20 janvier 2022 | International, Terrestre

Industrie de l'armement : la taxonomie, un enjeu pour l’investissement

La Tribune rappelle les enjeux liés à la taxonomie en matière de financement des industries de défense. Le quotidien évoque une note de la Banque de France sur la finance durable, datée d'octobre dernier, qui estimait que « les stratégies d'investissements responsables peuvent revêtir plusieurs formes », dont « des stratégies d'exclusion », et que « certaines entreprises sont exclues en raison de la nature de leur activité (par exemple : tabac, alcool, armement, jeux d'argent) ». Une telle classification avait suscité la réaction de la ministre des Armées, Florence Parly : « J'ai constaté, non sans une grande surprise, qu'un projet qui sera soumis à l'Union européenne place les industries de défense sur le même plan que les entreprises des secteurs pornographique ou des jeux d'argent », avait-elle indiqué, soulignant :« nous ne pouvons pas laisser faire cela sans réagir. La taxonomie influe sur le traitement réservé à un secteur d'activité selon sa classification ». La Tribune rappelle que Guillaume Faury, président du GIFAS et CEO d'Airbus, a estimé, lors de ses vœux à la presse début janvier, que le financement des activités de défense est « un vrai sujet de préoccupation » : « Il existe un certain nombre de réticences, parfois des grandes, des organismes financiers, pour des raisons qui sont plus ou moins systémiques ». Dans ce contexte, « on attend très clairement un message positif », a-t-il expliqué. Soulignant le rôle positif et sociétal de la défense, le dirigeant a déclaré souhaiter, de la part des pouvoirs publics, « une influence sur les critères de sélection des bons investissements. Un investissement qui va dans la défense permet d'assurer la sécurité, la prospérité, l'équilibre et la stabilité » d'un pays en général, et de la France en particulier. Plus particulièrement, Guillaume Faury attend « un message positif et une direction claire des autorités en général sur tout ce qui est ESG (Environnement, Social, Gouvernance) et taxonomie », a-t-il insisté. Le président du comité défense du Conseil des Industries de Défense Françaises (CIDEF), Eric Béranger, par ailleurs PDG de MBDA, avait averti également, en juin 2021, lors du Paris Air Forum organisé par La Tribune : « ce qui va sortir du projet de taxonomie de la Commission européenne va être extrêmement important : si les activités de défense sont qualifiées de non durables et, donc, d'une certaine façon non propice à des investissements financiers, ce sera une prescription très importante à destination de tous les investisseurs ».

La Tribune du 17 janvier

Sur le même sujet

  • Triumph and Embraer Collaborate to Demonstrate Advancements in Thermoplastic Structures

    6 novembre 2019 | International, Aérospatial

    Triumph and Embraer Collaborate to Demonstrate Advancements in Thermoplastic Structures

