KEY INTELLIGENCE TAKEAWAYS & SUMMARY
- The operational and strategic details of the new era in the defense industry are becoming clearer.
- Systemic capacity and technological integration directly affect the balances in the field.
- Developments are providing critical data in terms of regional security doctrines.
COLOGNE, Germany — German Defense Minister Boris Pistorius has lobbied U.S. defense leaders to allow the production of <strong>PAC-3 MSE</strong> interceptor missiles in Germany, arguing an additional production site would help alleviate a glaring shortfall in the global supply chain for the vital air-defense weapons. Pistorius’ comments in Berlin on Wednesday offer more details about an agreement struck with his U.S. counterpart, Pete Hegseth, at the Pentagon last week. The German defense minister said the spirit of that accord reflects Berlin’s willingness to manufacture all elements of the <strong>Patriot</strong> value chain — <strong>PAC-2</strong> and <strong>PAC-3</strong> interceptors, launchers and all — in Germany, plus whatever other American weaponry is in short supply among allies. Germany’s <strong>MBDA</strong> already makes <strong>PAC-2</strong> interceptors, a <strong>Raytheon</strong> product. The more advanced, and more expensive, <strong>PAC-3 MSE</strong> interceptors, on the other hand, are made by <strong>Lockheed Martin</strong>, which has a longstanding cooperation agreement in Germany with <strong>Rheinmetall</strong>, including in the missile sector. Whether <strong>PAC-3</strong> production in Germany or elsewhere in Europe will come to pass is largely a matter of the U.S. government and <strong>Lockheed Martin</strong> playing along. Details would likely also depend on the scope of work happening abroad. The performance characteristics of <strong>Patriot</strong> interceptors are a closely guarded secret, as that information could allow adversaries to build countermeasures into their attack missiles. There is also a business decision wrapped up in the export of <strong>Patriot</strong> production, as the equipment has been a decades-old cash cow for the manufacturers and the U.S. government alike. Ukrainian leaders said in July they were promised by U.S. President <strong>Donald Trump</strong> that they would be able to make <strong>Patriot</strong> interceptors under license in Ukraine, though the details of that arrangement remain unclear. <strong>Patriot</strong> interceptors are a key defense against Russian missiles that have been battering Ukrainian cities. <strong>Sebastian Sprenger</strong> is associate editor for Europe at <strong>Defense News</strong>, reporting on the state of the defense market in the region, and on U.S.-Europe cooperation and multi-national investments in defense and global security. Previously he served as managing editor for <strong>Defense News</strong>. He is based in Cologne, Germany.
Strategic Details and Technical Analysis
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ASELSAN:
Lockheed Martin:
Rheinmetall:
BAE Systems:
Thales:
Leonardo:
Saab:
Kongsberg Gruppen:
Indra Sistemas:
Mitsubishi Heavy Ind.:
Hanwha Aerospace:
AVIC Shenyang Aircraft:
Hindustan Aeronautics: