Uploaded by amassonnet

Aerospace & Defense Market Bulletin - April 4, 2025

advertisement
“The Bulletin” is a publication by ADIT focusing on
international Aerospace & Defense markets. Here, you
will find a digest of short analysis and a selection of
news, picked around the world over the last 7 days.
705
Follow us on Twitter: @ADITAeroDef !
STARSHIPS [and Starlink] were meant to fly
IN THIS ISSUE
Satrships were meant to fly was a dance-pop song released in the
early 2010’s by American rapper Nicki Minaj., as part of her 2nd studio
album, Pink Friday: Roman Reloaded. And it was starting like this:
♫ Let's go to the beach-each, let's go get away
They say, what they gonna say?
Have a drink, clink, found the Bud Light
Bad bit****s like me, is hard to come by
The Patrón, own, let's go get it on
The zone, own, yes I'm in the zone
Is it two, three? Leave a good tip
I'ma blow all my money and don't give two sh*ts ♫
Speaking of Patrons blowing money, it’s hard not think about Elon
Musk, whose political activities are starting to have a serious
impact on its various businesses. Sales of Tesla electric vehicles are
going down, the new xAI entity creates ethical concerns while SpaceX
Friday, April 4, 2025
POINTS OF VIEW
Blended Wing Body: how close are we? Part 1
PUBLICATION
The European space model: an ambition to renew in the face
of strategic transformations (IFRI – 2025/03/17)
VALUATION
HINDUSTAN AEROSPACE Ltd.: Ready to fly (Antique Stock
Broking Ltd. - 2025/04/01)
UNLIKELY LINK
SLOVENIA – FINLAND: When rearmament starts with Finnish
activities – in particular Starlink – remain quite successful but highly
controversial anyway...
That is a paradox. Technically and
SNAPSHOTS
commercially, Starlink seems like a hit. No pun intended, but from a
strategic standpoint - seen through the BCG matrix - it is a star: a
product/service with a high relative market share on a steadily growing
market segment. In addition, Starlink infrastructure has already sunk
significant amount of money, will require less investments to maintain
its position. The figures are mindboggling According to astronomer
Jonathan McDowell, as of March 28, 2025, there are 7.135 Starlink
satellites into LEO, of which over 7,105 are operational (some have
been deorbited and disposed), meaning that Starlink satellites already
constitute more than half of the total number of active satellites on
orbit today!.. Or as Nicky Minaj could have sung
♫ Starlinks were meant to fly
Hands up and touch the sky
Can't stop 'cause we're so high
Let's do this one more time, oh ♫
Last week, Airbus Defense & Space unveiled a new drone named
LOAD (Low-Cost Air Defense). With a range of 100km, it has the ability
to shoot down 3 loitering munitions thanks to its carrying capacity of 3
air-to-air missiles, before landing by parachute. (Credit: Airbus D&S)
Whatever the good performance and the praised quality of service,
though, uncertainties about the reliability of both its boss and the
erratic and brutal US trade policy come as a growing threat to
Starlink. According to the Secure World Foundation (SWF), a
nonpartisan policy think tank, Russia and China are already stepping up
electronic warfare efforts to counter Starlink’s dominance. After having
witnessed critical Starlink’s outage in Ukraine, Hispasat's CEO recently
told the Financial Times that Brussels had asked him, Eutelsat and
SES to present an "inventory" of services for Ukraine. All of a sudden
those companies’ stock prices – no pun intended skyrocketed, knowing
that Europe will double down on more sovereign satellite systems,
such as Iris2... Meanwhile, Amazon just launched the first Bach of its
On March 30, German rocket manufacturer Isar Aerospace launched its
rival constellation Kuyper. It will take some time, but Starlink’s
first ever rocket from Andøya Spaceport in Norway. However, what was
dominance and attraction may diminish at some point. Competitors
the first take off of an orbital rocket from continental Europe terminated
and adversaries could well sing what Nicky Minaj used to rap:
early as Spectrum crashed after around 30 seconds of flight. Still, the
♫ Get on the floor, floor
Like it's your last chance
If you want more, more
Then here I am ♫
company considers it as a success, as it has been able to collect more
data than expected. (Credit: X - @isaraerospace)
#705
One Week in Aerospace & Defense, by ADIT.
POINTS OF VIEW
words, the BWB consumes less energy than a conventional airplane to
Blended Wing Body: how close are
we? Part 1
find a consistent percentage of consumption reduction as figures vary a
In its Aircraft Technology Net Zero Roadmap 2023, the International Air
Transportation Association wrote that “The BWB configuration could be
one of the most efficient aircraft with many co-benefits such as
increased cargo space, lower noise level or increased space to be
compatible with hydrogen.” BWB stands for Blended Wing Body, a
concept conceived several decades ago, but now back in the spotlight
as a possible future for commercial aviation. This article focuses on the
definition of a BWB, the history of the concept and then list its main
advantages and drawbacks. A second article will be published next
fly the same amount of passengers over the same distance. It is hard to
lot depending on the studies. However, they all talk about dozen of
percent, which is far from being neglectible.
Structural efforts: With a TAW, the weight is mainly caused by the
tube part, while the lift is created by the wings. This difference in the
point of application of the forces causes the wings to bend, creating
structural efforts, especially at the junction between the wing and the
fuselage. In a BWB, it is less the case because the whole fuselage
creates lift. Instead of having wings bending a lot, BWB have their
whole fuselage bending a little. Constraints being lower, the structure
can thus be lighter, further reducing the consumption.
week, focusing on the current projects, with a special emphasis on the
most advanced company, JetZero.
Definition and history Blended Wing Body
A Blended Wing Body, as indicated by its name, is an airplane in which
there is no neat transition between the body and the wing, as it is the
case for a Tube And Wing (TAW), that is to say a conventional aircraft.
However, it is not a flying wing either, as the wings are clearly
identifiable.
Before World War II, several manufacturers tried to build a BWB,
Figure 2: Wings of an airplane bending
however all of them failed, mainly due to stability issues. The first
Noise: The location of the engines, above the fuselage, reduces
success occurred in 1944, when an American engineer named Vincent
significantly the noise pollution for people living near airports. In fact,
Burnelli designed the Burnelli CBY-3, a 38-passengers plane with a
the fuselage plays the role of noise shield. In a study performed within
lifting body design. At first sight, it looks like a TAW with a big fuselage,
the research project Aircraft noise Reduction Technologies and related
but it appears the latter is wing shaped to create lift. Unfortunately for
Environmental iMpact (ARTEM) in 2024, researchers artificially created
Burnelli, no one bought his plane. However, it continued to fly until
the sound of a BWB, and asked people to rate on a scale from 0 (not at
1964. The concept then disappeared during a few decades before
all annoyed) to 10 (extremely annoyed) how annoyed they were by the
reappearing for good in the 1990s. Thanks to a collaboration between
sound. The results showed that compared to a TAW, the BWB score
McDonnell (and then Boeing after the McDonnell purchase) and the
was 4.3 units below at take off and 3.5 below during approach. If these
NASA, several small prototypes were built, up until the X-48, which
figures are satisfying, they still need to be confirmed with a larger panel
first flew in 2007, and has the shape of what is currently known as a
(only 32 people participated).
BWB.
Drawbacks of the BWB
Pressurization: For manufacturers, the main difficulty with BWB is the
management of cabin pressurization. With a tubular section (like
“normal” airplanes), the pressure constraints are equally dispatched and
does not represent a huge problem to handle. Moreover, as said above,
the whole fuselage bends during flight. This combination of a bending
fuselage and a non-tubular cabin makes the design difficult in terms of
constraints to handle. One of the solutions explored to get rid of that
problem is to create a cabin composed of a pack of tubular sections
independent from the external fuselage. However, this solution, named
Figure 1: Boeing X-48
multi-bubble, reduces the space available, which is one of the strong
point of the BWB.
