Today's Defense Pulse
Iran drafts MOU with US promising Strait of Hormuz reopening within 30 days
Iran has issued a 14‑point draft memorandum of understanding that would see U.S. forces withdraw from Iranian territory, lift oil sanctions and suspend the naval blockade. The draft also calls for the release of half of Iran’s frozen assets and a reconstruction plan of at least $300 billion, with Tehran pledging to reopen the Strait of Hormuz within 30 days.
Also developing:
By the numbers: KONGSBERG acquires 90% stake in Zone 5 Technologies
The White House Scrapped SBOMs in Favor of Agency-Managed Cyber Risk. Flexibility, Meet Accountability.
The Office of Management and Budget has withdrawn the mandatory software bill of materials (SBOM) requirement, replacing it with a risk‑based menu of options for federal agencies. This shift moves compliance from a prescriptive checklist to agency‑driven risk assessment, granting flexibility while increasing executive accountability. Agencies must now decide how to evaluate software‑supply‑chain risk, potentially using new detection tools or waivers. The change reflects lessons learned from the 2020 supply‑chain breach and aims to balance security with innovation.
DoD Wants Space-Based Commercial Imagery Solutions For Domain Awareness In GEO
The Defense Innovation Unit (DIU) has issued a solicitation for commercial space‑to‑space imaging solutions to monitor satellites in geosynchronous orbit (GEO). The contract calls for a minimum viable product delivering high‑resolution electro‑optical images within two years, enabling object identification and...
Statement on the Threat of Possible U.S. Strikes on Iran
On February 20, 2026, a leading arms‑control organization issued a statement condemning recent U.S. rhetoric about possible military strikes on Iran. The statement argues that such actions would lack justification under international non‑proliferation norms and could destabilize the fragile Middle‑East...
STATEMENT: Renewed U.S. Military Attacks on Iran Not Justified on Nonproliferation Grounds, Say Nuclear Experts
Nuclear experts from the Arms Control Association warned that a renewed U.S. aerial strike on Iran would not impede Tehran’s potential path to a nuclear weapon and would instead sabotage ongoing diplomatic efforts. They note that the June 2025 attack disrupted...
Defense Watch: F-47 Engine, Army News, Leidos Realigns, New SRM Facility
On Feb. 18 Defense Secretary Pete Hegseth toured Boeing’s St. Louis site as RTX’s Pratt & Whitney announced it will fast‑track the XA103 engine for the upcoming F‑47 sixth‑generation stealth fighter, with detailed design review completed and a prototype slated for...
State Department Clears Last Protest, Finalizes Awards for $10B Evolve IT Vehicle
The State Department has cleared the last protest against its $10 billion Evolve IT services vehicle and announced the final round of 48 contract awards across five functional categories. Evolve consolidates eleven existing contracts into a single multiple‑award vehicle with a...
Denmark Seizes Blacklisted Container Ship Tied to Iran's Shadow Fleet
The Danish Maritime Authority seized the container vessel Nora, a ship blacklisted by the United States for violating Iran sanctions. Authorities say the vessel was sailing under an unauthorized Comoros flag and abruptly raised the Iranian flag when questioned, indicating...
Des Moines ANGB to Gain ANG Cyber Operations Squadrons
The Department of the Air Force has chosen Des Moines Air National Guard Base in Iowa as the preferred site to convert reassigned manpower into Air National Guard cyber operations. The 2025 defense budget eliminated half of the ANG Tactical...
Fort Gordon to Gain ANG Cyber Operations Squadrons
The Department of the Air Force has chosen Fort Gordon, Georgia, as the preferred site for two new Air National Guard cyber operations squadrons. The 117th Air Control Squadron will be inactivated at Hunter Army Airfield, releasing manpower that will...
Iran’s Regime Is Suffering From Strategic Vertigo. Its Next Misstep May Be Its Last.
Iran’s leadership has repeatedly misread regional dynamics, turning potential strategic gains into costly setbacks. After hesitating to mobilize Hezbollah during the October 7 Hamas offensive, Tehran launched a large‑scale missile and drone barrage against Israel in April 2024, prompting a robust Israeli‑U.S....
Axelspace and Synspective Lock In Imagery Contracts for Japanese Constellation
Japanese Ministry of Defense awarded imagery contracts to Axelspace and Synspective as part of its privately‑run satellite constellation. Axelspace will supply optical data under a 48 billion‑yen ($310 million) deal, while Synspective will provide SAR imagery for 105.6 billion yen ($681 million). The contracts,...
Talks, Plans, and Prison Breaks
The episode examines the latest round of U.S.-Iran nuclear negotiations in Geneva, noting modest progress on nuclear issues but stark disagreement over missiles and regional proxies, while the U.S. escalates its Middle East military presence with an additional aircraft carrier....
Navy Eyes BAH Increases, Barracks Updates to House More Sailors Ashore
The Navy has relocated 4,500 sailors from shipboard berths to shore‑based housing as part of its "No Sailor Lives Afloat" initiative. Officials say the effort includes upgrading existing barracks, reopening rooms, and exploring public‑private housing ventures while advocating for higher...
