American allies are watching in disbelief as the Pentagon reroutes weapon
shipments to aid the Iran war, angry and scared that arms the U.S. demanded they
buy will never reach them.
European nations that have struggled to rebuild arsenals after sending weapons
to Ukraine fear they won’t be able to ward off a Russian attack. Asian allies,
startled by America’s rate of fire, question whether it could embolden China and
North Korea. And even in the Middle East, countries aren’t clear if they will
get air defenses from the U.S. for future priorities.
Nearly a dozen officials in allied nations in Asia and Europe say they can’t
win. The Trump administration has put them under extreme political pressure to
raise defense budgets and buy American weapons — from air defense interceptors
to guided bombs — only to quickly burn through those munitions in a war of its
own.
“It shouldn’t be a secret to anyone that the munitions that have been and will
be fired are the ones that everybody needs to acquire in large numbers,” said
one northern European official.
Weapons production is a complex process that takes years of planning and runs
through a supply chain riddled with bottlenecks. Trump’s reassurances that the
U.S. has a “virtually unlimited supply” of munitions to fight Iran has done
little to soothe allies’ fears.
“It is very frustrating, the words are not matching the deeds,” said an Eastern
European official, who like others interviewed, was granted anonymity to speak
candidly. “It is pretty clear to everyone that the U.S. will put their own,
Taiwan’s, Israel’s, and hemisphere priorities before Europe.”
The joint U.S.-Israel war, officials warn, could accelerate the distancing
between America and its allies when it comes to defense. The European Union
already has approved rules to favor its own arms-makers over American
contractors — risking tens, if not hundreds of billions in future U.S. sales.
Even major companies, such as the German drone-maker Helsing are touting
“European sovereignty.” Poland, a longtime American ally, has bought tanks and
artillery from South Korea instead of U.S. contractors such as General Dynamics.
It’s been a wake-up call for officials in Asia and Europe who once took Pentagon
arms sales for granted.
“The Europeans still live in a dream world in which the U.S. is a gigantic
Walmart, where you buy the stuff and you get it immediately, and that is simply
not true,” said Camille Grand, a former top NATO official who now heads the
Brussels-based Aerospace, Security and Defence Industries Association of Europe.
Allies in the Pacific — where China has built the world’s largest Navy and now
has missiles that can attack American troops on Guam — are worried that the
Pentagon will run out of ammunition in Iran and won’t have any left to deter a
war in Asia.
“It’s natural that the longer the conflict, the more urgent the supply of
munitions and its inevitable for the U.S. to mobilize its foreign assets to
maintain the operation,” said a Washington-based Asian diplomat, who warned it
would affect “readiness” in the region.
The fears of depleted weapons stockpiles extend to the U.S., where some Pentagon
officials are warning about the state of the military’s munitions stockpiles,
according to a congressional aide and two other people familiar with the
dynamic.
Defense Department officials warned Congress this week that the U.S. military
was expending “an enormous amount” of munitions in the conflict, according to
two of the people familiar with the conversations.
The congressional aide briefed by the Pentagon said the U.S. was using precision
strike missiles and cutting-edge interceptors in “scary high” numbers despite
the Iranian military’s relative weakness. The weapons also include Tomahawk
land-attack missiles, Patriot PAC-3 and ship-launched air defenses fired by the
Navy.
“The idea of doing a larger campaign with Iran was not on anyone’s mathematical
bingo card as we were looking at munitions implications,” said a former defense
official. “I struggle to see a way that layering on the Iran element makes the
math problem get any better.”
The Pentagon referred questions to the White House.
Anna Kelly, a White House spokesperson, said Iran’s retaliatory ballistic
missile attacks had fallen by 90 percent because of U.S. strikes. “President
Trump is in close contact with our partners in Europe and the Middle East, and
the terrorist Iranian regime’s attacks on its neighbors prove how imperative it
was that President Trump eliminate this threat to our country and our allies,”
she said.
But some defense hawks in Congress are worried. Sen. Mitch McConnell (R-Ky.)
warned Wednesday on the Senate floor that the military is “not prepared” to
deter aggression from both Russia and China at once due to the munitions
shortfall.
McConnell did not reply to a request for comment.
Trump said in a social media post that he met with defense executives on Friday,
including Boeing, Northrop Grumman, RTX, and Lockheed, who agreed to quadruple
their production of “Exquisite Class” weapons. He did not explain which systems
that entailed or how the U.S. planned to rapidly build factories, hire workers
and increase weapons production.
Some allies worried about weapons are hoping that’s more than an empty promise.
“It seems that U.S. defense primes are still challenged to produce at the speed
of demand,” said Giedrimas Jeglinskas, a Lithuanian member of Parliament who is
also a former deputy Defense minister. “We welcome any effort by the
administration to incentivize defense companies to get into war mode of
production.”
Others cautioned that the defense industrial base can’t be turned on with a
switch to start mass producing the sophisticated missiles and air defenses that
the U.S. and its allies desperately need.
“There’s always this idea that there is a world in which we just have to go
World War II,” said Grand, the former NATO official. “But [in] World War II,
producing Sherman tanks was pretty close to producing tractor engines. Producing
a Patriot is not pretty close to producing a Tesla.”
Paul McLeary contributed to this report.
