceeding the limited ACV space, weight, and power claim allotted to the SK C-UAS solution,” according to MARCORSYSCOM. “This will provide the ACV with an essential defensive capability, directly contributing to increased survivability and force protection while not sacrificing the mobility and operational tempo of the ACV.”
A row of Marine ACVs seen during training. USMC
Pulsar-L is already “in use by the Special Operations Command due to the system’s low weight, proven performance in engaging multiple UASs, and simultaneous execution of the full kill-chain while static or on the move,” the justification document adds. “Additionally, it is the only known commercially available system that meets the minimum requirement to rapidly identify and respond to emerging UAS technologies and tactics without frequent updates to predefined threat data libraries. The Pulsar-L is the only solution that uses machine based learning to continually adapt to these ever-changing threats without requiring vendor updates, allowing the warfighters to continually be effective in the fight.”
The latter point here is a particularly important consideration for electronic warfare systems, in general, which need to be able to accurately detect, categorize, and respond to different waveforms to be most effective. The emergence of new waveforms, as well as changes to how existing ones are emitted, together with new tactics, techniques, and procedures, can all negatively impact a system’s performance. Historically, the process of responding to those developments with updates to built-in threat libraries has been lengthy and complex. The conflict in Ukraine has shown that the cycle of new developments in the electromagnetic spectrum and then the need for new countermeasures can be regularly measured in weeks.
The U.S. military has been heavily investing in so-called cognitive electronic warfare capabilities to help automate and otherwise accelerate various aspects of this process. The ability of a particular electronic warfare suite to adapt autonomously in real-time, even in the middle of operations, has been viewed as the absolute ‘holy grail’ of this concept, which you can read more about here. How exactly Pulsar-L leverages machine-learning and artificial intelligence to this end, and the speed with which it can adapt to changing threats, is still not entirely clear.
Regardless, “there is an unusual and compelling need for the rapid deployment of SK C-UASs to forward-deployed ground units as Marines currently lack the ability to conduct self-defense against emerging UAS threats,” the justification document stresses. “Failure to deliver this capability places Marines at unnecessary risk, potentially leading to mission failure and loss of life, and hampers the Government’s ability to keep them safe during forward deployments.”
MARCORSYSCOM’s justification for the sole-source deal to Anduril does not otherwise elaborate on the urgent requirements that drove the deal, which it says were only formalized on April 7. That is notably roughly a week after the United States and Israel first launched major combat operations against Iran, which is a prolific developer and user of various tiers of weaponized drones. There is no explicit confirmation of any link, but Iranian drones, as well as missiles and other capabilities, have been a real threat to U.S. forces in the region. We have also just gained more insights recently into how forward-deployed Marine Corps elements contributed to those operations. Counter-drone capabilities would also be especially critical in any future amphibious landing operation, wherever it might occur.
Marines prepare to load an M142 High Mobility Artillery Rocket System (HIMARS) onto a KC-130J aircraft somewhere in the Middle East in July 2026. USAF
All that being said, threats posed by armed Group 1 and 2 drones are not at all limited to Iran and the Middle East, nor are they new. They are only likely to become a more ubiquitous feature in the hands of nation-state armed forces and non-state actors in conflict zones globally as time goes on. The nature of these threats is also expanding significantly in scale and scope, especially when it comes to more automated targeting capabilities, thanks heavily to the increasing democratization of AI-driven technologies, something TWZ has explored in depth in the past.
A number of other significant developments in this arena have emerged from the conflict in Ukraine, where electronic warfare systems are heavily employed against drones. This includes the introduction of physical fiber-optic control links that cannot be jammed, as well as the use of mesh-like and often ad-hoc networks to increase resiliency.
The fighting in Ukraine has also underscored the threat that even small kamikaze drones pose to armored vehicles, including types that are far more heavily protected to start with than the Marine Corps’ ACVs. As mentioned, Ukrainian forces have been sidelining their M1 Abrams and other main battle tanks in the face of constant drone attacks.
MARCORSYSCOM’s justification for the Pulsar-L order makes clear that this is just one part of a larger plan to boost the ACV’s defenses.
“Marine Corps program of record for SK C-UAS is planned to initiate in FY27,” the document mentions toward the very end. “The components of this future program will be procured through full and open competition as it is expected that advanced non-kinetic and SK defeat technologies should be mature by this time.”
Another look at a Marine Corps ACV-P, showing the general configuration of these vehicles today. USMC
“We’re constantly looking at what the next generation of APS is and how we can get that onto the [ACV] platform in a lightweight form factor,” Chris Melkonian, the Marine Corps’ Program Manager for Advanced Amphibious Assault (PM AAA), told TWZ and other attendees at the annual Modern Day Marine exposition in April.
Improved “situational awareness, that’s kind of a gateway to counter-UAS, in terms of the ability to sense your environment,” Melkonian also highlighted at that time. “Take all that video on board and then be able to feed that into [a] counter-UAS system.”
Additional “overhead protection right now is a critical thing that we’re working on right now for this platform,” he added. The practice of adding on anti-drone armor screens on armored vehicles (and now other platforms), especially to protect against top-down attacks, first emerged in Russia in the lead-up to the all-out invasion of Ukraine in 2022. However, the installation of this kind of so-called ‘cope cage’ type armor has now become a global trend, including in the U.S. military.
When it comes to the Marine Corps ACV fleet, the rush order for Pulsar-Ls is an important new step in boosting those vehicles’ defenses against threats that exist now. At the same time, drones are increasingly calling the role of armored vehicles in future conflicts into question.
In a live television interview Thursday night Paris time, French President Emmanuel Macron said he was sending an unspecified number of troops and equipment to Saudi Arabia to protect the Yanbu energy hub, located on the Red Sea.
“This is the agreement we have finalized with the Saudis,” Macron explained. “We are going to send military resources, that is to say, soldiers, radar systems and defense systems, to protect this site — not to get us involved in any conflicts, but to protect this site.”
The French leader did not elaborate on the exact equipment he would send, how many troops, or when they would arrive. Nor did he address what would happen if French personnel were killed or injured or equipment damaged or destroyed. We have reached out to the French Embassy for further details. Based on his mention of radars and seeing that the threat to Saudi oil infrastructure is almost entirely from aerial attacks from drones and missiles, these will likely be air defense forces.
Nous agissons pour protéger nos compatriotes des conséquences de la crise au Moyen-Orient. Objectifs : sécuriser les approvisionnements et faire baisser les prix à la pompe. pic.twitter.com/kvrgHcV4E4
An infographic illustrating how Saudi Arabia has diverted oil from the Persian Gulf to the Red Sea. (Photo by Murat Usubali/Anadolu via Getty Images) Anadolu
Before Macron’s announcement on Thursday, the Houthis claimed they had carried out two more waves of attacks on Saudi targets, including one on the Saudi Aramco facility in Yanbu, “using a number of ballistic and cruise missiles, as well as drones.”
In addition, the Houthis claimed they struck Riyadh.
