Analysis & Reports

Canada's military is withholding records related to an image of Lt. Gen. Jamie Speiser-Blanchet signing a fuselage for the F-35A Lightning II at Lockheed Martin's Texas plant on February 14, 2023. This decision comes as Ottawa reviews its planned purchase of 88 F-35 jets amid political scrutiny and alternative proposals from other manufacturers. The situation reflects ongoing tensions regarding defense procurement and military strategy in Canada.

The U.S. Air Force is investing $1.7 billion to modernize the B-1B Lancer and B-2 Spirit bombers from 2027 to 2031, extending their operational capabilities. The B-2 fleet, consisting of 19 aircraft, will receive $1.35 billion in upgrades, with no retirement date scheduled. The B-21 Raider is set to enter service in 2027, with Whiteman Air Force Base continuing to operate the B-2s as needed for national security.

Germany celebrated the rollout of its first F-35 aircraft at Lockheed Martin's facility in Ft. Worth, Texas. The event, attended by German Defense Minister Boris Pistorius and US officials, underscores the strengthening defense collaboration between the two nations. Germany's $8.8 billion deal for 35 F-35s, signed in 2022, marks a significant step in enhancing its military capabilities, with the first aircraft expected to arrive in late 2027.

The United States Air Force is considering the procurement of a new F-16 variant, the F-16G, to address capacity gaps in its aging fleet. This aircraft would feature advanced systems and capabilities, surpassing existing models. The USAF currently operates 826 F-16 aircraft, with 484 in active duty, and aims to modernize its fleet to meet future operational requirements by 2030.

Canada operates four Victoria-class submarines, which are currently conducting covert surveillance and sea denial operations in the Atlantic and Pacific Oceans. These diesel-electric submarines, originally built for the Royal Navy, have faced significant maintenance issues, impacting their operational availability. Given the rising strategic competition, Canada is in urgent need of replacing these submarines to maintain its maritime capabilities.

The U.S. Army awarded Sikorsky a $234.5 million contract modification for the production of 16 UH-60M Black Hawk helicopters, increasing the total contract value to $356.3 million. Work will occur at Sikorsky’s Stratford, Connecticut plant, with an estimated completion date of June 30, 2028. This contract builds on a previous advance procurement deal and reflects the Army's ongoing investment in modernizing its helicopter fleet.

The U.S. Air Force Research Laboratory increased funding for Castelion Corp.'s hypersonic missile development by $16.4 million, raising the total contract value to $37.2 million. The Blackbeard missile, designed to exceed Mach 5, will be developed at Castelion's facilities in Torrance, California, with work scheduled through June 30, 2028. The Navy has also significantly invested in the missile, aiming for large-scale production and integration into various platforms.

Anduril Industries was awarded an $85 million contract by the U.S. Air Force to develop computer-based design tools for future aircraft at Wright-Patterson Air Force Base in Ohio. This contract, part of the VOLARE program, will run until September 17, 2036, and aims to enhance digital design methods for military aircraft. The initial task order is funded with $50,000 for fiscal 2026.

The U.S. Navy awarded a $47.4 million contract modification for engineering support of the Nuclear-Armed Sea-Launched Cruise Missile (SLCM-N) program on May 6, 2025. This marks the development of the first new nuclear weapon since the Cold War, with an expected delivery capability by 2034. The contract includes various technical support tasks and is primarily based in Washington, D.C., with additional work at Naval Base Kitsap-Bangor and Norfolk.

Perseus Defense tested a low-cost Mk-III interceptor missile at Yuma Proving Ground as part of a counter-drone experiment involving U.S. Northern Command and NORAD. The missile, costing around $2,500, is designed to physically strike drones, demonstrating a kinetic hit-to-kill approach. This testing is part of ongoing efforts to improve U.S. military capabilities against drone incursions, following incidents that exposed vulnerabilities in base defenses.

U.S. Army tested tethered unmanned aircraft systems (Te-UAS) at Fort Benning from July 27 to August 7 to enhance infantry unit capabilities. The drones, connected to ground vehicles, were evaluated for their ability to operate without battery limitations and improve communication in challenging terrains. The Maneuver Battle Lab is compiling feedback and performance data for future program decisions.

U.S. Marines tested the Mobile All-Domain Observation and Sensing System (MA-DOSS) at Twentynine Palms, California, on August 19, successfully detecting a vehicle that entered a live-fire training area. The system, which combines radar and AI technology, alerts operators to potential threats, allowing for uninterrupted training. This demonstration supports further investment in MA-DOSS as a replacement for the older G-BOSS system.

MSI-Defence Systems unveiled the TERRAHAWK RAPTOR remote weapon station at the DVD 2026 exhibition in Millbrook. This system is specifically designed for counter-drone operations and can be equipped with various weaponry, including machine guns and grenade launchers. It integrates with command-and-control systems to enhance air defense capabilities, responding to increased demand for specialized counter-drone systems across multiple markets.

IDV is introducing the latest generation of its VIKING Uncrewed Ground Vehicle (UGV) at DVD 2026 in Millbrook, Bedfordshire on 17 September 2026.

U.S. Air Force planners are exploring the future of their tanker fleet, considering unmanned and optionally manned options for air refueling capabilities. Lt. Gen. Daniel Tulley indicated that advancements in technology, influenced by the Navy's MQ-25 Stingray, suggest that future air-refueling solutions may not require manned aircraft. The Air Force is currently purchasing KC-46 Pegasus tankers while also seeking funding for advanced tanker systems.

The U.S. Army awarded Sikorsky an additional $234 million for 16 Black Hawk UH-60 helicopters, increasing the total contract value to $356 million. Initial deliveries are scheduled for fiscal 2028, with potential for up to 150 helicopters over the next few years. The contract is undefinitized, allowing for flexibility in production and funding.

The U.S. Air Force announced the extension of the B-1 Lancer and B-2 Spirit bombers to enhance fleet readiness and prepare pilots for the upcoming B-21 Raider. This decision was made during the 2026 Air, Space & Cyber Conference, where it was noted that the B-21 is set for delivery to Ellsworth Air Force Base in 2027. The Air Force is also implementing the North Star Readiness Campaign to improve the operational capability of its bomber fleet.

Northrop Grumman is expanding its market share in munitions supply, engaging in discussions about eight weapons programs. Lockheed Martin is also involved in munitions production agreements and is seeking full funding from Congress. Both companies are adapting to the Pentagon's focus on increasing munitions production and have ongoing projects like the PAC-3 missile and GRIZZLY launch system.

The U.S. Army is focusing on training soldiers to operate small, one-way attack drones, particularly in contested electromagnetic environments. This initiative follows the acceptance of 12,080 drones from the Drone Dominance program's first gauntlet. Training is being conducted both domestically and abroad, including exercises in Germany with NATO partners. The Army aims to ensure every squad is equipped and capable of using these drones effectively by the end of fiscal 2026.

The U.S. Army is focusing on training personnel to operate small, one-way attack drones, aiming to outfit every squad by the end of fiscal 2026. The Army has accepted 12,080 drones from the first Gauntlet of the Drone Dominance program and expects to order 60,000 more from the second Gauntlet. Training is being conducted both domestically and abroad, particularly in Germany, to ensure effective operation in contested environments.