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How geopolitical tensions tainted the 2026 Asian Games

The 2026 Asian Games in Japan drew to a close on October 4 following two weeks of competition between 45 countries and territories across 43 sports. Despite the official slogan “Imagine One Asia,” fragmented regional politics came to the fore as the event unfolded. Just days before the games officially began, tensions between Japan and […]
The post How geopolitical tensions tainted the 2026 Asian Games appeared first on Asia Times.
Drone Strikes Sink Merchant Ship in Bulgaria’s Black Sea Economic Zone
Two merchant vessels have been attacked by aerial and maritime drones in Bulgaria’s exclusive economic zone in the Black Sea, sinking one ship and forcing the evacuation of another. The incident follows a deadly attack on a grain carrier off Romania a day earlier and has prompted concern over the growing risks to civilian shipping close to EU and NATO territory.
Two commercial vessels were struck by drones in Bulgaria’s exclusive economic zone early on Tuesday, 6 October, in the first known attack of its kind on merchant shipping in Bulgarian waters.
The Togo-flagged ALFA WATAN suffered severe structural damage and sank, while the Palau-flagged ABLE caught fire. Bulgarian Prime Minister Rumen Radev said the vessels were attacked at around 3am by both aerial and maritime drones about 70 nautical miles east of the coastal town of Byala. The Bulgarian government said a search-and-rescue operation was continuing for the crew of the ALFA WATAN, whose fate remained unknown.
All 18 people aboard the ABLE were rescued after abandoning the burning vessel. The Bulgarian-flagged passenger and freight ferry DIOSCURIA was diverted to the area and initially took the crew on board before Bulgarian Navy and Border Police vessels transferred them towards Varna.
The crew comprised 11 Turkish and seven Indian nationals. Two sailors were taken to hospital, including an Indian crew member suffering from burns and the Turkish captain, who sustained a head injury. Bulgarian public broadcaster BNT reported that the remaining 16 sailors subsequently arrived safely in Varna for medical checks.
The ABLE was reportedly carrying grain towards Istanbul. The cargo aboard the ALFA WATAN, which had been heading north towards Romania, has not been officially established.
Radev convened an emergency meeting involving the ministries of defence, interior, transport and environment, alongside the presidency and Bulgaria’s security services. He described the attack as an unacceptable violation of international and maritime law and warned of its effect on commercial navigation in the Black Sea.
Bulgarian authorities have not publicly identified who launched the drones. Investigations are examining both the weapons used and the circumstances surrounding the attack. One rescued Turkish sailor told Bulgarian television that he believed the ABLE had been hit by a Russian underwater drone, but that account has not been independently established and Sofia has made no formal attribution.
Foreign Minister Velislava Petrova said Bulgaria was in contact with its European and NATO partners and described Black Sea security as inseparable from wider European security. She said civilian crews and freedom of navigation must be protected and that Bulgaria would work with its allies to assess the wider consequences for maritime security.
European Commission President Ursula von der Leyen also condemned attacks against civilian shipping, saying the situation in the Black Sea was becoming increasingly concerning. She said commercial vessels and their crews were being targeted as investigations continued into the latest incidents.
Tuesday’s attack came less than 24 hours after another commercial vessel caught fire and sank in Romania’s exclusive economic zone. The Turkish-owned Royad Mammadov, sailing under the flag of Saint Kitts and Nevis, had left the Ukrainian Danube port of Izmail carrying corn for Ravenna in Italy.
Romanian authorities confirmed that two people died and 11 crew members were rescued. President Volodymyr Zelenskyy said the vessel had been struck by two Russian drones, although Romanian authorities did not themselves publicly attribute the incident to Russia.
The two incidents in consecutive days mark a further geographical expansion of the risks facing commercial shipping in the western Black Sea. EU Today has previously reported how strikes near Romania have moved maritime war risks closer to NATO territory, while a separate maritime drone explosion at Constanța raised questions over the ability of coastal states to detect and respond to unmanned systems approaching commercial infrastructure.
The distinction between territorial waters and an exclusive economic zone remains important. The attacks occurred outside Bulgaria’s territorial sea and therefore do not amount simply to an attack on Bulgarian territory. They nevertheless took place in an area where Bulgaria has internationally recognised economic rights and responsibilities, including search-and-rescue and environmental obligations.
The immediate concern for Sofia is the search for the missing crew of the ALFA WATAN and the possibility of pollution from the wreck. The wider concern for the EU is the increasingly exposed position of civilian shipping routes linking Ukraine, Romania, Bulgaria and Turkey.
Ukraine’s maritime export routes remain particularly important for agricultural trade. Repeated attacks on merchant vessels can increase insurance premiums, discourage shipowners from entering the region and raise transport costs even when ports themselves remain operational. Russian attacks on Odesa and its export infrastructure have already placed Ukraine’s Black Sea grain corridor under sustained pressure.
With merchant ships now struck in the economic zones of both Romania and Bulgaria on consecutive days, Black Sea maritime security has moved further onto the agenda of EU and NATO governments along the western coast.
Anduril Dives Into Submarine Construction With New Baltimore Plant
As part of its overall effort to boost America’s flagging shipbuilding capacity, the Trump administration on Tuesday announced that Anduril is building a new two-million-square-foot facility in Baltimore designed to help speed up the production of Virginia class nuclear-powered attack submarines. The plant, dubbed Arsenal-2, will eventually produce components like torpedo tubes and spherical air flasks, which will then be sent to the two shipyards that build nuclear submarines, General Dynamics Electric Boat and Huntington Ingalls Industries’ Newport News Shipbuilding. Anduril’s plan to build complex submarine components is a huge leap for a company with a shipbuilding portfolio consisting of a limited number of smaller craft.
The submarine component plant announcement was made as the Navy is struggling to keep up with its goal of producing two of these boats per year amid a wider issue of construction and delivery delays across the service. However, it will be years before the first Anduril-produced components are placed on a submarine, with no specific timelines for that effort yet established, an industry official told us. We will discuss that in greater detail later in this story.