Advantages of the BWB
Operational constraints: Currently, airports are arranged such that
Consumption: Given its shape, and the fact that with a smaller surface
they can welcome TAWs. Basically, the largest airports can welcome
the BWB produces the same amount of lift than a bigger TAW, the
airplanes that can fit in a square of 80m x 80m (approximate length and
induced drag of a BWB is smaller than the one of a TAW. In other
wingspan of an A380). However, given its configuration, the BWB will
© ADIT – April 4, 2025
2
One Week in Aerospace & Defense, by ADIT.
#705
be larger than 80m. It seems impossible to change the airport
(Cooperation, Science and Trade) are no longer sufficient to sustain the
infrastructure, meaning that the BWB must have folding wings.
sector. In his view, developing European space defense is necessary,
Hopefully, the technology is mastered (the B777X will soon become the
both for economic stability and for European sovereignty.
first commercial airplane with folding wings), but it is still a system to
implement, possibly adding weight and design difficulties.
The three pillars of the European space model
Despite being an advantage in terms of noise, the location of the
According to Paul Wohrer, Europe developed its space ambitions
engines appears to be another operational constraint. On a TAW, they
through three different aspects: Cooperation, Science and Trade.
are easily accessible, making repairs easy to carry out. On the contrary,
Cooperation: Cooperation is at the core of the European space model.
repairs on a BWB might be more difficult and thus might take more
It is highlighted by the European Space Agency (ESA), which originally
time. The more the plane stay on the ground, the less it earns money.
gathered 11 countries in 1975, and now unites 23 Member States.
Public acceptance: It is still unknown how the public would welcome
Despite not being an EU body, the Treaty of Lisbon in 2007 established
such novelty. An important part could be reluctant to use something
links between ESA and the EU, as the latter is also involved in
they don’t know. The fact that the ratio of windows per person will be
Community space program. Since the 1990s, Brussels launched three
lower than on a TAW can make some people feel confined. Moreover,
main projects: Copernicus for Earth observation, Galileo for GNSS and
for those who will have the chance to seat next to a window, they will be
IRIS2 for satellite communications. Apart from these intra-European
far from the roll axis, degrading the comfort when the plane turns.
collaborations, Europe also worked jointly with major space agencies
(NASA, JAXA, Roscosmos, etc.) on various programs, such as the
In conclusion, the Blended Wing Body could potentially be the future of
International Space Station the James Webb telescope, or the launch of
aviation. Of course, there will be several challenges to overcome. The
Soyuz rockets in Kourou.
technical
public
Science: Whether the initiative comes from national space agencies,
apprehension might be more complex to tackle. Next week we’ll look at
ESA or the EU, Europe has always invested in science. At ESA, even if
current BWB endeavours
each country can give the amount it wants, the “science” part is
ones
seems
acceptable.
Those
linked
with
mandatory and every country must contribute in proportion to its GDP.
This investment in research has granted Europe worldwide recognition
PUBLICATION
The European space model: an
ambition to renew in the face of
strategic transformations (IFRI –
2025/03/17)
for its science programs, such as JUICE, Bepi-Colombo or Copernicus.
Trade: The last pillar of the European space model is trade. With the
beginning of its Ariane rockets in the late 1970s, Europe managed to
become the biggest satellite launcher in the world. The development of
Earth observation and television by satellite hugely contributed to the
success of Ariane’s various versions.
The decline of the European space model
Paul Wohrer witnesses a decline of these pillars. Indeed, the arrival of
SpaceX in the launcher market and Starlink in satellite communication,
combined with the decrease of television by satellite, killed major
sources of revenue for Europe. Moreover, the geopolitical evolutions led
Europe to stop cooperating with Russia after Ukraine invasion in 2022,
while Elon Musk would like to cut major international programs such as
Artemis or the ISS. In addition to these extra-European factors, there is
also intra-European competition, particularly with the arrival of players
from New Space. Both Germany (Isar, RFA) and France (Maia Space,
Latitude) want to put their national interests first.
Concerning science in space, Europe remains one of the leaders in the
domain. However, in a period of budgetary restraint, spending on
projects that increase your knowledge but decrease your budget are
hard to find. Moreover, many projects suffer from the decrease in
cooperation.
The European space model is on its last legs, but Europe has the
capacity to revive the momentum if it manages to include a defense
The necessity of a defense pillar
pillar to its space ambitions. This is the thesis of Paul Wohrer
The decline of the three pillars weakens the European space model, but
Research fellow at the French Institute of International Relations
Paul Wohrer is not defeatist. The solution to save the European space
(IFRI), who explains that the three pillars of the European space model
model is to build a fourth pillar: defense. Not only because it will be
© ADIT – April 4, 2025
3
#705
One Week in Aerospace & Defense, by ADIT.
profitable to the European space industry, but also because it is critical
VALUATION
for a European sovereignty. His postulate is that given the current
unpredictability of the USA-Europe relations, Europe cannot rely on
anyone but itself for its defense. Especially for its space component. As
a matter of fact, armies are more and more dependant to space
technologies, whether it is for communication, navigation or intelligence.
It has been highlighted by the war in Ukraine, where European became
HINDUSTAN AEROSPACE Ltd.: Ready
to fly (Antique Stock Broking Ltd. 2025/04/01)
Indian aerospace manufacturing powerhouse Hindustan Aeronautics
aware of their dependencies to American satellites. Thus, building the
Limited (HAL) reported flat revenue growth for FY25: ₹304bn, nearly
defense pillar becomes a necessity.
unchanged from ₹303.8bn in FY24. Supply chain disruptions are the
However, Europe is late compared to its competitors: China, Russia
main issues, creating delays in the delivery of Light Combat Aircraft
and the USA have all embraced their space model with defense as a
(LCA) Tejas and Advanced Light Helicopter (ALH), and thus impacting
priority. The number of military satellites in orbit emphasizes that delay:
growth. LCA production suffered from a shortage of F-404 engines,
101 for Russia, 263 for the USA and 267 for China, but only 41 for
while ALH deliveries were halted after a January 2025 accident
Europe as a whole. Fortunately, Paul Wohrer estimates there is a way
grounded the fleet. Despite these setbacks, HAL expects a strong
to close the gap:
rebound in FY26 as supply chains stabilize, ensuring the smooth
-
Investing more in space: the American space budget ($73bn)
execution of its major Tejas Mk-1A order.
is five times higher than the European one ($13bn),
However, HAL secured record-breaking contracts, as incoming orders
-
Increasing the number of satellites to make the defense
surged to ₹1.2tn (+196% YoY), pushing its backlog to a record ₹1.8tn
system more resilient,
(+92% YoY). The main orders included 12 Su-30 MKI jets, 40 Do-228
-
Bringing more support to SME and start-ups, as they are
upgrades, 240 Su-30 engines, and 156 LCH Prachand helicopters.
places of innovation,
India’s Defense Acquisition Council has also approved additional
-
Improving governance efficiency: currently, the budget is split
projects worth ₹1tn, including Tejas Mk-1A production and Su-30
between
upgrades.
several
governing,
levels
(Community,
intergovernmental, national), making the cooperation process
To execute its backlog, HAL has signed an MoU with GE, which will
long and bureaucratic.
allow it to manufacture the GE-F414 engine for Tejas Mk II in India, with
an 80% transfer of technology. Additionally, a joint venture with
France’s Safran aims to co-develop turboshaft engines for future
helicopters Indian Multi Role Helicopter (IMRH) and Deck-Based MultiRole Helicopters (DBMRH).