Tag - Aerospace
LONDON — U.S. President Donald Trump has U-turned on his threat to raise new
global tariffs to 15 percent, sparing Britain and the European Union from higher
rates.
Tariffs on exports to the United States will, for now, remain at 10 percent
under the White House’s new regime, which took effect on Tuesday morning.
Trump’s decision not to follow through on the threat means continuity for
British businesses. U.K. exports already faced 10 percent duties, plus Most
Favored Nation (MFN) rates, under Trump’s “Liberation Day” tariffs.
It also sees a similar level of tariffs applied to exports from the European
Union. Products coming from the EU previously paid 15 percent, or the MFN rate,
depending on which was higher.
The European Parliament froze ratification of the EU’s trade deal with the U.S.
on Monday amid concerns that Trump’s latest tariff broadside breaches the terms
of the transatlantic accord struck last summer.
Speaking with USTR Jamieson Greer over the weekend, U.K. trade chief Peter Kyle
“underlined his concerns about further uncertainty for business” and reinforced
“the need to honor the U.K.-U.S. deal” reached last May, a No. 10 spokesperson
told reporters on Monday.
The deal lowered Trump’s sectoral tariffs on steel and aluminum, autos and
aerospace. Trump’s new duties will apply to exports not covered by the Economic
Prosperity Deal (EPD).
Trump’s latest tariffs will be imposed for 150 days from today under Section 122
of the 1974 Trade Act as Greer and his department carry out further
investigations using tools like Section 232 of the Trade Expansion Act of 1962
to impose additional sectoral tariffs. After the 150 days expire, Congress could
also vote to extend the 1duties.
“What will happen when the 150-day period allowed by the act expires?” asked
Duncan Edwards, CEO of BritishAmerican Business. Congress, he said, “will have
to decide whether the trade policies promised by this administration during the
election become enshrined in law. Given the narrow margins in both houses of
Congress, a definitive answer looks unlikely, so business would be wise to
expect continued uncertainty.”
In the desolate Arctic desert of Kangerlussuaq, Greenland, Europeans are
building defenses against a new, up-and-coming security threat: space hacks.
A Lithuanian company called Astrolight is constructing a ground station, with
support from the European Space Agency, that will use laser beams to download
voluminous data from satellites in a fast and secure manner, it announced last
month.
It’s just one example of how Europe is moving to harden the security of its
satellites, as rising geopolitical tensions and an expanding spectrum of hybrid
threats are pushing space communications to the heart of the bloc’s security
plans.
For years, satellite infrastructure was treated by policymakers as a technical
utility rather than a strategic asset. That changed in 2022, when a cyberattack
on the Viasat satellite network coincided with Russia’s invasion of Ukraine.
Satellites have since become popular targets for interference, espionage and
disruption. The European Commission in June warned that space was becoming “more
contested,” flagging increasing cyberattacks and attempts at electronic
interference targeting satellites and ground stations. Germany and the United
Kingdom warned earlier this year of the growing threat posed by Russian and
Chinese space satellites, which are regularly spotted spying on their
satellites.
EU governments are now racing to boost their resilience and reduce reliance on
foreign technology, both through regulations like the new Space Act and
investments in critical infrastructure.
The threat is crystal clear in Greenland, Laurynas Mačiulis, the chief executive
officer of Astrolight, said. “The problem today is that around 80 percent of all
the [space data] traffic is downlinked to a single location in Svalbard, which
is an island shared between different countries, including Russia,” he said in
an interview.
Europe’s main Arctic ground station sits in Svalbard and supports both the
navigation systems of Galileo and Copernicus. While the location is strategic,
it is also extremely sensitive due to nearby Russian and Chinese activities.
Crucially, the station relies on a single undersea cable to connect to the
internet, which has been damaged several times.
“In case of intentional or unintentional damage of this cable, you lose access
to most of the geo-intelligence satellites, which is, of course, very critical.
So our aim is to deploy a complementary satellite ground station up in
Greenland,” Mačiulis said.
THE MUSK OF IT ALL
A centerpiece of Europe’s ambitions to have secure, European satellite
communication is IRIS², a multibillion-euro secure connectivity constellation
pitched in 2022 and designed to rival Elon Musk’s Starlink system.
“Today, communications — for instance in Ukraine — are far too dependent on
Starlink,” said Anders Fogh Rasmussen, the founding chairman of political
consultancy Rasmussen Global, speaking at an event in Brussels in November.
“That dependence rests on the shifting ideas of an American billionaire. That’s
too risky. We have to build a secure communications system that is independent
of the United States.”
The European system, which will consist of 18 satellites operating in low and
medium Earth orbit, aims to provide Europe with fast and encrypted
communication.
“Even if someone intercepts the signal [of IRIS² ], they will not be able to
decrypt it,” Piero Angeletti, head of the Secure Connectivity Space Segment
Office at the European Space Agency, told POLITICO. “This will allow us to have
a secure system that is also certified and accredited by the national security
entities.”
The challenge is that IRIS² is still at least four years away from becoming
operational.
WHO’S IN CHARGE?
While Europe beefs up its secure satellite systems, governments are still
streamlining how they can coordinate cyber defenses and space security. In many
cases, that falls to both space or cyber commands, which, unlike traditional
military units, are relatively new and often still being built out.
