Today's Defense Pulse

U.S. Treasury expands sanctions on Iran-linked shipping network
The U.S. Treasury’s Office of Foreign Assets Control announced a new sanctions round targeting a global network of shipping firms, tanker operators and intermediaries tied to Iran’s petroleum and petrochemical trades. Entities in Hong Kong, the UAE, India, Qatar, Singapore, China, Liberia and the Marshall Islands were added to the Specially Designated Nationals list.
Also developing:
By the numbers: Disciplined Growth Acquisition Corp raises $150M in IPO

Defense-Wide Budget Reveals $4.2B Request to Build U.S. Military’s Own AI Infrastructure
The FY2027 Defense‑wide budget includes a $4.2 billion request for a new Sovereign Artificial Intelligence Infrastructure program, funded entirely through mandatory reconciliation appropriations. This marks the first appearance of the line item, with no prior funding in FY2025 or FY2026. The initiative aims to build government‑owned data centers, specialized chips, and secure networking to run classified AI workloads without relying on commercial cloud services. The request reflects growing concerns about U.S. AI competitiveness versus China’s rapid military AI investments.
New Npm Supply-Chain Attack Self-Spreads to Steal Auth Tokens
Security researchers at Socket and StepSecurity uncovered a new supply‑chain worm targeting npm packages published from compromised accounts. The malware harvests npm publish tokens, API keys, SSH credentials, and even browser‑stored crypto wallets, then injects malicious code into every package...

Most Serious Cyberattacks Against the UK Now From Russia, Iran and China, Cyber Chief Says
The UK’s National Cyber Security Centre (NCSC) warned that hostile states—Russia, Iran and China—now drive the most serious cyberattacks against Britain. NCSC chief Richard Horne said the agency dealt with around four nationally significant incidents each week, handling over 200...
Unlocking Private Investment to Drive UK Defence as an Engine for Growth
The UK government announced a permanent expansion of the Defence Investors’ Advisory Group and a new "Defence Finance Zig‑Zag" secondment programme to embed private‑sector expertise within the Ministry of Defence. A £20 million (≈$25 million) fund will accelerate contracts for innovative defence...

The New German War Machine: Berlin Unveils Military Overhaul
Germany unveiled a sweeping two‑decade defence overhaul aimed at making the Bundeswehr the most powerful conventional force in Europe by 2039. The plan introduces the first standalone German military strategy, a new effects‑based capability profile, and a massive personnel boost...

U.S. Deploys Ukrainian Counter‑Drone System at Saudi Base
"The U.S. military has introduced Ukrainian counter-drone technology in recent weeks at a key U.S. air base in Saudi Arabia, according to five people with knowledge of the matter, as it seeks to stem attacks that have destroyed aircraft and...

U.S. Army Requests Nearly $1 Billion to Defeat Small Drones
The U.S. Army’s FY 2027 budget request earmarks $994 million for Counter Small Unmanned Aerial System (C‑SUAS) capabilities, a 67% increase over FY 2026 and nearly double the FY 2025 level. The request, combined with $329 million in interceptor munitions, pushes total counter‑drone spending past...

Iran Network Backdoors Claim Hits Cisco, Juniper, Fortinet
Iran’s Ministry of ICT alleges that hidden U.S. access mechanisms caused Cisco, Juniper, Fortinet and MikroTik equipment to reboot and go offline during strikes on Isfahan Province. Tehran has not released forensic evidence, and ordinary power or hardware issues could...

Iran Seizes Two Boxships After Fresh Attacks in Strait of Hormuz
Iran’s Islamic Revolutionary Guard Corps fired on three container ships in the Strait of Hormuz and seized two, the MSC Francesca (11,668 teu) and the Epaminondas (6,673 teu). The attacks were justified by Tehran as violations of navigation permits and AIS non‑compliance....

Hanwha Ocean Partners with Major US Naval Design Firm to Strengthen Naval Shipbuilding
South Korean shipbuilder Hanwha Ocean has signed a memorandum of understanding with Leidos’ design firm Gibbs & Cox to bolster its naval shipbuilding capabilities for the United States and allied customers. The partnership will adapt Hanwha’s ship designs to meet...