The next step for HAL now is the delivery of the 83 Tejas ordered by the
Indian Air Force. To that extent, a consistent supply of F-404 engines
from General Electric (GE) is critical. The contract requires GE to
deliver two engines per month, and any delay could impact production.
However, a steady supply could lead to an additional order for 97 Tejas
Mk-1A jets, which would boost HAL’s revenues. Dhirendra Tiwari and
Amit Shah, analysts at Antique Stock Broking Limited expect the
company to be able to deliver eight Tejas Mk-1A aircraft in FY26 and
Figure 3: Space military budget of the EU (blue), the USA (grey) and
ten in FY27, assuming no further disruptions.
China (orange). Figures in millions of dollars.
With a strong order book and a dominant position in India’s defense
Even if completing these tasks seems difficult, there are reasons for
sector, HAL appears as well-positioned for long-term growth more most
hope. The nomination of a High Commissioner to defense and space
analysts. As such, the analysts decided to maintain a buy rating, with a
(Andrius Kubilius) shows Europe takes the subject seriously. Moreover,
target price of ₹4,887 Verus a Current Market Price of Rs 4,177. Other
Europe has already all the assets to success: experience in all aspects
analysts set a target price north of Rs 5,000, implying an upside
of the value chain, from design to operation, highly qualified workers,
Potential of circa 20%...Furthermore, they estimate the EV/EBITDA at
top-ranked universities, and many commercial satellites that can have a
24.3x for FY26 and 22x for FY24 while other analysts forecast a 26.5x
dual function. All these elements create a favorable environment to the
for FY2Price to Book (FY27): 6.2x and Free Cash Flow Yield (FY27):
development of that fourth pillar. If Paul Wohrer is right, it will be a real
3.6% “Compared to its historical average P/E of ~35x, HAL’s current
lever for strengthening the other three pillars, creating a better intra-
valuation offers a compelling entry point backed by long-term execution
European cooperation, a more resilient space governance and crucial
strength and national strategic relevance” according to Indian analyst at
industrial outlets. The beginning of a new impetus to the European
Choice Equity Broking
space model.
© ADIT – April 4, 2025
4
#705
One Week in Aerospace & Defense, by ADIT.
UNLIKELY LINK
AT-A-GLANCE
SLOVENIA
–
FINLAND:
When
rearmament starts with Finnish
CIVIL AVIATION
WORLD: A recent study warns that the aviation industry must
On February 13th, the
accelerate the production of sustainable aviation fuels (SAF) to
Slovenian Minister of
meet its decarbonization goals, with international aviation aiming
Defense Borut Sajovic
for carbon neutrality by 2050. Despite a 12-fold increase in SAF
and
his
Finnish
production from 2021 to 2024, SAF still represents only 0.3% of
counterpart
Antti
global aviation fuel. Experts call for significant efforts, particularly
Häkkänen
signed
a
Letter of Intent (LoI)
for the purchase of
8x8 AMVXP (Armoured
Modular
Vehicles
–
Extra Payload, Extra
Performance, Extra Protection)) from Patria. The deal, closed in
Brussels outside a NATO Defense Ministers meeting, features a total of
106 vehicles worth €700mn.
Precisely, Slovenia will receive a first batch of 53 AMVXP between 2025
and 2028 for a reconnaissance battalion, and a second batch of 53 as
well for a medium-sized battlegroup between 2027 and 2030. Mr
Häkkänen, expressing his enthusiasm for this agreement, declared:
“Finland has developed Armoured Vehicle products and their operation
both in the Defence Forces and in industry, and this expertise is
in 2025, to meet the 2030 emissions reduction target.
USA: Unical Aviation has purchased a fleet of Airbus A320neo
airframes to launch the industry's first disassembly program for
neo-family aircraft, starting in April 2025. The initiative, led by
Unical's subsidiary ecube, aims to expand the availability of nextgeneration aftermarket materials for the growing A320neo fleet.
The program will support operators with cost-effective, timely
components and reduce maintenance turnaround times.
JAPAN: Japan Airlines (JAL) has finalized an agreement with CFM
International for LEAP-1B engines to power 17 additional Boeing
737-8 aircraft, following a March 2023 order for 21 LEAP-powered
737s. The new aircraft will modernize JAL's fleet for domestic
routes, enhancing service quality, operational efficiency, and
sustainability.
provided by the defence administration to Slovenia as part of their
CHINA: China Airlines has signed a deal with Airbus for ten A350-
future vehicle trade from Patria. Vehicle expertise in Finland is among
1000 aircraft, enhancing its long-haul fleet for routes to Europe and
the best in the world”
North America. These jets will complement the airline’s existing 15
Patria, owned at 50.1% by the Finnish State and at 49.9% by the
Norwegian defense company Kongsberg, has already sold 30 AMVs to
Slovenia in 2006. They are currently in operation in the Slovenian army
under the name “Svarun”.
However, these vehicles are the first generation of Patria 8x8 AMV, the
AMVXP being its evolution. The AMVXP program has been launched in
2013, and has already convinced Slovakia and Japan, for respectively
76 and 140 vehicles.
This procurement highlights the Slovenian rearmament, following a
continental movement. If in 2025 Ljubljana would only spend 1.53% of
its GDP to defense, it plans to reach the NATO expected minimum of
2% by 2030.
Last year, Slovenia ordered an anti-aicraft system IRIS-T to Germany
and joined a group of 9 European countries to buy a total of 1500
ground-to-air missiles Mistral 3. Moreover, an order of Caesar selfpropelled cannon is considered in 2025.
A350-900s, which will be refurbished starting in 2027. The
purchase
aligns
with
China
Airlines'
strategy
to
expand
internationally and improve passenger experience.
CHINA: Airbus will collaborate with China to promote sustainable
aviation development, focusing on accelerating sustainable
aviation fuel (SAF) production. CEO Guillaume Faury highlighted
China's ambitious SAF plans and its advantages, including
abundant feedstock and advanced energy technologies.
SOUTH KOREA: Korean Air has finalized an order for up to 50
wide-body aircraft, including 20 Boeing 777-9s, 20 787-10s, and
options for ten additional 787s. This deal, the airline's largest-ever
with Boeing, supports its merger with Asiana Airlines and
modernizes its fleet with fuel-efficient jets to enhance global
connectivity and sustainability.
LAOS: On March 30, 2025, COMAC delivered its first C909 aircraft
(former ARJ-21) to Lao Airlines, marking the introduction of a
Chinese-made passenger jet in Laos. The 90-seat regional jet,
Slovenia and Finland established bilateral relations in February 1992,
customized for the airline, will enhance capacity and operational
not long after Slovenia gained its independence from Yugoslavia.
efficiency
Economically speaking, trade between the two NATO and UE members
certification was granted by Laos' Civil Aviation Authority on March
amounted to €221mn and is pretty balanced, Slovenia exporting
18, 2025.
for
domestic
and
regional
routes.
The
C909's
€106mn to Finland and importing €115mn in return.
© ADIT – April 4, 2025
5
#705
One Week in Aerospace & Defense, by ADIT.
SINGAPORE: BOC Aviation has signed contracts with Boeing and
a tail-mount antenna, SD modem, and SD router, with future
Airbus to acquire 70 A320neo and 50 737-8 aircraft, with delivery
compatibility for Viasat's next-gen satellites.
set between 2031 and 2032. The leasing company also secured
conversion rights for different models within the narrow-body
families. These deals bring BOC's A320neo orders to over 200
and 139 737 MAX deliveries pending, with 69 MAX already placed
with airlines.
install Starlink’s low-earth-orbit satcom system in aircraft, aiming to
complete six installations in 2025. Starlink offers worldwide
coverage with download speeds between 40-220 Mbps, and
service prices range from $2,000 to $10,000 per month. The
MALAYSIA: Malaysia Aviation Group (MAG) has ordered 60 CFM
LEAP-1B engines, along with spares, to power its new fleet of 30
Boeing 737 MAX aircraft. This deal, signed on March 21, 2025,
strengthens
USA: Fargo Jet Center has joined SpaceX’s dealer network to
MAG's
long-standing
partnership
with
CFM
International. MAG operates 11 737 MAX 8s and 47 NextGeneration 737s, with plans for further fleet expansion.
system costs $150,000, excluding installation.