“Today’s $6.6 billion investment represents the president’s commitment to restoring American maritime dominance by constructing new vessels in communities like Baltimore and across the country,” White House spokesperson Anna Kelly told a group of reporters, including from TWZ, at a Tuesday morning press conference.
Those funds include a $3.7 billion investment from Anduril to build and staff the new facility, and a contract worth up to $2.9 billion awarded to Anduril by the Navy to produce the components.
“The Virginia class submarine program is one of the most critical warfighting capabilities that our nation has that guarantees deterrence every single day,” Anduril President and Chief Strategy Officer Chris Brose stated. “It is also a program that has been challenged in terms of the ability to meet the Navy’s requirements. So we’re, as a nation, not necessarily where we need to be, and that’s not because of our shipyard workers.”
The Navy currently has 26 Virginia class boats, with two more expected to be commissioned next spring, a senior administration official told reporters on Tuesday. Another 31 vessels are still needed to meet the Navy’s overall plan to have 59 Virginia class boats.

However, while the Navy has been buying them at a rate of two per year from Fiscal Year 2011 through Fiscal Year 2024, “the actual Virginia class production rate has never reached 2.0 boats per year, and since 2022 has been limited by shipyard and supplier firm workforce and supply chain challenges to about 1.1 to 1.2 boats per year, resulting in a growing backlog of boats procured but not yet built,” according to a Congressional Research Service (CRS) report published in January. “Key drivers of the drop in production include workforce challenges, first-time quality, material and supplier delays, and lead ship issues associated with the Virginia Payload Module [VPM] variant. The Navy is working closely with the shipbuilders to drive improvement throughout the Virginia enterprise.”
The VPM is an 84-foot hull extension that contains four additional large vertical tubes designed to launch Tomahawk land-attack cruise missiles, Intermediate-Range Conventional Prompt Strike (IRCPS) hypersonic missiles, and other payloads. You can read more about the Navy’s VPM plans in our story here.

Adding to the strain on production and delivery, Australia is set to get one new-build Virginia class boat and two from the U.S. Navy’s fleet under the 2021 trilateral AUKUS nuclear submarine acquisition deal with the United States and the United Kingdom.
In May, Chief of Naval Operations Adm. Daryl Caudle told Congress that the service would meet its two-boat-a-year delivery rate by 2032.
During Tuesday’s press conference, officials laid out claims that the new Anduril plant will address several of the issues that have slowed down the construction and delivery of these submarines.
“If you look at this in terms of capacity, the potential based on the area and what Anduril plans to do is to add about 9 million hours of labor a year at this facility,” stated a senior administration official, who, like others on Tuesday spoke on condition of anonymity. “That would be the equivalent of about a 15% increase, and so that would be directly translatable to Virginia class submarine production. So having those torpedo tubes earlier would let us move production of current Virginia submarines under construction faster.”

In addition, Anduril plans to draw on a huge potential workforce to staff the plant.
“If you basically draw like a one-hour radius around the Baltimore County area, there are millions and millions of people who could potentially contribute and work at this shipyard, and that is a huge selling point for us,” an industry official suggested.