Clémence Poirier, a cyberdefense researcher at the Center for Security Studies
at ETH Zurich, said that EU countries must now focus on maturing them.
“European states need to keep developing those commands,” she told POLITICO.
“Making sure that they coordinate their action, that there are clear mandates
and responsibilities when it comes to cyber security, cyber defensive
operations, cyber offensive operations, and also when it comes to monitoring the
threat.”
Industry, too, is struggling to fill the gaps. Most cybersecurity firms do not
treat space as a sector in its own right, leaving satellite operators in a blind
spot. Instead, space systems are folded into other categories: Earth-observation
satellites often fall under environmental services, satellite TV under media,
and broadband constellations like Starlink under internet services.
That fragmentation makes it harder for space companies to assess risk, update
threat models or understand who they need to defend against. It also complicates
incident response: while advanced tools exist for defending against cyberattacks
on terrestrial networks, those tools often do not translate well to space
systems.
“Cybersecurity in space is a bit different,” Poirier added. “You cannot just
implement whatever solution you have for your computers on Earth and just deploy
that to your satellite.”
Venture capitalist Finn Murphy believes world leaders could soon resort to
deflecting sunlight into space if the Earth gets unbearably hot.
That’s why he’s invested more than $1 million in Stardust Solutions, a leading
solar geoengineering firm that’s developing a system to reduce warming by
enveloping the globe in reflective particles.
Murphy isn’t rooting for climate catastrophe. But with global temperatures
soaring and the political will to limit climate change waning, Stardust “can be
worth tens of billions of dollars,” he said.
“It would be definitely better if we lost all our money and this wasn’t
necessary,” said Murphy, the 33-year-old founder of Nebular, a New York
investment fund named for a vast cloud of space dust and gas.
Murphy is among a new wave of investors who are putting millions of dollars into
emerging companies that aim to limit the amount of sunlight reaching the Earth —
while also potentially destabilizing weather patterns, food supplies and global
politics. He has a degree in mathematics and mechanical engineering and views
global warming not just as a human and political tragedy, but as a technical
challenge with profitable solutions.
Solar geoengineering investors are generally young, pragmatic and imaginative —
and willing to lean into the adventurous side of venture capitalism. They often
shrug off the concerns of scientists who argue it’s inherently risky to fund the
development of potentially dangerous technologies through wealthy investors who
could only profit if the planet-cooling systems are deployed.
“If the technology works and the outcomes are positive without really
catastrophic downstream impacts, these are trillion-dollar market
opportunities,” said Evan Caron, a co-founder of the energy-focused venture firm
Montauk Capital. “So it’s a no-brainer for an investor to take a shot at some of
these.”
More than 50 financial firms, wealthy individuals and government agencies have
collectively provided more than $115.8 million to nine startups whose technology
could be used to limit sunlight, according to interviews with VCs, tech company
founders and analysts, as well as private investment data analyzed by POLITICO’s
E&E News.
That pool of funders includes Silicon Valley’s Sequoia Capital, one of the
world’s largest venture capital firms, and four other investment groups that
have more than $1 billion of assets under management.
Of the total amount invested in the geoengineering sector, $75 million went to
Stardust, or nearly 65 percent. The U.S.-Israeli startup is developing
reflective particles and the means to spray and monitor them in the
stratosphere, some 11 miles above the planet’s surface.
At least three other climate-intervention companies have also raked in at least
$5 million.
The cash infusion is a bet on planet-cooling technologies that many political
leaders, investors and environmentalists still consider taboo. In addition to
having unknown side effects, solar geoengineering could expose the planet to
what scientists call “termination shock,” a scenario in which global
temperatures soar if the cooling technologies fail or are suddenly abandoned.
Still, the funding surge for geoengineering companies pales in comparison to the
billions of dollars being put toward artificial intelligence. OpenAI, the maker
of ChatGPT, has raised $62.5 billion in 2025 alone, according to investment data
compiled by PitchBook.
The investment pool for solar geoengineering startups is relatively shallow in
part because governments haven’t determined how they would regulate the
technology — something Stardust is lobbying to change.
As a result, the emerging sector is seen as too speculative for most venture
capital firms, according to Kim Zou, the CEO of Sightline Climate, a market
intelligence firm. VCs mostly work on behalf of wealthy individuals, as well as
pension funds, university endowments and other institutional investors.
“It’s still quite a niche set of investors that are even thinking about or
looking at the geoengineering space,” Zou said. “The climate tech and energy
tech investors we speak to still don’t really see there being an investable
opportunity there, primarily because there’s no commercial market for it today.”
AEROSOLS IN THE STRATOSPHERE
Stardust and its investors are banking on signing contracts with one or more
governments that could deploy its solar geoengineering system as soon as the end
of the decade. Those investors include Lowercarbon Capital, a climate-focused
firm co-founded by billionaire VC Chris Sacca, and Exor, the holding company of
an Italian industrial dynasty and perhaps the most mainstream investment group
to back a sunlight reflection startup.
Even Stardust’s supporters acknowledge that the company is far from a sure bet.
“It’s unique in that there is not currently demand for this solution,” said
Murphy, whose firm is also supporting out-there startups seeking to build robots
and data centers in space. “You have to go and create the product in order to
potentially facilitate the demand.”