USA: Daher Aircraft unveiled avionics and systems upgrades for
the Kodiak 100 Series III and 900 on April 1, 2025, at the Sun 'n
Fun Expo. Enhancements include Garmin GDL 60, PlaneSync,
and LED lighting, improving operability and safety. Daher targets
30 Kodiak deliveries in 2025, a 15% increase, and 62 TBM 960
TURKEY: Airbus is expanding its collaboration with Turkey's
deliveries, up nearly 11%. Meanwhile, Daher Aircraft CEO Nicolas
defense and aviation sectors, focusing on increasing parts
Chabbert expressed concerns about U.S. tariffs affecting the
production and military aviation capabilities. At a summit in
business aviation market, with uncertainty deterring potential
Toulouse, Airbus officials emphasized Turkey's role in defense,
buyers and investors. Tariffs may impact Daher’s TBM 960, built in
with 41 Turkish suppliers contributing $600M annually. The
France, and Kodiak models due to their Canadian engines.
company also aims to boost sustainable aviation fuel (SAF) use to
Despite this, Daher is expanding its U.S. presence with a co-
10% by 2030, with Turkey potentially playing a key role.
production facility, aiming for long-term growth and job creation.
TURKEY: Turkish Aerospace Industries (TAI) and Embraer have
USA: Textron Aviation's Beechcraft Denali will make its Sun 'n Fun
partnered for joint research, development, and production of civil
Expo debut from April 1-6, 2025, showcasing progress toward its
and military aircraft. The memorandum of understanding, signed at
2026 certification. The turboprop features GE Aerospace's
the LAAD 2025 Defense Fair in Rio de Janeiro, strengthens both
Catalyst engine, which received FAA approval in February, and a
companies' collaboration, with a focus on expanding Türkiye's
Garmin G3000 flight deck. The Denali boasts a 1,600-nm range,
global aerospace presence and creating new engineering and
285 ktas cruise speed, and a full-fuel payload of 1,100 lbs.
R&D opportunities.
USA: Premier Private Jets has acquired the former Wheels Up FBO
UK: Rolls-Royce is negotiating with the UK government for taxpayer
at Cincinnati/Northern Kentucky International Airport, expanding its
support to fund the £3bn development of a new engine for next-
network to three Upper Midwest locations. The rebranded
generation narrow-body aircraft, aimed at short-haul flights. The
PremierFBO offers 50,000 sq ft of hangar space and a 225,000 sq
project could create 40,000 skilled jobs and generate up to £120bn
ft
for the UK economy, according to Rolls-Royce's estimates.
maintenance.
FRANCE: On March 21, ATR announced that FedEx has signed a
USA: L3Harris Commercial Aviation Solutions has rebranded as
contract to acquire 10 ATR 72-600F freighters, adding to a
Acron Aviation after its acquisition by private equity group TJC.
previous order of 30 aircraft. Deliveries are expected between
Acron will continue developing avionics products and flight training
2027 and 2029, with these 10 units included in ATR's 2024
services while aiming for greater agility in responding to customer
undisclosed orders.
needs. The company plans to expand into advanced air mobility
FRANCE: Airbus delivered 69 commercial aircraft in March 2025,
bringing its Q1 total to 132, a 7% decline from the previous year.
ramp,
supporting
both
charter
operations
and
aircraft
and aviation data analytics, with investments in growth and
acquisitions.
Slower deliveries were partly due to delays in engine supply,
BRAZIL: Embraer Executive Jets (EEJ) saw a 28% increase in first-
particularly for A320 family aircraft, with many units still awaiting
quarter deliveries in 2025, handing over 23 aircraft compared to 18
final delivery.
in 2024. The mix included 12 Phenom 300s, 3 Praetor 500s, and 6
Praetor 600s. EEJ forecasts 145-155 jet deliveries for the year.
BUSINESS AVIATION
CHINA: The Civil Aviation Administration of China (CAAC) has
validated the type certificate for the Airbus ACJneo, allowing for
local registration and access to more airports in China. This also
USA: The FAA has approved Gogo’s Plane Simple Ka-band satcom
system for Gulfstream GV and G550 models, providing high-speed
brings tax benefits for operators, such as the ability to factor in
operational costs like fuel into tax obligations.
broadband via Viasat's GX satellite network. The system includes
© ADIT – April 4, 2025
6
#705
One Week in Aerospace & Defense, by ADIT.
MALAYSIA: ExecuJet MRO Services Malaysia, based at Subang
Airport, is now authorized by Rolls-Royce to perform advanced
SPEAKERS’ CORNER
diagnostics and repairs on BR710A2-20 engines for Bombardier
Global Express aircraft. This follows the 2024 opening of a new
“An act of national self-harm” this is how the general secretary of Unite
150,000 sq ft MRO facility, enhancing their capabilities for heavy
trade union Sharon Graham, characterized the British choice of the
airframe and engine maintenance.
American fighter jet F-35 instead of the UK-assembled Typhoons to
SWITZERLAND: Jet Aviation delivered its quietest VIP cabin to
date on an Airbus ACJ twinjet, achieving sound levels below 40 dB
replace around 49 old Typhoons is not in British industry’s interest. (The
Telegraph – 2025/04/01)
SIL. The cabin, designed with advanced sound-dampening
“Our allies are calling constantly – they want to buy them also. We will
materials, includes four first-class suites, OLED displays, and
be selling them perhaps toned-down versions – about 10%, which
luxurious accents. This marks the second aircraft delivered to a
probably makes sense because someday maybe they're not our allies.”
private customer, showcasing significant advances in noise
said American president Donald Trump at the F-47 development
reduction technology.
contract signature, highlighting the widening gap between the USA and
UK: Opul Jets has acquired Zenith Aviation, a UK operator with
Europe at the strategic level. (UKDefenceJournal – 2025/03/23)
three Learjets and a maintenance facility at London Biggin Hill
“We are in the process of moving up to a rate of 3 aircraft delivered per
Airport. The acquisition allows Opul to operate charter flights under
month, we are anticipating moving up to a rate of 4 and, if necessary, we
Zenith’s UK AOC and in-house maintenance support for
would consider moving up to a rate of 5, subject to receiving orders.”
Bombardier and Cessna aircraft. Zenith's leadership and staff will
said Dassault’s CEO Eric Trappier highlighting the rearmament
remain, and the company will now operate under the Opul brand.
movement across Europe. (L’Usine Nouvelle – 2025/04/04)
“Boeing has made serious missteps in recent years — and it is
unacceptable. In response, we have made sweeping changes to the
MILITARY AVIATION
people, processes, and overall structure of our company” said Boeing
CEO Kelly Ortberg during a hearing at the Senate, highlighting the
USA: Boeing received a $2.46bn contract modification for C-17
progresses made by Boeing to improve the situation in their factories.
Globemaster III sustainment, raising the total to $7.6bn. The
(CNBC – 2025/04/02)
contract includes Foreign Military Sales to Australia, Canada,
India, and other countries, with work due by October 31, 2027.
“China has now officially entered the supersonic race. Game on. Let’s
beat ‘em” said Boom Supersonic CEO Blake Scholl on X, talking
USA: Lockheed Martin (LMT) was awarded a contract worth up to
about the Comac C949, a Chinese project of quiet supersonic
$4.94bn by the U.S. Army to produce Precision Strike Missiles
commercial aircraft with 50% longer range than Concorde. (Aerotime –
(PrSM), which will replace the Army Tactical Missile (ATACM). The
2025/04/02)
PrSM has a range of over 400 km.
