Defense View for 2/27/26
5 breaking | 37 stories | 14 analysis
HEADLINES
[AI/ML] Anthropic Refuses Pentagon Demands on AI Safeguards Ahead of Friday Deadline
[AI/ML] DOD Issues Call for AI-Enabled Coding Tools Targeting Tens of Thousands of Developers
[UAV/UAS] Germany approves €268M contracts for loitering munitions from Stark Defence, Helsing
[UAV/UAS] Shield AI's Hivemind Completes First CCA Flight Test on Anduril YFQ-44A
[UAV/UAS] SOCOM seeks acoustic rainbow emitters to silence tactical drones
[UAV/UAS] US Army awards Textron Systems prototype deal for Damocles loitering munition
[UAV/UAS] US Army orders $186M in Switchblade 600 Block 2, 300 Block 20 loitering munitions
[UMV/UMS] Israel Aerospace Industries Delivers First BlueWhale Autonomous Submarine to German Navy
[Soldier Systems] Raytheon ELCAN wins Bundeswehr contract for customized Specter DR 1-4x sights
[Space Ops] Space Force eyes rapid AMTI satellite deployment with $2B FY26 funding to replace E-7 Wedgetail
[C2/Networking] 25th ID Identifies Key Fixes for Army NGC2 During Lightning Surge 2
[C2/Networking] DAF Unveils Ringleader Exercises to Test All-Domain Sensor Fusion for CJADC2
[Cyber Ops] Gottumukkala Exits as Acting CISA Director, Andersen Steps In Amid Leadership Turmoil
[EW] EA-37B Compass Call Delivers Theater-Level Electronic Attack with Simultaneous Threat Disruption
[HUMINT] Former USAF F-35 Instructor Maj. Gerald Brown Charged With Training Chinese Military Pilots
[MIL-OPS] Pentagon Assembles Largest Middle East Warship and Aircraft Force in Decades Amid Iran Nuclear Standoff
[MIL-OPS] USS Gerald R. Ford Nears Israel Coast Amid Inconclusive US-Iran Nuclear Talks
[MIL-OPS] France awards US Army National Guard Chinook crew National Defense Gold Medals for 2023 Iraq rescue
[MIL-OPS] Russia Launches 420 Drones, 39 Missiles at Ukraine Hours Before US-Kyiv Peace Talks in Geneva
[Nuclear/Deterrence] Geneva talks between US and Iran end with ‘significant progress,’ technical discussions set for Vienna next week
[BIZ] Kratos prices public offering of common stock
[BIZ] Leonardo plans aerostructures JV launch by June, eyes top-three global status
[Policy] Sen. Wyden Places Hold on Lt. Gen. Rudd CYBERCOM/NSA Nomination
BREAKING
[MIL-OPS]
USS Gerald R. Ford Nears Israel Coast Amid Inconclusive US-Iran Nuclear Talks
Also tagged: Surface Warfare, Nuclear/Deterrence
Third round of indirect US-Iran nuclear talks in Geneva ends inconclusively 2/26 after significant progress; technical discussions resume next week in Vienna
USS Gerald R. Ford departs Souda Bay (Crete) 2/26, arrives off Israel as early as Fri; F-35As and F-15Es transit Atlantic for regional deployment
US demands Iran destroy Fordow, Natanz, Isfahan sites, ship all enriched uranium to US, accept zero enrichment and permanent deal with minimal sanctions relief
Iran refuses uranium transfer abroad, insists on peaceful nuclear rights; Trump admin warns of homeland missile threat, prefers Israel strike first for US cover
House Dems plan vote next week on legislation restricting Trump from attacking Iran without Congress approval; US masses two carrier strike groups in Middle East
Source: The War Zone
Pentagon Assembles Largest Middle East Warship and Aircraft Force in Decades Amid Iran Nuclear Standoff
Also tagged: Combat Aviation, Surface Warfare, Nuclear/Deterrence
Pentagon deploys two carrier strike groups to Middle East, including USS Abraham Lincoln (with 3 destroyers, 5700 personnel since late Jan) and USS Gerald R. Ford (with 3 destroyers, 5000+ personnel), boosting USN presence to 16+ ships
Over 100 fighters (F-35s, F-22s, F-15s, F-16s) plus 100+ tankers and 200+ cargo planes arrive; 12 F-22s to base in Israel; 50+ aircraft at Muwaffaq Salti Air Base (Jordan); 6 E-3s to Saudi Arabia
Buildup follows prior F-15E Strike Eagles arrival and mirrors last year's Patriot deployments before Iranian missile attack on Al Udeid Air Base (Qatar)
Trump warns of strikes on Iran air defenses or leadership if nuclear talks fail, largest US Middle East force since 2003 Iraq invasion but lacks major ground troops
Experts warn Iran likely escalates retaliation beyond limited Qatar strike, risking regional war and US casualties to deter future one-off attacks
Source: Defense News
[AI/ML]
Anthropic Refuses Pentagon Demands on AI Safeguards Ahead of Friday Deadline
Also tagged: cyber-intel, BIZ
Anthropic CEO Dario Amodei states company 'cannot in good conscience accede' to Pentagon demands to loosen Claude AI safeguards against mass surveillance of Americans and fully autonomous weapons.