Beyond producing components like torpedo tubes, Anduril aspires to eventually build “full ship sections, bows, sterns, etc.” at Arsenal-2, the industry official added.
Anduril said Arsenal-2 will be “purpose-built” for the “high-volume, high-precision production of undersea naval capabilities.”
“The shipyard’s layout is optimized for production,” the company stated in a media release. “Reduced distances between fabrication, assembly, testing, and integration areas eliminate the staging bottlenecks that slow conventional yards.”
“A functional 1,200-foot graving dock and multimodal road and rail access support large-scale component movement,” Anduril added. “High-bay assembly halls, adjacent fabrication areas, and reconfigurable production lines allow the yard to shift rapidly as Navy requirements evolve.”
ArsenalOS, Anduril’s industrial software platform, “will provide the digital backbone for the yard and its production systems,” the company further pointed out. “It will connect fabrication workflows, outfitting sequences, material movement, inspection protocols, and documentation requirements in a single system, giving workers and managers real-time visibility into the state of production. Digital work instructions, embedded quality controls, modern sensing, and automation will support the expertise of welders, pipefitters, electricians, shipfitters, inspectors, and other skilled trades.”
Anduril claims the project “will create 3,100 direct jobs and support more than 11,000 indirect jobs. The site will drive $2 billion in annual economic output, including an estimated $312 million in wages each year.”
Before Arsenal-2 is up and running, Anduril said it plans to “manufacture critical Virginia class submarine components at a new 160,000-square-foot facility in Orange County, California, purpose-built to support key submarine construction processes and SUBSAFE-qualified production qualification [efforts].”
The Orange County facility will give Anduril “a two-year operational head start to develop and validate manufacturing methods, production workflows, and quality systems before Arsenal-2 comes online,” the company noted. “It will support prototyping and production of Virginia-class test assets and critical maritime components, including torpedo tubes, while allowing Anduril to recruit and train the early workforce on the systems and standards that will ultimately scale at Arsenal-2. Once Arsenal-2 comes online, the Orange County facility will continue supporting broader maritime manufacturing efforts across Anduril’s industrial network.”
As we noted earlier in this piece, it will be years before anything produced by Anduril winds up on a sub. In addition to recruiting and training a workforce to build the components and ensuring the production system can meet goals, the parts then have to be tested to ensure they are safe enough to place on boats.
The industry official told TWZ that there is no schedule yet for when that will happen.
“We are starting this work now,” the industry official said. “We’re going to be working quickly. There’s a lot we’re going to have to do to prove the ability to produce the initial components – the torpedo tubes. We’re going to have to work with our partners in industry and partners in government on the certification. So it’s really not possible to put a time stamp on it as much as I’d like to.”
“I think our goal, and I know this is shared by the administration, is to go as fast as possible while keeping the bar of safety as high as it needs to be, and try to get these systems certified so that they go into the production of boats… and solve the critical limiting factor currently in our supply chain, and help our industry partners produce more submarines.”
Arsenal-2 follows the development of Anduril’s Arsenal-1 plant in Ohio, first announced two years ago. That five-million-square-foot facility, once fully up and running, will be able to “produce tens of thousands of autonomous weapons systems addressing the urgent needs of the United States and our allies,” the company said at the time.

Arsenal-1, however, remains a work in progress, with more construction work yet to be done. Still, Anduril’s first product from that plant, the U.S. Air Force’s Collaborative Combat Aircraft (CCA) known as the YFQ-44A Fury, rolled off the assembly line there in July. That milestone met the company’s initial production schedule announced in January 2025, according to JobsOhio, the state’s business development arm.

Anduril, which also produces systems like the Ghost Shark extra-large autonomous undersea vehicle (in partnership with Australia), the Roadrunner reusable missile-like air vehicle, the Iris family of passive infrared sensors, and a wide range of other items, is playing a growing role in the Trump administration’s weapons development efforts.
Last month, Defense Secretary Pete Hegseth announced that Anduril co-founder Palmer Luckey, who made a name for himself and his fortune in the virtual reality space with Meta, will help lead a new program dubbed Project Meridian. The goal, according to a Pentagon memo, is to “map the trajectory of future warfare, identify critical capability gaps, and propose actionable solutions in furtherance of the identified goals in the 2026 National Security Science and Technology Strategy.”
The Pentagon’s Chief Technology Officer, Emil Michael, has been directed to set up this project. SpaceX founder Elon Musk and Newt Gingrich are other key members.

From our story about Project Meridian and the Pentagon’s overall effort to boost its autonomous warfare capabilities:
“The inclusion of Musk and Luckey does raise ethical questions, as they both lead companies with major U.S. government contracts already, and which could be in line to see more opportunities based on Project Meridian’s findings. What guardrails might be put in place to prevent conflicts of interest is unclear.”
Regardless of any such concerns, today’s shipyard announcement is a clear indication that the Trump administration and the Pentagon see Anduril as a major player across its weapons manufacturing industrial base. It’s also a reminder of just how challenging it is to actually expand America’s ability to build fighting vessels.
Contact the author: howard@twz.com
The post Anduril Dives Into Submarine Construction With New Baltimore Plant appeared first on TWZ.