COLOMBIA: Colombia will purchase Saab 39 Gripen jets from


Sweden to replace its aging Israeli Kfir fighters, after rejecting
Rs2.09tn: Such is the amount, equivalent to $24.5bn, the Indian MoD
proposals from the US and France. President Gustavo Petro
spent in arms deal on March 28th, for the procurement of 156 Prachand
confirmed the decision, citing the jets' new technology. The deal’s
light combat helicopters and the leasing of one KC-135 flight-refuelling
value and number of aircraft remain unspecified, following a
aircraft. (Rediff.com – 2025/03/29)
decade of considerations.
€25bn: Such is the amount Greece will spend on defense equipment
BRAZIL: Embraer is willing to adjust its investment in the KC-390
over the next 12 years. (Bloomberg – 2025/04/01)
agile tanker to include a refueling boom for the US Air Force,
$5.73bn: Such is the expected value of the USA military drones market
depending on the speed of the NGAS (Next Generation Air-
in 2024. (GlobeNewswire – 2025/04/01)
Refueling System) acquisition. The Air Force's analysis is
expected soon, and Embraer aims for a share of the 455 aircraft
3: Such is the minimum percentage of its GDP Finland will spend in its
fleet.
defense by 2029 (Finnish Ministry of Defense – 2025/04/01)
PHILIPPINES: The US has approved the sale of 20 F-16 fighter jets
200mn: Such is the number of passengers carried by Ryanair in one
to the Philippines, valued at $5.58bn, to strengthen its air force.
year, during 2024/2025 It is the first time a European airline reaches this
The deal aims to enhance US-Philippine security ties amid rising
milestone. (Le Soir – 2025/04/02)
tensions in the Indo-Pacific. The announcement follows US
41: Such is the number of commercial aircraft delivered by Boeing in
Defense Secretary Pete Hegseth’s visit to Manila, emphasizing
March, raising the total to 130 during Q1 2025. It represents 24.5% of its
countering China’s aggression.
annual expectations. (Aviation A2Z – 2025/04/04)
© ADIT – April 4, 2025
7
One Week in Aerospace & Defense, by ADIT.
#705
PHILIPPINES: The Philippine Air Force has resumed operations of
NORWAY: Norway became the first F-35 partner nation to complete
its 11 remaining FA-50 fighter jets as of March 25, after grounding
its program of record, receiving its 51st and 52nd F-35A jets.
them following a deadly crash on March 4. The crash, which
Norway ordered its first two F-35s in 2012, with the aircraft
claimed two pilots' lives, was the first recorded accident involving
reaching initial operating capability in 2019. The fleet enhances
the FA-50s since their acquisition from Korea Aerospace
Norway's sovereignty, with F-35s based at Ørland, Evenes, and
Industries.
Bardufoss air stations.
INDIA: Hindustan Aeronautics Limited (HAL) will begin delivering
SWEDEN: Sweden plans to purchase four C-390 transport planes
TEJAS MK-1A fighter jets to the Indian Air Force in Q1 of the new
from Embraer for its military, through an agreement with the
financial year, after receiving the first of 99 F404-IN20 engines.
Netherlands and Austria. The decision follows Sweden's selection
Despite delays due to engine testing, HAL plans to deliver 16 jets
of the C-390 Millennium as its next cargo aircraft. Additionally,
in FY 2024-25, completing the 83-aircraft order by 2028-29 under
Brazil intends to buy more Gripen fighter jets from Swedish
a ₹48,000-crore deal.
company Saab.
EGYPT: Egypt is in advanced talks with South Korea to purchase
ITALY: Italy's Air Force and Navy have selected the Japanese
up to 100 FA-50 light attack aircraft, with discussions focused on
Kawasaki P-1 as the preferred maritime patrol aircraft to restore
an initial order of 36 units. The deal, which began after the 2022
anti-submarine capabilities, after retiring its Atlantic aircraft in
Pyramids Air Show, aims to boost Egypt’s aviation capabilities and
2017. The P-1 will be customized with Italian systems, including
strengthen ties with South Korea. Finalization of the deal is
the Leonardo mission system and MU90 torpedoes.
expected soon.
UK: As of April 1, 2025, the UK’s Royal Air Force has retired most
RUSSIA: The United Aircraft Corporation (UAC) has delivered the
of its Eurofighter Typhoon Tranche 1 fleet, leaving four for Quick
first batch of Sukhoi Su-35 fighters to the Russian Defense
Reaction Alert missions in the Falklands until 2027. Of the original
Ministry for 2025. The Su-35, a super-maneuverable multirole
49 jets, 10 will be used for spare parts, 17 disposed of, and 12
fighter, has a top speed of 2,500 km/h and a 3,400 km range. The
stored. The move has sparked debate on the UK's defense
aircraft will be used for air combat and strike missions, with a
priorities and airpower strategy.
payload capacity of 8 tonnes.
BULGARIA: Bulgaria received its first of 16 F-16 fighter jets from
the US to upgrade its defense and align with NATO standards. The
HELICOPTERS
$1.3bn contract for eight F-16 Block 70 aircraft was signed in
2019, with a second batch of eight expected by 2027. The jets
replace aging MiG-29s, with delays caused by the pandemic.
CANADA: On March 27, Unither Bioelectronique (UB) completed
the world’s 1st piloted hydrogen fuel cell-powered helicopter flight
at Bromont airport, Quebec, with a modified Robinson R44 flying
SLOVAKIA: Slovakia received two additional F-16 Block 70 fighter
for 3min 16s. This marks Canada’s 1st piloted hydrogen-powered
jets, increasing its fleet to five as part of a $1.9bn deal with the US.
flight and a global first for hydrogen-powered rotorcraft, using 90%
The aircraft, part of a 14-jet order, are set to achieve full
fuel cell energy and developed under Project Proticity with
operational readiness by summer 2025. Delayed by the pandemic,
Robinson.
deliveries are now expected to complete in 2026, with potential
future acquisitions under consideration.
CANADA: Essential Turbines Inc. (ETI) has reached an agreement
to acquire AeroMaritime Mediterranean, a Malta-based MRO
POLAND: Poland's Deputy Prime Minister Władysław Kosiniak-
provider for Rolls-Royce M250 and RR300 engines. This
Kamysz met with Airbus President Guillaume Faury on March 31
acquisition expands ETI's global presence, enhancing capabilities
to discuss acquiring transport and aerial refueling aircraft, including
in North America and Europe. The deal is expected to close in Q2
Airbus A400M and A330 platforms. This move, driven by rising
2025, pending regulatory approvals and closing conditions.
geopolitical threats, aims to address gaps in air superiority and
logistical support. Poland is also modernizing its fleet of 16 C295M CASA transport aircraft.
USA: Raytheon Co. has been awarded a $13.5mn modification to
sustain V-22 Avionics Systems software for the Navy, Marine
Corps, Air Force, and Special Operations Command. The work,
DENMARK: Denmark plans to join the European air-to-air refueling
set to be completed by March 2026, includes engineering and
pool, potentially purchasing two Airbus A330 MRTT aircraft for
technical support for V-22 labs in Indianapolis. Funding comes
around DKK 7.4bn ($1.1bn) from 2025-2033. Denmark would
from multiple fiscal sources, with $12.8mn obligated at award.
initially buy flight hours and later negotiate a share in the six-nation
Multinational Multi-Role Tanker Transport Fleet, which includes
Germany, Belgium, and the Netherlands.