Earlier in the day, the Houthis said they struck “enemy command and control centers, operations rooms, weapon depots, missile launch platforms, and military sites belonging to Saudi-led enemy formations in Jizan,” a Red Sea port city.
“The Saudi-led military coalition in Yemen said on Thursday that it had shot down six ballistic missiles fired by the Iran-backed Houthi militia, in what appeared to be one of the largest cross-border attacks by the group since its conflict with Saudi Arabia [flared back up],” The New York Times reported.
The missiles were aimed at the Saudi cities of Taif and Yanbu, Maj. Gen. Turki al-Maliki, a spokesman for the Saudi-led coalition, claimed on X. “Escalations and violations by the terrorist Houthi militia will be dealt with firmly,” he stated, without specifying where the missiles were intercepted.
TWZ cannot independently verify any of these claims.
Today’s attacks are the latest in the escalating conflict between the Houthis and Saudi Arabia. Earlier this year, the Houthis imposed a blockade on the Bab al-Mandab Strait (BAM) and began striking Saudi ships in the southern part of the Red Sea as well as critical energy terminals on that body of water and Saudi refineries. Iranian proxies have also struck the vital East-West pipeline that carries oil to the Red Sea to bypass the Strait of Hormuz, where Iran vastly curtailed shipping after the launch of Operation Epic Fury. The East-West pipeline reportedly reopened after being shut down following a long-range drone attack.
The stark reality facing Macron is that if Saudi oil infrastructure and transport nodes near the Red Sea are destroyed or the pipeline that feeds it is shut down for months, the last major oil lifeline from the region — and especially to Europe — will be closed off, sparking a deeper energy crisis.
Iran has already severely curtailed the flow of oil through the Strait of Hormuz since the U.S. and Israel attacked it on Feb. 28. The movement of oil has been further impeded by a U.S. blockade on Iranian ports. However, transits have been increasing as of late, thanks in large measure to U.S. military escorts that U.S. Central Command claims have allowed more than a billion barrels of crude to pass through the Strait of Hormuz. Still, the traffic is far below what it was before the war broke out.
Having both the Strait of Hormuz largely closed and energy exports out of the Red Sea shut down simultaneously is a nightmare scenario. By Thursday evening Eastern time, the per-barrel price of Brent crude oil shot up to nearly $107, according to OilPrice.com. It had fallen below $100 per barrel just two days earlier.
Given all this, the French president sought to offer reassurance about oil supplies, according to France 24.
“He said he had carried out ‘intense diplomatic activity,’ meeting in recent weeks with the leaders of Saudi Arabia, Iraq and Nigeria, all hydrocarbon suppliers, to ensure France keeps receiving the same volumes,” the publication noted.
“We have replenished gas stocks and also oil stocks” for the months ahead, the French president also said.
“Escalating tensions in the Gulf could have negative consequences here in the UK—such as rising prices, disruptions to energy supplies, and increased costs for British businesses,” the U.K. Defense Ministry (MoD) explained in announcing the deployment. “The Houthis pose a threat to stability in the Middle East; therefore, it is in the UK’s national interest—economically and in terms of security—that they do not succeed in their aims.”
“We unequivocally condemn Houthi attacks on Saudi Arabia, and our position is clear: both Saudi Arabia and the Yemeni government have the right to self-defense,” the ministry added.
The jet will operate from a U.K. air base in Cyprus and will begin air-to-air refueling operations in the coming days, the BBC reported.
A Royal Saudi Air Force Voyager aerial refueling jet. (Air Tanker)
The French and British deployments contrast decisions by the U.S. and other nations not to get involved with the Saudi-Houthi fight.
Last week, Trump turned down a direct plea from Saudi Crown Prince Mohammed bin Salman, the Kingdom’s de facto leader, to attack the Houthis. Meanwhile, Pakistan and Turkey, which signed the Mecca Joint Defense Agreement with Saudi Arabia, have yet to provide any direct military aid. The pact holds that an attack on one is considered an attack on all; however, it doesn’t stipulate exactly what actions should be taken.
The security situation in Yemen has drastically deteriorated since the launch of Epic Fury after the Houthis joined the U.S.-Iran conflict on the side of their major supporter.
The Houthis have been directly attacking Saudi Arabia over claims that the kingdom has imposed a blockade on them. Beyond that, the mostly dormant civil war between the Houthis and internationally recognized Yemeni government forces, backed by Saudi Arabia, reignited in the wake of Operation Epic Fury. The Houthis have made large territorial gains in the renewed conflict, including capturing the port city of Mokha and two key islands in the Red Sea. This has strengthened the Houthi hold on the BAM. You can read more about that in our story here.
3. The Houthis have reportedly attempted to seize ROYG-controlled islands in the Red Sea from which Houthi fighters could launch attacks on international shipping. Houthi forces reportedly landed on the Hanish Islands in the southern Red Sea on the morning of September 10 after… pic.twitter.com/tiFPgNDOHZ
The civil war in Yemen erupted in 2014 and expanded a year later when a Saudi-led coalition joined forces with the government ousted by the Houthis. The fighting between Saudi-led forces and the Houthis largely abated after a tenuous ceasefire took hold in 2022. The Saudis held off on getting involved in the recent Red Sea conflict, which saw the U.S. and coalition warships duking it out with the Houthis and eventually led to a U.S.-led air campaign over Yemen. The United Kingdom was another significant player in that air campaign.
Meanwhile, exacerbating concerns about the flow of oil from the Red Sea, “a senior adviser to Iran’s supreme leader warned Thursday that Iranian forces and their Houthi allies in Yemen could respond to any new U.S. attacks by opening ‘a new front’ in its war with the U.S. by targeting energy supplies in the Red Sea,” CBS News reported.
The statements came after U.S. President Donald Trump on Wednesday once again threatened Iran.
“Will a deal be made with Iran that lets them rebuild and create a far greater country than it ever was before?” Trump asked rhetorically. “Or do I annihilate the Islamic Republic and do it quickly, never giving them a chance to kill and destroy people and countries again?”
Trump added that he believed he would make a peace deal with Iran after the upcoming U.S. midterm elections, which will decide the control of Congress.
Trump to the UN: "Do I annihilate the Islamic Republic, and do it quickly? Do I drive them into hell?" pic.twitter.com/cIYBO1Mp3w
The fact that France is sending forces to Saudi Arabia is an ominous development and another indication that the current spate of unrest that began with Epic Fury does not appear to show any signs of ending anytime soon.
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.
Chinese authorities have reportedly taken possession of an F-35 cockpit canopy and weapons-bay door that were inexplicably diverted to Hong Kong while being shipped from Australia to the United States. The incident appears to have left physical components that incorporate aspects of the fighter’s low-observable design in the hands of a country that has spent years doing whatever it could to gain information on the aircraft and America’s stealth technology secrets in general.
So, what does all this mean? Let’s put it in perspective.
The parts in question were being shipped by UPS from Australia to the United States in late May, according to people familiar with the matter cited by Bloomberg. The components from a Royal Australian Air Force F-35A were being sent to the United States for inspection and possible repair or disposal.