Pentagon spokesman Sean Parnell issues Friday 5:01 PM ET deadline, threatening contract termination and supply chain risk designation if Anthropic refuses.
DoD leaders including SecDef Pete Hegseth and Undersec Emil Michael warn of potential Defense Production Act invocation during Tuesday meeting with Amodei.
Anthropic remains last major AI provider (after Google, OpenAI, xAI) without agreement to supply tech for new US military internal network under CDAO contracts up to $200M each.
Public dispute escalates risks to DoD AI access, draws bipartisan Senate criticism from Tillis and Warner urging closed-door resolution and AI governance. [1]
Sources: [1] Defense News  [2] Breaking Defense
[Cyber Ops]
Gottumukkala Exits as Acting CISA Director, Andersen Steps In Amid Leadership Turmoil
Also tagged: Policy
Madhu Gottumukkala departs as acting CISA director 2/26, one day after CyberScoop reports bipartisan criticism of his leadership and agency performance in Trump admin's first year.
Nick Andersen, CISA executive director for cybersecurity, assumes acting director role; held prior IT/cyber roles at USCG, USN, DOE.
Gottumukkala shifts to DHS director of strategic implementation; Sean Plankey's permanent director nomination remains stalled.
DHS official praises Gottumukkala for reforming CISA by cutting 'woke, weaponized bureaucracy' and saving taxpayer dollars, though industry views Andersen more favorably.
Leadership shakeup coincides with CISA CIO Robert Costello's exit, amid concerns Trump admin cuts damaged agency capacity despite some duplication.
Source: CyberScoop
[HUMINT]
Former USAF F-35 Instructor Maj. Gerald Brown Charged With Training Chinese Military Pilots
Also tagged: Combat Aviation
Ex-USAF Maj. Gerald Eddie Brown Jr. (65), elite fighter pilot and F-35 contractor instructor, arrested 2/25/26 in Jeffersonville, IN, for providing unauthorized defense services to Chinese military pilots, violating Arms Export Control Act
Brown, who flew F-4/F-15/F-16/A-10 and commanded nuclear delivery units during 24-year USAF career (retired 1996), traveled to China Dec 2023, briefed PLAAF on first day, and trained pilots until early Feb 2026
Contract arranged via Su Bin (Chinese national convicted 2016 for hacking US defense contractors), with Brown expressing intent to instruct PLAAF pilots in combat ops equivalent to USAF Weapon School
Arrest highlights PRC exploitation of ex-US/NATO pilots for airpower gains, with F-35 expertise risking major US tactical leaks amid prior cases like ex-USMC Capt. Duggan (carrier training) and 30+ UK pilots
Initial court appearance set 2/26/26 in Southern District of IN; underscores AFOSI/FBI counterintelligence priority on ITAR violations threatening US servicemembers and allies
Source: The War Zone
AIR
[UAV/UAS]
Shield AI's Hivemind Completes First CCA Flight Test on Anduril YFQ-44A
Also tagged: AI/ML, Combat Aviation
Hivemind mission autonomy software completed first flight test aboard Anduril's YFQ-44A over Mojave Desert (2/26/26), achieving all test points including mid-mission updates and initial operational behaviors
USAF selected Shield AI as mission autonomy provider for CCA TMRR after competitive evaluation, marking first independent selection of software and aircraft
Hivemind, A-GRA compliant and platform-agnostic, enables unmanned systems to sense, decide, act; executes collaborative tactics, reroutes around obstacles, responds to dynamic conditions
Test accelerates expanded Hivemind-YFQ-44A testing for CCA, establishes universal mission autonomy standard via modular open-systems approach
USAF shift to software-led autonomy treats it as foundational warfighting capability equal to aircraft, prioritizing speed and innovation
Source: Shield AI
SOCOM seeks acoustic rainbow emitters to silence tactical drones
SOCOM issued SBIR solicitation for acoustic rainbow emitters (ARE) to redirect UAS acoustic signatures away from ground and filter frequencies inaudible to humans
ARE targets Army Special Operations Forces tactical drones, reducing signature by at least 50%, weighing ≤1kg for Group 1 UAS (<20lb) and ≤3kg for Group 2 (<55lb), with low visual signature coloring
Solicitation closes March 25; Phase I funds TRL 3 feasibility study, Phase II develops prototype for silent attack drones with low-cost terminal sensors
Proliferating battlefield acoustic sensors threaten noisy drone props, enabling targets to detect and engage UAS early
ARE leverages passive 3D-printed tech dispersing broadband sound like optical rainbows, requiring no power and building on recent Danish-Spanish research