Lowercarbon partner Ryan Orbuch said the firm would see a return on its Stardust
investment only “in the context of an actual customer who can actually back many
years of stable, safe deployment.”
Exor, another Stardust investor, didn’t respond to a request for comment.
Other startups are trying to develop commercial markets for solar
geoengineering. Make Sunsets, a company funded by billionaire VC Tim Draper,
releases sulfate-filled weather balloons that pop when they reach the
stratosphere. It sells cooling credits to individuals and corporations based on
the theory that the sulfates can reliably reduce warming.
There are questions, however, about the science and economics underpinning the
credit system of Make Sunsets, according to the investment bank Jeffries.
“A cooling credit market is unlikely to be viable,” the bank said in a May 2024
note to clients.
That’s because the temperature reductions produced by sulfate aerosols vary by
altitude, location and season, the note explained. And the warming impacts of
carbon dioxide emissions last decades — much longer than any cooling that would
be created from a balloon’s worth of sulfate.
Make Sunsets didn’t respond to a request for comment. The company has previously
attracted the attention of regulators in the U.S. and Mexico, who have claimed
it began operating without the necessary government approvals.
Draper Associates says on its website that it’s “shaping a future where the
impossible becomes everyday reality.” The firm has previously backed successful
consumer tech firms like Tesla, Skype and Hotmail.
“It is getting hotter in the Summer everywhere,” Tim Draper said in an email.
“We should be encouraging every solution. I love this team, and the science
works.”
THE NEXT FRONTIER
One startup is pursuing space-based solar geoengineering. EarthGuard is
attempting to build a series of large sunlight deflectors that would be
positioned between the sun and the planet, some 932,000 miles from the Earth.
The company did not respond to emailed questions.
Other space companies are considering geoengineering as a side project. That
includes Gama, a French startup that’s designing massive solar sails that could
be used for deep space travel or as a planetary sunshade, and Ethos Space, a Los
Angeles company with plans to industrialize the moon.
Both companies are part of an informal research network established by the
Planetary Sunshade Foundation, a nonprofit advocating for the development of a
trillion-dollar parasol for the globe. The network mainly brings together
collaborators on the sidelines of space industry conferences, according to Gama
CEO Andrew Nutter.
“We’re willing to contribute something if we realize it’s genuinely necessary
and it’s a better solution than other solutions” to the climate challenge,
Nutter said of the space shade concept. “But our business model does not depend
on it. If you have dollar signs hanging next to something, that can bias your
decisions on what’s best for the planet.”
Nutter said Gama has raised about $5 million since he co-founded the company in
2020. Its investors include Possible Ventures, a German VC firm that’s also
financing a nuclear fusion startup and says on its website that the firm is
“relentlessly optimistic — choosing to focus on the possibilities rather than
obsess over the risks.” Possible Ventures did not respond to a request for
comment.
Sequoia-backed Reflect Orbital is another space startup that’s exploring solar
geoengineering as a potential moneymaker. The company based near Los Angeles is
developing a network of satellite mirrors that would direct sunlight down to the
Earth at night for lighting industrial sites or, eventually, producing solar
energy. Its space mirrors, if oriented differently, could also be used for
limiting the amount of sun rays that reach the planet.
“It’s not so much a technological limitation as much as what has the highest,
best impact. It’s more of a business decision,” said Ally Stone, Reflect
Orbital’s chief strategy officer. “It’s a matter of looking at each satellite as
an opportunity and whether, when it’s over a specific geography, that makes more
sense to reflect sunlight towards or away from the Earth.”
Reflect Orbital has raised nearly $28.7 million from investors including Lux
Capital, a firm that touts its efforts to “turn sci-fi into sci-fact” and has
invested in the autonomous defense systems companies Anduril and Saildrone.”
Sequoia and Lux didn’t respond to requests for comment.
The startup hopes to send its first satellite into space next summer, according
to Stone.
SpaceX CEO Elon Musk, whose aerospace company already has an estimated fleet of
more than 8,800 internet satellites in orbit, has also suggested using the
circling network to limit sunlight.
“A large solar-powered AI satellite constellation would be able to prevent
global warming by making tiny adjustments in how much solar energy reached
Earth,” Musk wrote on X last month. Neither he nor SpaceX responded to an
emailed request for comment.
DON’T CALL IT GEOENGINEERING
Other sunlight-reflecting startups are entering the market — even if they’d
rather not be seen as solar geoengineering companies.
Arctic Reflections is a two-year-old company that wants to reduce global warming
by increasing Arctic sea ice, which doesn’t absorb as much heat as open water.
The Dutch startup hasn’t yet pursued outside investors.
“We see this not necessarily as geo-engineering, but rather as climate
adaptation,” CEO Fonger Ypma said in an email. “Just like in reforestation
projects, people help nature in growing trees, our idea is that we would help
nature in growing ice.”
The main funder of Arctic Reflections is the British government’s independent
Advanced Research and Invention Agency. In May, ARIA awarded $4.41 million to
the company — more than four times what it had raised to that point.
Another startup backed by ARIA is Voltitude, which is developing micro balloons
to monitor geoengineering from the stratosphere. The U.K.-based company didn’t
respond to a request for comment.