A Royal Australian Air Force F-35A from 75 Squadron taxiing at RAAF Base Tindal, Northern Territory. Australian Defense Force
F-35 sustainment procedures explicitly cover the movement of F-35 parts, including unserviceable components, through the program’s logistics network. The U.S. Air Force’s transportation guidance directs F-35 shipments outside the Defense Transportation System to follow approved Joint Program Office procedures. In other words, moving an unserviceable Australian F-35 component to the United States for inspection, repair, or disposition is consistent with the normal sustainment process.
What is highly unusual is where this particular shipment ended up. F-35 components moving through an established international logistics system apparently stopped in South Korea, and were then routed to Hong Kong. Chinese authorities subsequently took possession of the parts and have not returned them, according to the sources cited by Bloomberg.
F-35 canopy component replacement at Luke Air Force Base, Arizona. U.S. Air Force photo by Senior Airman Ridge ShanSecretary of War Pete Hegseth autographs the weapons bay door of an F-35 at Lockheed Martin Air Force Plant 4, in Fort Worth, Texas. DoW photo by U.S. Navy Petty Officer 1st Class Alexander Kubitza
“For security reasons, we can’t discuss the status of specific shipments or our shipping procedures,” Lockheed Martin told us in response to a request for clarification about the incident. The company added that it “follows all U.S. regulations established by the Department of War and regulated by the Defense Logistics Agency (DLA) regarding the shipment of aircraft components. Our teams handle every shipment with the utmost diligence and safeguards to ensure the integrity of the F-35 program and the security of our allied partners.”
The Pentagon’s F-35 Joint Program Office has acknowledged a “shipment issue” involving F-35 components and said U.S. authorities and industry partners are working to recover them and investigate what happened.
Lockheed Martin, UPS, and the Pentagon have not publicly provided a detailed account of how the shipment was diverted or what happened to the parts after they reached Hong Kong.
Australian Defense Minister Richard Marles also confirmed that Canberra was aware of the incident and was working with the United States and Lockheed Martin.
Acting Prime Minister and Minister for Defense, Richard Marles, accompanied by Chief of Air Force Air Marshal Stephen Chappell at RAAF Base Edinburgh, South Australia. Australian Defense Force
Marles has sought to play down the potential security implications of the components, saying his understanding was that the shipment did not contain sensitive equipment or sensitive parts. That does not by itself answer the more specific question of what could potentially be learned from these particular pieces of an F-35. After all, not every physical component of an F-35 is necessarily highly classified or capable of revealing meaningful information about the aircraft’s design. At the same time, a cockpit canopy and weapons-bay door involve structures, materials, interfaces, tolerances, and treatments that all have to work within the aircraft’s low-observable design. If radar-absorbing material or other specialized treatments remain on the components, that could potentially make them far more sensitive from a technological exploitation standpoint.
The condition of the parts is also unknown. We do not know how much of their coatings or other treatments remain intact, whether Chinese authorities have examined them, or what information could actually be extracted from them in their current state.
Above all else, there is little specific information in the public domain about what F-35-related technical information Chinese intelligence already has acquired over the years, what physical components or materials it may already possess, or what additional information could be gained through espionage, cyber operations, industrial access, observation of deployed aircraft, or other means.
Without these facts, it is impossible to gauge what damage could have been done by this loss. Still, viewed in a vacuum of those unknowns, simply having an F-35 canopy and weapons-bay door in Chinese possession represents a significant loss of control over sensitive physical hardware — there is no way around that reality — and the severity of that loss could be substantial depending on the physical state of the parts.
The circumstances are particularly sensitive because, as we mentioned in the opening of this article, China has pursued multiple avenues for acquiring information on the F-35 for many years, with publicly documented cases involving cyber operations, technical information, supply chains, and human expertise. Some aspects of China’s subsequent stealth aircraft designs have also prompted comparisons with U.S. aircraft, although claims that China simply ‘cloned’ entire aircraft are not supported by the available evidence.
China And The F-35: A History Of Espionage
In 2014, U.S. authorities charged Chinese businessman Su Bin with conspiring with two other Chinese hackers to break into the computer systems of U.S. defense contractors. Prosecutors alleged that the group targeted information on aircraft including the F-35 and F-22. The alleged hacking campaign ran from 2009 to 2013.
Su Bin later pleaded guilty and was sentenced to nearly four years in prison. The Justice Department’s 2026 case against former Air Force fighter pilot Gerald “Runner” Brown connects the two cases. Prosecutors allege that Brown used a co-conspirator to negotiate his work training Chinese military pilots with Su Bin.
Brown, a retired U.S. Air Force major who spent more than 24 years in the service, subsequently worked as a contract simulator instructor training U.S. military pilots on the A-10 and F-35. In February 2026, the Justice Department charged him with providing and conspiring to provide unauthorized defense services to Chinese military pilots.
According to the criminal complaint, Brown traveled to China in December 2023, where he allegedly began training People’s Liberation Army Air Force (PLAAF) personnel. Prosecutors say he also answered questions about the U.S. Air Force for three hours on his first day in China. Brown has been charged, and the allegations have not been adjudicated. He is one of multiple former Western aviators alleged to have provided training services and/or intelligence to Beijing.
The Honeywell case provides yet another example, this time involving the defense industry’s supply of technical information.
In 2021, the State Department reached a $13-million administrative settlement with Honeywell over alleged violations of the Arms Export Control Act and International Traffic in Arms Regulations (ITAR). Honeywell had voluntarily disclosed alleged unauthorized exports and retransfers of ITAR-controlled technical data.
The case involved 71 engineering drawings containing dimensions, geometries and layouts for manufacturing castings and finished parts used across multiple aircraft, engines and military systems. The State Department said the unauthorized exports and retransfers involved Canada, Ireland, Mexico, China, and Taiwan.
Among the systems covered by the drawings were components associated with the F-35 and F-22. The case did not allege that Honeywell deliberately sought to provide China with sensitive military technology; rather, it concerned alleged violations of export-control requirements.
A U.S. Air Force F-22 (nearest camera) flies alongside an F-35A. U.S. Air Force photo by Lt. Sam Eckholm
There has also been a physical supply-chain precedent.
In 2022, F-35 deliveries were temporarily halted after the Pentagon discovered that a magnet in the aircraft’s Honeywell-built turbomachine pumps —which provide critical power functions to the jet — contained a cobalt and samarium alloy produced in China. The material itself was not considered a security or flight-safety threat, but the discovery demonstrated how difficult it can be to maintain complete visibility over a global supply chain involving thousands of companies and multiple tiers of subcontractors.
Taken together, these cases demonstrate several different pathways through which China has appeared in the F-35 security story: cyber theft, unauthorized technical-data transfers, supply-chain exposure, and alleged exploitation of former Western military expertise.
The Hong Kong incident would add another major category: physical access to actual F-35 components.
These are only some of the publicly documented examples. There is no public way to know the full extent of information or physical material Chinese intelligence may have acquired over the years, but is very likely far larger in scope than what is available in the open source.