USA: GE Aerospace has secured a subcontract from Bell Textron
to develop avionics systems for the US Army's FLRAA program,
following Bell's Milestone B approval in August 2024. GE will
© ADIT – April 4, 2025
8
One Week in Aerospace & Defense, by ADIT.
create a digital backbone and health awareness system for the V280 Valor tiltrotor, designed to replace Black Hawk and Apache
#705
MEANWHILE
helicopters. The first FLRAA flight is scheduled for 2026, with
production starting in 2028.
Airbus Hydrogen Propeller Push
USA: Northrop Grumman was awarded a $22.2mn modification to a
Airbus is reviving the propeller plane—but with a green twist. Under its
contract for 13 UH-1Y Link 16 A Kits, 12 AH-1Z Link 16 A Kits, 19
ZeroE project, the company is scrapping its hydrogen jet engine plans
Link 16 B Kits, and six Link 16 Flight Training Device B-Kits, along
and now betting on a four-prop aircraft powered by hydrogen fuel cells,.
with engineering and logistics support for the Marine Corps
The retro-looking plane hides cutting-edge tech: zero-emission flight via
helicopters. Work, to be completed by August 2028, will be
electric motors and chilled hydrogen tanks. Originally launched in 2020,
performed across multiple U.S. locations.
the project now eyes scaling up to carry 100–200 passengers, rivalling
USA: The U.S. Army Special Operations Aviation Command
(USASOAC) awarded Boeing a $240mn contract to remanufacture
five MH-47G Block II Chinook helicopters, with deliveries starting
in 2027. This brings the Army’s total MH-47G Block II fleet to 51
aircraft, with completion expected by early 2030. The upgraded
helicopters feature enhanced capabilities and modernization
potential for long-term service.
the A319 and A320. The catch? Major hurdles remain in hydrogen
storage and securing enough “green” hydrogen. Service entry has
slipped at least 5 years past the original 2035 target. Airbus says it's
“technologically doable” but not yet commercially viable. Meanwhile,
prop designs are inspired by the A400M military plane, and the goal is
to eventually shrink the number of engines—just like jets did decades
ago. For now, the future of clean aviation looks a lot like the past—only
colder and more complicated.
NEW ZEALAND: TracPlus launched FireFlyte, a next-gen SaaS
platform to improve aerial firefighting operations by providing realtime intelligence for safer and more efficient missions. It offers
Robot Sub Spy
modules for aerial fire tracking, operations optimization, safety, risk
California-based Anduril has unveiled Seabed Sentry, a creepy-smart
management, and finance, helping agencies manage resources,
underwater robot network designed to spy on submarines without
improve safety, and streamline operations. FireFlyte is deployable
getting caught—or running out of juice. Announced April 3, the AI-
within weeks and integrates with existing systems without costly
powered system uses untethered seabed nodes to track enemy subs,
replacements.
process data, and relay it in real time. It operates below 500m for
INDIA: India has ordered 156 Prachand Light Combat Helicopters
(LCH) from Hindustan Aeronautics (HAL) for INR627bn ($7.5bn),
with 80 helicopters for the army and 66 for the air force. The LCH,
designed for high-altitude operations, will be delivered over the
next five years. Additionally, India is wet leasing a Boeing KC-135
tanker from Metrea Management for air-to-air refueling training.
months (even years), all without surfacing. Deployed via AUVs, it forms
a stealthy defense grid to protect critical maritime infrastructure and
support missions from anti-submarine warfare to port security. Unlike
fixed systems, Seabed Sentry is cheaper, mobile, and reusable. Oh,
and open-architecture too, so it plays nice with third-party sensors.
Meanwhile, the timing’s no coincidence—China, Russia, and even
North Korea are rapidly rolling out nuclear subs, some with hypersonic
TURKE : Columbia Helicopters has secured a contract to deploy
missiles. In response, the US Navy could lean hard on Anduril’s robo-
four Columbia 234 Multi-Mission Chinook helicopters for Turkey's
sentries to quietly keep an eye on underwater adversaries.
2025 wildfire season. Each helicopter, equipped with a 2,600gallon Bambi Bucket, will support Turkey's General Directorate of
Forestry. This marks Columbia's fifth consecutive fire season in
F-35 are (too) Stealthy!
Turkey, continuing a strong partnership with CMC, as wildfire
The UK MoD has brushed off reports that several F-35B Lightning II jets
incidents in the region rise.
at RAF Marham went “missing” during a routine flight line check.
AUSTRIA: Schiebel is expanding its Abu Dhabi facility to enhance
Personnel noticed a few stealth fighters weren’t where they were
the development and production of the CAMCOPTER® S-300
supposed to be—or weren’t seen where they were supposed to be. The
UAS, following a major contract with the South Korean Navy. The
internal response? A “focused visual reacquisition procedure,” aka
S-300, capable of carrying 250 kg payloads, is designed for long-
walking around slowly, squinting, and tapping the tarmac. A defence
endurance ISTAR missions, including submarine detection and
official quipped, “This proves they’re working perfectly,” while analysts
missile warning. Schiebel has a strong presence in the Middle
added, “If you can’t find them, that’s kind of the point.” The MoD insists
East, having launched the successful S-100 in the UAE in 2005.
all aircraft are accounted for on paper and aligns this confusion with the
F-35’s stealth profile. No foul play is suspected, just top-tier invisibility.
GERMANY: SPAES GmbH & Co. KG has designed and certified a
modification for the Airbus H130 helicopter to ensure compatibility
with the Tiger Tugs Model 8.0 and 8.0B. The modification involves
This isn’t the first time the jets pulled a vanishing act—back in 2022,
one sat undetected under a tarp labelled “not an F-35.” Visibility,
apparently, is now “a matter of perspective”. April Fools' Day!
trimming the belly skin for proper fitment, allowing secure use of
© ADIT – April 4, 2025
9
#705
One Week in Aerospace & Defense, by ADIT.
the Tiger Tug system. SPAES handled design, certification, and
AUSTRALIA: BAE Systems Australia disclosed to Shephard at the
approval, while the customer implemented the change.
Avalon Australian International Airshow that it is in talks with
GERMAN: In March, Diehl Defence and Elbit Systems signed a
cooperation agreement for the Euro-GATR 70 mm guided rocket,
potential customers for its Strix VTOL UAS, to take it to the next
stage of development following first flight last year.
designed for the German Bundeswehr's Light Combat Helicopter.
AUSTRALIA:
The Euro-GATR, known for its high accuracy and versatility, can
International Airshow 2025 that the US Navy Northrop Grumman
engage targets up to 10 km away and integrates easily with
MQ-4C Tritons RPAS will undergo comprehensive MRO at Royal
existing launchers. Diehl Defence will serve as the prime
Australian Air Force Base Edinburgh.
contractor in Germany, ensuring long-term maintenance and
support.
The
DoD
announced
at
Avalon
Australian
AUSTRALIA: DroneShield launched the UAS Incident platform that
“aggregates and analyses open-source data, offering real-time
FAROE ISLANDS: Thales and Atlantic Airways opened a new flight
intelligence on [UAV] activities, security breaches, and emerging
training center in the Faroe Islands, featuring the AW139 Reality
[UAV] threats”. Company CEO Oleg Vornik told Janes “the
H® Full Flight Simulator with Mixed Reality hoist training
Incident platform is now available at no additional cost to every
technology. This simulator, designed for complex offshore and
DroneShield customer.”
onshore missions, will allow up to 600 pilots per year to undergo
advanced training. The center aims to enhance safety and
operational proficiency for helicopter crews.
AUSTRALIA: Start-up Drone Forge and Airbus signed a LOI to
collaborate on the deployment and operational integration of the
Flexrotor UAS. This agreement, which includes the acquisition of
UK: The UK Ministry of Defence has extended its contract with
Flexrotor systems, will allow market development in the Asia
Leonardo for £165mn ($213mn) to maintain the Royal Navy’s 54
Pacific region.