Altogether, the British agency is supporting 22 geoengineering projects, only a
handful of which involve startups.
“ARIA is only funding fundamental research through this programme, and has not
taken an equity stake in any geoengineering companies,” said Mark Symes, a
program director at the agency. It also requires that all research it supports
“must be published, including those that rule out approaches by showing they are
unsafe or unworkable.”
Sunscreen is a new startup that is trying to limit sunlight in localized areas.
It was founded earlier this year by Stanford University graduate student Solomon
Kim.
“We are pioneering the use of targeted, precision interventions to mitigate the
destructive impacts of heatwave on critical United States infrastructure,” Kim
said in an email. But he was emphatic that “we are not geoengineering” since the
cooling impacts it’s pursuing are not large scale.
Kim declined to say how much had been raised by Sunscreen and from what sources.
As climate change and its impacts continue to worsen, Zou of Sightline Climate
expects more investors to consider solar geoengineering startups, including
deep-pocketed firms and corporations interested in the technology. Without their
help, the startups might not be able to develop their planet-cooling systems.
“People are feeling like, well wait a second, our backs are kind of starting to
get against the wall. Time is ticking, we’re not really making a ton of
progress” on decarbonization, she said.
“So I do think there’s a lot more questions getting asked right now in the
climate tech and venture community around understanding it,” Zou said of solar
geoengineering. “Some of these companies and startups and venture deals are also
starting to bring more light into the space.”
Karl Mathiesen contributed reporting.
The Kremlin hit back Thursday at a European aerospace chief in a feud over
tactical nuclear weapons.
The board chair of Airbus, René Obermann, called Wednesday on Europe to develop
tactical nuclear weapons to deter Russia’s arsenal in Kaliningrad, sparking a
response from Moscow, which is no stranger to nuclear saber-rattling.
“Kaliningrad is an integral part of Russia,” Kremlin spokesperson Dmitry Peskov
told journalists, adding, “of course, Russia will do everything necessary to
provide its security, stability, and predictability today, and tomorrow.”
Responding to Obermann, Peskov said: “Unfortunately, some allow such provocative
statements, and call for further steps … to escalate tension.”
Russia’s heavily militarized semi-exclave of Kaliningrad is located on the
Baltic Sea, bordered by Lithuania and Poland, and is home to 1 million
residents. According to a German Council on Foreign Relations memo,
Russia deploys “numerous nuclear weapons” in the Kaliningrad region.
Moscow has engaged in veiled nuclear threats against the West since it launched
the full-scale invasion of Ukraine in 2022, while both the U.S. and Russia have
recently considered plans for further nuclear weapons testing.
U.S. Defense Secretary Pete Hegseth on Friday bemoaned the “absence of urgency”
and “a fundamental lack of trust” between the military and defense firms, in the
most substantive and unifying policy address of his tenure.
The speech, delivered to industry executives at the National War College, kicked
off a highly ambitious program of speeding up weapons delivery — an issue that
has beguiled administrations for decades.
Hegseth’s address, which dug into the weedy details of acquisition reform,
resembled the kinds of talks given by previous Pentagon chiefs and was a
stunning tone shift from the berating one he delivered in September to hundreds
of generals and admirals. It was also a far cry from his usual focus on culture
war issues, often aimed at the MAGA base and dedicated to the perils of
diversity, equity and inclusion.
“I’m not here to punish. I’m here to liberate,” Hegseth said. “I’m not here to
reform, but to transform and empower. We need to save the bureaucracy from
itself.”
It’s unclear whether the Defense secretary will live up to his reform goals,
which reflect entrenched issues within the Pentagon. While he pledged to get rid
of layers of bureaucracy, many of the ideas entailed renaming existing offices
under the new “Department of War” moniker, adding oversight functions and
overturning decades of policy in a few short months.
“You’re our only hope,” Hegseth told an audience of defense industry mainstays
and upstarts, including representatives from Lockheed Martin, Northrop Grumman,
Boeing, Palantir and Anduril.
The reforms, which POLITICO first reported, are meant to cut bureaucracy and
speed up how the military buys weapons and equipment. But they’re also a major
test for Hegseth, a relative newcomer to the Pentagon who Vice President JD
Vance vowed would prove an effective “disrupter.”
The defense industry hailed the moves, which mirrored changes representatives
have lobbied to get for years.
Keith Webster, President of the Chamber of Commerce’s Defense Aerospace Council,
called the reforms “bold, timely and forward-looking.” Aerospace Industries
Association CEO Eric Fanning labeled them “an ambitious, long-needed overhaul.”
The Pentagon aims to speed up U.S. arms sales to allies by moving the Defense
Security Cooperation Agency, which runs the process, and the Defense Technology
Security Administration, which runs export approvals, directly under
acquisitions leadership. This will allow the same officials who manage weapons
programs to handle the approval for allies.
Hegseth even invoked the words of former Defense Secretary Donald Rumsfeld —
hardly a hallowed figure in the MAGA world — and said the Trump administration
planned to “rebuild the defense industrial base into an arsenal of freedom.”
The Pentagon chief’s push at acquisition reform — alongside two other major
initiatives moving on Capitol Hill — are seen as efforts to level the playing
field in the industry, which has long been dominated by a handful of contractors
with deep roots in Washington.