Source: Defense News
US Army orders $186M in Switchblade 600 Block 2, 300 Block 20 loitering munitions
Also tagged: BIZ
US Army awarded AeroVironment $186M delivery order for Switchblade 600 Block 2 and Switchblade 300 Block 20 loitering munitions
Switchblade 600 Block 2, developed with US Special Operations Command, features AI for faster target detection/lock-on and maritime capability
Switchblade 300 Block 20 introduces Explosively Formed Penetrator warhead for anti-armor role, backpack-portable for small units, beyond-line-of-sight targeting
1st Cavalry Division soldiers tested Switchblade 600 at Fort Hood (TX) last October
Order signals Army prioritization of loitering munitions for contested battlefields amid expanding production to meet US/allied demand
Sources: Defense News,  C4ISRNET
Germany approves €268M contracts for loitering munitions from Stark Defence, Helsing
Also tagged: BIZ
German parliamentary budget committee approved €268M ($316M) contracts on 2/25 for Stark Defence's Virtus and Helsing's HX-2 loitering munitions, with €1B options each if systems mature
Rheinmetall's FV-014 loitering munition offer awaits budget committee review within weeks under same €268M + €1B structure
Systems equip Germany's armored brigade in Lithuania starting 2027, with parallel soldier testing/training to accelerate fielding
Approach includes reporting requirements and cancellation clauses to mitigate risks of novel AI-supported loitering munitions
Move marks Germany's policy shift since Russia's 2022 Ukraine invasion, overcoming prior reluctance on armed drones amid Ukraine-proven frontline effectiveness
Sources: Defense News,  C4ISRNET
US Army awards Textron Systems prototype deal for Damocles loitering munition
Also tagged: BIZ
Textron Systems won US Army prototype agreement for Damocles loitering munition system
Damocles provides loitering munition capability as part of LASSO program
Agreement advances prototype development for integration into Army operations
Deal bolsters US Army's precision strike options with recoverable munitions
ANALYSIS
CNAS urges Taiwan to build drone swarm 'asymmetric hellscape' to deter Chinese invasion
Also tagged: MIL-OPS
CNAS report 'Hellscape for Taiwan: Rethinking Asymmetric Defense' calls for multilayered 50-mile maritime zone using thousands of air, surface, subsurface, and decoy drones alongside missiles to target PLA invasion forces during cross-strait transit and beach landings
Outermost layer (40-80km offshore) saturates Chinese air defenses with mixed drone-missile raids to deplete interceptors; inner layers (5-40km) disrupt landing craft via minefields and attacks; beach layers employ short-range autonomous drones resistant to jamming
Taiwan's porcupine strategy falls short due to insufficient asymmetric investments, personnel shortages, inadequate training, and overreliance on expensive imported prestige weapons over domestic drone production
Drone hellscape augments limited expensive munitions with affordable mass, enables cross-domain effects, reduces personnel risk by assigning uncrewed systems to high-threat missions, and supports defense-by-denial to prevent PLA from landing sufficient troops
Taiwan must redirect defense spending from US imports (three times local allocation in President Lai's special budget) to build domestic industrial base for drone scale production and address military's intellectual and operational deficiencies
[Combat Aviation]
ANALYSIS
Analysis Raises Critical Uncertainties in Potential US Air Campaign Against Iran
Also tagged: MIL-OPS, Policy
US floods Middle East with combat aircraft, tankers, and naval assets in preparation for possible major strike on Iran, largest initial action in over 20 years
Unclear objectives range from destroying Iran's nuclear program, neutering military-industrial base, limited strikes for diplomacy, or regime change via airpower
Israel provides essential support with hundreds of fighters, unique munitions, intelligence sharing, and Mossad ground operations using drones and loitering munitions against Iranian air defenses and leadership
Airpower alone limits success against nuclear sites or regime change; lacks domestic support for ground war and sufficient assets for sustained wide-objective campaign
Limited strikes risk signaling weakness, provoking Iranian counterattacks, and eroding surprise; Pentagon unlikely to endorse without full shock to command and control
Source: The War Zone
LAND
[Soldier Systems]
Raytheon ELCAN wins Bundeswehr contract for customized Specter DR 1-4x sights