U.S. Army Requests $5.5 Billion for Ammunition
The U.S. Army has asked Congress for $5.47 billion in FY2027 to fund ammunition, the largest single‑year request in recent memory. Roughly $2.97 billion will purchase rounds ranging from 5.56 mm cartridges to 155 mm artillery shells, while $2.33 billion is earmarked for modernizing the...

U.S. Navy Is Buying More Ship-Killer Missiles than Ever Before
The U.S. Navy has asked for $907 million in FY2027 to buy 177 Long‑Range Anti‑Ship Missiles (LRASM), adding to a recent $1 billion purchase of 200 missiles in FY2026. The high‑volume procurement reflects a strategic shift toward autonomous, low‑observable ship‑killers capable of...

US Cuts Iran Oil, Delivering Sharp Economic Pain
The best way to deal with a belligerent oil exporter is to cut off its oil exports. The West dropped the ball on Russia in 2022, but the US is now doing this right with Iran. Iran faces severe economic...

New Defense Department Cyber Strategy Imminent, Official Says
The U.S. Department of Defense is drafting a new cyber strategy that will align with the Trump administration’s aggressive digital‑adversary stance, aiming for completion this summer after the White House’s National Cyber Strategy rollout. Assistant Secretary Katie Sutton outlined three...

Router Security Hardening Steps for 2026: From Default Credential Audits to Automated Firmware Risk Monitoring
Network edge devices, especially routers, have overtaken PCs as the primary cyber‑attack vector, a trend accelerated by hybrid work in the Netherlands. Threat actors exploit default credentials, unpatched firmware, and exposed management interfaces, making routers the weakest link in many...
Secure Mineral Supply Will Cost a National Security Premium
.@USTradeRep on critical minerals: "We will all pay a national security premium to have a secure supply chain"
Survey: US Industry Can’t Meet Global Munitions Demand
A recent survey of U.S. defense contractors reveals that the domestic munitions industry is unlikely to satisfy the soaring global demand for ammunition through 2025. Respondents cite a capacity shortfall of roughly 30 percent, driven by aging production lines, labor...

U.S. Navy Requests $3 Billion for 785 Tomahawk Missiles
The U.S. Navy has asked Congress for roughly $3 billion to buy 785 Tomahawk Land Attack Missiles in FY 2027, a surge of more than 1,200% over the 58 missiles funded in FY 2026. Since the start of Operation Epic Fury in February 2026, the...

UPDATED: Iran Claims Two MSC Box Ships Were Seized as They Fled the Gulf Under Fire
Iran's Islamic Revolutionary Guard Corps (IRGC) announced it fired on three MSC container ships fleeing the Persian Gulf and seized two, the MSC Francesca and the Greek‑owned Epaminondas, though Greece disputes the seizure. UK Maritime Trade Operations confirmed heavy bridge damage...
Survey: US Industry Can’t Meet Global Munitions Demand
A new industry survey reveals that U.S. munitions manufacturers are unable to keep pace with surging global demand driven by multiple conflicts. Production capacity gaps, especially for .50‑caliber rounds at the Lake City Army Ammunition Plant, are widening. Respondents cite...

Tracking Sats From the Sea
The U.S. Navy is evaluating the placement of Space Development Agency (SDA) satellite‑tracking technology on its ships, turning vessels into mobile space‑domain awareness platforms. Rear Adm. Karrey Sanders argues that sea‑based sensors are harder to target and can view satellites...

THE LARGEST PROPOSED DEFENSE BUDGET ($1.5T) IN HISTORY: More Spending, More Deficits, More Money Printing & Why Hard Assets Are...
The Pentagon unveiled a $1.5 trillion defense budget, the biggest annual increase since WWII. The plan splits into a $1.15 trillion base request and a $350 billion supplemental package, with $750 billion earmarked for warships, next‑gen fighters and the Golden Dome missile system. Funding...

On Ambassador Waltz’s Defense of Potential Law of War Violations in Iran Conflict
U.S. Ambassador to the United Nations Michael Waltz defended President Trump’s threats to destroy Iran’s power plants, bridges and other infrastructure, arguing that dual‑use civilian assets can be lawful targets under the law of armed conflict. Legal experts counter that...

Mexico and the CIA: A Love Story
A car crash in Chihuahua killed four, including two CIA operatives conducting counter‑narcotics work without Mexican federal approval. The incident exposes the covert CIA presence in Mexico and places President Claudia Sheinbaum in a diplomatic bind as she balances anti‑U.S....

