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Shipbuilder Behind Failed Constellation Class Wants Back Into The U.S. Navy Frigate Business

28 September 2026 at 20:06

Fincantieri Marine Group, which developed the cancelled Constellation class frigate for the U.S. Navy, says it sees a possible new opportunity in the service’s latest small surface combatant plans. At least three foreign frigate designs are already under review for possible Navy service, as is the prospect of having them built overseas, as part of a study expected to wrap up next month. Fincantieri wants to once again add the FREMM design, which the Constellation was based on, to the Navy’s options. The shipyard, which is a subsidiary of its Italian namesake, made significant investments in shipyard infrastructure in the United States and supply chains as part of the Constellation debacle, but it is not clear if that will be enough to make a new pitch attractive.

USNI News first reported on the possibility of a new Fincantieri frigate pitch to the Navy yesterday after an interview with CEO George Moutafis. TWZ also spoke at length with Moutafis about the failure of the Constellation class program earlier this year, and we have reached back out to the company for more information about new prospects now.

“Right now the Navy and the [Trump] administration could find the right type of dialog with us to set [development] up in a way that enables quick setup and swift construction without letting design spirals get in the way,” Moutafis told USNI News. “Accept the design that is and works well, and start work on it to get units out there for the fleet.”

In addition, “Moutafis said the supply chain the shipyard built during the Constellation could be applied to Fincantieri’s FREMM EVO design with few modifications to avoid the design churn that led to the cancellation of the Constellation,” according to USNI News.

The Constellation class was derived from the Franco-Italian FREMM, a multi-purpose frigate designed to offer a mix of anti-air, anti-submarine, and anti-surface warfare capabilities. The explicit intent of the program had been to acquire a frigate based on an established, in-production ‘parent’ design, to which only relatively minor changes would have to be made, helping to reduce cost and risk. In the end, Constellation only had 15 percent design commonality with FREMM, causing delays and other issues that directly contributed to its cancellation. However, the Navy’s demand for smaller surface combatants has not gone away. We will come back to this all in a moment.

A rendering of a Constellation class frigate. USN

Fincantieri unveiled FREMM EVO (for “evolution”), along with an order for two of them for the Italian Navy, in 2024. In July of this year, Portugal announced it would also be buying three FREMM EVOs.

As designed, the FREMM EVO is close to 472.5 feet (144 meters) long, is some 64.6 feet (19.7 meters) at its widest, and displaces 6,500 tons with a full combat load, according to Fincantieri’s website. Its hull dimensions and displacement are essentially unchanged from the Italian subvariant of the baseline FREMM. The EVO will have a new superstructure configuration and a host of new capabilities.

Renderings of the FREMM-EVO. Fincantieri
An Italian Navy FREMM frigate, or Bergamini class, in front, sails together with a US Navy Arleigh Burke class destroyer. USN

The most notable new feature on the EVO version is set to be a new Leonardo Kronos Dual-Band Radar (DBR). The Kronos DBR combines the C-band Kronos Quad and the X-band Kronos StarFire into a single system with four paired sets of active electronically scanned arrays (AESA) positioned around the superstructure. In general, combining radars in this way can offer advantages for performing a variety of different tasks and doing so simultaneously. The ability to fuse data from both arrays together can help produce high-fidelity target tracks and other benefits. At the same time, DBRs have historically presented complexities that can cause serious difficulties with both integration and operation.

Among other things, the DBR is set to give the FREMM EVO expanded capability to knock down incoming ballistic missiles in the terminal phase of flight using Aster 30 surface-to-air missiles. Anti-ship ballistic missiles have become a threat that navies globally could realistically encounter in future conflicts, even against smaller nation states or non-state actors. There is a trend emerging worldwide now in the development of new anti-ballistic missile defenses to protect individual warships, as well as help defend other naval assets and interests ashore. Baseline FREMM frigates can already fire Aster 30 missiles, as well as Aster 16s, from any of their 16 Sylver vertical launch system cells at the bow end of the ship. EVO has space allotted for the integration of additional VLS cells, but it is unclear whether any current customers are pursuing that option.

In terms of armament, like the baseline FREMM, the EVO configuration will also have deck-mounted launchers for eight anti-ship cruise missiles, two triple torpedo tubes, two turreted 76mm guns, and various smaller automatic cannons and machine guns.

FREMM EVO is to feature improvements to other parts of its sensor package, as well as electronic warfare and communications suites, compared to the baseline design. This will all be tied into a SADOC 4 combat management system (CMS) from Leonardo.

On top of all this, this new FREMM configuration will have a new dedicated suite of counter-drone capabilities, another threat category that is very real now, and that only continues to expand in scale and scope.

“FREMM EVO represents a milestone both in confirming the ability to combine maturity and innovation in its EW systems that will be on board, and for the first naval supply of an advanced anti-drone counter capability,” ELT Group, which is supplying components for the counter-drone suite, said in a statement back in 2024, according to Naval News. “The latter will allow both the detection, recognition and identification of drones and their soft-kill counter. The project of a naval CUAS arises from the expertise acquired by Elettronica in this capacity for several years now, which have led to the development of sophisticated Artificial Intelligence algorithms developed specifically for countering the threat posed by drones.”

When it comes to a new pitch to the U.S. Navy, FREMM EVO does have the benefit of being an in-production design. As mentioned, Fincantieri had also been working to expand its facilities at the Marinette Marine shipyard in Wisconsin to build similarly-sized Constellation class frigates before that program was cancelled. The shipbuilder has relevant established supply chains to feed into that yard, as well, as Moutafis highlighted to USNI News.

A Naval Sea Systems Command (NAVSEA) briefing slide from 2022 detailing work Fincantieri had been doing to expand its physical infrastructure to support the production of the Constellation class. USN

In speaking to us earlier this year, Moutafis also talked about important lessons learned from the Constellation program, which he felt were already having a positive impact the U.S. Navy way of doing business.

“Some of those lessons learned out of Constellation are being manifested in the things that the Navy has been rolling out the past few months – a new approach that empowers PAEs [Navy Portfolio Acquisition Executives] to make decisions, to minimize change, to embrace innovation and new technologies,” he said. “All these elements that we see now being rolled out, I think to a certain degree, connect back to lessons that have been learned out of the Constellation class journey.”

“Figure out what you want to prioritize, to what extent you want to prioritize schedule, and what’s the best way to say this,” he added when asked for specific examples of what he was talking about. “When you know when you need something delivered and at what pace, then enable the right level of decision-making. Because otherwise – I don’t want to sound this the wrong way – but perfection sometimes is the enemy of more than good enough.”

“Going beyond the Constellation class, now the needs are for vessels to be out there for the warfighter as soon as possible. For sure, we will see many cases where it will be considered that a vessel with these capabilities – even though potentially, in some areas, it may not have enough tons of steel on its sides, or whatever – it will be good enough to assist the warfighter as they head into harm’s way,” he also added at that time. “Those trade-offs are now being placed at the PAE level, allowing Navy leaders at that level to make the right decisions – figuring out whether to continue going down a design spiral versus just moving out with production and enabling us to have the right capabilities on time for the warfighter.”

When Moutafis spoke with us, the Navy had already unveiled a new FF(X) frigate program and announced plans to buy examples of a design derived from the Huntington Ingalls Industries’ (HII) Legend class National Security Cutter for the U.S. Coast Guard. Those frigates will notably lack a VLS array, at least initially, along with other features that were seen as critical to Constellation class. The Navy has outlined plans to offset the more limited baked-in capabilities of the FF(X)s with add-on containerized weapon systems and companion fleets of uncrewed surface vessels. All of this has already prompted significant debate about the operational utility of these small surface combatants, as TWZ has previously explored in detail.

A rendering of the FF(X) frigate. USN

In August, President Trump put out a memo that, in part, directed then-Acting Secretary of the Navy Hung Cao to “submit a plan … that includes timelines and resourcing requirements, for a new competitive acquisition approach for surface combatants with sufficient inherent capabilities to perform anti‑submarine warfare, surface warfare, and convoy escort duties.” The memo also outlined an acquisition strategy referred to as the “Finland Model,” in which foreign shipbuilders would have to make major investments in U.S. enterprises and hire American workers as part of any future contract, even if an initial tranche of vessels is built overseas. This, in turn, has led to the aforementioned foreign warship study ongoing now, which is reportedly exploring the merits of Japan’s Mogami class, the South Korean Chungnam class, and the Istanbul class from Turkey, in-depth profiles of which you can find here.

Examples of the Japanese Mogami class (at bottom), the South Korean Chungnam class (at top left), and the Turkish Istanbul class (at top right). Yuichi Yamazaki-Pool/Getty Images/HD Hyundai Heavy Industries/Anadolu Shipyard

Whether or not the U.S. Navy will pursue the acquisition of any of the ships it is studying now, or whether it might be willing to consider additional pitches from Fincantieri or other shipbuilders, remains to be seen. If it is to be successful, any new attempt to leverage an in-production foreign frigate design will have to take concrete steps to avoid falling into the same design change pitfalls as the Constellation class. The Navy’s struggles with solidifying designs early and keeping changes to a minimum during development and initial production have impacted several domestic naval shipbuilding efforts, too.

For Fincantieri, while the Navy played a central role in the failure of the Constellation program, there is the additional matter of whether the service is interested in any way in the optics of not only going back to the same shipbuilder, but the same underlying parent design (FREMM).

Some members of Congress have been very vocally pushing back on any plan that involves production in foreign shipyards. This is despite long-standing concerns about the capacity of U.S. shipyards and persistent hurdles to growing that industrial base. In this context, a new offer to build frigates domestically at Marinette Marine could find welcoming ears, but Fincantieri is also already on contract to build new Medium Landing Ships (LSM) for the Navy at this same yard. LSM is another program the service has also been trying to accelerate after years of delays.

A rendering of Dutch shipbuilder Damen’s LST-100 landing ship, the basis for the Navy’s new LSMs. Damen

It’s also unclear what any additional frigate procurement program might mean for the existing FF(X) frigate program, and what level of additional competition there might be for shipbuilding resources, as a result.

“In terms of which path we go – I’m not going to get ahead of that process – but [studying all options is] essentially what we’re doing,” Navy Rear Adm. Casey Moton, head of the Portfolio Acquisition Executive Maritime (PAE-M) office, also said at the American Society of Naval Engineers Fleet Maintenance and Modernization Symposium last week, according to USNI News. “I am not going to get ahead of what we are doing in response to the presidential memo.”

“We just went through CDR [the critical design review] on the Flight I [of FF(X)], and so we’re doing some pre-production activities with HII to help prepare for that material,” Moton also noted. The Navy has said in the past that it is aiming to have the first FF(X) frigate in the water by 2028.

The Navy’s fleet of Arleigh Burke class destroyers “gets used with a very high demand signal combatant commanders. The Navy can’t operate with only one size of ship,” Rear Adm. Brian Metcalf, Deputy PAE-M, also said in an official video in June, further underscoring the general demand for these new smaller surface combatants. “The [FF(X)] frigate will fill that gap. They can be used in less contentious waters. They can be used as high-value escorts. There are all kinds of things the frigate can fill the gap for and allow destroyers to execute the high-end mission set.”