Also tagged: BIZ
RTX's Raytheon ELCAN delivers customized Specter DR 1-4x weapon sight to German Bundeswehr
MARITIME
[UMV/UMS]
Israel Aerospace Industries Delivers First BlueWhale Autonomous Submarine to German Navy
Also tagged: ISR, Subsurface
Israel Aerospace Industries (IAI) delivered BlueWhale autonomous submarine to German Navy at Eckernförde base (Germany) following Baltic Sea tests, first unmanned submarine from Israeli firm
BlueWhale product of IAI-Atlas Elektronik joint venture (Atlas subsidiary of Germany's TKMS, Israeli Navy submarine supplier); German Navy completed tests Nov 2024 under Navy 2035+ rapid tech adoption program
BlueWhale cruises at 7 knots underwater, sustains 2-3 weeks continuous operations, carries surface/sub-surface sensors, fits 40-foot container for multi-modal transport
Performs reconnaissance, detects surface/sub-surface targets, collects acoustics, locates seabed mines; supports unmanned anti-submarine warfare and covert ops as manned platform sensor extension
Delivery deepens Israel-Germany defense ties amid IAI's Arrow 3 sale (Israel's largest deal); highlights mutual reliance with TKMS supplying Dolphin AIP subs, Sa'ar 6 ships, future Decker-class subs starting ~2030
Sources: Defense News,  C4ISRNET
SPACE
[Counter-Space]
ANALYSIS
Space Force General Calls for Offensive Space Capabilities to Counter China's 1900-Satellite Spy Network
Also tagged: ISR, Space Ops
USSF Combat Forces Command (CFC) commander Lt. Gen. Gregory Gagnon states protective satellite measures insufficient for space superiority, requires offensive attack capabilities as part of joint force
China expanded from <100 satellites in 2013 to ~1900 today, including 500+ remote sensing satellites networked to track US mobile forces like carriers and aircraft in Pacific for long-range fire cueing
USSF launched USSF-87 mission on 2/12 with prototype spacecraft operated by Orbital Warfare Delta to test advanced maneuvers enabling precise offensive and defensive orbital warfare capabilities
Gagnon compares satellite protection to aircraft defenses, emphasizes maneuver as key joint warfighting function while withholding specifics to preserve advantage over Beijing and Moscow
China's orbital ISR growth, including commercial firms like MizarVision, directly threatens US force movements, necessitates shift beyond defend-only posture to deny adversary space-based targeting
Source: The War Zone
[Space Ops]
Space Force eyes rapid AMTI satellite deployment with $2B FY26 funding to replace E-7 Wedgetail
Also tagged: ISR, AMD/IAMD
Space Force reports positive results from AMTI payload prototypes tracking airborne targets including aircraft, drones and missiles
USSF and NRO seek to accelerate AMTI program with $2B from FY26 reconciliation funds pending congressional approval
AMTI aims to replace USAF E-7 Wedgetail aircraft (intended E-3 AWACS successor) while GMTI replaces E-8 JSTARS due to adversary air defense threats
GMTI groundwork on RF links, data processing and fusion directly accelerates AMTI development toward early 2030s orbit
AMTI faces greater challenges than GMTI from target speed and air domain clutter, complicating rapid data fusion for Golden Dome missile shield
STRATEGIC
[AI/ML]
DOD Issues Call for AI-Enabled Coding Tools Targeting Tens of Thousands of Developers
Also tagged: C2/Networking, BIZ
Pentagon's CDAO partners with US Army to acquire AI-powered coding tools for edge deployment and multipart engineering tasks with minimal human intervention
Current DOD software workforce lacks enterprise-wide access to commercial-grade AI coding tools, limiting productivity and mission-critical software delivery
Tools must support IDE-based assistance (code completion, chat) and CLI-based agentic coding, deployable to tens of thousands of users across desktop, virtual, web environments, customer clouds, on-premise, and air-gapped networks
Solutions require FedRAMP High and DISA IL5 PA compliance for CUI and NSS data, plus built-in attribution for AI-generated code
Solicitation prioritizes rapid delivery, interoperability with existing infrastructure, and scales AI coding as critical technology under second Trump administration to match commercial innovation pace
Source: DefenseScoop
ANALYSIS
AI Misunderstood as Planning Breakthrough, Actually Obscures Need for Prioritization
Also tagged: C2/Networking
AI compresses routine cognitive labor in military planning staffs by absorbing guidance, reorganizing complex material, and producing clear strategic language at speed.