Seoul backs Ukraine, but sanctioned tankers carried fuel from South Korea to Russia

Seven tankers made 14 trips from South Korea to Russia's Far East in July and August, carrying more than 176,000 metric tons of fuel, most of it diesel, the Guardian found in a 6 October analysis of port records and ship-tracking data. The UK and EU have sanctioned three of the ships, and one loaded its fuel from another tanker at sea off South Korea instead of at a terminal.
Ukrainian strikes have cut Russia's fuel output as Moscow scrambles for supplies, while fuel loaded at South Korean ports has flowed to Russia. Loadings began to surge in July, the same month South Korean President Lee Jae-myung pledged $100 million for Ukraine's reconstruction, the Guardian reported. That creates a tension in Seoul's policy toward the war: South Korea has provided Ukraine with humanitarian and non-lethal aid but ruled out sending weapons directly, while the fuel trade appears legal under South Korean law even though three of the tankers are under UK and EU sanctions.
Russia imported 368,000 metric tons of oil products by sea in August, 112,000 of them from South Korea, according to Kpler data analyzed by the Centre for Research on Energy and Clean Air (CREA) and cited by the Guardian. CREA's own August report gives 172,000 metric tons in total, including 18,000 from South Korea. Neither explains the gap.
Where the tankers said they were going
The Layla, a tanker under UK and EU sanctions, made two voyages from Ulsan to Vladivostok, carrying a total of 57,000 metric tons of diesel. It left South Korea on 19 July and 10 August. On the first trip, it told South Korean authorities it was bound for Vladivostok; on the second, it declared Niigata, Japan, but sailed to Vladivostok again.
The Astoria, a Russian-flagged tanker under UK, EU, and Australian sanctions, loaded nearly 11,000 metric tons of fuel at Ulsan on 1 August. It declared Japan as its destination but sailed to Vladivostok.
The Chongchon did not berth at a South Korean port. Instead, it took about 26,000 metric tons of fuel from the unsanctioned Celeste I at an anchorage off Yeosu in early August. It declared Singapore as its destination but headed to Vladivostok. The owners and managers of the four tankers did not respond to the Guardian's requests for comment.

Why Russia needs the fuel
Ukrainian drone strikes have severely disrupted Russia's refining capacity, the Guardian reported. In July, Ukraine's General Staff said the strikes had knocked out 42% of Russia's refining capacity, costing the industry billions of dollars.
Russian refinery throughput fell in June to its lowest level in more than 20 years, and diesel output is down nearly 30% from a year earlier, the International Energy Agency said, according to the Guardian.
Russia has also restricted fuel exports to protect domestic supplies, extending its diesel export ban until the end of October; on 2 October, Deputy Prime Minister Alexander Novak said Moscow could consider partially lifting the ban if there was overproduction, according to the Moscow Times.
Responses to the shipments
Seoul's non-lethal aid has included helmets, body armor, and demining vehicles, and in 2023 it pledged $2.3 billion in support, mostly in loans.
Isaac Levi, an analyst at CREA, told the Guardian:
"It is shocking that EU-sanctioned tankers loaded fuel at South Korean ports and carried it to Russia. This undermines the sanctions regime and South Korea's support for Ukraine."
South Korea's Foreign Ministry did not address the shipments or the sanctioned tankers. In a statement, it said the government supports international efforts to help end the war in Ukraine and bring about a peaceful recovery. The ministry said it was strictly enforcing its export controls and had expanded them to cover 1,402 non-strategic items with high potential for diversion to military use. The UK Foreign Office did not answer the Guardian's questions about UK-sanctioned tankers using South Korean ports, saying only that it remains committed to monitoring its sanctions.
Ties between Kyiv and Seoul are also strained over Ukraine's disclosure of its transfer of two North Korean prisoners of war to South Korea, which Seoul said should have remained private.
Read also
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Ukraine says its strikes have knocked out more than 51% of Russia’s oil refining capacity
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Ukraine’s refinery strikes push Russia’s fuel crisis into Central Asia
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Drones hit Russia’s Volgograd and Samara overnight—fires near a Lukoil refinery, a chemical plant, and likely Europe’s largest oil tank farm in Samara
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Drone Sinks Ship Off Bulgaria, as Fears Grow About Hybrid Attacks By Russia
Logistics test: sustaining Northeast Asia trilateral deterrence

