14 avril 2022 | International, Aérospatial, Naval, Terrestre, C4ISR, Sécurité
L'Express détaille dans un dossier les perspectives stratégiques pour l'industrie française face aux réarmements en Europe et à la suite d'un rapport parlementaire sur l'état de nos forces armées face à une guerre de haute intensité à horizon 2030. L'idée est d'envisager un budget à la hauteur, le nombre des avions de combat (dans l'Armée de l'Air et de l'Espace et la Marine) étant passé par exemple, de 686 en 1991 à 254 unités en 2021. Si la loi de programmation militaire engage 295 Md€ sur sept ans, la marche reste haute face au conflit en Ukraine. Comme le rappelle le Président-directeur général de Dassault Aviation, Eric Trappier, « La guerre en Europe est un choc. La menace est à nos portes. Il faut réagir vite. C'est la fin des dividendes de la paix ». Suivant l'exemple français, l'Allemagne et la Suède amorcent un réarmement, comme en témoigne le nouvel investissement de 100 Md€ allemand dans sa défense. Le défi pour le secteur industriel est grand, Eric Trappier appelle « l'actionnariat privé à rentrer dans les activités de défense puisque l'Etat ne peut pas tout », comme il l'a martelé fin mars face aux parlementaires. Le danger reste la vulnérabilité de la chaîne de sous-traitance et le risque de perte en compétence, alors que les cycles de fabrication sont longs. « Pour être prêt dans un an, il faut démarrer maintenant", presse Marc Darmon, Directeur général adjoint de Thales.
L'Express du 14 avril
27 novembre 2024 | International, Naval
Eight Landing Craft Heavy vessels, based on the LST100, will be built by Austal at the Henderson Defence Precinct in Western Australia, subject to acceptable commercial negotiations and demonstrated performance.
26 février 2020 | International, Aérospatial
The Air Force's new investment strategy is designed to "catalyze the commercial market by bringing our military market to bear," says Roper. By THERESA HITCHENS PENTAGON: The Air Force will roll out the final stage in its commercial startup investment strategy during the March 13-20 South By Southwest music festival, granting one or more contracts worth at least $10 million to startups with game-changing technologies, service acquisition chief Will Roper says. The first-of-its kind event in Austin, called the Air Force Pitch Bowl, will match Air Force investment with private venture capital funds on a one to two ratio, according to a presentation by Capt. Chris Benson of AFWERX at the Strategic Institute's Dec. 4-5 “AcquisitionX” meeting. So, if the Air Force investment fund, called Air Force Ventures, puts in $20 million, the private capital match would be $40 million. AFWERX, the Air Force's innovation unit, has one of its hubs in Austin. “This has been a year in the making now, trying to make our investment arm, the Air Force Ventures, act like an investor, even if it's a government entity,” Roper explained. “We don't invest like a private investor — we don't own equity — we're just putting companies on contract. But for early stage companies, that contract acts a lot like an investor.” The goal is to help steer private resources toward new technologies that will benefit both US consumers and national security to stay ahead of China's rapid tech growth, Roper told reporters here Friday. The Air Force wants to “catalyze the commercial market by bringing our military market to bear,” he said. “We're going to be part of the global tech ecosystem.” Figuring out how to harness the commercial marketplace is critical, Roper explained, because DoD dollars make up a dwindling percentage of the capital investment in US research and development. This is despite DoD's 2021 budget request for research, development, test and evaluation (RDT&E) of $106.6 billion being “the largest in its history,” according to Pentagon budget rollout materials. The Air Force's share is set at $37.3 billion, $10.3 billion of which is slated for Space Force programs. “We are 20 percent of the R&D is this country — that's where the military is today,” Roper said. “So if we don't start thinking of ourselves as part of a global ecosystem, looking to influence trends, investing in technologies that could be dual-use — well, 20 percent is not going to compete with China long-term, with a nationalized industrial base that can pick national winners.” The process for interested startups to compete for funds has three steps, Roper explained, beginning with the Air Force “placing a thousand, $50K bets per year that are open.” That is, any company can put forward its ideas to the service in general instead of there being a certain program office in mind. “We'll get you in the door,” Roper said, “we'll provide the accelerator functions that connect you with a customer. “Pitch days” are the second step, he said. Companies chosen to be groomed in the first round make a rapid-fire sales pitch to potential Air Force entities — such as Space and Missile Systems Center and Air Force Research Laboratory — that can provide funding, as well as to venture capitalists partnering with the Air Force. As Breaking D broke in October, part of the new acquisition strategy is luring in private capital firms and individual investors to match Air Force funding in commercial startups as a way to to bridge the ‘valley of death' and rapidly scale up capability. The service has been experimenting with ‘pitch days' across the country over the last year, such as the Space Pitch Days held in San Francisco in November when the service handed out $22.5 million to 30 companies over two days. Roper said he intends to make “maybe 300 of those awards per year,” with the research contracts ranging from $1 million to $3 million a piece and “where program dollars get matched by our investment dollars.” The final piece of the strategy, Roper explained, is picking out the start-ups that can successfully field game-changing technologies. “The thing that we're working on now is the big bets, the 30 to 40 big ideas, disruptive ideas that can change our mission and hopefully change the world,” Roper said. “We're looking for those types of companies.” The Air Force on Oct. 16 issued its first call for firms to compete for these larger SBIR contracts under a new type of solicitation, called a “commercial solutions opening.” The call went to companies already holding Phase II Small Business Innovation Research (SBIR) awards. The winners will be announced in Austin. If the strategy is successful, Roper said, the chosen firms will thrive and become profitable dual-use firms focused primarily on the commercial market. “The, we're starting to build a different kind of industry base,” Roper enthused. “So, we've gotta get the big bets right. Then most importantly, if you succeed in one of the big bets, then we need to put you on contract on the other side, or else the whole thing is bunk.” https://breakingdefense.com/2020/02/air-force-to-pump-new-tech-startups-with-10m-awards
7 janvier 2022 | International, Aérospatial, Naval, Terrestre, C4ISR, Sécurité
Le président du GIFAS Guillaume Faury s'inquiète des réticences du secteur bancaire à financer le secteur de la défense, appelant les pouvoirs publics français à exercer « une influence sur les critères de sélection des bons investissements (...) un message positif et une direction claire des autorités en général sur tout ce qui est ESG (Environnement, Social, Gouvernance) et taxonomie ». Bruxelles travaille sur la mise en place de nouveaux critères de label écologique de l'UE pour les produits financiers. Un projet de label dont seraient pour le moment exclues les industries de défense européennes. « Nous voulons nous assurer que la défense n'aura pas non seulement un traitement de défaveur, mais au contraire un traitement de faveur dans la capacité de financement » a insisté Guillaume Faury. Sous la pression d'éventuelles sanctions américaines et des ONG, les banques appliquent désormais des règles de conformité (compliance) strictes pour les entreprises de défense considérées comme des entreprises à risque pour un financement, de plus en plus difficile à trouver pour certaines ETI, PME et startups de la filière, dont certaines se voient même refuser d'ouvrir un compte bancaire. Un constat que faisait le président du Comité Défense du Conseil des Industries de Défense Françaises (CIDEF) et PDG de MBDA, Eric Béranger, au Paris Air Forum. La Tribune du 6 janvier