Chinese Access Concerns Have Shaped F-35 Export Policy
The proposed sale of F-35s to the United Arab Emirates became deeply entangled in U.S. concerns about Abu Dhabi’s growing military and technology relationship with China.
A 34th Expeditionary Fighter Squadron F-35A conducts inflight refueling above the United Arab Emirates. U.S. Air Force photo by Tech. Sgt. Kat Justen
Washington had approved a potential package involving 50 F-35As, but U.S. officials and lawmakers expressed concerns about Chinese intelligence activity and technology in the UAE. Among the broader concerns were Chinese telecommunications infrastructure and the possibility of Chinese military or intelligence access to facilities associated with advanced U.S. weapons. A Congressional U.S.-China Economic and Security Review Commission report later cited the potential presence of Chinese intelligence collection capabilities and military facilities in the UAE as risks to the proposed F-35 sale.
The State Department recently approved a potential $24.3-billion sale to the Kingdom involving 48 F-35s and associated equipment. But U.S. intelligence agencies have reportedly warned that China’s military and technology relationship with Saudi Arabia could create opportunities for Beijing to obtain sensitive F-35 information.
According to reporting based on U.S. officials familiar with intelligence assessments, a Defense Intelligence Agency report raised concerns about Chinese military access to Saudi bases, Chinese technology in Saudi telecommunications infrastructure, and whether secure facilities could be maintained for F-35 operations. The assessments also questioned whether Saudi Arabia would limit contact between Chinese military and intelligence personnel and F-35-related sites.
What Could The Components Reveal?
As we noted earlier, there is no way to gauge the intelligence impact of the loss at this stage. The central unknown of what China already knows about the F-35, and what it may already have in its possession — especially related to these components — is the key variable here.
Regardless, an F-35 canopy and weapons-bay door can provide information that cannot otherwise be easily obtained and gives a different level of fidelity in terms of material exploitation than what construction data and blueprints alone could.
The F-35’s low observability is the product of an extremely complex combination of airframe shaping, construction materials, external coatings, manufacturing tolerances, speciality apertures, and more.
U.S. Air Force 325th Maintenance Squadron low-observable maintainers work on an F-35A at Tyndall Air Force Base, Florida, in August 2024. U.S. Air Force photo by Airman 1st Class Victoria Moehlman
A canopy is a particularly demanding part of any stealth aircraft. It has to satisfy optical and structural requirements while also controlling radar reflections. The cockpit is historically a major source of radar reflectivity, including the pilot’s helmet. Therefore the canopy’s materials, construction, interfaces, and specialized treatments can be critical to the aircraft’s overall low-observable performance, and especially from the critical frontal aspect.
The F-35’s canopy has been an ongoing work in progress for many years. It has had chronic material issues, especially when it comes to delamination. Multiple iterations spread over two decades have recently resulted in a major improvement of the issue. The tight balancing act of keeping the canopy transparent enough, while controlling the F-35’s stealthy signature and having that mix of materials be robust enough to last for a reasonable amount of time has been a major investment for the program. If the canopy is of a later variation, that loss alone could be substantial and could help China with their own low-observable canopy development programs even if they already had original information on the F-35’s canopy original design dating back years.
Evidence of the F-35’s canopy delamination issue on an early example of the F-35B. Crown Copyright
The F-35’s canopy has been a notorious work in progress, specifically the low observable coating/delamination issue which has improved a lot in recent years with new materials and processes. So no, you do NOT want to lose that in to China! https://t.co/9V0jdRAiwA
The F-35’s weapons-bay door has its own sensitivity issues. It is effectively a major section of the aircraft’s outer shell, with its structure, edges, interfaces, tolerances and treatments all having to function without creating unacceptable radar signatures. Its construction and material attributes can be reasonably extrapolated for the rest of much of the F-35’s outer mold-line. Above all else, if the radar absorbent material remained intact on the door, that would signify a major loss when viewed without any understanding of what China already knows about the F-35’s radar absorbing surface treatments. Historically speaking, RAM technology is among America’s closely guarded material sciences secrets.
A Belgian Air Force service member inspects the open weapons bay of an F-35A at Luke AFB, Arizona. U.S. Air Force photo by Airman 1st Class Tekorey Watkins
For the time being, Australian officials have said they do not understand the parts to be sensitive. The investigation will ultimately have to establish what the components actually contain and what could be learned from them.
The incident comes at a moment when China’s own stealth fighter efforts are undergoing an extraordinary expansion.
The PLAAF is now operating the J-20, China’s first operational fifth-generation stealth fighter, in increasingly large numbers. The smaller J-35 is also moving toward broader service, including a carrier role for the People’s Liberation Army Navy.
Aircraft maintainers clean the fuselage of a J-20 fighter during the Changchun Air Show in the Jilin Province of China, in September 2025. Photo by Zhang Xiangyi/China News Service/VCG via Getty Images
China has also moved into what Western observers generally describe as sixth-generation fighter development.
Two new tailless combat-aircraft designs emerged publicly in December 2024. One is the large Chengdu aircraft commonly referred to as the J-36, while the other is associated with Shenyang and is variously called the J-XDS or J-50. Both have continued flight testing and yielded several prototypes with individual refinements.
The exact capabilities and eventual operational roles of these aircraft remain uncertain. They are developmental designs, not established operational equivalents of the F-35 or other sixth-generation systems. However, China is clearly building an increasingly broad ecosystem of fifth- and next-generation low-observable combat aircraft, both crewed and uncrewed. In the latter category is a growing number of stealthy drones, including long-endurance types.
China didn’t likely need physical access to an F-35 canopy or weapons-bay door to develop the J-20, J-35, or its next-generation aircraft. But additional information about how a mature Western stealth aircraft handles materials, coatings, interfaces, manufacturing, and the integration of those elements can still have great potential value to an industry developing its own systems. This includes technologies intended to counter the U.S. combat aircraft and their low-observable characteristics.
The F-35 has been produced in large numbers, is operated by a growing coalition of countries, and has been subjected to years of testing and operational experience. Its low-observable design represents decades of accumulated U.S. research and industrial know-how. At the same time, the global scale of the program inevitably makes control over sensitive information more complicated. More aircraft, more maintainers, more industrial partners, and more international logistics mean more points at which information and physical hardware have to be controlled. Over time, a program of this size will see an erosion in its secrets, but a major loss can drastically accelerate what should be a more gradual and controlled decline in security.
The Lockheed Martin F-35 production line at Fort Worth, Texas. Lockheed Martin photo by Alexander H Groves
The potential intelligence value of the components also has to be considered in the context of foreign material exploitation, or FME. Major military powers maintain dedicated capabilities to recover, examine and characterize foreign weapons, aircraft, sensors, materials and other equipment. The objective is not necessarily to reproduce an entire system. More important is determining how something is built, what materials and manufacturing techniques are used, how individual components perform, and where industrial strengths or limitations may lie.
That is why countries have historically gone to extraordinary lengths to recover even crashed or damaged pieces of sensitive military hardware. The bigger the prize, the more risk an intelligence service would be willing to take in order to realize a recovery.