Signs that a new foreign-designed frigate could be in the Navy’s future have already been growing. The service may have a clearer vision for how to proceed, and whether there might be room for additional pitches from Fincanterai and others, after the review it is working through now is complete.

Contact the author: joe@twz.com

The post Shipbuilder Behind Failed Constellation Class Wants Back Into The U.S. Navy Frigate Business appeared first on TWZ.

British Police Arrest Men Driving Toward U.S. Bomber Base In The U.K. With Suspected Explosives

27 September 2026 at 15:36

Details continue to come in, but police in the United Kingdom have declared a “major incident” and ordered evacuations near RAF Fairford after the arrest of “several men on suspicion of offenses under the explosives act,” the Gloucestershire Constabulary stated.

RAF Fairford is a major hub for U.S. military aircraft in the United Kingdom. It is a regular host of strategic assets, including bombers and U-2 spy planes. It also acts as a pit stop for other aircraft, including fighters, that are being ferried to and from the United States. Bomber strikes launched from Fairford were a central aspect of major U.S. combat operations against Iran earlier this year.

“A number of properties are currently being evacuated in the Whelford area following the declaration of a major incident,” the Gloucestershire Constabulary also announced today in light of the incident.

Emergency services in Fairford after major incident has been declared, with armed police manning a cordon near the village of Whelford in Gloucestershire, near RAF Fairford which is used by the United States Air Force (USAF). Picture date: Sunday September 27, 2026. (Photo by Ben Birchall/PA Images via Getty Images)
Emergency services in Fairford after a major incident has been declared, with armed police manning a cordon near the village of Whelford in Gloucestershire, near RAF Fairford, which is used by the United States Air Force (USAF). (Photo by Ben Birchall/PA Images via Getty Images) Ben Birchall – PA Images

The evacuations were spurred by the arrests.

“The Army’s specialist explosive ordnance disposal team are currently examining a number of vehicles,” Gloucestershire Constabulary added. “The local residents are being evacuated to a nearby leisure center.”

“A cordon is currently in place, but we’d like to reassure people that we believe this incident is contained,” the law enforcement agency explained. “We are working closely with our partners and are enacting the well-rehearsed plans we have in place.”

The incident began around 12:45 AM local time Sunday “when police received a call relating to three suspicious vehicles traveling towards RAF Fairford,” according to Gloucestershire police Assistant Chief Constable Richard Ocone. “Armed officers responded and subsequently arrested five men in the Whelford area on suspicion of committing offenses under the Explosives Act. The men were taken into custody, where they remain.”

“A 400-meter cordon has been put in place around the vehicles while the army’s explosive ordnance disposal unit examined them,” Ocene continued. “As a precaution, around 85 households have been advised to evacuate while these examinations take place.”

BREAKING:

The British authorities issue a first official statement on the suspected terror plot against RAF Fairford

They sent in a local low-ranking policemen to deliver a statement saying 5 men have been arrested and that people shouldn’t speculate about the case.

He… pic.twitter.com/9dD8910Kpw

— Visegrád 24 (@visegrad24) September 27, 2026

Video has emerged showing British military explosive ordnance disposal robots reportedly defusing the vans used by the suspects.

Video of British military EOD robots defusing suspected bomb vans near RAF Fairford courtesy of SkyNews. pic.twitter.com/PbrrVH6V1x

— WarMonitor🇺🇦🇬🇧 (@WarMonitor3) September 27, 2026

“We are aware of the current reporting, for questions regarding off-base incidents please contact the local authorities,” a U.S. Air Force spokesperson told us in response to our questions about whether the incident had raised force protection levels at RAF Fairford or other installations in the area hosting American forces. Unconfirmed reports by the local aviation spotter community claimed RAF Fairford had been placed under what is called FPCON Delta, the highest level of alert at U.S. military installations.

The incident at RAF Fairford has been escalating overnight, this is what is clear so far.

Gloucestershire Police has announced that they have arrested multiple men on suspicion of offences under the Explosives Act, and that they have declared a Major Incident.

According to the… https://t.co/vk5N7yUuzB pic.twitter.com/IMHGtKGiC1

— Armchair Admiral 🇬🇧 (@ArmchairAdml) September 27, 2026

“For operational security reasons we will not discuss specific force protection measures,” the Air Force spokesperson added. “The 501st Combat Support Wing and our fellow UK-based Wings remain vigilant and will take appropriate actions to ensure the safety and security of our U.S. service members, civilians, contractors, and their families. We constantly assess a variety of factors that determine what measures we institute or modify to protect our installations, our people and their families.”

It is unclear if airfield operations at RAF Fairford have been affected. U.S. Air Force officials did not immediately respond to our request for comment.

The British Defense Ministry did not immediately provide comment on this unfolding event.

RAF Fairford is a major hub for U.S. military aircraft, with strategic assets, like B-1B Lancer bombers, being forward deployed to the base and tactical and other assets often using it as a pit stop during flights ‘across the pond.’

A U.S. Air Force B-1B Lancer assigned to the 37th Bomb Squadron, Ellsworth Air Force Base, S.D., arrives to participate in the Royal International Air Tattoo at Royal Air Force Fairford, England, July 15, 2025. The Lancer is slated to participate in RIAT, which has more than 80 aircraft are scheduled to attend from July 18-20, 2025. (U.S. Air Force photo by Tech. Sgt. Robert M. Trujillo)
A U.S. Air Force B-1B Lancer at RAF Fairford. (U.S. Air Force photo by Tech. Sgt. Robert M. Trujillo) Tech. Sgt. Robert Trujillo

As mentioned, RAF Fairford played a key role in major combat operations against Iran earlier this year. No connection has been established yet between today’s incident and any particular group, but the base has drawn direct threats from the regime in Tehran in the past.

“The American aggressor army, which used to launch cruise missiles from its vessels in the Indian Ocean in its aggression after the official resumption of the war, with the end of the missile reserves of the aforementioned vessels, yesterday switched to using B1 planes flying from Fairford Air Base, England,” Tasnim News Agency, a quasi-state outlet in Iran with ties to the country’s powerful Islamic Revolutionary Guard Corps (IRGC), claimed on Telegram on July 23. “As the officials of the Ministry of Foreign Affairs also stated, any base that is used to invade Iran’s territory is our legitimate goal.”

the enemy must pay the price for its breach of promises, and this time we will not allow America to use deceptive ceasefires to replenish its oil and ammunition stockpiles and then resume attacks once again.

— Press TV 🔻 (@PressTV) July 23, 2026

Considering its importance to U.S. military operations, the base is a major potential target for nefarious actors, in general. Like other bases across Europe, it is a major potential target for Russia’s ‘hybrid war’ or ‘gray zone’ activities, as well.

Asked about the threats at the time, a British official told us that the country was prepared to defend itself.

“Our Armed Forces are ready to keep the United Kingdom safe from any kind of attacks, whether it’s on our soil or from abroad,” a government official told TWZ. “The UK stands ready 24/7 to defend itself. This includes through operating a layered approach to air and missile defense, provided by Royal Navy, British Army and Royal Air Force assets equipped with a range of advanced capabilities, working closely with our NATO allies.”

“In the Defense Investment Plan we have made air and missile defense a priority after years of underfunding, dedicating £790 million to enhance protection of the UK homeland and overseas bases from air, drone and missile threats,” the official added. “That is complemented by more than £2 billion of funding to deliver further air defense and counter-drone capabilities, and to upgrade and sustain our Typhoon fleet.”

This is a developing story.

UPDATE: 10:49 AM Eastern –

A Temporary Flight Restriction (TFR) has been imposed over Whelford, Gloucestershire, following the incident. It applies to all aircraft, including “any small balloon, any kite, any UAS and any parachute, including a parascending parachute or paramotor,” according to the FAA. “Pilots are forbidden to fly within the designated area without permission.”

The TFR runs through Oct. 5.

Contact the author: howard@twz.com

The post British Police Arrest Men Driving Toward U.S. Bomber Base In The U.K. With Suspected Explosives appeared first on TWZ.

Bunker Talk: Let’s Talk About All The Things We Did And Didn’t Cover This Week

25 September 2026 at 22:54

Welcome to Bunker Talk. This is a weekend open discussion post for the best commenting crew on the net, in which we can chat about all the stuff that went on this week that we didn’t cover. We can also talk about the stuff we did or whatever else grabs your interest. In other words, it’s an off-topic thread.

This week’s caption reads:

BERLIN, GERMANY JUNE 16: Heavy iron doors between different rooms during a media event on June 16, 2026, at the former Cold War-era Pankstraße subway station, now used as a nuclear fallout shelter. Built in the 1970s, the bunker offers sleeping accommodations for 3,339 people, has independent water and electricity supplies, and is hermetically sealed off from the outside world by massive steel doors. The bunker will be open to the public as part of guided tours of Berlin’s underground. Russia’s invasion of Ukraine has rekindled German authorities’ interest in providing nuclear fallout shelters in the event of war. (Photo: Carsten Koall/Getty Images)

PRIME DIRECTIVES:

  • If you want to talk politics, do so respectfully and know that there’s always somebody that isn’t going to agree with you. 
  • If you have political differences, hash it out respectfully, stick to the facts, and no childish name-calling or personal attacks of any kind. If you can’t handle yourself in that manner, then please, discuss virtually anything else.
  • No drive-by garbage political memes. No conspiracy theory rants. Links to crackpot sites will be axed, too. Trolling and shitposting will not be tolerated. No obsessive behavior about other users. Just don’t interact with folks you don’t like. 
  • Do not be a sucker and feed trolls! That’s as much on you as on them. Use the mute button if you don’t like what you see.  
  • So unless you have something of quality to say, know how to treat people with respect, understand that everyone isn’t going to subscribe to your exact same worldview, and have come to terms with the reality that there is no perfect solution when it comes to moderation of a community like this, it’s probably best to just move on. 
  • Finally, as always, report offenders, please. This doesn’t mean reporting people who don’t share your political views, but we really need your help in this regard.

The post Bunker Talk: Let’s Talk About All The Things We Did And Didn’t Cover This Week appeared first on TWZ.

Blackbeard Hypersonic Missile Seen Flying On F/A-18 Super Hornet For The First Time

25 September 2026 at 21:37

The U.S. Navy has given us the first look at Blackbeard hypersonic strike missiles under the wings of F/A-18E/F Super Hornets during actual flight testing. The Navy is hoping to have Blackbeard in at least limited service no later than 2028, giving its carrier air wings an all-new fast-flying standoff weapon, particularly for engaging enemy ships. The missile is also being designed to be relatively cheap and quick to manufacture.

The Navy’s Office of the Portfolio Acquisition Executive for Aviation (PAE-A) has released a video montage of Blackbeard undergoing flight testing, seen in the social media post below. The service confirmed that it had at least begun test-loading the missiles onto F/A-18E/F Super Hornets in a presentation at the Tailhook Association’s annual convention last month. Now we know the program has moved ahead substantially from that point.