AI creates illusion of qualitative advance in planning, making it seem easier.
AI produces plausible constructs that obscure judgment requirements and risk substituting analytic completeness for prioritization.
Scarcest resource in AI-era headquarters shifts from time to willingness to say no.
AI-enabled planning threatens to undermine effective decision-making by masking areas needing human prioritization.
ANALYSIS
Human Judgment Essential for Effective AI Teaming in Military Decision-Making
Also tagged: C2/Networking
Military planners access computational power simulating thousands of battle scenarios using satellite imagery, signals intelligence, open-source data, human intelligence, biometric information, and real-time sensors
Algorithms accelerate Observe-Orient-Decide-Act (OODA) loops but risk accelerating toward wrong outcomes without human-provided context
Models fail outside training conditions, such as logistics in Arctic vs temperate climates or pattern-of-life analysis in combat vs peacetime
Human-machine teaming amplifies strengths: machines process scale, humans interpret context-specific patterns and provide feedback to improve models
Vietnam War metrics like body counts suggested progress but ignored unquantifiable political context, underscoring need for skepticism toward model outputs
CYBER-INTEL
[C2/Networking]
DAF Unveils Ringleader Exercises to Test All-Domain Sensor Fusion for CJADC2
Also tagged: ISR, Space Ops
Secretary of the Air Force Troy Meink unveiled Ringleader exercise series Mon at AFA Warfare Symposium (Orbital ATK, CO) to operationalize fused data from ground, air, space sensors for target tracking
Ringleader leverages DAF Battle Network (DAF contribution to CJADC2) and Joint Fires Network (Air Force PEO C3BM executive agent since Oct 2025 with budget/acquisition authority)
Exercises incorporate Air/Space Force sensors (incl proliferated satellite constellations), joint force, commercial industry sensors to develop tactics for multi-target tracking at speed/scale
Chief of Space Operations Gen Chance Saltzman described Ringleader as collaborative simulated environment to practice fusing global targeting data volumes into rapid battle management decisions
Ringleader expands beyond DAF's space-based GMTI/AMTI efforts with USSF, NRO partners; funded via 2025 One Big Beautiful Bill Act and prior appropriations, no start date announced
Source: DefenseScoop
25th ID Identifies Key Fixes for Army NGC2 During Lightning Surge 2
Also tagged: MIL-OPS
25th Infantry Division (25th ID, Hawaii) tests Next Generation Command and Control (NGC2) in Lightning Surge 2 exercise, underway now after January's Lightning Surge 1
NGC2 integrates siloed battlefield data from intelligence, surveillance, targets, and munitions into single display; soldiers requested controls for data volume, prompting Palantir-Lockheed Martin app to filter thousands of data objects
Lightning Surge 2 reveals need for app to separate unclassified and classified data, eliminating manual swivel-chair interfaces between systems
25th ID seeks automated satellite/transport selection for optimal 5G connectivity (public/private), reducing manual engineering efforts to restore platforms during switches
NGC2 upgrades target <4-minute kill chain from electronic warfare detection to impact against unknown adversary/single target, enabling commanders to outpace foes
ANALYSIS
Elsight Halo Platform Emerges as Solution to U.S. Tactical Edge Communications Vulnerability
Also tagged: UAV/UAS, EW
U.S. defense leaders face persistent vulnerability in resilient tactical edge communications amid advancing adversary electronic warfare and contested spectrum operations
Elsight’s Halo platform integrates multiple communication pathways for low-signature, BLOS connectivity resilient to electronic attacks and supports unmanned systems, sensors, edge nodes
Halo logs 500K+ operational hours in global contested environments; DIU awarded Elsight BLOS connectivity contract under Project Gl, with special forces training nearing completion
Future operations demand seamless interoperability, dynamic network management, undetectable emissions to counter EW threats
Battlefield effectiveness depends on network survivability enabling autonomous systems, AI targeting, distributed ops in cyber/EW-contested settings
[EW]
EA-37B Compass Call Delivers Theater-Level Electronic Attack with Simultaneous Threat Disruption
Also tagged: ISR, Combat Aviation