    Berwyn, Pa., November 4, 2019 /PRNewswire/ - Triumph Group (NYSE: TGI) and Embraer announced today a cooperative agreement to jointly develop and demonstrate the airworthiness of a thermoplastic primary structure in flight. Triumph Aerospace Structures has been developing a thermoplastic elevator assembled using induction welding. The primary detail parts for the elevator structure will be made of unidirectional carbon reinforced thermoplastic material, a first for the industry. "Triumph has made great progress in the innovation of thermoplastic structure joining," said Dave Dennison, Vice President of Engineering for Triumph Aerospace Structures. "We are excited to demonstrate the major leap in the technical maturity we have developed in large thermoplastic primary structures and induction welding." Embraer will integrate the thermoplastic elevator structure in an aircraft platform and perform in-flight tests to demonstrate the technology readiness. "Working with Triumph to achieve a certifiable component has been a rewarding experience. Thermoplastics manufacturing and integration can certainly add value to our products, said Richard S. Oliveira, PhD, Composites Specialist for the Chief Engineering Office, Embraer S.A. Triumph has made significant investment in thermoplastic technology, and an in-flight testing of the elevator will demonstrate the technology is ready to progress from the lab into production. About Embraer A global aerospace company headquartered in Brazil, Embraer celebrates its 50th anniversary with businesses in Commercial and Executive aviation, Defense & Security and Agricultural Aviation. The company designs, develops, manufactures and markets aircraft and systems, providing Services & Support to customers after-sales. Since it was founded in 1969, Embraer has delivered more than 8,000 aircraft. On average, about every 10 seconds an aircraft manufactured by Embraer takes off somewhere in the world, transporting over 145 million passengers a year. Embraer is the leading manufacturer of commercial jets up to 150 seats and the main exporter of high value-added goods in Brazil. The company maintains industrial units, offices, service and parts distribution centers, among other activities, across the Americas, Africa, Asia and Europe. About Triumph Group Triumph Group, Inc., headquartered in Berwyn, Pennsylvania, designs, engineers, manufactures, repairs and overhauls a broad portfolio of aerospace and defense systems, components and structures. The company serves the global aviation industry, including original equipment manufacturers and the full spectrum of military and commercial aircraft operators. More information about Triumph can be found on the company's website at www.triumphgroup.com View original content:http://www.prnewswire.com/news-releases/triumph-and-embraer-collaborate-to-demonstrate-advancements-in-thermoplastic-structures-300950054.html SOURCE Triumph Group View source version on Triumph Group: http://ir.triumphgroup.com/file/Index?KeyFile=400806303

  • Hitachi wins EU okay for $1.8 bln Thales deal | Reuters

    30 octobre 2023 | International, Aérospatial

    Hitachi wins EU okay for $1.8 bln Thales deal | Reuters

    EU antitrust regulators said on Monday they cleared Hitachi's 1.7-billion-euro ($1.80 billion) bid for Thales' GTS railway signalling business on condition the Japanese company sells assets in France and Germany, as it offered to do so.