Merlin helicopters. The five-year deal supports national security
and economic growth, sustaining 1,000 jobs, including 200 at
Leonardo’s facility in Yeovil. The contract covers both the Merlin
Mk2 maritime patrol and Mk4 amphibious aircraft, critical for antisubmarine and battlefield operations.
FRANCE: Infracapital and Vesper Next Generation Infrastructure
Fund have signed a put option agreement to acquire SAF
Aerogroup, a European leader in mission-critical aerial services.
SOUTH KOREA: Hanwha Aerospace announced a $510mn
partnership with GA-ASI. It will see Hanwha invest to co-develop
and manufacture the Gray Eagle STOL, with a maiden flight test
expected by 2027.
RUSSIA: Yuri Koptev, Managing Director of ROSTEC announced
that the S-70 Okhotnik-B, a large stealth drone, will be teamed with
the Su-57 fighter jet.
The deal, from Oaktree Capital and Bpifrance, aims to expand
QATAR: The US State Department approved a possible FMS to
SAF's medical, emergency, and firefighting services across
Qatar for 8 GA-ASI MQ-9B SkyGuardian UAS. The sale, with an
Europe, with 90 aircraft and 550 employees. The acquisition is
estimated cost of $1.96bn, covers the drone, alongside related
pending employee consultations and regulatory approvals.
equipment including 300 general purpose bombs and 110 AGM114 Hellfire missiles.
GERMANY: Airbus unveiled a new counter-UAS UAV named
UAS SYSTEMS
‘LOAD’ for ‘Low-cost Air Defence’. It is based on the Do-DT25
UAVs, can be launched by catapult and has an operational range
UAS, autonomous systems, electronic warfare and cyber tools, and
of up to 100km. Each LOAD UAV can destroy up the 3 kamikaze
AI and machine learning for defense and national security
UAVs with guided missiles. A prototype, featuring two guided
missions.
missiles, is scheduled to be produced.
USA: The last F-16 Fighting Falcon set for autonomous aircraft
UK: The Aviation Minister confirms over £20mn funding to launch
modification landed at Eglin Air Force Base. It will be part of the
new flight technologies, including drone operations for emergency
Viper
–
services and eco-friendly flying taxi services. Funding will also
Autonomy Flying Testbed program, also known as VENOM. The
support the regulatory pathway that could see air taxis in use from
adjustments involve software, hardware and instrumentation that
2028.
Experimentation
and
Next-gen
Operations
Model
will eventually allow the autonomy to fly the aircraft.
UK: Answering a question in parliament, Minister of State at the
USA: Mayman Aerospace announced the successful completion of
MoD Maria Eagle said that three new and classified UAVs were
test flights for the RAZOR P100. Conducted at the US Marine
ordered as an urgent capability requirement at the end of January
Corps Air Ground Combat Center, it included the inaugural
2025 to deliver ISR.
untethered flights of the VTOL drone.
© ADIT – April 4, 2025
10
#705
One Week in Aerospace & Defense, by ADIT.
UK: OSL announced the successful completion of the Project
munitions such as SM-6 missiles and PrSM as part of the
HADO (High-Intensity Autonomous Drone Operations) aimed at
Australian Guided Weapons and Explosive Ordnance (GWEO)
enabling secure, repeatable BVLOS UAV operations across UK
enterprise.
airspace. In the final series of live trials, OSL deployed its system
manufacturing, storage, distribution and maintenance facilities.
within the Heathrow Flight Restriction Zone, demonstrating two
core use cases: perimeter patrol and building survey.
Thales
operates
at
all
of
Australia’s
GWEO
AUSTRALIA: Hanwha signed an agreement with Penske Australia
for the “assembly, testing, and supply” of 129 engines for
Australia’s Redback Infantry Fighting Vehicles.
LAND SYSTEMS
CROATIA: On 25 March, Defence Minister announced plans to
secure funding and finalise a contract for the purchase of 30
USA: The U.S. Army plans to conduct a live shot with its Typhon
155mm
SM-6 missile system in Australia this summer during the Talisman
agreement is expected to be signed by the end of 2025.
CEASAR
wheeled
self-propelled
howitzers.
The
Sabre exercise, marking the first firing of the long-range strike
FRANCE: France’s gunpowder production, discontinued in 2007,
weapon on foreign soil, according to official reported by Defense
has resumed with new facilities designed by Eurenco to support
News.
new defense needs, including artillery shells for Ukraine.
USA: The U.S. Army plans to send various elements of its most
Eurenco’s facility was built in less than a year with €100mn in
modernized air and missile defense capabilities to the Pacific and
funding, half of which came from an EU defense industry support
European theaters in the coming weeks, according to Defense
program. Production is set to reach 1,200 tons of powder annually,
News. The move includes Lower-Tier Air and Missile Defense
increasing to 1,800 tons, enough for about 100,000 artillery shells.
Sensors, or LTAMDS, to Guam, Indirect Fire Protection Capability
platoon with prototype launchers to South Korea and will
Integrated Battle Command System capability to Europe to
NAVAL SYSTEMS
modernize a Patriot air defense battalion there.
USA: Oshkosh Defense unveiled the newest iteration of the
Remotely Operated Ground Unit for Expeditionary Fires, or
ROGUE-Fires, a payload-agnostic platform based on the Joint
Light Tactical Vehicle (JLTV), at the Association of the U.S. Army’s
Global Force Symposium.
USA: General Dynamics Land Systems is debuting an option using
a Pandur 6x6 vehicle built originally for the Austrian army for a
solution for a Short-Range Air Defense system for US Army lighter
units.
USA: BAE Systems secured a $70mn contract from General
Dynamics Electric Boat on April 2nd to produce Virginia Payload
Module (VPM) missile tubes for the Block VI Virginia-class
submarines. The VPM tubes will enhance the submarines'
firepower, allowing them to launch up to 7 Tomahawk missiles or
future payloads. Production will take place at BAE's Louisville,
Kentucky facility.
USA: HII’s Ingalls Shipbuilding launched the USS Jeremiah Denton,
the 3rd Flight III Arleigh Burke-class destroyer, on March 26. The
destroyer will undergo final outfitting and testing before entering
USA: US Army is planning another Yuma-based demonstration for
service. It features advanced radar and combat systems to
January 2026, and to award each industry team roughly $5in to
address 21st-century threats.
bring in artillery systems for a nine-month evaluation process
before nailing down requirements and developing a strategy for a
long-fire requirement. Industry teams included BAE Systems,
KNDS Germany, Hanwha, Elbit Systems America, General
Dynamics, American Rheinmetall Vehicles…
USA: The US Army has awarded shipbuilder HII’s Mission
Technologies division a contract to develop a high-energy laser
weapon system for the service’s Rapid Capabilities and Critical
Technologies Office, according to a company statement.
JAPAN: The MoD and MHI signed a $219mn contract on April 1st
to develop a new stand-off missile. This precision-guided missile,
expected to enhance anti-ship and anti-ground capabilities, is set
for development from FY2024 to 2032. It will feature long-range
flight and precision guidance, with similarities to the US Tomahawk
missile.
PHILIPPINES: The Philippine Navy's 2nd 3,200-ton Miguel Malvarclass corvette, BRP Diego Silang, was launched on March 28 at
HD HHI’s Ulsan shipyard in South Korea. It will undergo outfitting
USA: The US Army is teaming up Rafael Advanced Defense
and sea trials before delivery in September 2025. The corvettes
Systems to more closely develop the Spike family of missiles,
are equipped with advanced weapon systems and are expected to
including “future enhancements and Americanization” of the
be reclassified as frigates due to their size.
munitions.