EA-37B Compass Call serves as USAF's sole long-range electromagnetic spectrum aircraft, dedicated to degrading, denying, and disrupting adversary communications, command-and-control, integrated air defense systems (IADS), and counter-C5ISRT capabilities
Platform transitioned from EC-130H (final flight 2/15/24 by 43rd ECS at Davis-Monthan AFB, AZ) to Gulfstream bizjet-based EA-37B, achieving higher altitude, speed, range, and time on station while maintaining or increasing power through size, weight, power (SWAP) reductions
L3Harris integrates aircraft (Waco, TX) with BAE Systems' software-defined mission equipment (built/tested Nashua, NH), enabling rapid reconfiguration against evolving threats via ISR data
EA-37B disrupts sophisticated adversary comms networks and breaks kill chains at significant range, distinguishing from point solutions via simultaneity of multiple techniques against complex threats
Theater-level dominance enables US forces to operate undeterred in contested electromagnetic spectrum while neutralizing enemy C2 and IADS, critical for peer conflicts beyond Global War on Terror missions
Source: The War Zone
OPERATIONS
[MIL-OPS]
Russia Launches 420 Drones, 39 Missiles at Ukraine Hours Before US-Kyiv Peace Talks in Geneva
Also tagged: AMD/IAMD
Russia launched 420 drones and 39 missiles (11 ballistic) targeting critical infrastructure and residential areas across eight Ukrainian regions overnight Wed-Thurs, injuring dozens including children
Ukraine's air defenses downed most incoming missiles, crediting timely Western interceptor deliveries; Russia struck gas infrastructure in Poltava region and electrical substations in Kyiv, Dnipropetrovsk regions
US envoys Steve Witkoff, Jared Kushner met Ukraine's Rustem Umerov in Geneva to discuss economic support, investment, long-term cooperation, next trilateral talks with Russia, prisoner exchanges; Zelenskyy spoke with Trump beforehand
Talks deadlocked on Russian-claimed Ukrainian territory; Zelenskyy pushes Putin summit, Kremlin rebuffs beyond Moscow invitation
Russia returned 1,000 Ukrainian soldier bodies, received 35 of its own; continued unsubstantiated nuclear plot claims against France/UK
Source: Defense News
France awards US Army National Guard Chinook crew National Defense Gold Medals for 2023 Iraq rescue
In Aug 2023, New York Army National Guard CH-47 Chinook crew from B Company, 3rd Battalion, 126th General Support Aviation Battalion launched from Erbil, Iraq to rescue ~35 French special operations forces under ISIS fire near Hawija
Crew flew 70 miles, inserted French quick reaction force amid scant ground intel, and stood by with heavy rotor blades overhead to stabilize situation
France awarded National Defense Gold Medal with Bronze star (regimental/brigade-level multinational ops recognition) to six guardsmen: CW4 Christopher Scott, CW3 Aaron Taylor, CW2 Jared Twigg, SSG Samuel Sacco, SGT Zachary Albright, SGT Jedediah Estrada
Ceremony held this week at Rochester aviation facility; NYARNG Maj Gen Michel Natali praised soldiers' actions and French recognition of their role in protecting allied forces
One French paratrooper, SGT Nicolas Mazier, killed in firefight; door gunner SGT Estrada views award as way to honor his legacy and multinational partnership
Source: Defense News
ANALYSIS
CSIS Charts Show Russia Stagnating in Ukraine War amid Surging Drone Attacks, Massive Casualties
Also tagged: UAV/UAS, Fires & Artillery
Russia advances at historically slow rates in Ukraine
Russia suffers unprecedented fatalities
Russia seizes ~20% of Ukraine territory since 2014
Russian drone launches surge since Sep 2024
US military aid deliveries to Ukraine continue with NATO addition; financial burden shifts from US to allies
CBRN
[Nuclear/Deterrence]
Geneva talks between US and Iran end with ‘significant progress,’ technical discussions set for Vienna next week
Also tagged: MIL-OPS, Policy
US and Iranian officials held third round of Oman-mediated talks in Geneva on Thursday amid largest US military buildup in Middle East since Iraq War, including two carrier strike groups and dozens of bombers and fighters representing nearly half of deployable US airpower
Omani Foreign Minister Badr al-Busaidi announces ‘significant progress’ with technical-level talks resuming next week in Vienna after capital consultations