Gaza’s Yellow Line Creeps Forward as Israeli Forces Expand Zone of Control
Israeli forces have progressively moved the US‑brokered “yellow line” westward in Gaza, expanding their zone of control from roughly 53% to about 58% of the strip since the October cease‑fire. The line is marked by concrete blocks, earth berms and...
Can Laser-Guided Rockets and Light Aircraft Help Tackle the CUAS Cost-Curve?
The article examines how laser‑guided rockets mounted on low‑cost turboprop aircraft, such as Embraer’s A‑29N, could provide an affordable counter‑uncrewed aerial systems (CUAS) capability. Portugal’s recent purchase of the A‑29N marks the first European acquisition of this light attack platform,...

Proposed Chinese Robot Ban Is Latest U.S. Tech Sovereignty Move
The bipartisan American Security Robotics Act, introduced by Senators Tom Cotton, Chuck Schumer and Rep. Elise Stefanik, would bar U.S. government use of Chinese‑made ground robots such as humanoids, quadrupeds and crawlers. The proposal follows the FCC’s recent crackdown on...

Congo-Kinshasa: Why Minerals-for-Security Deals Won't Save the DR Congo
The United States and the Democratic Republic of Congo have signed a Strategic Partnership Agreement that gives U.S. firms preferential access to the DRC’s mineral wealth in exchange for limited security cooperation. The deal follows U.S. sanctions on Rwandan officials...

JOHN STAPLETON: Surveillance in Australia; Part One: Who’s Watching the Watchers?
The article warns that Australia’s national‑security agenda under former Prime Minister Malcolm Turnbull has dramatically broadened state surveillance, including a proposal to let the Australian Signals Directorate intercept citizens’ emails, texts and bank records. Existing powers already give ASIO and...

Mirai Botnet Targets Flaw in Discontinued D-Link Routers
A Mirai botnet is exploiting CVE‑2025‑29635, a command‑injection flaw in discontinued D‑Link DIR‑823X routers. The vulnerability resides in firmware versions 240126 and 24082, which no longer receive patches because the products were retired last year. Akamai observed attackers using a...

Post-Iran Logistics – The Age of the Pipeline Cometh!
Over the past four years, the rise of drone warfare and repeated strikes on energy infrastructure in Russia and the Middle East have upended traditional energy logistics. These attacks have exposed the fragility of maritime routes, prompting a strategic pivot...

U.S. Blockade Sparks Iranian Infighting, Shows Economic Power
The US has pivoted to a full economic blockade of Iran. You can tell it's highly effective by the state of agitation in Iran, which has descended into infighting on how to deal with this. Economic warfare isn't perfect, but...
Fincantieri to Upgrade PPA Vessels with Combat Systems
Italy’s shipbuilder Fincantieri has secured a contract with European procurement agency OCCAR to upgrade the PPA‑class multipurpose combat ships to a full combat system configuration. The deal, part of a temporary consortium with Leonardo, allocates roughly $73 million (about €62 million) to...
Why Your Password May Not Be Good Enough No Matter How Long and Complex It Is
World Password Day highlights that even long, complex passwords can be compromised when reused across services. Brett Russell explains that breaches expose passwords, turning a single weak point into a cascade of compromised accounts. He urges users to check their...

Asia Daily: April 22, 2026
Japan announced a revision of its defense export rules, lifting the five‑category cap and permitting broader weapons sales to allies with classified‑information agreements, despite opposition concerns over oversight. Thailand’s government prepared an emergency decree to borrow up to 500 billion baht...

Are SBOMs Failing? Supply Chain Attacks Rise as Security Teams Struggle With SBOM Data
Software Bills of Materials (SBOMs) and Vulnerability Exploitability eXchange (VEX) statements were mandated in 2021 to give organizations visibility into component inventories and exploitability. Five years later, supply‑chain attacks such as the March 2026 Trivy and Axios incidents have intensified,...