Massachusetts Guardsman Advances AI Innovation Through Fellowship
Massachusetts National Guard Senior Airman Matthew Wright completed a five‑month MIT AI fellowship, part of the Department of the Air Force Artificial Intelligence Accelerator. Selected from fewer than 3% of applicants, he was the first junior enlisted Airman to join...
Define War Goals, Guard Hormuz From Iranian Threat
Love @brett_mcgurk dropping Clausewitz on @CNN “No one starts a war—or rather, no one in his senses ought to do so—without first being clear in his mind what he intends to achieve by that war." I agree with Brett's analysis....
![Defense & Aerospace Report Podcast [Feb 20, ’26 Washington Roundtable]](https://hixhlmpcokxhartfkpyi.supabase.co/storage/v1/object/public/images/thumbnails/134c43f251c2f6604d096bfa891b1fee.webp)
Defense & Aerospace Report Podcast [Feb 20, ’26 Washington Roundtable]
The Defense & Aerospace Report Washington Roundtable featured experts dissecting the Supreme Court’s decision blocking the Trump administration’s use of the International Emergency Economic Powers Act to impose tariffs. Participants also examined Washington’s mounting pressure on Kyiv amid Russia’s claim...
Rheinmetall Secures Major Order for Bundeswehr Reconnaissance Vehicle
Rheinmetall has inked a mid‑three‑digit‑million‑euro contract with General Dynamics European Land Systems to supply its CT‑025 unmanned turret, main armament and simulation technology for the Bundeswehr’s new Luchs 2 reconnaissance vehicle. The deal calls for 274 turrets to be delivered between...
Lithuania Completes JLTV Procurement, Reaches 500-Vehicle Fleet
Lithuania’s Ministry of National Defence has completed its Joint Light Tactical Vehicle (JLTV) acquisition, receiving the final two Oshkosh‑built units in February. The fleet now totals 500 JLTVs, the largest non‑U.S. operator of the platform. The procurement, launched in 2019,...
Four Years of War in Europe
Four years after Russia’s invasion, Europe has become the primary financier and arms supplier for Ukraine, while the United States under President Trump has largely stepped back from direct involvement. The conflict has spurred unprecedented battlefield innovation, notably Ukraine’s mass‑produced...
What Is Trump’s China Policy?
Former President Donald Trump’s China policy is defined by contradictory impulses—pursuing short‑term commercial deals while simultaneously signaling a tougher stance on strategic issues like Taiwan and critical minerals. The administration’s “big‑tent” approach pits pro‑business officials against hard‑line hawks, creating strategic...
Guam National Guard Trains with Partners at Simulated Drug Lab
The Guam National Guard’s 94th Civil Support Team conducted a full‑scale, multi‑agency exercise on Feb. 18 at a simulated clandestine drug laboratory in Barrigada. Participants included the New Mexico Guard’s 64th CST, Andersen Air Force Base’s CBRNE Response Team, and Guam’s fire,...
Army Using AI to Update Doctrine
The U.S. Army’s Combined Army Doctrine Directorate is training doctrine writers to use generative AI tools to accelerate the creation and revision of field manuals. Internally‑developed applications now let authors search hundreds of texts in hours and automatically check grammar...
US Senator: ‘Much More Money than You Would Think’ in US Development
U.S. Senator Chris Coons told Devex at the Munich Security Conference that the United States allocates far more development assistance than most people realize. He warned that soaring defense budgets among the U.S. and its European allies could crowd out...
NATO Needs to Define the Substance of Its 1.5 Percent Pledge
At the 2025 NATO Summit in The Hague, allies committed to raising defense‑related spending to 1.5 percent of GDP by 2030, adding roughly $825 billion across the Alliance. The communiqué, however, offers no clear definition of which expenditures count toward this figure,...
When It Comes to Drones, the Pentagon Should Mind the Experience Gap
The article argues that the Pentagon’s biggest hurdle with drones is technology adoption, not a lack of options, and stresses the need for experienced defense partners to field reliable unmanned systems. It highlights that trust, scalability, and maintainability hinge on...
Starlink Loss Hampers Russian Tank Navigation and Assaults
There is another interesting consequence of the loss of Starlink. Russian tanks and armored vehicles are often equipped with Starlink and cameras that stream video back to command posts. Because it is usually the first assault for these drivers, they...
False Start or New Era: Trump’s Call for “Multilateral” Nuclear Talks
President Donald Trump announced that, following the February 5 expiration of the New START treaty, the United States will pursue a new, modernized nuclear arms‑control agreement that includes Russia and China. The administration rejected Putin’s proposal for a one‑year freeze...
USFK Aerial Encounter With China Underlines the Hidden Danger of OPCON Transfer
On February 19, United States Forces Korea (USFK) dispatched fighter jets into the overlapping Air Defense Identification Zones of South Korea and China, prompting a tense aerial standoff. The incident highlights how the planned wartime operational‑control (OPCON) transfer – shifting...