US demands include destruction of Iran's three nuclear sites and discussions on intercontinental ballistic missiles, which Iran refuses to address; Witkoff claims Iran one week from industrial-grade bomb material despite Trump’s prior claim of sites obliterated in Operation Midnight Hammer last June
Buildup and stalled talks heighten war risk, with Iran vowing retaliation via proxies and Taliban, Gulf allies denying US airspace access, and threats to US installations and Israel
Trump prioritizes diplomacy but conditions avoidance of conflict on Iran publicly renouncing nuclear weapons pursuit, exposing gaps between US claims of program destruction and current assessments
Source: Defense News
ANALYSIS
Congressional Research Service outlines U.S.-Russian nuclear arms control overview and key considerations
Also tagged: Policy
New START Treaty (2010) limits U.S. and Russian deployed strategic warheads to 1550 and deployed delivery vehicles to 700 each; expires 5 FEB'26 without extension option
Biden Administration proposed extending New START by 5 years or negotiating new framework including tactical nuclear weapons; Russia suspended participation in FEB'23 citing U.S. aid to Ukraine
Russia fields ~1700-2000 non-strategic nuclear warheads versus U.S. ~200 in Europe; U.S. relies on NATO allies for forward basing
New START expiration risks unverifiable growth in Russian strategic forces amid U.S. Sentinel ICBM and Columbia-class SSBN modernization programs
Congress faces choices on verification regimes, tactical weapons inclusion, and integrating arms control with China competition and NATO extended deterrence
ANALYSIS
NNSA Major Construction Projects Double Cost Overruns to $4.8B, Delays Surge to 30 Years: GAO
Also tagged: Industrial Base, Policy
NNSA major construction cost overruns rose from $2.1B in 2023 to $4.8B as of 6/25
Total delays across projects increased from 9 years to 30 years
NNSA manages 28 projects costing $30B total; 16 in Execution Phase with 9 facing 20%+ overruns; UPF and UPF Salvage projects at Y-12 account for 80% of overruns
Eight Definition Phase projects on hold, redesigning, or facing design challenges
NNSA agreed to most of 21 prior GAO recommendations but left 8 unaddressed, including plutonium master schedule and Y-12 interim operations plan
UPF delays require safe operations plan for Y-12 facility through 2035; NNSA developing but not fully implemented
DEFENSE INDUSTRY
[Policy]
Sen. Wyden Places Hold on Lt. Gen. Rudd CYBERCOM/NSA Nomination
Also tagged: Cyber Ops
Sen. Ron Wyden (D-OR) placed a hold on Lt. Gen. Joshua Rudd's nomination to lead US Cyber Command (CYBERCOM) and National Security Agency (NSA), blocking unanimous consent confirmation
Wyden cited Rudd's lack of familiarity with basic constitutional rights in confirmation hearing responses and absence of signals intelligence or cybersecurity background as disqualifying
Rudd, deputy commander of Indo-Pacific Command and career special operations officer, testified before Senate Armed Services Committee in January and Intelligence Committee in early February
CYBERCOM/NSA lacks permanent leader since Trump administration fired Gen. Timothy Haugh in April without stated reason
Wyden emphasized urgent cyber threats demand nominee with immediate technical, policy, and geopolitical expertise, rejecting on-the-job training
ANALYSIS
Xi Purges Over 100 PLA Senior Officers Since 2022 in Unprecedented Leadership Overhaul
Also tagged: HUMINT
Xi initiated second major round of PLA purges around 2023, targeting corruption and political loyalty across Central Military Commission, theater commands, and service branches
CSIS confirms 36 generals and lieutenant generals officially purged since 2022, with total confirmed and potential purges reaching 101 senior officers
Purges removed 80% of CMC officials in key operational roles, leaving no operational track leaders and 61% of active senior PLA leaders from operational backgrounds
Purges prioritize political control and regime security over operational continuity, avoiding disruption to routine military activity
Narrowed candidate pool forces Xi to balance loyalty and competence in rebuilding PLA high command, potentially delaying experienced leaders for modernization and crisis response
ANALYSIS
US Power Without Fiscal Alignment Unsustainable, Demands Defense Reprioritization
Also tagged: BIZ
Mandatory spending consumed 56% of $6.75T FY24 federal outlays, net interest $880B (13%) rivaled $850-875B defense spending, leaving <33% for discretionary choices.