Hegseth has encouraged the expansion of new legal authorities that allow the
Pentagon to give billions to upstart contractors that have not yet competed for
major Defense Department programs. The reforms also include the creation of
powerful “Portfolio Acquisition Executives,” who will run point on Pentagon
weapons acquisition and have performance incentives linked to deliveries.
“The Department of War will only do business with industry partners that share
our priority of speed and volume above all else,” he said, using the
administration’s preferred moniker for the Pentagon.
Hegseth vowed to work with Congress on the ambitious overhaul. His address comes
as leaders of the House and Senate Armed Services panels weigh parallel
proposals to slash bureaucracy and get weapons and new technology into soldiers’
hands faster.
Compromise defense legislation that’s likely to pass before the end of the year
will almost certainly include a synthesis of the reforms proposed by the House
and Senate. Hegseth called out both bills in his speech.
Senate Armed Services Chair Roger Wicker (R-Miss.) said Hegseth’s endorsement of
his legislation and the priorities his committee has pushed — including
prioritizing commercial technology, expanding the industrial base and empowering
acquisition leaders — “mark a pivotal moment for our national security.”
House Armed Services Chair Mike Rogers (R-Ala.) stressed the need for the
Pentagon and Congress to work together to overhaul the system, calling Hegseth
“a willing and enthusiastic partner in our efforts.”
Connor O’Brien contributed to this report.
NASA on Thursday pushed back against comments from U.S. celebrity Kim Kardashian
suggesting that the 1969 moon landing was faked.
During an episode of The Kardashians TV series that aired Thursday, the Skims
founder questioned whether the space mission ever took place, and noted her
fascination with conspiracy theories.
“There’s no gravity on the moon. Why is the flag blowing?” Kardashian said. “The
shoes that they have in the museum that they wore on the moon is a different
print in the photos. Why are there no stars?” she continued. “They’re gonna say
I’m crazy no matter what, but like, go to TikTok. See for yourself … ”
Hours after the episode aired, acting NASA administrator Sean Duffy responded to
Kardashian in a post including a clip of her remarks.
“Yes, we’ve been to the Moon before … six times!” Duffy wrote. “And even better:
NASA Artemis is going back under the leadership of POTUS [U.S. President Donald
Trump]. We won the last space race and we will win this one too.”
Kardashian has said her doubts stem from alleged past comments by Buzz Aldrin,
the second man to walk on the moon after Neil Armstrong, which have long
circulated online in edited or misleading form, and that those videos led her to
question the official account of the landing. (Aldrin, for his part, once
punched a man who questioned whether the moon landings were real or not.)
After Duffy’s post, Kardashian replied with a change of subject: “Wait … what’s
the tea on 3I Atlas?!?!!!!!!!?????,” referencing an interstellar comet recently
spotted passing through the solar system.
Duffy, who was selected by Trump in July as acting boss of the space agency,
responded that it was a “Great question!” said NASA’s current observations show
that this is the third interstellar comet to pass through our solar system.
“No aliens. No threat to life here on Earth,” he said, adding that he
appreciated Kardashian’s excitement about the Artemis moon mission and invited
her to attend the upcoming Artemis launch at Kennedy Space Center.
The exchange comes amid growing tension between NASA and the Trump
administration, which has proposed deep budget cuts and agency restructuring
even as it touts a renewed focus on lunar exploration.
Conspiracy theories claiming the moon landing was staged have circulated for
decades. According to the Institute of Physics, “every single argument claiming
that NASA faked the Moon landings has been discredited.”
The institute points to photographic, radiation and physical evidence, including
382 kilograms of lunar rock brought back by Apollo astronauts, all of which have
been independently verified by laboratories worldwide.
BRUSSELS — Romania wants Europe’s rearmament push to benefit all EU nations, not
just the largest ones.
The massive increase in defense spending and weapons orders that is foreseen in
the coming years should translate into new factories and jobs in his country,
Romania’s Defense Minister Liviu-Ionuț Moșteanu told POLITICO.
“If we spend people’s money on defense, it’s important for them to see that part
of it is coming back to their country, for example via factories. It’s not just
about buying rockets abroad,” he said in an interview at NATO headquarters.
“We aim to have a part of the production in the country. We want to be part of
the production chain,” he added. “Every country wants to have a big share, but
so far only a few do.”
Western nations such as France, Germany, Italy and Sweden have the bloc’s
best-developed arms industries and are grabbing the majority of lucrative arms
contracts. Former eastern bloc countries like Romania tend to have smaller
defense companies without the technological know-how to produce the full array
of weapons needed to rearm, meaning they are more dependent on external
suppliers.
Russia’s invasion of Ukraine has opened the money taps for defense. NATO
countries agreed this summer to boost their defense spending target from 2
percent of gross domestic product to 5 percent by 2035. According to the
European Commission, reaching the new target will require an additional €288
billion spent on defense each year.
Romania is spending 2.3 percent of its GDP on the military this year and plans
to raise that to 3.5 percent by 2030.
One of its main challenges is to modernize its armed forces, which have operated
for decades largely with obsolete Soviet-era military kit.
The country, which borders Ukraine, Moldova and the Black Sea as well as EU
countries, is key to regional security in southeastern Europe and hosts a NATO
battlegroup led by France that also includes American troops.