Originally published by Pacific Forum, this article is republished with permission. While operational planners in the United States, the Republic of Korea and Japan have made historic strides institutionalizing trilateral security cooperation, the credibility of deterrence ultimately hinges on a more punishing variable: wartime sustainment. Washington, Seoul, and Tokyo have expanded joint exercises, real-time missile […]
The post Logistics test: sustaining Northeast Asia trilateral deterrence appeared first on Asia Times.
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Iran’s NPT debate moves beyond parliament
After two wars, Iranian lawmakers are pressing for an NPT exit. The argument now extends to whether a bomb would deter another attack.
By Fereshteh Sadeghi | The Cradle | October 2, 2026
After two rounds of US–Israeli attacks in the space of a year, pressure is mounting on Iran’s leadership to withdraw from the Nuclear Non-Proliferation Treaty (NPT). Advocates say the treaty has failed to protect Iran’s civilian nuclear program or its scientists. Their opponents warn that withdrawal could provide Washington and Tel Aviv with a pretext for another assault. The argument now reaches well beyond the Majlis.
“A big decision in the offing” is one way to describe a motion that has sat with the Iranian parliament’s presidium for months. A group of lawmakers has now issued an open statement demanding that the Supreme National Security Council and Foreign Ministry begin the formal process of withdrawal from the NPT. They also want Tehran to end voluntary nuclear commitments beyond its treaty obligations.
The lawmakers argue that the NPT and the International Atomic Energy Agency (IAEA) have failed to safeguard Iran’s right to peaceful nuclear technology. They accuse the agency of allowing information obtained through inspections to reach Iran’s enemies, exposing nuclear facilities and scientists to attack.
Their statement follows years of dispute over the agency’s access to Iranian sites and the use of its findings by western governments. They invoke Article X of the treaty, which permits withdrawal when a state decides that extraordinary events have jeopardized its supreme interests. A withdrawal would require three months’ notice to other parties and the UN Security Council.
A motion awaiting debate
In the wake of that open statement, Isfahan lawmaker Hussein-Ali Haji-Deligani revealed he and his colleagues submitted legislation on Iran’s withdrawal from the NPT months ago, and it is up to parliament Speaker Mohammad Bagher Ghalibaf to put it to debate on the parliament floor. Heji-Delogani reiterated:
“Considering enemies’ wars against Iran on two occasions, the continuation of Iran’s membership in the NPT has no use, especially after the IAEA’s Board of Governors sent Iran’s dossier to the UN Security Council. Therefore, Iran should exit from the treaty to prevent further damage.”
Other lawmakers have turned their criticism on the parliamentary leadership. Tehran representative Kamran Ghazanfari blamed the presidium for keeping the motion off the floor, an accusation aimed principally at Ghalibaf.
Ghalibaf has aligned himself with Iranian President Masoud Pezeshkian on several questions of state policy, drawing fire from former allies among the Principlists. The NPT dispute has become another point of contention between them.
Another parliamentarian, Mohammad-Reza Sabaghian, stated:
“We must use the courage that was shown and the right strategy to close the Strait of Hormuz in the discussion of withdrawing from the NPT. This is the second step that will lead to the failure of America’s plans.”
Mohsen Sani, a member of parliament’s national security commission, went further:
“In our opinion, the NPT no longer has any meaning or significance, whether we want to stay in it or leave it. When one of the NPT member states attacks another member (Iran), it means withdrawing from all these commitments and treaties that have existed in this regard. Recent pressures suggest that we should reconsider enrichment.”
The case for staying
The call for withdrawal has met resistance within Iran’s political establishment. Tehran lawmaker Mohammad Seraj sees no benefit in leaving. Unless Iran intends to build a bomb, he argues, the step would only damage its relations with friendly states.
Khorasan, a newspaper close to Ghalibaf, has criticized lawmakers for “radicalizing the political ambiance of the country and forcing the Islamic Republic to make such a sensitive decision,” describing it as “a gift to Trump.”
The outlet maintains that “any moves towards leaving the NPT give enough justification to Trump and Netanyahu for their future strikes against Iran while it alienates friends such as China and Russia who have always supported Iran’s legitimate right to a non-military nuclear program.”
Rouydad24, a news site with strong ties with the Reformist camp, lambasted lawmakers as “radicals” who “have returned with a controversial and costly prescription.”
The Reformist news site charges that “Pezeshkian’s critics have turned withdrawing from the NPT into a political slogan without considering it is a complicated matter economically, militarily and internationally.”
Where the decision rests
The debate has become a challenge for Pezeshkian, whose government has defended Iran’s continued place in the treaty. But the president is not the only voice in the room. Mohsen Rezaei, secretary of the Supreme National Security Council, has openly raised the possibility of withdrawal.
Rezaei said, “After the United States abandoned the post-war Islamabad Memorandum of Understanding, we reached the conclusion that we must change course. We have yet to take a decision on withdrawing from the treaty, because our withdrawal totally depends on Washington’s behavior.”
The senior general admits that the Islamic Republic is still committed to the late supreme leader Ali Khamenei’s religious prohibition on the use of nuclear weapons and has not changed its nuclear doctrine; however, “nobody can guarantee the future,” he elaborates.
Is Iran seeking a nuclear weapon?
In an exclusive interview with the Republican Party’s mouthpiece, Fox News, Pezeshkian flatly denied Iran is seeking an atomic bomb, adding that his country is even willing to dilute the 440-kilogram uranium stockpile purified at 60 percent and allow the IAEA’s nuclear inspectors to supervise Iran’s nuclear program.
Pezeshkian made those claims while the Islamic Republic does not allow international inspectors to visit its nuclear facilities, which were destroyed by the US and Israel during two wars in June 2025 and February-March 2026.
Pezeshkian’s assurance contrasts with Rezaei’s warning that the country’s future course cannot be guaranteed. Reports in Tehran that Supreme Leader Mojtaba Khamenei has ruled out nuclear talks with Washington remain unconfirmed; they offer no basis for treating such a ban as settled policy.
A decision above the Majlis
Iran’s NPT membership has moved from a technical and legal question into a wider argument over deterrence after the attacks on its nuclear facilities. The parliamentary bill gives that argument a public stage, but lawmakers alone will not settle it.
The final decision would be made at the highest levels of the Islamic Republic’s political and security establishment. A vote in the Majlis could put a formal stamp on a course set elsewhere, as earlier nuclear legislation did.
The 2020 Strategic Action Law to Lift Sanctions, for example, obliged the government to expand nuclear activity and restrict inspections if sanctions relief did not materialize. It sharply constrained the Rouhani administration’s room for maneuver over the 2015 Joint Comprehensive Plan of Action (JCPOA) nuclear agreement. The precedent is relevant because a bill presented as a parliamentary initiative can become a lever for policy agreed across the state’s security institutions.
For now, proposals to leave the NPT and calls to build a bomb circulate side by side. That does not establish that either has been adopted. It does show how far positions once kept at the edges of public debate have entered the argument over Iran’s security.
Lawmaker Ahmad Bakhshayesh Ardestani has advocated building a nuclear weapon first and withdrawing from the NPT afterward, “because only in that case, it can guarantee deterrence against a renewed US-Israeli aggression.”
Even Khorasan, which warns against leaving the NPT now, does not rule out an exit. Its argument is that Iran should first build and test a nuclear weapon. Until then, it says, Tehran would bear the costs of a nuclear-armed state without possessing a nuclear deterrent.
The disagreement in Iran is no longer confined to whether the country should leave the treaty. It is also about when.
All The Weapons A Single Navy Fighter Squadron Launched During Operation Epic Fury
The volume of munitions expended in the course of U.S. operations against Iran this year has been and continues to be a hot topic of discussion, and there has been relatively little official data provided on this front. However, now we know that the F/A-18F Super Hornets of the U.S. Navy’s Strike Fighter Squadron 41 (VFA-41), the “Black Aces,” launched 421 missiles and bombs during their time supporting Operation Epic Fury.
This new insight into VFA-41’s role in the conflict with Iran comes from a photo of a large board listing the squadron’s weapons expenditures during Epic Fury, via Jeff Rojas, who goes by the handle @jro_photography on Instagram. Rojas also shared pictures recently taken of VFA-41’s Super Hornets. The Black Aces were one of the squadrons assigned to the Nimitz class aircraft carrier USS Abraham Lincoln, which has been on a marathon deployment since last year. The carrier only left the Middle East region last month and is now set to formally return home to San Diego, California, within days. Per the Pentagon’s official timeline, Operation Epic Fury began on February 28 and concluded on May 5, though U.S. forces have continued to conduct strikes on Iran, on and off, since then.