The sensitivity surrounding the physical remnants of an F-35 is not new. When a Japan Air Self-Defense Force F-35A disappeared over the Pacific in 2019, the search quickly became more than a rescue operation. U.S. and Japanese forces mounted an extensive effort to locate the wreckage, with U.S. Navy P-8A aircraft and a destroyer joining the search. TWZnoted at the time that even scattered F-35 wreckage could expose valuable technological secrets, while the aircraft’s location on the seabed raised the prospect of an underwater espionage and recovery operation.
That concern has also been evident in subsequent F-35 recovery operations. In 2022, the U.S. Navy recovered an F-35C from roughly 12,400 feet in the South China Sea after a carrier landing accident, removing the possibility that the aircraft could be accessed by another country.
At this point, there is no public evidence that the Hong Kong diversion was a deliberate Chinese intelligence operation, although it is certainly possible. It is also unclear whether Chinese authorities have examined the F-35 parts or what level of new and useful information has been recovered from them.
If, as reported, Chinese authorities have taken possession of the parts and have not returned them, that would be an extraordinary development. If the diversion was genuinely the result of a shipping or logistics error, the outcome would itself be extraordinary. It would raise serious questions about the security controls surrounding the movement of F-35 hardware even without evidence of deliberate interference.
The timing is also notable. Chinese President Xi Jinping arrived in Washington this week for a state visit with President Donald Trump, with the two leaders meeting amid broader disputes involving technology, security, and the future of U.S.-China relations. Whether the F-35 shipment comes up directly in those discussions is not known, but it would be an obvious subject for U.S. and Chinese officials to address through diplomatic channels.
"Ladies and gentlemen, the President of the United States Donald J. Trump and First Lady Melania Trump, accompanied by the President of the People's Republic of China Xi Jinping and Madame Peng Liyuan." pic.twitter.com/hyPHOBC99Q
For now, however, the central question remains how the parts got there. Until that is answered, we won’t know if this was a simple logistics failure or a deliberate intelligence operation. And beyond that, what China already knew about the components it now may have in its possession — a question we may never truly get an answer to.
Ukraine claims it has recently regained about 125 sq. km. of territory near the town of Lyman in the eastern Donetsk region during what has been dubbed Operation Vivaldi. Rodion Kudryashov, a Ukrainian colonel and deputy commander of the Third Army Corps, offered some insights into this offensive and what made it different.
Though the operation is still ongoing, the success of Vivaldi began long before any troop movements, Kudryashov explained in an editorial he published in Ukrainian Pravda.
Ukraine is making advances near the town of Lyman, located in the Donetsk region. (Google Earth)
“After the Third Army Corps was formed, we changed the command system of its subordinate units,” he noted. “Some brigades came to the corps after very heavy fighting, with losses, manning problems and, most importantly, eroded trust in their leadership.”
Third Army Corps Commander Brig. Gen. Andriy Biletsky “then set out one of our key principles: a commander must be responsible for the entire cycle, from training a soldier to the result on the battlefield,” Kudryashov pointed out. “In some places that meant replacing a commander. In others it meant restructuring a staff or strengthening the NCO chain. In some cases we had to build, almost from scratch, processes that on paper should have been working long ago.”
At issue was changing the culture from a more rigid Soviet-era model, with a cumbersome chain of command, to a modern, more flexible one better suited for the current conflict.
“A modern commander has to handle an enormous flow of information and make decisions quickly,” the deputy commander proffered. “He has to understand what unmanned systems, logistics, reconnaissance and adjacent units can do, while not smothering initiative at lower levels with endless approvals. An army where every decision takes hours to travel up and down the chain loses to an army that makes the same trip in minutes.”
Once those changes were put in place, the Third Army Corps had to first stop Russian advances in the sector before it could move forward.
VIVALDI
GoPro footage from Ukrainian assault troops who took part in the Vivaldi counteroffensive, which resulted in the liberation of five settlements in the Lyman direction. pic.twitter.com/2SVXSKlEX0
“When the corps took over its area of responsibility, our first task was not an offensive,” the officer said. “We had to stop the situation from deteriorating and stabilize the forward edge.”
“The enemy was pressing. In some sectors our combat formations were losing cohesion,” he underscored. “The Russians were actively using infiltration tactics: small groups seeped between positions, massed in our rear, threatened logistics and gradually eroded the defensive line.”
“We had to stabilize the forward edge and stop the infiltration,” Kudryashov said. “We had to rebuild command, put in commanders capable of making decisions, form new teams and reconstitute units. We had to set up the surveillance-and-strike system and sustain the front line. We had to stockpile ammunition, drones and other resources, understand the enemy, and plan the next step before the previous one was finished. Only after that could we move forward.”
By June, the corps was able to secure the front “in the sector from Borova to Lyman and eliminate the enemy’s infiltration zones,” Kudryashov continued. “That sounds less impressive than the word ‘offensive,’ but no offensive ever happens without it.”
“You cannot plan a complex operation if you don’t know where your forward edge will be tomorrow,” the deputy commander extrapolated. “You cannot build up forces if your logistics are constantly under threat. And you cannot form a strike group if your units are always forced to patch new breaches. So the first phase of ‘Vivaldi’ was not an advance at all. It was creating the conditions that made an advance possible in the first place.”
Once the front was stabilized, the next step was shaping the battlefield for the offensive. The corps’ unmanned systems units went to work against Russian logistics, striking a pipeline and depots. That forced the enemy to change its fuel and lubricant supply routes.
Ukraine’s 3rd Army Corps released new footage of search-and-strike operations on the Lyman front. FPV drone operators from the 60th Mechanized Brigade’s FATUM unit targeted Russian armored vehicles, a Grad multiple rocket launcher and personnel. #Ukrainepic.twitter.com/1iNG7z2N1c
“The operation also involved the corps’ brigades, its reconnaissance and unmanned units, and attached forces from the SSO (Special Operations Forces), GUR (Defense Intelligence) and DPSU (State Border Guard Service),” the deputy commander said. “To counter infiltration, a joint headquarters was set up to coordinate special and reconnaissance units at the tactical level under a single concept.”
“In my view, this is one of the main characteristics of modern war,” he further stated. “It is not 10 strong units that each fight well on their own. It is 10 different elements that start working as one system at the right moment.”
An interesting new detail from Ukraine’s 3rd Army Corps about Operation Vivaldi on the Lyman axis.
The Corps says Ukrainian forces carried out a flanking maneuver and, for the first time, airlifted unmanned ground vehicles behind Russian lines, while also suppressing Russian… https://t.co/ZEq8C75bN4pic.twitter.com/KgKcZ0Zs2P
The influential, Kremlin-connected Rybar Telegram channel has acknowledged Ukrainian gains in this sector.
“In the first half of summer, Russian units gradually advanced in Lyman,” Rybar wrote this morning. “However, in August, the enemy launched counterattacks and, by the first week of September, regained some positions, and also began attempts to recapture Shandryholovo and Zarechnoye.”
