1 septembre 2022 | International, C4ISR
DARPA recently selected 11 teams to help develop an on-orbit satellite communications translator within eight days of releasing a formal solicitation.
11 juin 2024 | International, Terrestre
Lockheed Martin is offering Poland’s defense industry an opportunity to participate in the production of guided multiple-launch rocket systems.
25 novembre 2020 | International, Aérospatial
By CHYRINE MEZHERon November 24, 2020 at 7:01 AM BEIRUT: The United Arab Emirates has long sought advanced American armed drones. That day appears to be close. The US State Department has notified Congress it plans to sell 18 battle-ready MQ-9B drones worth an estimated $2.9 billion to the UAE as part of a bigger deal that includes up to 50 F-35 fighter jets, as well as air-to-air and air-to-ground munitions. The UAE would become the first Middle Eastern customer to acquire lethal drones. Why now? The Israeli-UAE normalization of relations laid the foundation for it all, Lebanese strategic expert Naji Malaeb told me. “The path of normalization with Israel and the agreements that paved the way for it included deals that were not announced up until today,” the retired brigadier general said, adding that “more arms sales should see the light in the long run.” According to him, the sale had to be pushed fast given that the new administration in Washington might reconsider the whole matter. “Can we really assume that things remain the same under the Biden administration?” he asked, which explains the “urgency to finalize the deal without missing out on the opportunity to help both the American defense industry and the UAE.” Another reason is the fact that the Trump administration loosened measures to export drones after reinterpreting a Cold War-era arms agreement (the MTCR) between 34 nations to allow U.S. defense contractors to sell more drones to allies. “Trump's CAT policy with its emphasis on drone exports opened the door for such a sale a while ago,” senior fellow at the Middle East Institute and former Pentagon official in charge of security cooperation in the Middle East Bilal Saab told Breaking D in an interview. Abu Dhabi's increased interest in drones is due to its growing military role in the Gulf, Yemen and the Horn of Africa. “With the great role of Turkish Bayraktar drones emerging in both the Libyan and Nagorno Karabakh wars, and the game of regional axes, Turkey and the United Arab Emirates face off on more than one front,” Khattar Abou Diab, professor of geopolitical sciences at the Paris Centre for Geopolitics, told me. Simply, “Washington fears more Turkish independency or not controlling the Turkish situation,” he said, which is why it “provided one of its vital allies in the region with advanced weapons.” Another strategic perspective is the growing naval threat from Iran, I believe. Although the drone variant is yet to be confirmed, the UAE may get hold of the MQ-9B Sea Guardian which can be equipped with maritime surveillance radars, capabilities would be useful to the Gulf state. Military researcher and defense analyst at the Arab Forum for Policy Analysis in Cairo, Mohammad Al-Kenany believes the UAE will be using the Reapers for both land and maritime missions. “The systems won't be specialized to perform certain missions,” he said. Instead, the Gulf country is planning to operate them in missions related to overland ISR and to monitor the maritime activities across the Gulf. “It remains more important to the UAE however to keep a close eye on its waters,” he emphasized, given the ongoing Iranian threats in that area. The details of the deal clearly indicate that the UAE will also be equipped with ASW mission kits, receivers and acoustic processors, thermometric sonobuoys, active and passive sonobuoys and ASW acoustic operator workstations,” Al-Kenany explained, adding that “Iran's small fleet of submarines could well be a driver behind the UAE pursuing ASW capability with its drones.” What The Deal Represents The deal is a win-win situation for the US and the UAE as it clearly represents a huge leap for General Atomics' MQ-9 production line for one and the UAE air force for another. With Chinese and Turkish competitors proving highly successful at selling armed drones on the export market, and indigenous Arab industries quickly becoming more capable in producing their own unmanned vehicles, the agreement puts America on the map again. Saab, however, says he is less concerned about the first part: “We're less worried about competition in that space than we are in fixed-wing aircraft and larger land and air-based platforms. Our competitive advantage in UAS equipment is strong.” The UAE operates dozens of Chinese-made Wing Loong armed UAVs that were used against Houthi rebel leaders in Yemen and against ISIL-affiliated fighters in the Sinai. It produces its own drones, recently unveiling the new Garmousha drone, a light military unmanned aircraft designed to carry payloads of approximately 100kg with an endurance of six hours and 150km. All that shouldn't be a problem however because, “as cheesy or self-evident as it sounds, U.S technology offers greater operational flexibility,” said Saab. Malaeb agrees. “The UAE has long awaited such technologies even with the Chinese armed drones making a significant effect on the battlefields across the MENA region,” he said. “But let's face it, the MQ-9 Reaper is combat-proven, with an excellent operational record, albeit over non-contested skies.” Still, only time will tell the specific details of the deal which could reveal the kind of technology the U.S agreed to grant the UAE, without undermining Israeli military superiority or its military qualitative edge in the region. https://breakingdefense.com/2020/11/mq-9-reapers-to-the-uae-why-now/
19 août 2020 | International, Aérospatial, Naval, Terrestre, C4ISR, Sécurité