Coming soon to a theater near you…BLACKBEARD!@USPACOM @CENTCOM @PAEAviation pic.twitter.com/KgBtIqdf8I

— NAVAIR (@NAVAIRNews) September 25, 2026

The company behind Blackbeard, defense start-up Castelion, has received several multi-million-dollar contracts from the Navy just this year explicitly to support integration of the weapon onto the Super Hornet, as well as otherwise accelerating its development. In its daily contracting on September 14, the Pentagon announced the Navy had struck yet another deal with Castelion, valued at $43.65 million, “for the manufacturing, assembly, testing, and delivery of the first production lot of 444 All-Up Rounds (AURs), defined as fully functional tactical missiles packaged within specialized shipping and storage containers.”

A screen capture from the Blackbeard flight testing video montage the Navy released today. USN capture

In terms of what we know today about Blackbeard’s design and capabilities, as we have previously written:

“A profile photo [seen below] at the company’s headquarters reveals a weapon with a ballistic missile-like booster, on top of which is mounted what could be an unpowered hypersonic glide vehicle (HGV). A booster brings an HGV to the desired velocity and altitude before releasing it toward its target. The concept is in contrast to air-breathing cruise missiles capable of traveling at hypersonic speeds. Hypersonic speed is generally defined as anything above Mach 5, which larger ballistic missiles also reach in the course of their flights. More precise performance figures for Blackbeard are lacking, but Castelion has previously hinted it could hit targets out to just under 500 miles. Alternatively, the second stage may also have its own motor, allowing it to continue accelerating or sustain high-speed flight. A similar arrangement has been suggested as the propulsion system for the Russian Zircon missile.”

Castelion

“Both stages of the weapon have cruciform fins, while the upper one features a prominent ‘chine’ line along the length of its body, and a slightly beaklike nose. The trolley on which the weapon is mounted provides some idea of its overall size. The blue stripes seen on each stage normally signify that a munition is an inert, non-explosive round utilized for training or tracking purposes. This would indicate a real (unarmed) missile rather than a dummy or mockup.”

A picture shown at Tailhook had also offered a new look at the front of the missile, exposing what looked to be an aperture on one side of the design’s wedge-shaped nose. As we wrote after that image emerged:

“The apparent apertures are also seen pointed up, but many air-launched munitions do flip down after release.”

“How exactly Blackbeard is guided remains unknown, but a downward-angled aperture at the nose end for a seeker system would make sense for this weapon, which the Navy is pursuing primarily as a new way to target enemy ships. In particular, a wide array of existing anti-ship and land attack missiles, as well as certain anti-air types, have variously shaped apertures in their noses for imaging infrared seekers. Imaging infrared has the benefit of being immune to radio frequency electronic warfare jamming. In addition, it is a passive capability that does not send out signals that can give an opponent advance notice of an incoming attack. Blackbeard’s full guidance package very likely also includes some means of navigating to a target area first, and it could have multiple modes of operation.”

The new flight testing footage released today also underscores the relatively small size of Blackbeard overall. While the Super Hornet is set to be the first operational launch platform, it is very likely to be integrated on other aircraft quickly thereafter. The Navy is acquiring Blackbeard under a program called the Multi-mission Affordable Capacity Effector (MACE).

Another screen capture from the new Navy video offering a different of Blackbeards under the wings of a Super Hornet, underscoring their relatively small size. USN capture

Requirements for MACE that the Navy put out previously explicitly called for a design compact enough for carrier-based F-35C (and land-based F-35A) Joint Strike Fighters to carry four of them internally. Whether that remains a goal in any way is unclear. Still, being able to carry some number of Blackbeards internally would not only give those jets a hypersonic strike weapon, but one that they could carry in the most stealthy configuration. The Navy also notably does operate the F-35A outside of the test and evaluation community, which might point to air-launched Blackbeards entering service elsewhere in the future. As an aside, the U.S. Army is pursuing a ground-launched version of this missile, as well.

Another critical aspect of Blackbeard is the emphasis on lower cost and the ability to produce the missiles readily at scale. The conflict with Iran has fully driven home long-standing concerns about the depth of U.S. stockpiles of various critical munitions, as well as its ability to replenish them quickly. Blackbeard reflects a larger push across America’s armed forces to add more cost-effective weapons that can be acquired on faster timetables to their arsenals. Bringing in new, smaller companies like Castelion to develop and build these munitions has also been a major point of focus. To put this all in immediate context, in May, the Pentagon announced a framework agreement to buy 12,000 Blackbeards over the next five years.

As mentioned, the Navy’s stated goal now is to reach an early operational capability with Blackbeard by 2028, if not sooner. What the exact fielding plan for those missiles might be is unclear. PAE-A did write “Coming soon to a theater near you” in its post on X containing the video montage, and tagged the official accounts for U.S. Central Command (CENTCOM) and U.S. Pacific Command (PACOM). CENTCOM oversees U.S. military activities in and around the Middle East, including ongoing operations against Iran. U.S. military officials have also long touted hypersonic weapons, in general, as key to success in any future conflict in the Pacific, especially a high-end fight against China.

It’s also worth noting here that U.S. military hypersonic missile programs across the services have faced repeated setbacks and delays over the years. This, in turn, has prompted discussion about a worrisome gap emerging in this arena between the United States and its chief global competitors, especially China. It is very possible now that Blackbeard could be the first operational air-launched type in American inventory, depending on how the U.S. Air Force does or does not proceed with its Hypersonic Attack Cruise Missile (HACM) program. The Air Force has said previously that it is aiming for HACM to be operational, at least on a limited level, before the end of Fiscal Year 2027, which begins next month.

If nothing else, we have clear evidence that the air-launched version of Blackbeard is now deep in flight testing for the U.S. Navy.

Contact the author: joe@twz.com

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Latvia To Order Anduril’s Barracuda Cruise Missile For Long-Range Strike Capability

25 September 2026 at 19:49

NATO member Latvia is moving toward acquiring Anduril Industries’ Barracuda family of long-range strike missiles, with Latvian President Edgars Rinkēvičs highlighting the effort during a visit to the U.S. defense technology company and a series of new defense-industry cooperation agreements involving Latvia. If the acquisition goes through, Latvia would be the first of the Baltic states to field a strike weapon in this category.

“It was great to visit Anduril to meet with Palmer Luckey and to witness signing of memoranda of cooperation with MOD of Latvia and Origin Robotics,” Rinkēvičs said in a post on X. “Looking forward to complete acquisition of Barracuda long-range missiles and [Latvian-U.S.] defense industry cooperation.”

It was great to visit @anduriltech to meet with @PalmerLuckey and to witness signing of memoranda of cooperation with MOD of Latvia and @OriginRobotics. Looking forward to complete acquisition of Baracuda longe range missiles and 🇱🇻 🇺🇸 defense industry cooperation pic.twitter.com/JafnNy5RAe

— Edgars Rinkēvičs (@edgarsrinkevics) September 25, 2026

The statement does not specify the precise Barracuda variant involved, the number of missiles Latvia intends to acquire, the expected delivery schedule, or the value of the prospective purchase. We have reached out to Anduril for more details.

A likely candidate weapon is the Barracuda-500M, one member of Anduril’s family of autonomous, jet-powered cruise missiles, alongside the Barracuda-100M and -250M variants. Official descriptions put its range at more than 500 nautical miles, with a stated speed range of approximately 190 to 500 knots. The missile can be air-launched, for which it has received the official U.S. military designation AGM-189A. But with only a handful of utility biplanes and helicopters in its inventory, Latvia would acquire the surface-launched version, designated SLB-500M.

The announcement points to a potentially significant expansion of Latvia’s precision-strike capabilities as NATO’s eastern flank continues to build out longer-range conventional fires.

Latvia has already ordered the U.S.-made Army Tactical Missile System, or ATACMS, which will be fired from M142 HIMARS launchers. The system is expected to enter Latvian service in 2027 and has a maximum range of about 186 miles.

A U.S. Army M142 HIMARS launcher involved in an exercise at at Spilve Airfield and Liepāja Airport in Latvia. Latvian Armed Forces Eriks Kukutis

Latvia’s ATACMS capability will give the country a foundation for ground-launched precision fires, but the broader European trend is toward significantly greater reach.

Ground- and sea-launched cruise and ballistic missile systems capable of hitting targets at between 1,000 and 2,000 kilometers (620 and 1,242 miles) or more are an emerging target for several European NATO members. France, Germany, Poland, Italy, Sweden and the United Kingdom are pursuing combinations of indigenous development and foreign procurement to address this requirement.

Latvia’s neighbor Poland, for example, has been building a layered long-range strike architecture combining JASSM/JASSM-ER air-launched cruise missiles with HIMARS and ATACMS. Warsaw’s ambitions are extending toward ground-launched weapons with ranges potentially reaching 3,000 kilometers (1,864 miles) and the country has previously expressed openness to hosting U.S.-owned nuclear weapons on its territory, too.

WARSAW, POLAND AUGUST 15: The M142 HIMARS rocket launcher is seen during the Armed Forces Day parade, commemorating Poland's 1920 victory over the Soviet Red Army and marking the 105th anniversary of the Battle of Warsaw, in Warsaw, Poland, on August 15, 2025. The event featured more than 4,000 Polish troops, about 200 soldiers from allied NATO nations, around 300 military vehicles, and nearly 50 aircraft, making it the largest parade in the country's history. (Photo by Artur Widak/NurPhoto via Getty Images)
A M142 HIMARS launcher is seen during Poland’s Armed Forces Day parade in 2025. Photo by Artur Widak/NurPhoto/Getty Artur Widak

Latvian interest in Barracuda fits into the same larger transformation in European conventional strike capabilities.

For NATO’s Baltic members, the logic is particularly straightforward, with mobile, ground-launched weapons providing an additional means of striking military targets at depth without requiring control of the air over the launch area.

Dragon’s teeth obstacles are among the anti-mobility measures on Latvia’s eastern border with Russia. Latvian Armed Forces

The potential Barracuda acquisition would represent another step in a broader European shift toward deep precision strike, a term increasingly used to describe conventional weapons capable of holding targets hundreds or thousands of miles away at risk.

Deep precision strike is widely acknowledged as an increasingly important European capability gap. European NATO members have historically relied heavily on air-launched cruise missiles and other aircraft-delivered weapons, while ground-launched long-range systems have been comparatively scarce.

The deterioration of the European security environment following Russia’s full-scale invasion of Ukraine, together with the 2019 collapse of the Intermediate-Range Nuclear Forces Treaty, are important factors behind renewed European interest in long-range conventional strike.

A key driver behind Europe’s push for longer-range conventional strike is the desire to build a credible deterrent capable of holding targets deep inside Russia at risk, potentially including Moscow. Ukraine’s long-range strike campaign has demonstrated the strategic value of being able to impose costs at significant distances, while also underscoring the importance of having sufficient stocks of precision weapons. For NATO’s eastern flank, systems such as the ground-launched Barracuda could therefore provide not just another fires capability, but an additional means of imposing costs on an adversary without relying exclusively on airpower.

Importantly for Latvia, the emerging European approach is not limited to large air forces. NATO’s prospective deep-strike requirements are likely to place significant emphasis on mobile ground-launched systems because they can be dispersed and offer survivability advantages while avoiding the cost and vulnerability associated with relying exclusively on aircraft or ships as launch platforms.