“The enemy did not inflict significant losses on Russian troops, as the concentration of units of the West group of forces in the salient remained relatively low,” Rybar added. “However, later, the UAF deployed reserves to launch an offensive towards Zherebets in order to align the front along the water barrier and return it to the configuration of the end of 2025.”
rybar now saying the 144th division is still falling back. the 3rd corps is still advancing and destroying an entire army group as they move. this is historic. pic.twitter.com/2jOa8KR9oA
Though the battle is still in flux, Kudryashov said there are lessons the rest of the Ukrainian military should heed.
“Winning one battle is not yet winning the war,” he said. “The enemy is learning too. He changes tactics, looks for weak spots and tries to scale what works for him.”
“So our task is to be faster, not only in physically moving forward but also in our ability to see, think, decide and put into practice what delivers results,” the deputy commander avowed. “And to do everything possible so that our soldiers pay the lowest possible price for every next kilometer of Ukrainian land.”
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On the battlefield, in addition to the gains Ukraine has made near Lyman, it has also largely been able to hold off Russian advances across the front lines. Here are some key takeaways from the latest Institute for the Study of War assessment of frontline operations:
Sumy: Russian forces recently conducted an infiltration mission east of Sumy City, and they continue to conduct glide bomb strikes against frontline settlements in northern Sumy Oblast to set conditions for future offensives.
Kharkiv: Russian forces continued offensive operations in northern Kharkiv Oblast and in the Borova, Kupyansk and Velykyi Burluk directions on Sept. 21 and 22 but did not advance.
Donetsk: Ukrainian forces reportedly continue counterattacks in the Lyman direction, including southeast of Lyman, as Russian forces are attempting to use redeployments to stabilize the area. Russian forces continued offensive operations east and southeast of Slovyansk near Rai-Oleksandrivka and toward Mykolaivka and Fedorivka Druha on Sept. 21 and 22 but did not advance. During this period, they also tried to advance in the Novopavlivka and Oleksandrivka directions but made no gains, as Ukrainian forces counterattacked in both areas.
Zaporizhia: Ukrainian forces recently advanced or maintained positions in western Zaporizhia Oblast.
Kherson: Neither Russian nor Ukrainian forces reported ground activity in the Kherson direction on September 22.
Russian Offensive Campaign Assessment, September 22, 2026: The Russian Ministry of Defense (MoD) falsely claimed that Russian forces have encircled Dobropillya — an intensification of the Kremlin’s cognitive warfare campaign alleging encirclements across various sectors of the… pic.twitter.com/yMoAcyVIme
In his speech to the U.N. General Assembly this afternoon, Ukrainian President Volodymyr Zelensky called for Russia to end its war and said it was paying a heavy price — and exacting a terrible toll — for little territorial gain.
“This ridiculous and never-ending war with Ukraine must be ended,” the Ukrainian leader urged. “I do not know a single world leader who would say otherwise. I do not know anyone who is openly for this war, except one man.”
He was referring to Russian President Vladimir Putin.
“Ladies and gentlemen, for almost five years now, Russian generals have been trying to carry out Putin’s crazy order to seize our eastern land, the Donetsk region,” Zelensky continued. “And just this year, from January through August, the Russian army lost 248,964 people on the battlefield in Ukraine in eight months. Twenty-one countries in the world have smaller populations… than the number of Russian troops lost in just eight months.”
“It’s madness, but they still keep going there to die because that is what Putin wants,” Zelensky suggested. “After losing so many people, Russia managed to capture just over 1,000 square kilometers of our land this year, and we have already liberated a significant part of it. Russia is a country that already has 17 million square kilometers of its own land without any Ukrainian territory, by the way. So to add another 1,000 square kilometers, Putin is paying with 248 people for every kilometer. Does anyone still think that he is reasonable? And moderate?”
“Russia’s leader, Patient Zero, the man from whom this war began and spread into the world, becoming the largest war in Europe since World War II, will inevitably leave this war,” Zelensky proffered. “But the longer Putin is able to wage war, the more evil he will leave behind in this world. Today, nothing in war works the same way it did, by the way, in 2022, except the courage of people.”
Russian missile and drone barrages have “caused damage, but they didn’t break us,” the president proclaimed. “We build our defense. What is really difficult for us now is Russian ballistic missiles and their new jet-powered Shaheds — Iranian technologies.”
Residential buildings stand against the backdrop of smoke from a Russian attack on Kyiv. (Photo by Bohdan Diev/Global Images Ukraine via Getty Images) Tatyana Kudel’s’ka
“Just imagine this: since the beginning of this year, Russia has already used more than 2,100 missiles of different types again against us, against Ukraine, our people and our children,” Zelensky stated. “More than 950 of them were ballistic missiles. In eight months of this year, Russia used 63,000 attack drones of different types against Ukraine, our people, and more than 7,700 of them were jet-powered Shaheds, truly destructive and very dangerous weapons. Just think about it. The Russians launch jet-powered Shaheds every hour, every hour, against our cities, our economy, our infrastructure. Our combat aircraft are fighting them 24/7, and this is part of Russia’s strategy to create a new threat every hour, to make life harder for the economy and to disrupt people’s lives, and to stop children from being able to study, to study at school.”
Speaking at the Sixth Summit of the International Crimea Platform in New York on Wednesday, Zelensky said the return of Crimea is a condition for any return to normal relations with Russia.
“Disrespect for international law began in 2014, when Russia entered Crimea,” the Ukrainian leader stated. “There can be no full return to normality without Crimea, the restoration of security, the protection of people and lives, the release of prisoners held by Russia, and a return to the fundamental principles of international law. Territorial integrity matters, state sovereignty matters, and human lives matter. And Russia must learn this.”
Tuesday, Zelensky met with U.S. President Donald Trump.
Among the topics of their three-hour meeting were a path to end the war and a renewed discussion about the licensing of Patriot air defense interceptors so they can be built in Ukraine. The country is struggling to defend against Russian ballistic missiles because of the dearth of these munitions.
“Just had a positive and productive meeting with President Trump on the sidelines of the UN General Assembly,” the Ukrainian leader stated on X. “Both the United States and Ukraine want this senseless Russian war to end before winter. We discussed possible de-escalation steps that could pave the way to diplomacy.”
“I am grateful that, in parallel with this, our teams continue to work on launching the production of Patriot interceptor missiles in Ukraine,” Zelensky noted. “This is exactly what will help protect lives if Russia rejects negotiations and continues to rely on ballistic terror against our people this winter and beyond. We also discussed other bilateral and multilateral issues, including the winter air defense package for Ukraine. Thank you to President Trump, his team, and all the American people for their support.”
I just had a positive and productive meeting with President Trump @POTUS at UNGA. Both the U.S. and Ukraine want to see this senseless Russian war ended before winter. We discussed potential de-escalatory steps that can open up the way to diplomacy. I am grateful that in the… pic.twitter.com/Ayvsj9It3m
— Volodymyr Zelenskyy / Володимир Зеленський (@ZelenskyyUa) September 22, 2026
For his part, Trump said negotiations about Patriots are ongoing but offered no commitments.