The complete tally of munitions employed as shown on the board, broken down by type, from greatest to fewest, is as follows:
- 173 GBU-38/B 500-pound-class Joint Direct Attack Munition (JDAM) GPS-assisted precision-guided bombs
- 52 GBU-31(V)4/B 2,000-pound-class JDAMs
- 48 GBU-54/B 500-pound-class dual-mode Laser JDAMs (LJDAM)
- 41 AGM-154 Joint Stand-Off Weapon (JSOW) precision-guided glide bombs
- 33 AIM-9X Sidewinder air-to-air missiles
- 30 GBU-31(V)2/B 2,000-pound-class JDAMs
- 27 GBU-32/B 1,000-pound-class JDAMs
- 10 AGM-84K Standoff Land Attack Missile-Expanded Response (SLAM-ER) land attack cruise missiles
- 6 AIM-120 Advanced Medium-Range Air-to-Air Missiles (AMRAAM)
- 1 GBU-12/B 500-pound-class Paveway II laser-guided precision-guided bomb
The total cost of all of these munitions, using available data from U.S. military budget documents, is very roughly $43,646,000, at least. Unit costs fluctuate regularly due to a variety of factors. Furthermore, the exact price tag for different JDAMs can be somewhat difficult to calculate given how the individual components are budgeted.
The JDAM is really a family of kits that turn standard unguided ‘iron bombs,’ which can vary significantly in the kinds of effects they are designed to produce, into warheads for precision-guided munitions. This is exemplified by the (V)2 and (V)4 subvariants of the GBU-31/B mentioned here, which are built using standard high-explosive and bunker-buster bombs, respectively. No specific subvariants of the GBU-32, GBU-38, or GBU-54 were mentioned in the information provided. Standard JDAMs can also only be employed against static target coordinates. The LJDAM kits add a laser guidance component (akin to what is found on Paveway-series bombs) that enables strikes against moving targets.

No specific version of AGM-154 is mentioned, either, but the C and C-1 types, which have multi-stage bunker-busting warheads, are the only ones understood to be in service today. Remaining A variants, which were loaded with 145 small bomblets, were removed from U.S. service in 2008 as a result of new guidelines on cluster munitions issued under President George W. Bush. A planned AGM-154B, which would have contained six “smart” Sensor Fuzed Munition bomblets, was never produced. You can read more about the full JSOW family here.
— Guy Plopsky (@GuyPlopsky) March 8, 2026
We do not know exactly what targets any of these munitions were employed against. However, a picture that Jeff Rojas grabbed of one of VFA-41’s Super Hornets, seen toward the top of this story and in part below, shows a very interesting broken submarine kill marking, with the added text “Sub Buster.” The jet also has a number of more typical bomb-shaped kill marks.