An Anduril Barracuda 500, top, and a Barracuda 100, autonomous aerial vehicles, are displayed during Modern Day Marine 2026 at the Walter E. Washington Convention Center, Washington, D.C., April 30, 2026. Modern Day Marine is a military exposition exclusively organized for the Marine Corps to showcase the newest technology and warfighting innovations from amphibious assault vehicles to drones and more. (U.S. Marine Corps photo by Cpl. Abigail Hutcheson)
An Anduril Barracuda 500, top, and a Barracuda 100, displayed during Modern Day Marine 2026 in Washington, D.C. U.S. Marine Corps photo by Cpl. Abigail Hutcheson Cpl. Abigail Hutcheson

That makes systems such as the surface-launched Barracuda particularly relevant to countries on NATO’s eastern flank.

Anduril has positioned Barracuda as part of an effort to address what it describes as a shortfall in affordable, producible long-range precision weapons. A prototype surface-launched Barracuda-500 successfully demonstrated its launcher, missile, and booster concept in testing in 2025. Anduril has emphasized that the family is intended to be more producible and affordable than many existing “exquisite” long-range weapons.

The emphasis on production capacity is notable in light of lessons emerging from the war in Ukraine, where both sides have demonstrated the importance of maintaining substantial stocks of precision weapons and relatively inexpensive one-way attack systems.

European governments are increasingly wrestling with the same issue. However, there is a fundamental tension between rapidly filling capability gaps through off-the-shelf purchases and developing indigenous European weapons that can strengthen the continent’s defense-industrial base, which is also a critical political consideration.

Latvia’s emerging relationship with Anduril appears to combine elements of both approaches, by acquiring an American-developed strike capability while simultaneously pursuing industrial cooperation with U.S. defense companies.

Ground launch of Anduril’s Barracuda-500M. Anduril

There is also a recent European precedent for combining Barracuda procurement with local industrial participation.

In July 2026, Anduril signed a strategic agreement with Polish national maintenance, repair and overhaul provider Wojskowe Zakłady Lotnicze Nr 2 (WZL-2) to establish production of the Barracuda-500M at WZL-2 facilities in Bydgoszcz, Poland. Polish state-owned defence group Polska Grupa Zbrojeniowa said Poland was the first European country to sign such an agreement with Anduril.

Bezpieczeństwo zaczyna się od silnych sojuszy.

💥🖊 Dziś została podpisana umowa o współpracy @PGZ_pl i WZL-2 z firmą Anduril Industries, która umożliwi utworzenie w Polsce miejsc montażu i produkcji autonomicznych rakietowych pocisków manewrujących dalekiego zasięgu… pic.twitter.com/JnmM6lQZ7L

— Ministerstwo Aktywów Państwowych 🇵🇱 (@MAPGOVPL) July 6, 2026

Polish officials have also emphasized the missile’s intended low production cost relative to higher-end U.S. cruise missiles. The planned Polish program is expected to progressively increase Polish content and eventually incorporate broader European elements, including software solutions from Anduril.

Latvia has not publicly detailed whether any Barracuda-related production, assembly, or other industrial work would be conducted in the country.

However, Latvia’s Investment and Development Agency says the country’s defense-technology delegation in the United States is seeking opportunities involving joint development, testing, manufacturing, system integration and supply chains. Origin Robotics is among the Latvian companies participating in that effort.

The broader Latvian delegation includes companies working across unmanned and counter-unmanned systems, communications, electronics, sensors, software, artificial intelligence, cybersecurity, and manufacturing.

Latvian Army Staff Sgt. Gatis Indrevics, a combat cameraman with the Latvian Army, shows drone video footage to U.S. Marines with the Marine Forces Reserve’s Communication Strategy and Operations section before a High Mobility Artillery Rocket System live-fire range at Adazi Training Area, Latvia, March 4, 2019, during exercise Dynamic Front 19. Two HIMARS from Fox Battery, 2nd Battalion, 14th Marine Regiment, 4th Marine Division, coordinated fires with army units in Germany. Approximately 3,200 participants from 27 nations will take part in the live-fire portion of exercise Dynamic Front 19, March 2-9, 2019, at the U.S. Army's Grafenwoehr Training Area, Germany; as well as in Riga, Latvia; and Torun, Poland. (U.S. Marine Corps photo by Cpl. Niles Lee)
A Latvian Army soldier shows drone video footage to U.S. Marines during a HIMARS live-fire exercise at Adazi Training Area, Latvia. U.S. Marine Corps photo by Cpl. Niles Lee Sgt. Niles Lee

Exactly how Latvia intends to employ Barracuda, how many missiles it plans to acquire, and whether any portion of the system will eventually be produced or integrated in Latvia remain unclear from the president’s announcement.

For now, the development marks another indication that long-range precision fires are moving from a capability concentrated among Europe’s largest military powers toward a broader requirement across NATO’s highly strategic eastern flank.

Contact the author: thomas@thewarzone.com

The post Latvia To Order Anduril’s Barracuda Cruise Missile For Long-Range Strike Capability appeared first on TWZ.

Marines Rushing To Equip Amphibious Combat Vehicles With New Anti-Drone Jammers

25 September 2026 at 18:56

The U.S. Marine Corps is buying Anduril Pulsar-L electronic warfare jammers to meet an urgent operational need to better protect its 8×8 wheeled Amphibious Combat Vehicles (ACV) from drones. This is part of broader efforts the service is pursuing to boost the ACV’s defenses against uncrewed aerial attackers, as well as incoming anti-tank guided missiles and other threats. Drone threats are real now and have notably sidelined even the most advanced heavy armor in Ukraine.

Marine Corps Systems Command (MARCORSYSCOM) announced it had awarded a sole-source deal to Anduril, valued at $15,711,445.50, for an unspecified number of Pulsar-Ls, yesterday. This follows a statement of intent the Command put out last month. Anduril first unveiled Pulsar-L, a lightweight addition to its larger Pulsar family of electronic warfare systems, in April 2025.

The Marine Corps had 150 baseline personnel carrier variants of the ACV (or ACV-Ps), as well as 21 command-and-control ACV-C versions, in inventory as of April 2026. The default armament for ACV-P currently is just a single .50 caliber M2 machine gun in a remote weapon station on top of the hull. The service’s goal is to eventually acquire 389 ACV-Ps and 33 ACV-Cs, as well as 152 ACV-30s with new 30mm cannon-armed turrets and 34 ACV-R armored recovery vehicle variants. The ACV family has already supplanted the Marine Corps’ previous fleet of tracked Assault Amphibious Vehicles (AAV).

From left to right, an Amphibious Combat Vehicle command and control variant (ACV-C), a 30mm cannon-armed ACV-30, and a standard ACV personnel carrier version (ACV-P). The ACV-R recovery variant is not shown here. USMC/Sgt. Alexis Sanchez

“The Anduril Pulsar-L system is a platform-integrated omni-directional SK C-UAS [soft-kill counter-uncrewed aerial systems] with a combined sensor/jammer package that detects, tracks, identifies, and defeats radio frequency-dependent Group 1 and Group 2 Unmanned Aerial Systems (UASs),” MARCORSYSCOM wrote in a justification for the sole-source contract, which was also released yesterday. “Additionally, the system provides counter positioning, navigation, and timing capabilities.”

The U.S. military definition of a Group 1 drone is any design weighing up to 20 pounds, that is able to fly up to an altitude of 1,200 feet, and that can reach speeds of up to 100 knots. Group 2 is the next tier up, encompassing types with gross weights between 21 and 55 pounds, that can get up to an altitude of 3,500 feet, and hit top speeds of up to 250 knots. Kamikaze drones and other small weaponized types that fall into Groups 1 and 2 are used on a daily basis in Ukraine to attack armored vehicles, as well as unarmored vehicles and personnel. These are threats that have been steadily expanding to other hotspots globally, and that we will come back to later on.

Furthermore, “the Pulsar-L is the only solution capable of being mounted on the ACV to provide a mobile and organic means to effectively and simultaneously execute the entire kill-chain against hostile UASs in the deployed land and maritime/littoral environment while not exceeding the limited ACV space, weight, and power claim allotted to the SK C-UAS solution,” according to MARCORSYSCOM. “This will provide the ACV with an essential defensive capability, directly contributing to increased survivability and force protection while not sacrificing the mobility and operational tempo of the ACV.”

A row of Marine ACVs seen during training. USMC

Pulsar-L is already “in use by the Special Operations Command due to the system’s low weight, proven performance in engaging multiple UASs, and simultaneous execution of the full kill-chain while static or on the move,” the justification document adds. “Additionally, it is the only known commercially available system that meets the minimum requirement to rapidly identify and respond to emerging UAS technologies and tactics without frequent updates to predefined threat data libraries. The Pulsar-L is the only solution that uses machine based learning to continually adapt to these ever-changing threats without requiring vendor updates, allowing the warfighters to continually be effective in the fight.”

The latter point here is a particularly important consideration for electronic warfare systems, in general, which need to be able to accurately detect, categorize, and respond to different waveforms to be most effective. The emergence of new waveforms, as well as changes to how existing ones are emitted, together with new tactics, techniques, and procedures, can all negatively impact a system’s performance. Historically, the process of responding to those developments with updates to built-in threat libraries has been lengthy and complex. The conflict in Ukraine has shown that the cycle of new developments in the electromagnetic spectrum and then the need for new countermeasures can be regularly measured in weeks.

The U.S. military has been heavily investing in so-called cognitive electronic warfare capabilities to help automate and otherwise accelerate various aspects of this process. The ability of a particular electronic warfare suite to adapt autonomously in real-time, even in the middle of operations, has been viewed as the absolute ‘holy grail’ of this concept, which you can read more about here. How exactly Pulsar-L leverages machine-learning and artificial intelligence to this end, and the speed with which it can adapt to changing threats, is still not entirely clear.

Regardless, “there is an unusual and compelling need for the rapid deployment of SK C-UASs to forward-deployed ground units as Marines currently lack the ability to conduct self-defense against emerging UAS threats,” the justification document stresses. “Failure to deliver this capability places Marines at unnecessary risk, potentially leading to mission failure and loss of life, and hampers the Government’s ability to keep them safe during forward deployments.”

MARCORSYSCOM’s justification for the sole-source deal to Anduril does not otherwise elaborate on the urgent requirements that drove the deal, which it says were only formalized on April 7. That is notably roughly a week after the United States and Israel first launched major combat operations against Iran, which is a prolific developer and user of various tiers of weaponized drones. There is no explicit confirmation of any link, but Iranian drones, as well as missiles and other capabilities, have been a real threat to U.S. forces in the region. We have also just gained more insights recently into how forward-deployed Marine Corps elements contributed to those operations. Counter-drone capabilities would also be especially critical in any future amphibious landing operation, wherever it might occur.