By: Doug Berenson and Chris Higgins This year's Defense News Top 100 list of global defense companies coincides with a steep economic downturn created by COVID-19. Although the defense sector has faced pandemic-related business disruptions, it remains a safe haven, with most defense-oriented firms reporting only modest impact on revenues and profits. Seeing how diversified players rely on their defense units is of particular interest at a time when the commercial aviation market has all but collapsed. While many defense firms are bracing for stagnation in defense-spending growth, other markets could experience an extended downturn. Avascent drew on the Top 100 list to examine the broader mix of market exposure among firms comprising the global defense industrial base. We segmented company revenues across more than two dozen defense and commercial end markets. This analysis provides insight into how companies with defense business leverage exposure to other markets, either as a complement or as a hedge to their defense activities. One can think of defense companies in three categories: Defense/government pure-plays: Companies that focus overwhelmingly on military markets generate about 23 percent of the defense-oriented revenue on this year's list. To the extent these companies have revenue outside defense, it comes from close adjacencies in intelligence, civil space or others. Indeed, the top ranks of the Defense News Top 100 list includes numerous firms for whom defense and government comprise 85 percent or more of total revenue. Lockheed Martin, Northrop Grumman, BAE Systems, LIG Nex1, and Huntington Ingalls Industries and many others fall in this category. BAE Systems and L3Harris maintain significant positions in the commercial aviation supply chain, but these activities represent a small portion of their total revenues. The unique demands of military and government markets — complex acquisition processes, challenging sales channels, burdensome regulatory compliance — has led many leading defense players to maximize their position across the defense product range. These frustratingly unique features of government customers have deterred many commercial technology firms from pursuing this space, a fact that the U.S. Department of Defense is struggling to reverse. Firms in this category have optimized their financial management, business development and other processes to the particular demands of government customers. Within government markets, the different economics that characterize the sale of products and services has increasingly led to the separation between these two distinct segments. Many of the market leaders in U.S. government services, including Leidos, Booz Allen Hamilton, CACI International, SAIC and others, feature a near-exclusive focus on government customers. A range of firms providing such services continue to find business with both the government and commercial clients, to be sure, including Bechtel, Jacobs, Babcock International and KBR, to list just a few on this year's Top 100 list. But companies with a significant focus on mission-oriented requirements have increasingly focused solely on government customers. Commercial and defense sectors: Nearly 60 percent of the defense revenue tracked in the Top 100 list comes from firms that compete in sectors that cross the defense-commercial divide. These include shipbuilders and automotive manufacturers, but the vast majority of firms serving both defense and commercial customers are focused on commercial aerospace. A range of firms recognize the unique complementarity between military and commercial aerospace technology in their business mix. Airframe primes like Boeing and Airbus are chief among these, sitting atop vast aerospace supply chains. But many other household names have sought opportunity in commercial aviation, either as airframe primes (General Dynamics via Gulfstream, Textron via Cessna) or as suppliers of avionics, structures, and other content. Because it calculates 2019 revenue, this year's Defense News list does not count Raytheon Technologies, which was created with the merger of Raytheon Company and United Technologies Corp. in April 2020. The new “RTX” would have pro forma 2019 revenue of about $43.4 billion in defense and $33.7 billion in commercial markets; this excludes Otis (elevators) and Carrier (air conditioners), which were spun off concomitant with the Raytheon-UTC merger. Many firms with heavy commercial market exposure now face unprecedented economic headwinds. Between March 1 and Aug. 1, 2020, stock prices for firms spanning defense and commercial aerospace declined by 33 percent, as global air travel nearly ground to a halt amid the coronavirus pandemic. By contrast, an index representing defense/government pure-plays has dropped by just 5 percent over the same period. Conglomerates were in the middle, declining about 16 percent. The silver lining, however, may be the ability of some companies to draw on defense-related cash flows to sustain commercial aerospace investment in preparation for an eventual upturn. Industrial conglomerates: Finally, there are firms with a foot squarely in defense but which also pursue markets far afield, in terms of customer types and market economics. About 18 percent of the defense revenue tracked in the Top 100 list is earned by firms with interests that have almost no technical or customer link with defense. Large Asian conglomerates — including China North Industries Group Corporation Limited, also known as NORINCO; Japan's Mitsubishi Heavy Industries; and South Korea's Hanwha — top this category in total revenue. But several Western firms also follow this approach to varying degrees: Textron, Ball Corporation, Diehl Group and others combine widely disparate product lines in a holding company structure. With defense versus commercial valuations relatively high, there may be competing instincts in the boardrooms of these giants. On one hand, these companies may decide to reorient their portfolio more toward defense activities by exiting underperforming industrial businesses. On the other hand, firms could elect to use defense cashflows to support the broader corporation and position the company for an economic rebound. Trends to monitor While defense budgets could face downward pressure in much of the world, many U.S. contractors have good predictability through 2021 because of DoD outlays already in process. It is the wider commercial economy where the real uncertainty lies. This makes it hard to predict how many firms active in defense markets will fare over the next year, given the variety of other markets they serve. Over half the revenue earned by the Defense News Top 100 is generated from commercial sectors. Commercial aviation markets are likely to languish at pre-2019 levels through 2022 or later. The outlook for other commercial markets is more heterogeneous, but challenges exist across areas like shipbuilding, automotive, industrial equipment and energy. To the extent that countries pursue infrastructure-led stimulus, some of the more diversified companies may find pockets of sunshine amid the gloom. Doug Berenson is a managing director at Avascent, where Chris Higgins is a principal. https://www.defensenews.com/opinion/commentary/2020/08/17/market-exposure-in-the-top-100-defense-commercial-aviation-and-much-more/