LOANS FOR WEAPONS
Bucharest is set to be the second-largest user of the EU’s €150 billion SAFE
scheme, and is asking for €16.7 billion in low interest loans for defense.
Moșteanu said two-thirds of that money will be spent on military equipment and
the remaining third on infrastructure; it also includes military aid to Ukraine
and Moldova.
The condition for any procurement under SAFE — which is open mostly to European
companies — would be industrial returns in Romania, the minister told POLITICO.
The condition for any procurement under SAFE — which is open mostly to European
companies — would be industrial returns in Romania, the minister told POLITICO.
| Thierry Monasse/Getty Images
In one example of the country’s push to ensure some defense cash stays at home,
an ongoing €6.5 billion tender for more than 200 tanks sets a condition that
final assembly happen in the country.
“It’s very important for the years to come that when we talk about spending
money, we spread [the industrial return] evenly throughout the continent,” the
minister said, referring also to countries further from the frontlines such as
Portugal.
“It’s a negotiation with the producers,” he said, adding that if European
manufacturers don’t accept domestic production requirements, Bucharest will take
its money to companies outside the EU that are willing to do so.
“If some programs don’t look good under SAFE, we’ll move them under the national
budget,” he stressed.
The Romanian government is already a big customer of foreign weapons
manufacturers, especially from the U.S., Israel and South Korea. It recently
purchased American-made Patriot air defense systems and F-35 warplanes, as well
as K9 self-propelled howitzers from South Korea’s Hanwha Aerospace.
Last year, Hanwha Aerospace executives told POLITICO that Romania could become a
weapons production hub for Europe, the Middle East and Africa.
WHAT ROMANIA BRINGS TO THE TABLE
Romania, which is one of Europe’s most industrialized countries, has assets to
offer arms-makers, Moșteanu argued.
Romania, which is one of Europe’s most industrialized countries, has assets to
offer arms-makers, Moșteanu argued. | Andreea Campeanu/Getty Images
It’s already luring in some of Europe’s largest defense companies: Bucharest and
German giant Rheinmetall signed an agreement earlier this year to build an
ammunition powder plant that will be partly funded by EU money under the Act in
Support of Ammunition Production scheme.
In the near future, manufacturers will need to open new factories to meet
demand, and Romania could easily host some of them, Moșteanu said: “We have
defense production facilities with all the necessary approvals. They’re not
up-to-date but it’s a good starting point.”
Another strength of the country is its robust automotive sector, which could
help weapons manufacturers swiftly ramp up manufacturing. Defense companies
across the bloc are teaming up with carmakers to benefit from their mass
production expertise.
“We have a very strong automotive industry in Romania that can switch to the
defense industry,” the minister said, adding that the machinery, production
lines, expertise and supply chains are already in place.
Romania is also looking to cut red tape.
“We’re looking to change the legislation to speed investments in the defense
industry. I know there is the defense omnibus in Brussels,” Moșteanu said,
referring to the European Commission’s simplification package, “but I don’t know
when it’ll come, I prefer to have something quick.”
BRUSSELS — Crafty hacking groups backed by hostile states have increasingly
targeted European public institutions with cyber espionage campaigns in the past
year, the European Union’s cybersecurity agency said Wednesday.
Public institutions were the most targeted type of organization, accounting for
38 percent of the nearly 5,000 incidents analyzed, the ENISA agency said in its
yearly threat landscape report on European cyber threats.
The EU itself is a regular target, it added. State-aligned hacking groups
“steadily intensified their operations toward EU organizations,” ENISA said,
adding that those groups carried out cyber espionage campaigns on public bodies
while also attempting to sway the public through disinformation and
interference.
The report looked at incidents from July 1, 2024 to June 30, 2025.
Multiple European countries said in August that they had been affected by “Salt
Typhoon,” a sprawling hacking and espionage campaign believed to be run by
China’s Ministry of State Security.
In May, the Netherlands also attributed a cyber espionage campaign to Russia,
and the Czech government condemned China for carrying out a cyberattack against
its foreign ministry exposing thousands of unclassified emails.
These incidents underlined how European governments and organizations are
increasingly plagued by cyber intrusions and disruption.
Though state-backed cyber espionage is on the rise, ENISA said the most
“impactful” threat in the EU is ransomware, a type of hack where criminals
infiltrate a system, shut it down and demand payment to allow victims to regain
control over their IT.
Another type of attack, known as distributed denial-of-service (DDoS), was the
most common type of incident, ENISA said. DDoS attacks are most commonly
deployed by cyber activists.
ENISA said different types of hacking groups are increasingly using each others’
tactics, most notably when state-aligned groups use cyber-activist techniques to
hide their provenance.
The agency also highlighted the threat to supply chains posed by cyberattacks,
saying the interconnected nature of modern services can amplify the effect of a
cyberattack.
Passengers at Brussels, Berlin and London Heathrow airports recently experienced
severe delays due to a cyberattack on supplier Collins Aerospace, which provides
check-in and boarding systems.
“Everyone needs to take his or her responsibilities seriously,” Hans de Vries,
the agency’s chief operations officer, told POLITICO. “Any company could have a
ripple effect … We are so dependent on IT. That’s not a nice story but it’s the
truth.”