Marines prepare to load an M142 High Mobility Artillery Rocket System (HIMARS) onto a KC-130J aircraft somewhere in the Middle East in July 2026. USAF

All that being said, threats posed by armed Group 1 and 2 drones are not at all limited to Iran and the Middle East, nor are they new. They are only likely to become a more ubiquitous feature in the hands of nation-state armed forces and non-state actors in conflict zones globally as time goes on. The nature of these threats is also expanding significantly in scale and scope, especially when it comes to more automated targeting capabilities, thanks heavily to the increasing democratization of AI-driven technologies, something TWZ has explored in depth in the past.

A number of other significant developments in this arena have emerged from the conflict in Ukraine, where electronic warfare systems are heavily employed against drones. This includes the introduction of physical fiber-optic control links that cannot be jammed, as well as the use of mesh-like and often ad-hoc networks to increase resiliency.

The fighting in Ukraine has also underscored the threat that even small kamikaze drones pose to armored vehicles, including types that are far more heavily protected to start with than the Marine Corps’ ACVs. As mentioned, Ukrainian forces have been sidelining their M1 Abrams and other main battle tanks in the face of constant drone attacks.

MARCORSYSCOM’s justification for the Pulsar-L order makes clear that this is just one part of a larger plan to boost the ACV’s defenses.

“Marine Corps program of record for SK C-UAS is planned to initiate in FY27,” the document mentions toward the very end. “The components of this future program will be procured through full and open competition as it is expected that advanced non-kinetic and SK defeat technologies should be mature by this time.”

Another look at a Marine Corps ACV-P, showing the general configuration of these vehicles today. USMC

Marine Corps officials have also talked in the past about integrating active protection systems (APS), which could be blended together with C-UAS capabilities, and other defensive features to the service’s ACV fleet.

“We’re constantly looking at what the next generation of APS is and how we can get that onto the [ACV] platform in a lightweight form factor,” Chris Melkonian, the Marine Corps’ Program Manager for Advanced Amphibious Assault (PM AAA), told TWZ and other attendees at the annual Modern Day Marine exposition in April.

Improved “situational awareness, that’s kind of a gateway to counter-UAS, in terms of the ability to sense your environment,” Melkonian also highlighted at that time. “Take all that video on board and then be able to feed that into [a] counter-UAS system.”

Additional “overhead protection right now is a critical thing that we’re working on right now for this platform,” he added. The practice of adding on anti-drone armor screens on armored vehicles (and now other platforms), especially to protect against top-down attacks, first emerged in Russia in the lead-up to the all-out invasion of Ukraine in 2022. However, the installation of this kind of so-called ‘cope cage’ type armor has now become a global trend, including in the U.S. military.

The U.S. Marine Corps is also pressing ahead with a larger vision to field several tiers of counter-drone capabilities at all levels of its forces, to better protect everything from static installations at home and abroad right down to individual squads.

When it comes to the Marine Corps ACV fleet, the rush order for Pulsar-Ls is an important new step in boosting those vehicles’ defenses against threats that exist now. At the same time, drones are increasingly calling the role of armored vehicles in future conflicts into question.

Contact the author: joe@twz.com

The post Marines Rushing To Equip Amphibious Combat Vehicles With New Anti-Drone Jammers appeared first on TWZ.

As Deadline Looms, Ex-US Marine Desperately Seeks Brother At Afghan Refugee Camp In Qatar

25 September 2026 at 11:26
A former US Marine has spent days trying to see his brother at a camp in Qatar holding Afghan refugees in limbo after plans to bring them to the United States were blocked by a presidential executive order. The camp is due to close on September 30, and the inmates don’t know what will happen next.

France Sending Forces To Help Defend Saudi Arabia’s Red Sea Oil Facilities

25 September 2026 at 00:34

France is sending military assistance to Saudi Arabia to protect the Yanbu oil facilities as the Kingdom battles the Iran-backed Houthi rebels of Yemen. The move comes amid growing concerns about the remaining flow of oil from the region, which France, as well as the rest of Europe, relies upon heavily.

In a live television interview Thursday night Paris time, French President Emmanuel Macron said he was sending an unspecified number of troops and equipment to Saudi Arabia to protect the Yanbu energy hub, located on the Red Sea.

“This is the agreement we have finalized ​with ⁠the Saudis,” Macron explained. “We are going to send ⁠military resources, that is to ​say, soldiers, radar systems and defense ⁠systems, to protect this site — ⁠not ​to get us involved in any conflicts, but to ⁠protect this site.”

The French leader did not elaborate on the exact equipment he would send, how many troops, or when they would arrive. Nor did he address what would happen if French personnel were killed or injured or equipment damaged or destroyed. We have reached out to the French Embassy for further details. Based on his mention of radars and seeing that the threat to Saudi oil infrastructure is almost entirely from aerial attacks from drones and missiles, these will likely be air defense forces.

Nous agissons pour protéger nos compatriotes des conséquences de la crise au Moyen-Orient. Objectifs : sécuriser les approvisionnements et faire baisser les prix à la pompe. pic.twitter.com/kvrgHcV4E4

— Emmanuel Macron (@EmmanuelMacron) September 24, 2026

The decision was prompted by repeated Houthi missile and drone attacks as well as suspected strikes from Iranian-backed militias in Iraq on Saudi Arabia’s oil infrastructure. Yanbu in particular is a key installation. As we have explained in the past, Saudi Arabia has diverted millions of barrels of oil per day through pipelines to its Yanbu port on the Red Sea in an effort to minimize the energy shortages due to the hostilities around the Persian Gulf.

ANKARA, TURKIYE - SEPTEMBER 14: An infographic titled "Saudi Arabia's closure of the East-West Oil Pipeline could lead to a supply shortfall of millions of barrels in the market" created in Ankara, Turkiye on September 14, 2026. (Photo by Murat Usubali/Anadolu via Getty Images)
An infographic illustrating how Saudi Arabia has diverted oil from the Persian Gulf to the Red Sea. (Photo by Murat Usubali/Anadolu via Getty Images) Anadolu

Before Macron’s announcement on Thursday, the Houthis claimed they had carried out two more waves of attacks on Saudi targets, including one on the Saudi Aramco facility in Yanbu, “using a number of ballistic and cruise missiles, as well as drones.”

In addition, the Houthis claimed they struck Riyadh.

There was no immediate Saudi confirmation of an attack on the Saudi capital. Saudi civil defense did not issue an emergency alert for Riyadh on Thursday.

Earlier in the day, the Houthis said they struck “enemy command and control centers, operations rooms, weapon depots, missile launch platforms, and military sites belonging to Saudi-led enemy formations in Jizan,” a Red Sea port city.

“The Saudi-led military coalition in Yemen said on Thursday that it had shot down six ballistic missiles fired by the Iran-backed Houthi militia, in what appeared to be one of the largest cross-border attacks by the group since its conflict with Saudi Arabia [flared back up],” The New York Times reported.

The missiles were aimed at the Saudi cities of Taif and Yanbu, Maj. Gen. Turki al-Maliki, a spokesman for the Saudi-led coalition, claimed on X. “Escalations and violations by the terrorist Houthi militia will be dealt with firmly,” he stated, without specifying where the missiles were intercepted.

TWZ cannot independently verify any of these claims.

Today’s attacks are the latest in the escalating conflict between the Houthis and Saudi Arabia. Earlier this year, the Houthis imposed a blockade on the Bab al-Mandab Strait (BAM) and began striking Saudi ships in the southern part of the Red Sea as well as critical energy terminals on that body of water and Saudi refineries. Iranian proxies have also struck the vital East-West pipeline that carries oil to the Red Sea to bypass the Strait of Hormuz, where Iran vastly curtailed shipping after the launch of Operation Epic Fury. The East-West pipeline reportedly reopened after being shut down following a long-range drone attack.

The Saudi Arabian East-West pipeline after it was damaged by an attack. Satellite image ©2026 Vantor

The stark reality facing Macron is that if Saudi oil infrastructure and transport nodes near the Red Sea are destroyed or the pipeline that feeds it is shut down for months, the last major oil lifeline from the region — and especially to Europe — will be closed off, sparking a deeper energy crisis.

Iran has already severely curtailed the flow of oil through the Strait of Hormuz since the U.S. and Israel attacked it on Feb. 28. The movement of oil has been further impeded by a U.S. blockade on Iranian ports. However, transits have been increasing as of late, thanks in large measure to U.S. military escorts that U.S. Central Command claims have allowed more than a billion barrels of crude to pass through the Strait of Hormuz. Still, the traffic is far below what it was before the war broke out.

Update from CENTCOM Commander: pic.twitter.com/PTX6n9fn56

— U.S. Central Command (@CENTCOM) September 19, 2026

Having both the Strait of Hormuz largely closed and energy exports out of the Red Sea shut down simultaneously is a nightmare scenario. By Thursday evening Eastern time, the per-barrel price of Brent crude oil shot up to nearly $107, according to OilPrice.com. It had fallen below $100 per barrel just two days earlier.

Given all this, the French president sought to offer reassurance about oil supplies, according to France 24.

“He said he had carried out ‘intense diplomatic activity,’ meeting in recent weeks with the leaders of Saudi Arabia, Iraq and Nigeria, all hydrocarbon suppliers, to ensure France keeps receiving the same volumes,” the publication noted.

“We have replenished gas stocks and also oil stocks” for the months ahead, the French president also said.

Macron’s decision follows one by the U.K.’s  Royal Air Force (RAF) on Tuesday to deploy one of its Voyager aerial refueling jets to help Saudi Arabia defend against Houthi attacks. As with the French move, it is a response to concerns about the flow of oil.

“Escalating tensions in the Gulf could have negative consequences here in the UK—such as rising prices, disruptions to energy supplies, and increased costs for British businesses,” the U.K. Defense Ministry (MoD) explained in announcing the deployment. “The Houthis pose a threat to stability in the Middle East; therefore, it is in the UK’s national interest—economically and in terms of security—that they do not succeed in their aims.”

“We unequivocally condemn Houthi attacks on Saudi Arabia, and our position is clear: both Saudi Arabia and the Yemeni government have the right to self-defense,” the ministry added. 

The jet will operate from a U.K. air base in Cyprus and will begin air-to-air refueling operations in the coming days, the BBC reported.

RAF sending voyager to defend against Houthi attacks.
A Royal Saudi Air Force Voyager aerial refueling jet. (Air Tanker)

The French and British deployments contrast decisions by the U.S. and other nations not to get involved with the Saudi-Houthi fight.

Last week, Trump turned down a direct plea from Saudi Crown Prince Mohammed bin Salman, the Kingdom’s de facto leader, to attack the Houthis. Meanwhile, Pakistan and Turkey, which signed the Mecca Joint Defense Agreement with Saudi Arabia, have yet to provide any direct military aid. The pact holds that an attack on one is considered an attack on all; however, it doesn’t stipulate exactly what actions should be taken.

The security situation in Yemen has drastically deteriorated since the launch of Epic Fury after the Houthis joined the U.S.-Iran conflict on the side of their major supporter.

The Houthis have been directly attacking Saudi Arabia over claims that the kingdom has imposed a blockade on them. Beyond that, the mostly dormant civil war between the Houthis and internationally recognized Yemeni government forces, backed by Saudi Arabia, reignited in the wake of Operation Epic Fury. The Houthis have made large territorial gains in the renewed conflict, including capturing the port city of Mokha and two key islands in the Red Sea. This has strengthened the Houthi hold on the BAM. You can read more about that in our story here.