  • Government watchdog finds more problems with F-35’s spare parts pipeline

    26 avril 2019 | International, Aérospatial

    Government watchdog finds more problems with F-35’s spare parts pipeline

    By: Valerie Insinna WASHINGTON — Only about half of the F-35s worldwide were ready to flyduring an eight-month period in 2018, with the wait for spare parts keeping jets on the ground nearly 30 percent of the time, according to a new report by the Government Accountability Office. Over the past several years, the Defense Department has sought to improve mission capable rates by making improvements to the way it and F-35 contractor Lockheed Martin order, stockpile and repair spare parts. However, GAO's findings imply that the situation may have gotten worse. The GAO's report, released April 25, investigated how spare parts shortages impacted F-35 availability and mission capable rates in 2018, with most data gathered between a May and November sustainment contract period. “In 2017, we reported that DOD was experiencing sustainment challenges that were reducing warfighter readiness, including delays of 6 years in standing up repair capabilities for F-35 parts at its depots and significant spare parts shortages that were preventing the F-35 fleet from flying about 20 percent of the time,” GAO said in the report. “According to prime contractor data, from May through November 2018, F-35 aircraft across the fleet were unable to fly 29.7 percent of the time due to spare parts shortages,” it said. “Specifically, the F-35 supply chain does not have enough spare parts available to keep aircraft flying enough of the time necessary to meet warfighter requirements.” That lack of improvement may make it more difficult for the U.S. Air Force, Navy and Marine Corps to hit an 80 percent mission capable rate by the end of fiscal year 2019, as mandated by then-Defense Secretary Jim Mattis last fall. The military services stopped providing mission capable rates for aircraft last year, citing operational sensitivities. However, the data put forth by the GAO indicates that progress stagnated in the lead up to Mattis' order. From May to November 2018, mission capable rates — which measure how many planes possessed by a squadron can perform at least one of its missions — hovered around 50 percent for all versions of the F-35. But when GAO assessed how many planes were fully mission capable — meaning that they were ready to fulfill all of their mission sets — all variants were far from meeting the 60 percent target. Only 2 percent of F-35C carrier takeoff and landing versions hit the fully mission capable mark, with the F-35Bs slightly better at 16 percent and the F-35A at 34 percent. The GAO is skeptical that the services will be able to hit the 80 percent mission capable rate goal this year, and it is even more critical of the Defense Department's plans to fund spares in future years. The department intends to buy “only enough parts to enable about 80 percent of its aircraft to be mission-capable based on the availability of parts.” However, that planning construct will likely only yield a 70 percent mission capable rate at best, the GAO said, because it only accounts for the aircraft on the flight line and not jets that are in the depot for longer term maintenance. No silver bullet for parts shortage issues Like all complicated problems, there is no single solution for the F-35 spare parts shortage, which is driven by a number of factors. GAO indicated that the Defense Department still has “a limited capacity” to repair broken parts, creating a backlog of 4,300 parts still needing to be addressed. Between September and November, it took more than six months to fix parts that should have been repaired in a window of two to three months. The F-35's much-maligned Autonomic Logistics Information System (ALIS) was designed to be able to track parts and automate the process of generating and expediting work orders, however, GAO notes that the system still requires manual workarounds from users in order to accomplish tasks. Supply and maintenance personnel cited challenges such as “missing or corrupted electronic spare parts data,” limited automation and problems caused by ALIS's subsystems not communicating with each other properly, it said. As the F-35 is still a relatively new platform, it has taken time for the program to assess which parts have been failing more often than previously estimated — but that is an area where the Defense Department is making progress, the GAO stated. “DOD has identified specific parts shortages that are causing the greatest aircraft capability degradation, and it is developing short-term and long-term mitigation strategies to increase the quantity and reliability of these parts,” the report said. One such component is a coating used on the F-35's canopy to help it maintain its stealth characteristics, which has been found to peel off at an unexpected rate, creating a heightened demand for canopies. “To address these challenges, the program is looking for additional manufacturing sources for the canopy and is considering design changes,” the GAO stated. But — somewhat paradoxically — the F-35 has been flying for a long enough time that there is significant parts differences between the first jets that rolled off the production line to the most recently manufactured planes. The GAO found “at least 39 different part combinations across the fleet” on top of variations in software. “According to the program office, DOD spent more than $15 billion to purchase F-35 aircraft from the earliest lots of production, specifically lots 2 through 5 ... but it faces challenges in providing enough spare parts for these aircraft,” the report stated. One problem — the cannibalization of F-35 aircraft for parts — is partially user-inflicted. “From May through November 2018, F-35 squadrons cannibalized (that is, took) parts from other aircraft at rates that were more than six times greater than the services' objective,” the GAO stated. “These high rates of cannibalization mask even greater parts shortages, because personnel at F-35 squadrons are pulling parts off of other aircraft that are already unable to fly instead of waiting for new parts to be delivered through the supply chain.” During an interview this February, Lt. Col. Toby Walker, deputy commander of the 33rd Maintenance Group, told Defense News that F-35 maintainers at Eglin Air Force Base, Fla., had stopped pulling parts off a cannibalized F-35 and had seen some improvements to mission capable rates as a result. “We're not continually moving parts from one aircraft to another. We're relying on the program to provide our parts,” he said. “It was a very strategic plan to do that to increase aircraft availability by not sitting an aircraft down.” In a statement, Lockheed Martin said that it had taken key steps to improve parts availability, such as transitioning some suppliers to performance based logistics contracts that incentivize companies to meet certain targets, as well as “master repair agreements” that will allow other suppliers to make longer term investments in their production capability. “These actions are beginning to deliver results and we're forecasting additional improvement. Newer production aircraft are averaging greater than 60 percent mission capable rates, with some operational squadrons consistently at 70 percent,” the company said. “From a cost perspective, Lockheed Martin has reduced its portion of cost per aircraft per year by 15 percent since 2015. Our goal is to further reduce costs to $25,000 cost per flight hour by 2025, which is comparable to legacy aircraft while providing a generational leap in capability.” https://www.defensenews.com/air/2019/04/25/government-watchdog-finds-more-problems-with-f-35s-spare-parts-pipeline

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