“We’re talking about that,” Trump stated. “We’ll be talking about that now. If you would have come in at the end, we would have had an answer. But we’ll be talking about that. I mean, we talk about it all the time. Very capable people, really amazingly capable people.”
This isn’t the first time the two leaders have talked about a Patriot licensing deal. The issue came up back in July. As we noted at the time, such a deal faces big challenges.
First of all, it could face bureaucratic and regulatory hurdles, like getting congressional approval. Major security concerns exist, not just by having license production of a very sensitive weapon in Ukraine but also having to do with whatever facility will perform the work, which would become a top target for Russia. Even if they got the clearance to move forward, delivery of new weapons will still take years due to the time it takes to build the facility and to source long-lead components.
Even Lockheed Martin, one of the world’s biggest arms makers, currently produces only about 650 PAC-3 MSE interceptors a year, or just shy of two per day. However, under a contract with the Pentagon inked in January, Lockheed is committed to boosting Patriot PAC-3 MSE annual production to 2,000 in the years to come.
You can read more about the headwinds a Patriot licensing deal would face, even if it were to come to fruition, in our initial story here.
A Patriot interceptor. (DOW) Department of Defense
Ukraine’s president also confirmed that “Kyiv is ready to agree to an energy truce on the condition that Russia does not attack its energy, electricity and heating infrastructure as well as its water supplies,” CNBC reported. “Trump has previously called on Ukraine to stop targeting Russian oil refineries with drone strikes, which he says are ‘hurting the world’ as fuel supply disruptions from the Ukraine and Iran wars propel U.S. diesel prices to a record high.”
Ukraine’s repeated attacks on Russian oil infrastructure is having a major impact.
“Russian refinery throughput fell to 3.8 mb/d, its lowest level in more than 20 years and roughly 30% below a year earlier,” according to a recent report by the International Energy Agency (IEA). “Reported gasoline output is down by 20% compared with 2025 levels, while diesel production is estimated to have fallen by nearly 30%, prompting the government to restrict fuel exports to protect domestic supplies.”
Amid the U.N. General Assembly meeting, strikes by both sides continued.
“At least 16 people were killed and 59 others injured in Russian attacks across Ukraine over the past day, as Russia launched several waves of ballistic missiles at Kyiv overnight,” the Kyiv Independent reported, citing local authorities.
“Two people were killed and eight others injured in Kyiv, where Russian ballistic missiles struck the capital in three waves overnight,” the publication added. “Residential buildings, a maternity hospital, energy, and logistics infrastructure were among the sites damaged, according to President Volodymyr Zelensky.”
“Russia launched 282 attack drones of various types overnight, including jet-powered drones, as well as Zircon anti-ship missiles and Iskander-M, S-400, and KN-23 ballistic missiles,” the news outlet stated, citing the Ukrainian Air Force. “Ukrainian air defenses shot down 227 aerial targets, including 219 drones, four Zircon missiles, three ballistic missiles, and one Banderol munition. Strikes were recorded at 13 locations, while debris from downed targets fell at 10 locations.”
A difficult night for Ukraine as Russia continued attacking our civilians, launching a ballistic missile attack on Kyiv, and attacking Kyiv and other Ukrainian regions with drones. The air raid alert in Kyiv was turned on at 3:28 a.m. and hasn't turned off since.
Ukraine’s strikes on Russian energy infrastructure continued.
“Over the past 24 hours, two oil refineries were hit – one in Bashkortostan and one in the Samara region. There were also strikes in the Black Sea,” the Ukrainian Defense Ministry stated on X. “We are taking the war back to where it came from. We are bringing peace closer for Ukraine. I thank the units involved for their precision.”
I thank our warriors for the results they achieve every day in carrying out Ukraine’s long-range sanctions. Over the past 24 hours, two oil refineries were hit – one in Bashkortostan and one in the Samara region. There were also strikes in the Black Sea.
In an effort to defend against Ukrainian attacks, Russia continues to use netting to protect its energy facilities. You can see a recent example in the video below.
After more frequent Ukrainian strikes on Russian oil refineries and fuel depots, Moscow and the Moscow region decided to cover potential targets with anti-drone nets.
Finland’s President Alexander Stubband Zelensky this morning “signed an Agreement on Enhanced Defense and Security Cooperation under the Drone Deal format,” the Finnish Defense Ministry said in a statement. “It will enable defense materiel cooperation between the two countries.”
“The agreement will enable Finland and Ukraine to transfer technology and knowledge, pursue research, development and innovation cooperation and promote joint manufacturing and drone technology development between their industries,” the MoD stated. “Another objective is to simplify administrative processes, for example regarding the granting of export authorizations, to make the transfer of defense materiel and technologies between the two countries as efficient as possible.”
Finland and Ukraine take their defence cooperation to the next level
Today, we signed a drone deal with @ZelenskyyUa. The agreement enables, among other things, the joint production of defence materiel. Defence sector companies in Finland are ready, and the joint effort can now… pic.twitter.com/UUh2kZPPpk
With electronic warfare interfering with how drones controlled by radio frequencies operate, Ukraine is testing a new system of small radio beacons placed on the ground that allow drones to navigate without GNSS — including missions deep inside Russia. While many systems might not need this fix, some of the lower-end drones might.
Ukraine is testing and scaling this technology as part of a layered navigation system designed to keep drones autonomous in heavily jammed environments.
“The concept is quite simple,” the BBC wrote. “If the enemy jams the signal coming from above—specifically from GNSS (Global Navigation Satellite System) satellites, which determine the precise coordinates, speed, and time of any object on Earth—then specific points must be created to provide that same signal from below.”
The idea is to guide the drones by triangulating their location.
“To achieve this, special small devices—radio beacons—are either installed on the ground or air-dropped across a specific area. Their coordinates are known; thus, when a drone flies through the area, it receives coordinate data and signal transmission timing from several beacons. From there, it is a matter of basic geometry: the UAV calculates its own spatial position using data on the distance to the beacon and its altitude above the ground.”
GPS can be jammed. Ukrainian drones still need to fly.
A new beacon network is helping solve that problem.
Small radio beacons placed on the ground allow drones to navigate without GNSS or a constant communications link — including missions deep inside russia.
In the age of robots, uncrewed ground vehicles (UGVs) are playing a larger role in combat. The following video shows one UGV rescuing another one by pushing it back on its wheels.
A Ukrainian logistics UGV comes to the rescue of its overturned teammate, helping get the stranded ground robot back on its wheels. pic.twitter.com/q7d5I2tyOe
Taiwan has provided the first public look at its new 105mm 8×8 mobile gun system in action, with the domestically developed vehicle engaging moving and stationary targets during a live-fire demonstration in southern Taiwan. The vehicle is being developed as Taiwan continues to modernize its ground forces in response to the growing capabilities and increasingly frequent military activity of the Chinese People’s Liberation Army (PLA) around the island.