3. The Houthis have reportedly attempted to seize ROYG-controlled islands in the Red Sea from which Houthi fighters could launch attacks on international shipping. Houthi forces reportedly landed on the Hanish Islands in the southern Red Sea on the morning of September 10 after… pic.twitter.com/tiFPgNDOHZ

— Institute for the Study of War (@TheStudyofWar) September 11, 2026

The civil war in Yemen erupted in 2014 and expanded a year later when a Saudi-led coalition joined forces with the government ousted by the Houthis. The fighting between Saudi-led forces and the Houthis largely abated after a tenuous ceasefire took hold in 2022. The Saudis held off on getting involved in the recent Red Sea conflict, which saw the U.S. and coalition warships duking it out with the Houthis and eventually led to a U.S.-led air campaign over Yemen. The United Kingdom was another significant player in that air campaign.

Meanwhile, exacerbating concerns about the flow of oil from the Red Sea, “a senior adviser to Iran’s supreme leader warned Thursday that Iranian forces and their Houthi allies in Yemen could respond to any new U.S. attacks by opening ‘a new front’ in its war with the U.S. by targeting energy supplies in the Red Sea,” CBS News reported.

The statements came after U.S. President Donald Trump on Wednesday once again threatened Iran.

“Will a deal be made with Iran that lets them rebuild and create a far greater country than it ever was before?” Trump asked rhetorically. “Or do I annihilate the Islamic Republic and do it quickly, never giving them a chance to kill and destroy people and countries again?”

Trump added that he believed he would make a peace deal with Iran after the upcoming U.S. midterm elections, which will decide the control of Congress.

Trump to the UN: "Do I annihilate the Islamic Republic, and do it quickly? Do I drive them into hell?" pic.twitter.com/cIYBO1Mp3w

— Aaron Rupar (@atrupar) September 22, 2026

As we noted yesterday, with gasoline and diesel price increases damaging the economy, the war and Trump’s handling of it have been unpopular with voters.

The fact that France is sending forces to Saudi Arabia is an ominous development and another indication that the current spate of unrest that began with Epic Fury does not appear to show any signs of ending anytime soon.

Contact the author: howard@twz.com 

The post France Sending Forces To Help Defend Saudi Arabia’s Red Sea Oil Facilities appeared first on TWZ.

China Appears To Be Building A Mothership For Large Uncrewed Submarines

25 September 2026 at 01:07

For the past six months or so, a curious-looking vessel with a very boxy superstructure has been taking shape at a shipyard in the Chinese city of Shanghai. A new satellite image lends credence to an earlier assessment that this is a mothership to support China’s growing fleets of ever-larger submersible drones, though it could also have other roles.

TWZ obtained the image of the ship in question, which was taken on September 10, from Vantor. Since then, it has also received an overall coat of gray paint, pointing to future service with the People’s Liberation Army Navy (PLAN). It is some 669 feet (204 meters) long and around 98 feet (30 meters) at its widest. In terms of basic length and width, the vessel being built now is very roughly comparable to China’s Type 071 amphibious warfare ship. However, it appears to be much taller overall than the Type 071.

The full September 10, 2026, image of the ship in question. Satellite image ©2026 Vantor
Another more recent view of the ship showing its new gray paint job. Chinese internet via X

The new ship has been under construction at the Hudong-Zhonghua Shipyard on Changxing Island in Shanghai since at least April. This yard produces a variety of naval vessels, including surface combatants and amphibious assault ships, as well as commercial designs.

The September 10 image, which shows the ship from the stern, is interesting for a number of reasons. It notably confirms that the design not only has a well deck, but that it is sized around what looks to be a large cradle-like platform visible in the shot. The very roughly 164-feet (50-meter) long rectangular platform has an arch-shaped structure at one end and two teardrop-shaped ones at the other, as well as six pillars, three on each side, in between. The teardrop-shaped structures, in particular, point to the platform being at least a semi-submersible, as they would help with stability and otherwise guide the flow of water while being pulled along.

A closer look at the stern end of the ship, showing the opening for the well deck and the cradle-like platform. Satellite image ©2026 Vantor
An even closer look at the platform. Satellite image ©2026 Vantor
An earlier satellite image of the ship under construction taken on August 24, 2026, which also shows the cradle-like platform being built. Satellite image ©2026 Vantor

The satellite image also clearly shows six large struts extending from the top of the stern end of the superstructure, each one which is paired with a shorter strut, for a total of 12. Earlier this month, independent naval analyst H.I. Sutton, who tracks undersea warfare developments in particular, posited that these struts could be used to lower a platform or some other similar structure below the hull of the ship. He also assessed that they could be used as part of a larger system capable of moving payloads between decks internally. This would help account for the configuration of the core superstructure, especially how high it is all the way from the front to the back. Overall, signs point to the inside of the superstructure being largely hangars and other open work spaces, allowing for multiple large UUVs to be carried and supported. Individual UUVs would be launched and recovered, one at a time, via the cradle.

A closer look at the struts protruding from the top of the ship. Satellite image ©2026 Vantor

In making his assessment, Sutton drew specific attention to a previously shown rendering of a proposed Chinese scientific research vessel with a roughly similar strut-based system at the stern for deploying submersibles and other large payloads. However, on that design, the system was entirely exposed rather than contained with an extended superstructure.

The rendering of the proposed scientific research vessel with a system for deploying payloads at the stern that features four struts. Chinese internet via H.I. Sutton

The platform seen immediately behind the ship being built at the Hudong-Zhonghua Shipyard aligns with Sutton’s assessment about the purpose of the struts. At the same time, launches and recoveries could also be conducted in a more traditional manner via the well deck. The design of the cradle-like platform would seem to suggest the latter option is at least part of the plan.

The general idea of launching and recovering payloads through the bottom of the hull of a ship, including through moon pools, is hardly new. As another point here, Russia is known to have highly specialized mothership submarines that can carry crewed midget submarines and large uncrewed submersibles attached underneath their hulls, and that are also capable of launching ultra-long-range nuclear-powered and nuclear-armed torpedoes. The idea of deploying and retrieving large UUVs via well decks using cradle-like systems is something being explored by other navies globally, including in the United States. All that being said, a large specialized ship built for the purpose of launching and recovering very large underwater vehicles in an operational capacity is unique.

The image from September 10, as well as other recent views of the ship, highlight other features that are now taking shape. This includes a large opening on the starboard side, which could be for launching and/or recovering lifeboats or other watercraft, or moving payloads to and from the pier while docked, as well as a multi-pronged mast on top of the bridge. An additional part of the ship’s superstructure extends behind the bridge area, and there is what looks to be a hangar inside. There is no attached helipad present now, but one could well be added later on somewhere on top of the superstructure. Many naval auxiliaries, as well as commercial ships designed for offshore support and other specialized tasks, have open helipads on raised frames attached to different parts of the superstructures.

A closer look at the area of the superstructure around the bridge, showing the multi-pronged mast on top and what looks to be the opening to a hangar. Satellite image ©2026 Vantor

Though there is growing clarity about the ship’s design, many questions do remain about the full breadth of its intended purpose. In Sutton’s view, the PLAN has a need, just in general, for a dedicated mothership to support its growing uncrewed underwater vehicle (UUV) fleets. The PLAN is pursuing various tiers of UUVs to perform a host of different missions, including intelligence, surveillance, and reconnaissance (ISR), as well as mine-laying, special operations support, and even launching direct attacks on enemy vessels. Larger and larger UUV designs have been steadily emerging in China, which could require more specialized launch and recovery options to be feasibly employed operationally, especially from other vessels at sea. Deployment and retrieval at sea could, in turn, support very long duration missions far from China’s own shores.

“With smaller UUVs, even up to 20 meters like the AJX-002 and HSU-100 paraded in Beijing last year, they are road mobile. Truck mounted cranes should be sufficient for getting them in and out of the water making operations much simpler. With these latest, much larger XXLUUVs [extra-extra large uncrewed underwater vehicles] however, China will start to need dedicated port facilities,” Sutton wrote previously on his website. “Until now China has been using floating docks to house the two XXLUUV prototypes being tested on Hainan. One of these docks was purpose built while the other may have been taken up from general use.”

A Chinese AJX-002 UUV, or a mockup thereof, seen ahead of a major military parade in Beijing in 2025. Chinese internet via X

China's naval unmanned systems.

Consisting of (in order), AI enabled unmanned submersible (HSU-100), used for detection and attack.

Unmanned patrol boat.

Unmanned mine-laying/attack submersible (AJX-002), this was previously mistaken for a nuclear powered torpedo.
Because the… pic.twitter.com/Mlj55XLNBH

— Zhao DaShuai 东北进修🇨🇳 (@zhao_dashuai) September 3, 2025

“This arrangement also has a significant drawback: each floating dock can only carry a single XXLUUV,” Sutton added. “Or if more than one, then they both need to be placed in the water at the same time. Because the whole dock floods, there cannot be one undergoing maintenance while another is being launched or recovered.”

A mothership vessel able to discreetly deploy and recover large uncrewed and crewed submersibles and other large payloads underwater could be tasked with more specialized missions, including cutting cables, retrieving objects from the seabed, and other kinds of undersea espionage. There is overlap here with more benign roles, such as submarine rescue, salvage, and even deep-sea scientific research. There is also the matter of servicing an expanding array of Chinese underwater infrastructure, including sensor and communications networks. As something of a corollary, Russia’s spy ship Yantar is officially described as an oceanic research vessel. In China, the line between military and non-military assets and capabilities, including ships, is often very blurry, to begin with, as TWZ regularly highlights. This dichotomy was observed right at the Hudong-Zhonghua Shipyard around the end of last year after pictures of a commercial cargo ship being used to showcase a new family of containerized weapons, sensors, and other systems went viral online.

It is also worth pointing out that the boxy and largely enclosed design of the ship now being built at Hudong-Zhonghua Shipyard will inherently make it difficult to observe any activities onboard. This will have the additional knock-on effect of helping keep any payloads, as well as the crew, shielded from the elements. This could be valuable for operations in harsher locales, including waters in and around the Arctic, an ever-more strategic part of the world where China is working to be more engaged.

We also do not know if the apparent mothership vessel is intended to be a one-off or part of a larger class. It could be a stepping stone to broader plans or be part of an already extensive fleet of bespoke naval auxiliaries, as well as unique ostensibly commercial vessels, in service in China today. The PLAN’s aforementioned UUV ambitions will bring along significant test and evaluation requirements, as well as the need to support actual future operations.

If nothing else, evidence is only growing that the new ship under construction at the Hudong-Zhonghua Shipyard is intended to serve, at least in part, as a mothership for large submersible drones.

Contact the author: joe@twz.com

The post China Appears To Be Building A Mothership For Large Uncrewed Submarines appeared first on TWZ.