Social Security trust fund covers 100% benefits until 2033, then drops to 77% without action; 79% of Americans oppose cuts across parties.
US defense budget formed 2/3 of NATO total FY24; allies provide forward basing, host-nation support, logistics, intel integration US would otherwise replicate.
Unilateralism raises costs by forcing US to replace allied in-kind contributions, slows response times, heightens deterrence risk amid rising interest outlays.
Fiscal realism requires revenue reform above Social Security wage cap, mandatory financing fixes, defense reprioritization to match long-term capacity without withdrawal.
ANALYSIS
Restructuring US SOF Missions to Launch Offensive Gray Zone Operations Against China and Russia
Also tagged: Cyber Ops, Info Warfare
US adversaries exploit gray zone tactics like Russia's little green men and China's maritime militia to achieve political goals below kinetic response thresholds
US SOF doctrinal limitations hinder effective responses; adversaries' doctrines emphasize asymmetric tools including cyber and information warfare
Remove counterinsurgency and foreign humanitarian assistance from SOF core activities; add Persistent Gray Zone Operations (PGZO) focused on lowering attribution thresholds, projecting US messaging, and fomenting instability
SOF's flexibility, low-attribution expertise, and rapid procurement enable proactive gray zone offense, shifting adversaries from proaction to reaction and establishing deterrence without escalation risks
US must broaden force continuum to match Russia and China, using SOF to mold the battlefield and counter nuclear-era threats through persistent low-intensity pressure
[BIZ]
Leonardo plans aerostructures JV launch by June, eyes top-three global status
Also tagged: Combat Aviation, Industrial Base
Leonardo targets aerostructures joint venture setup with unnamed financial-industrial partner by June after exclusivity clause expires
JV starts 50-50, partner gains higher stake post-training and tech transfer; Leonardo expects threefold market growth and top-three world ranking
2025 prelim results: €23.8B new orders (+14.5%), €19.5B revenues (+11%), boosted by GCAP sixth-gen program
Civil aerostructures unit loss-making due to Boeing 787 slowdown; JV promises 2026 balance sheet gains via civil/military aviation, rotorcraft, space access
Leonardo nears Iveco Defence Vehicles acquisition completion, plans military trucks sale to Rheinmetall amid Lynx IFV and Panther KF51 deals for Italian Army
Source: Defense News
Kratos prices public offering of common stock
Kratos Defense & Security Solutions priced underwritten public offering of common stock 2/26/26
[Industrial Base]
ANALYSIS
DOD Invests $965M Since 2021 to Build Domestic Biomanufacturing Capacity Amid Foreign Supply Risks
Also tagged: Advanced Mfg
DOD identifies overreliance on foreign suppliers as key industrial base risk; biomanufacturing uses living cells or microorganisms to produce materials like explosives, body armor, solvents for weapon systems
DOD lacks sufficient infrastructure, especially pilot-scale facilities, to advance biotech projects from lab to commercial production and establish domestic supply chains
Since 2021, DOD invested $965.2M across three initiatives: maturing military lab projects for warfighter use, building nationwide biomanufacturing facility network with industry partners, supporting commercial-scale facilities for dual-use biomaterials
DOD plans end two initiatives after FY27 and FY28; other efforts years from operational status; forthcoming biotechnology roadmap due SEP 2026 will outline strategic priorities, goals, funding, milestones
Biomanufacturing enables domestically sourced, cheaper, safer alternatives to critical components, expands defense capabilities, mitigates foreign dependency risks
Source: GAO Reports
[Logistics & Sustainment]
ANALYSIS
GAO: DOD Joint Bases Face Facility Degradation, Funding Shortfalls, and Workforce Gaps
Also tagged: Policy
11 of 12 joint bases received less facility sustainment funding than DOD goal in FY18-22
DOD lacks data on funding allocation to lead vs supported services (e.g., USAF lead/Army supported at Joint Base San Antonio), preventing assessment of disparities in facility conditions
Joint base leaders report insufficient funding for facility management; GAO site visits to five bases (including Joint Base Pearl Harbor-Hickam) observed degradation like broken hangar roofs from deferred maintenance
Ongoing cost-sharing disputes between services exceed $1B; DOD issued clarifying instruction in JUL'25 but senior leaders remain confused on funding responsibilities
All joint bases with data show facility management workforce shortages; requirements unreassessed despite growing unit workloads, risking mission impacts from degradation
Source: GAO Reports