During the demonstration, held by the Republic of China Army (ROCA) at a training area in Tainan today, the vehicle reportedly engaged a moving target at approximately 0.75 miles and a stationary target at around 0.6 miles. It also fired against targets positioned 90 degrees to the side of the vehicle while operating on a gentle slope, demonstrating the gun system’s ability to engage targets while the vehicle is positioned on uneven terrain.
— 國防部 Ministry of National Defense, ROC(Taiwan) (@MoNDefense) September 23, 2026
The vehicle subsequently fired its 7.62mm coaxial machine gun simultaneously with its main gun as part of a scenario intended to demonstrate engagement of multiple targets, including simulated amphibious assault vehicles.
An apparent weapon malfunction was also recorded during the demonstration. One of the 105mm rounds initially failed to fire, according to reports. The crew waited approximately two minutes in accordance with safety procedures before reloading the weapon, after which the vehicle fired normally. Maj. Gen. Chen Chien-chung, head of Taiwan’s Arsenal 202, the Production and Manufacturing Center of the Armament Bureau, said an investigation would be conducted into the misfire.
The 155 mm infantry fighting vehicle showcased to media before entering production phase. pic.twitter.com/DBhs66aw5Q
Despite the incident, the demonstration provided an important look at a vehicle that Taiwan is developing specifically around the country’s geography and battlefield requirements, including a potential amphibious invasion by the Chinese PLA.
A new direct fire support variant of the Clouded Leopard 8×8 infantry fighting vehicle was first publicly displayed at the Taipei Aerospace & Defense Technology Exhibition in 2023. It passed initial combat readiness testing with the ROCA in October 2023, and it was authorized for mass production in April 2024.
A pre-production prototype of the Taiwanese 105mm 8×8 mobile gun system. Ministry of National Defense
The production configuration has undergone significant changes since then.
Its height has been reduced by approximately 12 inches, bringing the overall vehicle height to below 9 feet 10 inches. Its turning radius has also been reduced from 36 feet to 26 feet. The reduction in turning radius was achieved by providing steering to three pairs of wheels, rather than two pairs on the earlier configuration.
Those changes are especially relevant to Taiwan, where large sections of the island feature restrictive terrain, dense urban development, narrow roads, drainage channels, and other obstacles that can limit the movement of heavy armored vehicles.
Taiwan’s 105mm 8×8 mobile gun system takes part in a live-fire demonstration in Tainan on September 23, 2026. Photo by CHENG Yu-chen / AFP
Taiwanese officials specifically highlighted the system’s suitability for culverts and urban areas, as well as the challenging terrain of Hualien and Taitung on the island’s mountainous east coast.
The vehicle’s principal weapon is a 105mm gun. The weapon can fire the general-purpose ammunition already developed for tank guns, in addition to ammunition developed specifically for the new system. The ROCA displayed armor-piercing, anti-personnel, and training ammunition during the demonstration. The gun also offers useful ammunition commonality with Taiwan’s older, but still active M60A3 and CM11 tanks.
A Taiwanese soldier inspects an M60A3 tank during an overnight cross-region deployment from Hualien during the annual Han Kuang military exercises in Yilan on August 9, 2026. Photo by Chiang Ying-ying / POOL / AFP
That compatibility potentially gives the vehicle access to an existing ammunition ecosystem while allowing Taiwan to develop specialized rounds for its particular requirements.
Against a PLA assault, the 105mm system would provide mobile direct firepower against amphibious vehicles, armored personnel carriers, fortifications, and other ground targets, complementing Taiwan’s heavier tanks and other anti-armor weapons. Its wheeled configuration also allows the vehicle to rapidly reposition along Taiwan’s road network, giving commanders a mobile source of direct firepower that could respond to amphibious landings and reinforce threatened sectors.
The system falls into the same broad category as other modern 8×8 mobile gun systems, including Italy’s Centauro family and Japan’s Type 16 Mobile Combat Vehicle.
Italian soldiers of the 6th Cavalry Regiment, Aosta Mechanized Brigade, observe their sector of fire with a Centauro B1 tank destroyer while conducting a simulated assault during Saber Junction 17 at the Hohenfels Training Area, Germany, May 2017. U.S. Army photo by Pfc. Zachery Perkins
Less successful was a mobile gun system version of the U.S. Army Stryker, also with a 105mm gun, but the service divested that in 2021 because of problems with its dated cannon and autoloader. The U.S. Army then received the M10 Booker Combat Vehicle. Armed with a 105mm main gun, the Booker is a tracked vehicle with a much higher degree of armor protection and off-road mobility, but this, too, was canceled in 2025, amid cost and weight increases.
A Stryker Mobile Gun System fires a 105mm round. U.S. Army
A wheeled 105mm gun system can provide substantial direct-fire capability while offering advantages in road mobility and potentially lower logistical demands. It also lacks the combination of protection, cross-country mobility, and heavy armament associated with a tracked main battle tank.
For Taiwan, this kind of vehicle provides a comparatively compact armored platform able to move rapidly between positions and bring heavy direct firepower to areas where larger vehicles could face mobility constraints.
Taiwanese personnel get off a subway car in Taipei carrying a Stinger missile during the annual Han Kuang exercise. Military News Agency/Taiwan Ministry of National Defense capture via Focus Taiwan
The vehicle’s development is also being influenced by the threat of battlefield drones. Taiwanese military officials say the system is expected to receive additional counter-drone capabilities before entering mass production. One planned modification is an anti-drone cage around the vehicle.
More ambitious changes could involve the installation of a larger-caliber automatic weapon. Reportedly, the vehicle could eventually receive another machine gun or larger-caliber automatic cannon, with the 30mm M230 chain gun identified as one possible option. The proposed weapon could use canister-type ammunition designed to disperse numerous fragments against small drones.
Adding dedicated counter-drone equipment to the mobile gun system would therefore give the vehicle another role beyond direct engagement of conventional ground targets.
Taiwan’s new 105mm mobile gun system during a demonstration in Tainan on September 23, 2026. Photo by CHENG Yu-chen / AFP
The prominence of counter-drone measures in the planning of the vehicle also reflects the increasingly contested environment in which Taiwan’s armored forces would have to operate. In a conflict with China, armored units have to operate under the threat of persistent surveillance and attacks from a wide range of uncrewed systems, making concealment, mobility, dispersion, and organic counter-drone capabilities very important to any change of survival. Questioning just how long any armor would last in a full-on invasion scenario is absolutely relevant. As we have seen in Ukraine, the drone threat alone has sidelined even the most capable armor. At the same time, Taiwan is working toward its own drone-heavy battlefield doctrine, part of a broader plan to turn the island into a “hellscape” for any invading force.
Overall, the September 23 demonstration offered a useful glimpse into the thinking behind Taiwan’s indigenous armored vehicle program.
As part of a wider modernization of ROCA armor, the service has also received 108 M1A2T Abrams tanks, broadly equivalent to the M1A2 SEPv3 version — or System Enhancement Package version 3 — which you can read more about here.
With production of 178 series examples of the new vehicle scheduled to begin in 2027, Taiwan’s new 105mm mobile gun system is moving toward becoming a significant component of the island’s domestically produced armored fleet.
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