F-35 Canopy And Weapons-Bay Door Loss To China: Separating Fact From Fiction

24 September 2026 at 20:39

Chinese authorities have reportedly taken possession of an F-35 cockpit canopy and weapons-bay door that were inexplicably diverted to Hong Kong while being shipped from Australia to the United States. The incident appears to have left physical components that incorporate aspects of the fighter’s low-observable design in the hands of a country that has spent years doing whatever it could to gain information on the aircraft and America’s stealth technology secrets in general.

So, what does all this mean? Let’s put it in perspective.

The parts in question were being shipped by UPS from Australia to the United States in late May, according to people familiar with the matter cited by Bloomberg. The components from a Royal Australian Air Force F-35A were being sent to the United States for inspection and possible repair or disposal.

A Royal Australian Air Force F-35A from 75 Squadron taxiing at RAAF Base Tindal, Northern Territory. Australian Defense Force

F-35 sustainment procedures explicitly cover the movement of F-35 parts, including unserviceable components, through the program’s logistics network. The U.S. Air Force’s transportation guidance directs F-35 shipments outside the Defense Transportation System to follow approved Joint Program Office procedures. In other words, moving an unserviceable Australian F-35 component to the United States for inspection, repair, or disposition is consistent with the normal sustainment process.

What is highly unusual is where this particular shipment ended up. F-35 components moving through an established international logistics system apparently stopped in South Korea, and were then routed to Hong Kong. Chinese authorities subsequently took possession of the parts and have not returned them, according to the sources cited by Bloomberg.

Brig. Gen. Brook Leonard, 56th Fighter Wing commander, learns about an innovative process for F-35 Lightning II canopy component replacement from Staff Sgt. Tyler Volk, 56th Component Maintenance Squadron egress technician April 13, 2018, at Luke Air Force Base, Ariz. The 56th CMS spent two months refining the process to replace the charges that separate the canopy from the jet during ejection, condensing it from 10 days to three. (U.S. Air Force photo by Senior Airman Ridge Shan)
F-35 canopy component replacement at Luke Air Force Base, Arizona. U.S. Air Force photo by Senior Airman Ridge Shan
Secretary of War Pete Hegseth autographs the weapons bay of an F-35 Lightning II at Lockheed Martin Air Force Plant 4, as part of his Arsenal of Freedom Tour, Fort Worth, Texas, Jan. 12, 2025. (DoW photo by U.S. Navy Petty Officer 1st Class Alexander Kubitza)
Secretary of War Pete Hegseth autographs the weapons bay door of an F-35 at Lockheed Martin Air Force Plant 4, in Fort Worth, Texas. DoW photo by U.S. Navy Petty Officer 1st Class Alexander Kubitza

“For security reasons, we can’t discuss the status of specific shipments or our shipping procedures,” Lockheed Martin told us in response to a request for clarification about the incident. The company added that it “follows all U.S. regulations established by the Department of War and regulated by the Defense Logistics Agency (DLA) regarding the shipment of aircraft components. Our teams handle every shipment with the utmost diligence and safeguards to ensure the integrity of the F-35 program and the security of our allied partners.”

The Pentagon’s F-35 Joint Program Office has acknowledged a “shipment issue” involving F-35 components and said U.S. authorities and industry partners are working to recover them and investigate what happened.

Lockheed Martin, UPS, and the Pentagon have not publicly provided a detailed account of how the shipment was diverted or what happened to the parts after they reached Hong Kong.

Australian Defense Minister Richard Marles also confirmed that Canberra was aware of the incident and was working with the United States and Lockheed Martin.

Acting Prime Minister and Minister for Defense, Richard Marles, accompanied by Chief of Air Force Air Marshal Stephen Chappell at RAAF Base Edinburgh, South Australia. Australian Defense Force

Marles has sought to play down the potential security implications of the components, saying his understanding was that the shipment did not contain sensitive equipment or sensitive parts. That does not by itself answer the more specific question of what could potentially be learned from these particular pieces of an F-35. After all, not every physical component of an F-35 is necessarily highly classified or capable of revealing meaningful information about the aircraft’s design. At the same time, a cockpit canopy and weapons-bay door involve structures, materials, interfaces, tolerances, and treatments that all have to work within the aircraft’s low-observable design. If radar-absorbing material or other specialized treatments remain on the components, that could potentially make them far more sensitive from a technological exploitation standpoint.

The condition of the parts is also unknown. We do not know how much of their coatings or other treatments remain intact, whether Chinese authorities have examined them, or what information could actually be extracted from them in their current state.

Above all else, there is little specific information in the public domain about what F-35-related technical information Chinese intelligence already has acquired over the years, what physical components or materials it may already possess, or what additional information could be gained through espionage, cyber operations, industrial access, observation of deployed aircraft, or other means.

Without these facts, it is impossible to gauge what damage could have been done by this loss. Still, viewed in a vacuum of those unknowns, simply having an F-35 canopy and weapons-bay door in Chinese possession represents a significant loss of control over sensitive physical hardware — there is no way around that reality — and the severity of that loss could be substantial depending on the physical state of the parts.

The circumstances are particularly sensitive because, as we mentioned in the opening of this article, China has pursued multiple avenues for acquiring information on the F-35 for many years, with publicly documented cases involving cyber operations, technical information, supply chains, and human expertise. Some aspects of China’s subsequent stealth aircraft designs have also prompted comparisons with U.S. aircraft, although claims that China simply ‘cloned’ entire aircraft are not supported by the available evidence.

China And The F-35: A History Of Espionage

In 2014, U.S. authorities charged Chinese businessman Su Bin with conspiring with two other Chinese hackers to break into the computer systems of U.S. defense contractors. Prosecutors alleged that the group targeted information on aircraft including the F-35 and F-22. The alleged hacking campaign ran from 2009 to 2013.

Su Bin later pleaded guilty and was sentenced to nearly four years in prison. The Justice Department’s 2026 case against former Air Force fighter pilot Gerald “Runner” Brown connects the two cases. Prosecutors allege that Brown used a co-conspirator to negotiate his work training Chinese military pilots with Su Bin.

Brown, a retired U.S. Air Force major who spent more than 24 years in the service, subsequently worked as a contract simulator instructor training U.S. military pilots on the A-10 and F-35. In February 2026, the Justice Department charged him with providing and conspiring to provide unauthorized defense services to Chinese military pilots.

CASE UPDATE from @NewYorkFBI: Former U.S. Air Force Pilot Arrested for Providing Defense Services to the Chinese Military https://t.co/JhwhJHS83v@FBILouisville @FBIIndianapolis and @FBILosAngeles provided assistance in this case. pic.twitter.com/3KElqci05y

— FBI (@FBI) February 25, 2026

According to the criminal complaint, Brown traveled to China in December 2023, where he allegedly began training People’s Liberation Army Air Force (PLAAF) personnel. Prosecutors say he also answered questions about the U.S. Air Force for three hours on his first day in China. Brown has been charged, and the allegations have not been adjudicated. He is one of multiple former Western aviators alleged to have provided training services and/or intelligence to Beijing.

The Honeywell case provides yet another example, this time involving the defense industry’s supply of technical information.

In 2021, the State Department reached a $13-million administrative settlement with Honeywell over alleged violations of the Arms Export Control Act and International Traffic in Arms Regulations (ITAR). Honeywell had voluntarily disclosed alleged unauthorized exports and retransfers of ITAR-controlled technical data.

The case involved 71 engineering drawings containing dimensions, geometries and layouts for manufacturing castings and finished parts used across multiple aircraft, engines and military systems. The State Department said the unauthorized exports and retransfers involved Canada, Ireland, Mexico, China, and Taiwan.

Among the systems covered by the drawings were components associated with the F-35 and F-22. The case did not allege that Honeywell deliberately sought to provide China with sensitive military technology; rather, it concerned alleged violations of export-control requirements.

A U.S. Air Force F-22 Raptor flies alongside an F-35 Lightning II during a special formation flight in Fort Lauderdale, Fla. Nov. 20, 2020. These two 5th-generation aircraft represent the Air Force’s stealth fighter capability and perform a variety of air-to-air and air-to-ground mission. (U.S. Air Force photo by Lt. Sam Eckholm)
A U.S. Air Force F-22 (nearest camera) flies alongside an F-35A. U.S. Air Force photo by Lt. Sam Eckholm

There has also been a physical supply-chain precedent.

In 2022, F-35 deliveries were temporarily halted after the Pentagon discovered that a magnet in the aircraft’s Honeywell-built turbomachine pumps —which provide critical power functions to the jet — contained a cobalt and samarium alloy produced in China. The material itself was not considered a security or flight-safety threat, but the discovery demonstrated how difficult it can be to maintain complete visibility over a global supply chain involving thousands of companies and multiple tiers of subcontractors.

Taken together, these cases demonstrate several different pathways through which China has appeared in the F-35 security story: cyber theft, unauthorized technical-data transfers, supply-chain exposure, and alleged exploitation of former Western military expertise.

The Hong Kong incident would add another major category: physical access to actual F-35 components.

These are only some of the publicly documented examples. There is no public way to know the full extent of information or physical material Chinese intelligence may have acquired over the years, but is very likely far larger in scope than what is available in the open source.

Chinese Access Concerns Have Shaped F-35 Export Policy

The security issues surrounding the F-35 are significant enough that concerns about China have affected not only how the United States protects F-35 technology, but where Washington is willing to export the aircraft in the first place.

The proposed sale of F-35s to the United Arab Emirates became deeply entangled in U.S. concerns about Abu Dhabi’s growing military and technology relationship with China.

A 34th Expeditionary Fighter Squadron F-35 Lighting II conducts an inflight refueling with a 908th Expeditionary Air Refueling Squadron KC-10 Extender in the skies above the United Arab Emirates, May 8, 2020. The F-35A is the U.S. Air Force’s latest fifth-generation fighter. It has an enhanced capability to survive in the advanced threat environment in which it was designed to operate. With its aerodynamic performance and advanced integrated avionics, the F-35A provides next-generation stealth, enhanced situational awareness, and reduced vulnerability for the United States and allied nations. (U.S. Air Force photo by Tech. Sgt. Kat Justen)
A 34th Expeditionary Fighter Squadron F-35A conducts inflight refueling above the United Arab Emirates. U.S. Air Force photo by Tech. Sgt. Kat Justen

Washington had approved a potential package involving 50 F-35As, but U.S. officials and lawmakers expressed concerns about Chinese intelligence activity and technology in the UAE. Among the broader concerns were Chinese telecommunications infrastructure and the possibility of Chinese military or intelligence access to facilities associated with advanced U.S. weapons. A Congressional U.S.-China Economic and Security Review Commission report later cited the potential presence of Chinese intelligence collection capabilities and military facilities in the UAE as risks to the proposed F-35 sale.

The issue has now resurfaced with Saudi Arabia.

The State Department recently approved a potential $24.3-billion sale to the Kingdom involving 48 F-35s and associated equipment. But U.S. intelligence agencies have reportedly warned that China’s military and technology relationship with Saudi Arabia could create opportunities for Beijing to obtain sensitive F-35 information.

According to reporting based on U.S. officials familiar with intelligence assessments, a Defense Intelligence Agency report raised concerns about Chinese military access to Saudi bases, Chinese technology in Saudi telecommunications infrastructure, and whether secure facilities could be maintained for F-35 operations. The assessments also questioned whether Saudi Arabia would limit contact between Chinese military and intelligence personnel and F-35-related sites.