LIVERPOOL, England — Under U.K. Prime Minister Keir Starmer, the Labour
government has made a big play of pouring money into the defense sector — and is
changing the party, as well as the country, in the process.
Labour’s change of heart when it comes to world affairs can be felt as members
gather in Liverpool for its annual party conference, once the natural home of
progressive internationalism and a fierce commitment to foreign aid.
NGOs once flocked to Labour conference, holding rows and rows of stalls in the
exhibition hall and attracting the great and the good to their fringe
events. Tony Blair and Gordon Brown spoke loftily of Britain as a development
superpower, and embraced the Make Poverty History campaign as well as the
movement to enshrine foreign aid spending in law.
This year, the presence of NGOs has noticeably diminished, with fewer events
focused on international development and many charities deciding not to bother
coming to conference at all.
In their place are defense companies and lobbyists, buoyed by Starmer’s
commitment to ratchet up spending on the sector to 5 percent of gross domestic
product by 2035 and his pledge to make the country “battle-ready.”
On one level, the vibe shift reflects the reality of forces felt across the
world, as Western countries adjust to war in Europe and a less beneficent United
States.
But it also marks a sea change inside Britain’s biggest center-left party, and
one that is already shaping the way it governs.
THE NEW CONSENSUS
As delegates arrive in Liverpool hoping to influence the Starmer government,
some are feeling less optimistic than others.
Paul Abernethy of Bond, a network for organizations working in international
development, said: “I’ve noticed a lot of our members choosing not to attend
conference, or at least if they are attending, they’re certainly cutting down
the amount of resources behind it.”
The costs are “astronomical,” he added, and “I’m not surprised [fewer NGOs are
attending] when political parties like Labour and the Conservatives are
de-prioritizing international development and foreign policy.”
The reason for their gloom is self-evident, as conference meets for the first
time since Starmer announced he would slash spending on aid from 0.5 percent to
0.3 percent of GDP in order to boost defense coffers. Those cuts fall not just
on the recipients of development grants but also on the charities dedicated to
supporting them.
At a fringe event on aid cuts, Flora Alexander, executive director of
International Rescue Committee UK, said: “Our [Britain’s] standing and our
influence has been affected — it’s what happens when you say you’ll commit a
certain amount of money and then you don’t.”
The picture is especially stark when placed alongside the mood in the Labour
Party of 10 or 20 years ago.
Labour’s change of heart when it comes to world affairs can be felt as members
gather in Liverpool for its annual party conference. | Ian Forsyth/Getty Images
Kevin Watkins, a professor of development practice at the London School of
Economics and former CEO of Save the Children, said under former leaders Tony
Blair and Gordon Brown “you had big hitters who were really leading on
multilateralism and internationalism.”
The aid movement of the early 2000s also gained currency as a supposed means of
damping down terrorist radicalization and strengthening national security.
However, as Watkins observed, its place in mainstream politics has now given way
to a new “consensus” among Labour, the Conservatives and Reform UK that “the
U.K. should be stepping back from global leadership on poverty reduction.”
DEFENSE ON THE MARCH
The contrast with the mood among defense suppliers — who have at times been
regarded with suspicion in Labour circles — could hardly be more marked.
Andrew Kinniburgh, director general of manufacturers’ body Make UK, said:
“Certainly the message we get [from the government] is that defense is really at
the heart of what they’re doing, and it’s probably at the front of the queue in
terms of leading growth.”
A representative of an aerospace company, granted anonymity to speak freely,
described the cognitive dissonance experienced by some in the industry.
“Did I think Labour would invest in defense? Yes. Did I ever think one of our
biggest export cheerleaders would be David Lammy? No.”
Lammy, until recently the foreign secretary, is drawn from the “soft left” of
the party, which is traditionally less hawkish and more skeptical of the arms
industry — but defense is having a moment, as Labour’s quest for jobs and growth
coincides with heightened external threats, particularly from Russia.
Paul Mason, an economist and a fellow at the Council on Geostrategy, said at a
fringe event “the whole party should be united” behind the defense agenda, as it
would deliver high-skilled jobs as well as helping to repel Nigel Farage’s
Reform.
Defense Minister Luke Pollard told POLITICO: “This isn’t something that is far,
far away — there are hundreds of thousands of people whose jobs rely on defense
today … That’s something that I hope the entire country will be able to get
behind.”
A LASTING CHANGE?
Senior Labour figures insist the trade-off between investment in defense and
progressive causes is not zero-sum.
Development Minister Jenny Chapman, speaking at a fringe event, said she was
“optimistic” about the U.K. continuing to make a difference on the world stage
despite the cuts to her budget.
Development Minister Jenny Chapman said she was “optimistic” about the U.K.
continuing to make a difference on the world stage despite the cuts to her
budget. | Leon Neal/Getty Images
Yet it is hard to find anyone who believes that the golden era of overseas
development could make a comeback and dominate mainstream politics in the way it
once did.
Instead, Labour insiders in Liverpool are unapologetic about their reinvention
as the party of defense — once much more closely associated with the
Conservatives — and want it to stay that way.
“It’s been a long road,” said one Labour adviser, “to convince people we’re as
strong on defense as we are on other international issues. We need to guard that
now.”