Iranian naval vessels, including the country’s Russian-made Kilo class and other submarines, were top priority targets during Epic Fury. The U.S. military has previously confirmed that air-launched AGM-114 Hellfire laser-guided missiles (likely fired from MQ-9 Reaper drones) and ground-launched Army Tactical Missile System (ATACMS) short-range ballistic missiles were employed against submarines, specifically.
The video montage in the social media post below includes a clip, starting at 0:13 in the runtime, of a Hellfire missile hitting what looks to be a Ghadir class diesel-electric midget submarine in port.
U.S. forces are degrading the Iranian regime's ability to project power at sea and harass international shipping. For years, Iranian forces have threatened freedom of navigation in waters essential to American, regional and global security and prosperity. pic.twitter.com/gIBN02mowh
— U.S. Central Command (@CENTCOM) March 10, 2026
Bunker-busting JDAMs are also known to have been key munitions employed during strikes on targets in Iran during Epic Fury. TWZ previously called explicit attention to the employment of JSOW in the opening phases of the operation, as well. Navy strike fighter squadrons made significant use of SLAM-ERs in strikes against Iranian-backed Houthi militants in Yemen last year, too.
Honest Abe is burning through the JSOWs like crazy. https://t.co/rQMZPBnwAz
— Tyler Rogoway (@Aviation_Intel) March 1, 2026
1/ Aside from the launch of F/A-18E/Fs armed with JSOW C/C-1s, the video also shows F/A-18Es armed with SLAM-ER ATAs parked on the fligh deck. https://t.co/3TC4kKIn17 pic.twitter.com/OqQBbRrYGY
— Guy Plopsky (@GuyPlopsky) March 16, 2025
It is extremely likely that the AIM-9Xs and AIM-120s were fired at Iranian drones, though they could have been launched at incoming cruise missiles, as well. At the time of writing, there are no known or reported instances of U.S. military jets engaging crewed Iranian aircraft in the course of the conflict to date. In 2024, the Navy carried out a crash program that increased the total number of AIM-9Xs that F/A-18E/Fs could carry per sortie, specifically in response to Houthi drone threats. Super Hornets loaded with nine air-to-air missiles are now referred to as “Murder Hornets.”
Notably absent in VFA-41’s tally is any mention of 70mm laser-guided Advanced Precision Kill Weapon System II (APKWS II) rockets. Air-to-air optimized versions of the APKWS II are now part of the arsenal available to U.S. Air Force F-16C Vipers, F-15E Strike Eagles, and A-10 Warthogs, and have become the service’s go-to aerial weapon for engaging drones. In February, the U.S. Marine Corps disclosed that it was working to integrate this capability onto its legacy F/A-18C/D Hornets. Whether the Navy has any such plans for the Super Hornet is unclear.
It is also important to remember that this is a discussion of the munitions expended by just one Navy strike fighter squadron. Lincoln‘s air wing includes four strike squadrons, three with Super Hornets and one with F-35Cs, as well as units flying other types of aircraft and helicopters. The carrier was just one part of a much larger array of air, naval, and ground forces that participated in Operation Epic Fury and subsequent operations against Iran. For additional context, consider that the entire Eisenhower Carrier Strike Group, including its entire air wing and escorting ships, fired off 770 munitions in total, by the official count, during very active combat operations in and around the Red Sea between November 2023 and June 2024.

All of this speaks to the larger matter of how many munitions the U.S. military has expended in the course of operations against Iran this year, which is now fueling concerns about the sufficiency of remaining stockpiles and what it will take to replenish them.
As such, the tally of munitions launched from VFA-41 Super Hornets offers a very interesting view into that squadron’s contributions to Operation Epic Fury, as well as the full scale and scope of the conflict with Iran.
Special thanks again to Jeff Rojas for sharing the details about VFA-41’s participation in Operation Epic Fury and his pictures with us.
Contact the author: joe@twz.com
The post All The Weapons A Single Navy Fighter Squadron Launched During Operation Epic Fury appeared first on TWZ.

Germany Is Finally Giving Its F125 Frigates Some More Teeth With IRIS-T SLM Surface-To-Air Missiles
Germany is moving ahead with plans to give its unusually large F125 frigates a medium-range air-defense capability, helping address one of the most conspicuous weaknesses of a four-ship class that has long attracted attention for having relatively little combat power for its size.
Diehl Defense and Germany’s Federal Office of Bundeswehr Equipment, Information Technology and In-Service Support (BAAINBw) have signed a contract to adapt and develop the IRIS-T SLM surface-to-air missile system for operational use aboard the German Navy’s F125 frigates. Under the agreement, Diehl will build prototypes and conduct comprehensive test firings intended to validate the system’s integration and performance within the existing F125 architecture. Each frigate will be fitted with two new launchers, each capable of holding 16 missiles, for a total of 32.