INDONESIA: Indonesia’s 1st PPA, KRI Brawijaya, began sea trials
AUSTRALIA: Lockheed Martin is teamed with Thales Australia to
at Fincantieri’s Muggiano shipyard on March 22. The ship, formerly
develop the solid rocket motors for HIMARs, GMLRS and other
Marcantonio Colonna, is equipped with advanced weaponry,
© ADIT – April 4, 2025
11
One Week in Aerospace & Defense, by ADIT.
#705
including the Leonardo 127/64 mm main gun, air defense systems,
EW Systems. Integration is planned for 2026-2029, with full
and a radar suite by Leonardo. The 2nd PPA, KRI Prabu Siliwangi,
completion by 2030. The project is managed by OCCAr, NAVIRIS,
is also scheduled for delivery this year.
and EUROSAM.
AUSTRALIA: Under a $200mn deal, Australia has ordered
FRANCE: The French Navy's 1st FDI frigate, Amiral Ronarc’h,
additional Mk 48 Heavyweight Torpedoes to enhance the
began its 4th and final sea trial phase on March 25. After
capabilities of its Collins-class and future nuclear-powered
completing earlier trials, the ship will finalize its combat system
submarines. This procurement strengthens Australia's defensive
testing off the coast of Brittany. Following this, a dry-docking phase
and offensive capabilities, supporting its long-standing alliance
will occur before its delivery to the Navy this summer. The 2nd
with the US through joint development and sustainment of the
FDI, Amiral Louzeau, is under assembly for delivery in 2027, with 2
torpedo system.
more planned for 2031-2032.
SWEDEN: Saab, in cooperation with FMV and the Swedish Armed
Forces, successfully test-fired its Lightweight Torpedo (SLWT)
from a CB 90 fast assault craft and a T24 Devil Ray USV in March.
SPACE SYSTEMS
The tests aim to assess integrating the SLWT on smaller
platforms. Results suggest that the CB 90 and SLWT combination
USA: Amazon is set to launch its first full batch of Project Kuiper
satellites on April 9, 2025. The mission will deploy 27 satellites,
works well, potentially enhancing Sweden’s ASW capabilities.
advancing Amazon's competition with SpaceX's Starlink for global
GREECE: Naval Group has proposed to the Greek government the
internet access.
local construction of 3 additional FDI frigates, complementing the 4
already set for acquisition. The plan includes ToTs, training, and
shipyard
upgrades
at
Skaramangas
Shipyards,
aiming
to
strengthen Greece’s naval defense and industrial capabilities.
CANADA: MDA Space plans to acquire SatixFy for $269Mn to
boost satellite production capabilities. This acquisition will
strengthen MDA’s position in non-geostationary orbits, with the
deal expected to close in Q3 2025.
NETHERLANDS: Vlissingen, the 2nd mine warfare mothership in
the Belgian-Dutch rMCM program, began sea trials on March 27th.
Designed for the Dutch Navy, the vessel will undergo further
testing of its systems before delivery in late 2025. The rMCM
program includes 8 ships, with deliveries planned by 2030.
JAPAN: SKY Perfect JSAT has contracted Thales Alenia Space to
build the 3.7-ton JSAT-32 geostationary satellite, set for launch in
2027, to enhance Ku/Ka-band communications across Japan and
maritime regions. Based on the Spacebus 4000B2 platform, JSAT32 will replace aging satellites and operate for over 15 years. It
UK: The keel for the UK's 1st Dreadnought-class ballistic missile
follows the JSAT-31 order placed in 2024.
submarine, HMS Dreadnought, was laid at BAE Systems' Barrowin-Furness shipyard on March 20. This marks a major milestone in
the £1.2bn program to replace the Vanguard-class submarines.
Dreadnought-class submarines, set to enter service in the 2030s,
will be the largest and most advanced in the Royal Navy.
CHINA: U.S. Space Force Gen. Michael Guetlein has confirmed
that China conducted synchronized satellite maneuvers in 2024
simulating orbital combat ("dogfighting in space") using three
Shiyan-24C and two Shijian-6 05A/B satellites in low Earth orbit.
Guetlein warned of China's advancing anti-satellite capabilities,
ITALY: Fincantieri started production of the 1st FREMM EVO frigate
urging increased U.S. investment in space superiority.
on April 3rd at its Riva Trigoso shipyard. The FREMM EVO, part of
the multi-year FREMM program, will feature advanced technology,
including cyber-resilient systems, anti-drone capabilities, and
modern combat systems. Delivery of the 1st unit is expected in
EUROPE: Thales Alenia Space has been selected to develop the
Moonlight program’s LCNS (Lunar Communications & Navigation
Services) constellation under a €123mn ESA contract awarded to
Telespazio. This system will provide autonomous lunar navigation
2029, with the second in 2030.
signals, enabling precise landings without reliance on Earth-based
ITALY: The Italian Navy signed a contract amendment with OCCAr
guidance.
on March 27 to study upgrades for its U212A Todaro-class
submarines. The upgrade, part of the MLU, will incorporate
technologies from the U212 NFS program to replace outdated
systems. This will enhance operational capabilities and improve
logistics
efficiency,
with
potential
for
future
international
collaboration.
FRANCE/ITALY: The Horizon MLU program for the Horizon-Class
ships reached a key milestone on April 4 with the completion of the
Critical Design Review (CDR). The upgrade will enhance AAW and
EUROPE: The Exploration Company will launch its Nyx spacecraft
in June, marking a milestone for reusable European space
missions. Nyx, tested in Munich, will be sent to California for a
SpaceX Falcon 9 launch.
EUROPE: ESA has awarded €3Mn to a European consortium led
by Portugal’s Spaceo to test the SWIFT inflatable drag sail in orbit
by 2028. The sail, which expands from 20 cm² to 1.5 m², will
enable satellites up to 200 kg to deorbit within 14–16 months. The
system activates even if the host satellite fails.
© ADIT – April 4, 2025
12
One Week in Aerospace & Defense, by ADIT.
#705
NORWAY: Kongsberg Defence & Aerospace has successfully
launched
its
first
microsatellite,
ARVAKER
1
N3X,
from
Vandenberg Space Force Base via SpaceX’s Transporter 13
mission.*. The company is also set to launch three MP42H
satellites for Norwegian maritime surveillance under a five-year
contract with the Norwegian Armed Forces.
GERMANY: Isar Aerospace’s Spectrum rocket failed on its first test
flight, but the company calls it a historic step. Isar is already
preparing improved versions for future launches to compete with
Ariane 6.
FRANCE: Eutelsat has launched its low Earth orbit satellite
communication for aviation, with Air Canada as the first adopter.
The service provides high-speed Wi-Fi and is set to compete with
rivals like Starlink.
FRANCE: Kinéis has completed the deployment of the 1st
European IoT constellation with 25 nanosatellites launched in
under a year. Produced in France, the constellation enables
various
applications, including environmental and industrial
monitoring. Kinéis aims for profitability in 2025 and a revenue of
€100mn within 8 years.
FRANCE: Exotrail has signed a multi-launch deal with MaiaSpace
for its SpaceVan orbital transfer vehicle, with flights starting in
2027. MaiaSpace, a 2022 ArianeGroup spinoff, will support
European launch autonomy with its upcoming reusable Maia
rocket. This follows Exotrail’s SpaceVan debut in 2023 and its
scheduled GEO mission on Ariane 64 in 2026.
SPAIN: Barcelona-based Pangea Aerospace has raised €23M in
Series A funding led by Hyperion Fund to advance its reusable,
methane-powered rocket engine technology. Supported by ESA
and holding 8 active contracts—including a €50M deal with Tehiru
Space—the startup expects revenue to double by 2025
© ADIT – April 4, 2025
13
Download