Euphoria Passes Strait as IRGC Seizes Two Vessels
Looks like Euphoria has made it through the Strait. Reports are that MSC Francesca and Epaminodas have been seized by the IRGC. https://t.co/fvsOG1RuKU

Claude Mythos Finds 271 Firefox Vulnerabilities
Anthropic's Claude Mythos AI model uncovered 271 vulnerabilities in Mozilla Firefox, prompting the release of Firefox version 150 which patched over 40 CVEs, including three directly credited to the AI. While most findings were low‑severity issues not assigned CVEs, the...
ICE Uses Graphite Spyware
U.S. Immigration and Customs Enforcement (ICE) has publicly acknowledged that it employs spyware developed by the Israeli firm Graphite. The software grants ICE the ability to infiltrate target devices and harvest data remotely. This admission follows growing scrutiny of government...
UK Faces ‘Perfect Storm’ for Cybersecurity, Says Cyber Chief
At the CYBERUK conference, NCSC chief Richard Horne warned that the UK faces a "perfect storm" of cyber risk driven by rapid AI advances and heightened geopolitical tension. While the total number of incidents reported to the centre remains steady,...

Hybridizing Nuclear Command, Control and Communications Systems Puts Space Infrastructure at Risk
Space‑based nuclear command, control and communications (NC3) are shifting from isolated, sovereign systems to hybrid architectures that blend government, commercial, and international assets. The United States, China, Russia, and India already embed dual‑use satellites such as GPS, BeiDou, and commercial...
Larry Madowo on Covering Africa, ‘Warts and All’
Larry Madowo, CNN’s Africa correspondent, has highlighted the covert recruitment of young men from Kenya, Nigeria, Uganda and other nations to fight for Russia in Ukraine, exposing a pattern of deception and forced conscription. He argues that reporting Africa requires...

The Big Question: What Is Iran Now?
Iran is now governed by a de‑facto military junta after a series of high‑profile assassinations and decapitation strikes removed its senior clerical leaders. Power is split among active‑duty IRGC officers Ahmad Vahidi and Ali Abdollahi, parliament speaker Bagher Ghalibaf, and...

North Korean Hackers Use AppleScript, ClickFix in Fresh macOS Attacks
North Korean state‑linked groups have launched two macOS‑focused campaigns against financial firms. One uses the ClickFix technique, tricking executives into running a Terminal command that installs the Go‑based Mach‑O Man malware. A second, attributed to Sapphire Sleet, leverages compiled AppleScript files to...

Debating the War in Iran and U.S. Strategy (w/H.R. McMaster and Matt Pottinger)
In a new episode of The Long Game, former Trump officials H.R. McMaster and Matt Pottinger join hosts Jake Sullivan and Jon Finer to dissect the prospect of a U.S. war with Iran. The conversation moves from the inner workings...

UK to Build ‘National Cyber Shield’ to Protect Against AI Cyber Threats
The UK government announced a "national cyber shield" to defend against AI‑powered cyber attacks, calling for close cooperation between AI firms and public agencies. Security Minister Dan Jarvis highlighted that the National Cyber Security Centre dealt with over 200 nationally...

Sion Power Introduces Licerion Echo Battery for Long-Endurance ISR Drones
Sion Power unveiled two lithium‑metal battery cells—Licerion Strike and Licerion Echo—each delivering energy density above 500 Wh/kg, a benchmark that surpasses current lithium‑ion offerings. The rechargeable Echo is aimed at long‑endurance ISR drones, while the primary‑only Strike targets high‑intensity loitering munitions....

Toxic Combinations: When Cross-App Permissions Stack Into Risk
On Jan. 31 2026 researchers revealed that Moltbook, an AI‑agent social network, left its database exposed, leaking 35,000 email addresses and 1.5 million agent API tokens. Private messages also contained plaintext third‑party credentials, including OpenAI API keys stored alongside the tokens. The breach...
Strait of Hormuz Tensions Detain Vessels, Trap Crews and Disrupt Global Shipping
Iran’s renewed closure of the Strait of Hormuz and the IRGC’s detention of two unauthorized vessels have trapped crews and halted transits. The U.S. blockade, a Chinese tanker breakthrough and a surge in rerouted traffic to India’s Vizhinjam port underscore...

LIG to Expand Guided Rocket Offerings in the U.S.
LIG Defense & Aerospace showcased its Poniard 70mm guided rocket and larger 130mm and 140mm variants at Sea Air Space 2026, targeting U.S. Navy adoption. The 70mm rocket achieved 100% accuracy in foreign comparative testing from 2019‑2024 and is the...