What Could The Components Reveal?

As we noted earlier, there is no way to gauge the intelligence impact of the loss at this stage. The central unknown of what China already knows about the F-35, and what it may already have in its possession — especially related to these components — is the key variable here.

Regardless, an F-35 canopy and weapons-bay door can provide information that cannot otherwise be easily obtained and gives a different level of fidelity in terms of material exploitation than what construction data and blueprints alone could.

The F-35’s low observability is the product of an extremely complex combination of airframe shaping, construction materials, external coatings, manufacturing tolerances, speciality apertures, and more.

U.S. Air Force Staff Sgt. Ossoren Kade, left, and Tech. Sgt. Ryan McGarrigle shares information with Senior Airman Tyrese Baylis, 325th Maintenance Squadron low observable maintainers, as he works on an F-35A Lightning II at Tyndall Air Force Base, Florida, Aug. 16, 2024. Low observability is a complex system that goes far beyond simply painting an aircraft. LO requires a specialized and intricate technique that is essential for the F-35A to remain undetectable in contested areas. (U.S. Air Force photo by Airman 1st Class Victoria Moehlman)
U.S. Air Force 325th Maintenance Squadron low-observable maintainers work on an F-35A at Tyndall Air Force Base, Florida, in August 2024. U.S. Air Force photo by Airman 1st Class Victoria Moehlman

A canopy is a particularly demanding part of any stealth aircraft. It has to satisfy optical and structural requirements while also controlling radar reflections. The cockpit is historically a major source of radar reflectivity, including the pilot’s helmet. Therefore the canopy’s materials, construction, interfaces, and specialized treatments can be critical to the aircraft’s overall low-observable performance, and especially from the critical frontal aspect.

The F-35’s canopy has been an ongoing work in progress for many years. It has had chronic material issues, especially when it comes to delamination. Multiple iterations spread over two decades have recently resulted in a major improvement of the issue. The tight balancing act of keeping the canopy transparent enough, while controlling the F-35’s stealthy signature and having that mix of materials be robust enough to last for a reasonable amount of time has been a major investment for the program. If the canopy is of a later variation, that loss alone could be substantial and could help China with their own low-observable canopy development programs even if they already had original information on the F-35’s canopy original design dating back years.

(Pictured: Royal Navy Commander, Nathan Gray in his F35B gives a celebratory thumbs up after succesfully landing onboard) Two F-35B Lightning II fighter jets have successfully landed onboard HMS Queen Elizabeth for the first time, laying the foundations for the next 50 years of fixed wing aviation in support of the UK’s Carrier Strike Capability. Royal Navy Commander, Nathan Gray, 41, made history by being the first to land on, carefully manoeuvring his stealth jet onto the thermal coated deck. He was followed by Squadron Leader Andy Edgell, RAF, both of whom are test pilots, operating with the Integrated Test Force (ITF) based at Naval Air Station Patuxent River, Maryland. Shortly afterwards, once a deck inspection has been conducted and the all-clear given, Cdr Gray became the first pilot to take off using the ship’s ski-ramp. Image taken by and credit to PO Arron Hoare
Evidence of the F-35’s canopy delamination issue on an early example of the F-35B. Crown Copyright

The F-35’s canopy has been a notorious work in progress, specifically the low observable coating/delamination issue which has improved a lot in recent years with new materials and processes. So no, you do NOT want to lose that in to China! https://t.co/9V0jdRAiwA

— Tyler Rogoway (@Aviation_Intel) September 19, 2026

The F-35’s weapons-bay door has its own sensitivity issues. It is effectively a major section of the aircraft’s outer shell, with its structure, edges, interfaces, tolerances and treatments all having to function without creating unacceptable radar signatures. Its construction and material attributes can be reasonably extrapolated for the rest of much of the F-35’s outer mold-line. Above all else, if the radar absorbent material remained intact on the door, that would signify a major loss when viewed without any understanding of what China already knows about the F-35’s radar absorbing surface treatments. Historically speaking, RAM technology is among America’s closely guarded material sciences secrets.

A Belgian Air Force service member stationed at Luke Air Force Base inspects the weapons bay of an F-35A Lightning II at Luke AFB, Arizona, Aug. 12, 2026. Integrated maintenance operations with Allied and partner forces strengthen readiness and mutual interoperability, ensuring combat-ready forces are prepared to outpace evolving global threats. (U.S. Air Force photo by Airman 1st Class Tekorey Watkins)
A Belgian Air Force service member inspects the open weapons bay of an F-35A at Luke AFB, Arizona. U.S. Air Force photo by Airman 1st Class Tekorey Watkins

For the time being, Australian officials have said they do not understand the parts to be sensitive. The investigation will ultimately have to establish what the components actually contain and what could be learned from them.

The incident comes at a moment when China’s own stealth fighter efforts are undergoing an extraordinary expansion.

The PLAAF is now operating the J-20, China’s first operational fifth-generation stealth fighter, in increasingly large numbers. The smaller J-35 is also moving toward broader service, including a carrier role for the People’s Liberation Army Navy.

CHANGCHUN, CHINA - SEPTEMBER 22: Aircraft maintenance workers clean the fuselage of a J-20 fighter jet during the 2025 aviation open-day activities of the Chinese People's Liberation Army (PLA) Air Force and the Changchun Air Show on September 22, 2025 in Changchun, Jilin Province of China. (Photo by Zhang Xiangyi/China News Service/VCG via Getty Images)
Aircraft maintainers clean the fuselage of a J-20 fighter during the Changchun Air Show in the Jilin Province of China, in September 2025. Photo by Zhang Xiangyi/China News Service/VCG via Getty Images

China has also moved into what Western observers generally describe as sixth-generation fighter development.

Two new tailless combat-aircraft designs emerged publicly in December 2024. One is the large Chengdu aircraft commonly referred to as the J-36, while the other is associated with Shenyang and is variously called the J-XDS or J-50. Both have continued flight testing and yielded several prototypes with individual refinements.

The exact capabilities and eventual operational roles of these aircraft remain uncertain. They are developmental designs, not established operational equivalents of the F-35 or other sixth-generation systems. However, China is clearly building an increasingly broad ecosystem of fifth- and next-generation low-observable combat aircraft, both crewed and uncrewed. In the latter category is a growing number of stealthy drones, including long-endurance types.

A satellite image taken last month shows the WZ-X very large, low-observable, flying-wing drone undergoing testing. PHOTO © 2026 PLANET LABS INC. ALL RIGHTS RESERVED. REPRINTED BY PERMISSION

China didn’t likely need physical access to an F-35 canopy or weapons-bay door to develop the J-20, J-35, or its next-generation aircraft. But additional information about how a mature Western stealth aircraft handles materials, coatings, interfaces, manufacturing, and the integration of those elements can still have great potential value to an industry developing its own systems. This includes technologies intended to counter the U.S. combat aircraft and their low-observable characteristics.

The F-35 has been produced in large numbers, is operated by a growing coalition of countries, and has been subjected to years of testing and operational experience. Its low-observable design represents decades of accumulated U.S. research and industrial know-how. At the same time, the global scale of the program inevitably makes control over sensitive information more complicated. More aircraft, more maintainers, more industrial partners, and more international logistics mean more points at which information and physical hardware have to be controlled. Over time, a program of this size will see an erosion in its secrets, but a major loss can drastically accelerate what should be a more gradual and controlled decline in security.

Lockheed Martin Fort Worth Texas Photo by Alexander H Groves Production Line from Monorail FP170764 1707383 JSF F-35 AF Plant 4 04_06_17 Leeya Davis Image has NOT been released FOUO FOR OFFICIAL USE ONLY
The Lockheed Martin F-35 production line at Fort Worth, Texas. Lockheed Martin photo by Alexander H Groves

The potential intelligence value of the components also has to be considered in the context of foreign material exploitation, or FME. Major military powers maintain dedicated capabilities to recover, examine and characterize foreign weapons, aircraft, sensors, materials and other equipment. The objective is not necessarily to reproduce an entire system. More important is determining how something is built, what materials and manufacturing techniques are used, how individual components perform, and where industrial strengths or limitations may lie.

That is why countries have historically gone to extraordinary lengths to recover even crashed or damaged pieces of sensitive military hardware. The bigger the prize, the more risk an intelligence service would be willing to take in order to realize a recovery.

The sensitivity surrounding the physical remnants of an F-35 is not new. When a Japan Air Self-Defense Force F-35A disappeared over the Pacific in 2019, the search quickly became more than a rescue operation. U.S. and Japanese forces mounted an extensive effort to locate the wreckage, with U.S. Navy P-8A aircraft and a destroyer joining the search. TWZ noted at the time that even scattered F-35 wreckage could expose valuable technological secrets, while the aircraft’s location on the seabed raised the prospect of an underwater espionage and recovery operation.

USFJ is supporting @MoDJapan_en search & rescue efforts for missing F-35A w/@US7thFleet P-8A aircraft & @air_fifth coord. @USForcesJapan continues to hope for the safe recovery of the pilot @JASDF_PAO pic.twitter.com/9E7x6QZxpY

— U.S. Forces Japan (@USForcesJapan) April 10, 2019

That concern has also been evident in subsequent F-35 recovery operations. In 2022, the U.S. Navy recovered an F-35C from roughly 12,400 feet in the South China Sea after a carrier landing accident, removing the possibility that the aircraft could be accessed by another country.

pic.twitter.com/JvQZErAAK0

— OedoSoldier (@OedoSoldier) January 27, 2022

Unanswered Security Questions

At this point, there is no public evidence that the Hong Kong diversion was a deliberate Chinese intelligence operation, although it is certainly possible. It is also unclear whether Chinese authorities have examined the F-35 parts or what level of new and useful information has been recovered from them.

If, as reported, Chinese authorities have taken possession of the parts and have not returned them, that would be an extraordinary development. If the diversion was genuinely the result of a shipping or logistics error, the outcome would itself be extraordinary. It would raise serious questions about the security controls surrounding the movement of F-35 hardware even without evidence of deliberate interference.

The timing is also notable. Chinese President Xi Jinping arrived in Washington this week for a state visit with President Donald Trump, with the two leaders meeting amid broader disputes involving technology, security, and the future of U.S.-China relations. Whether the F-35 shipment comes up directly in those discussions is not known, but it would be an obvious subject for U.S. and Chinese officials to address through diplomatic channels.

"Ladies and gentlemen, the President of the United States Donald J. Trump and First Lady Melania Trump, accompanied by the President of the People's Republic of China Xi Jinping and Madame Peng Liyuan." pic.twitter.com/hyPHOBC99Q

— Rapid Response 47 (@RapidResponse47) September 24, 2026

For now, however, the central question remains how the parts got there. Until that is answered, we won’t know if this was a simple logistics failure or a deliberate intelligence operation. And beyond that, what China already knew about the components it now may have in its possession — a question we may never truly get an answer to.

Contact the author: thomas@thewarzone.com

The post F-35 Canopy And Weapons-Bay Door Loss To China: Separating Fact From Fiction appeared first on TWZ.

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