“The aim is to make the system mission-capable on the German Navy’s F125 frigates,” Diehl said in today’s announcement. The company described the prototype construction and test-firing phase as necessary to ensure “the seamless integration and maximum performance” of IRIS-T SLM within the frigate’s existing architecture.
The program has moved notably quickly, reflecting the urgency of the requirement.
Germany began examining the feasibility of integrating IRIS-T SLM with the F125 in 2024, with BAAINBw and Diehl studying the technical risks and requirements of adapting the normally land-based system for shipboard use. That effort led to the development of a navalized demonstrator in 2025. In October of that year, the F125 frigate Baden-Württemberg took part in a German Navy Maritime Firing Exercise off Andøya, Norway, carrying an experimental anti-air warfare module based on IRIS-T SLM. Diehl says the module went from concept to firing in less than 10 months and met all established test and evaluation objectives.

The Bundeswehr subsequently reported that Baden-Württemberg fired three live IRIS-T SLM missiles during the exercise. The ship’s radar supplied target data to the missile system, demonstrating the basic integration between the F125’s sensors and the navalized air defense architecture.
The exercise established that the concept could work at sea; the contract signed now is intended to turn that demonstration into a qualified fleet capability.

The German parliament’s Budget Committee approved the adaptation effort on September 23, with the German Defense Ministry describing it as a means of expanding the F125’s self-defense capabilities in response to the current air threat. The ministry also pointed to IRIS-T SLM’s combat experience in Ukraine.
The effort needs to be seen in the context of why the F125 has been such a controversial warship in the first place.
As TWZ examined in 2017, the F125 is a roughly 7,200-ton, 490-foot warship with an unusually small core crew and a concept of operations centered on long-duration deployments, stabilization missions, crisis management, conflict prevention, and international intervention rather than high-end fleet combat. The class was designed to spend long periods away from Germany and operate with relatively modest manpower requirements.

But its armament does not remotely match the size and sophistication of the hull. As completed, the ships were equipped with eight RGM-84 Harpoon anti-ship missiles, a 127mm gun, remotely operated guns and, for close-quarters air defense, two RIM-116 Rolling Airframe Missile launchers. The F125 has no medium- or long-range surface-to-air missile capability and no organic sonar or dedicated anti-submarine warfare weapon system.
At the same time, the TRS-4D/NR radar and other sensors can see far beyond the engagement envelope of the close-in air-defense weapons, but there is little the ship itself can do with that information against an aircraft or incoming missile at medium range.
Nearly a decade later, IRIS-T SLM is emerging as an answer to at least part of that problem.
Even with IRIS-T SLM, the F125 is well short of being an air warfare destroyer. It also still lacks an organic anti-submarine warfare capability or the kind of large vertical-launch missile battery found on Germany’s F124 frigates.
However, it does fill a gap between the F125’s original short-range defenses and the capabilities of other ships or aircraft operating around it.
IRIS-T SLM is designed as a medium-range surface-to-air system, with an engagement range of around 25 miles and an altitude envelope of approximately 65,000 feet. As shown in the 2025 demonstration, the F125’s radar can feed information directly into the missile system, exploiting the ship’s existing sensor capabilities.
Rather than rely heavily on escorts for protection against airborne threats outside the short range of RAM, an IRIS-T-equipped F125 could at least contribute to its own medium-range air defense. Recent operations in the Middle East have underscored the importance of this in contested maritime environments.
It also gives the ships a more useful role in a task group. The threat environment has changed substantially since the F125’s original concept was drafted. Cruise missiles, drones, loitering munitions, and increasingly sophisticated aircraft mean that even ships operating away from a major naval war can face threats well beyond the range of their existing close-in defenses.

In November 2024, Germany confirmed that the F125 frigate Baden-Württemberg, returning from an Indo-Pacific deployment, would avoid the Red Sea and sail around Africa because of the Houthi missile and drone threat. The German Defense Ministry explicitly cited the ship’s limited air defense capability and its inability to provide an effective air-defense umbrella for itself or its accompanying replenishment ship.
Ironically, the F125’s large hull, extensive electrical power, sophisticated radar, substantial aviation facilities, long endurance and relatively spacious mission areas were always supposed to provide room for a flexible approach to future missions. Yet the class’s original weight and integration constraints made adding major weapons difficult, a concern TWZ also highlighted in 2017.
IRIS-T SLM offers Germany a way to add a meaningful capability without undertaking the much more invasive redesign associated with installing a conventional vertical-launch system. The 2025 demonstration used an AAW module mounted on the ship’s deck rather than a conventional VLS installation, and today’s program is focused on adapting the system to the F125 architecture.
Once IRIS-T SLM is installed, the F125 will still be an unusual frigate. It is enormous by the standards of its mission, optimized for endurance, and lacks some of the weapons traditionally associated with a high-end surface combatant. But it will bring more to a contested fight.
The program should give the class a credible medium-range air-defense role, and provide Germany with a way to get considerably more utility out of four ships whose original design philosophy was always somewhat controversial.
Contact the author: thomas@thewarzone.com
The post Germany Is Finally Giving Its F125 Frigates Some More Teeth With IRIS-T SLM Surface-To-Air Missiles appeared first on TWZ.