Should the Defense Spending Ramp-Up Also Tackle Climate Change?
At the Munich Security Conference, defense leaders focused on tanks, ammunition and troop deployments, while climate change was relegated to the sidelines. Delegations from the Global South, especially small‑island states, warned that climate acts as a strategic risk multiplier that...
How Commercial Drones Make the Pentagon’s ‘Blue UAS Select’ List
The Department of Defense has launched the first phase of its Drone Dominance Program, dubbed “the Gauntlet,” to evaluate commercial uncrewed aerial systems from 25 vendors at Fort Benning. Ahead of testing, the Pentagon’s Blue UAS List, maintained by the...
Russian MOD Shows U.S. F-35, F-16 Intercepting Tu-95MS And Su-35S Off Alaska
On February 19, 2026 the U.S. Air Force deployed two F‑35As, two F‑16Cs, an E‑3 AWACS and tanker support to intercept a Russian formation of two Tu‑95MS bombers, two Su‑35S fighters and a Beriev A‑50 AEW aircraft transiting the Alaskan...
NIST’s Quantum Breakthrough: Single Photons Produced on a Chip
NIST announced a chip that reliably generates a single photon on demand using quantum‑dot technology. The device achieves near‑perfect efficiency and, when paired with superconducting nanowire single‑photon detectors, can transmit photons up to 600 miles. Mass‑production of the chip is...
Airbus Allude to ‘Uncertainties’ in Future Orders of A400M
Airbus highlighted uncertainties around future A400M orders in its FY2025 results, noting a mid‑term slump as the program moves from launch contracts to a second export wave. To date, the company has delivered 137 of the 178 aircraft ordered, with...
Pakistan’s New Special Security Unit Underscores China’s Hold on the Country
Pakistan announced a dedicated special security unit in January 2026 to protect Chinese citizens and projects, a move prompted by a spike in militant attacks on Chinese interests. The unit signals Islamabad’s desperation to retain China’s $62 billion investment amid deteriorating...
Kroenig Interviewed on CBS News on US Strategy in Iran and the Board of Peace
Atlantic Council senior director Matthew Kroenig appeared on CBS News on February 19 to discuss Washington’s options regarding a potential strike on Iran. He warned that a rushed military action could destabilize the region and emphasized the need for a...
American and Estonian Divers Train Under Ice in Baltic
U.S. Navy Seabee divers partnered with Estonian rescue and navy teams for ice‑diving and underwater demolition training in Estonia from Jan. 31 to Feb. 17, 2026. The exercise took place at Rummu Quarry Lake and Miinisadam Naval Base, combining classroom instruction, safety drills,...
How North Korea Is Ranking Southeast Asian Countries
North Korea is stratifying its diplomatic outreach in Southeast Asia, placing Vietnam and Laos at the top tier because of entrenched party‑to‑party links, while Indonesia sits in a middle tier with limited ideological affinity. Malaysia’s relations were severed in 2021...
How Trump and Erdoğan Can Turn US LNG Energy Dominance Into Black Sea Stability
U.S. President Donald Trump is positioning a three‑party deal with Turkey and Ukraine at the June NATO summit to allow large‑scale U.S. LNG shipments through the Bosporus. Current Turkish regulations bar vessels over 200 m, preventing most U.S. LNG carriers from...
Why the Shift Left Dream Has Become a Nightmare for Security and Developers
The article argues that the long‑standing "shift‑left" mantra has backfired, overloading developers with security tasks while business demands prioritize speed. Qualys analyzed 34,000 public container images and found 7.3% malicious, many containing cryptomining code or exposed secrets. This risk stems...
Historic Uncertainty Spurs Opportunities in AI and Energy Stocks
Thoughts? The World Uncertainty Index has surged to historic levels—exceeding Iraq War, COVID, and 9/11—and identify five stocks positioned to perform well under these geopolitical conditions: Palantir (AI battlefield intelligence), ExxonMobil and Cameco/CCJ (energy security), and NVIDIA (AI defense technology),...
USS Gerald R. Ford Sails Into Mediterranean Amid Rising Tensions
Supercarrier USS Gerald R. Ford Has Crossed Into The Mediterranean The carrier's rush to the Middle East comes as the military build-up in the region appears to be approaching its crescendo. Latest: https://t.co/ZPLyQ1iOa3
State-Actor Cyber Catastrophes: $40bn over 26 Years
A new article in the Journal of Strategic Competition, “Rewriting History: Understanding Historical Catastrophic Cyber Economic Losses,” introduces the first systematic database of cyber‑related economic disasters. It catalogs 24 events from 1998 onward, estimating a cumulative $40 bn loss over 26...
American Media Must Highlight Unresisted Dictatorship Collapse
I asked @derspiegel to share this important interview with Robert Kagan in English. Rafaela von Bredow made it happen. This is how American media should be talking: "We Are Watching a Country Fall Under Dictatorship Almost Without Resistance" https://t.co/Ctij7ummvc
Iran's Warning Highlights Hormuz's Strategic Oil Choke Point
My take on the closure of the Strait of Hormuz: “The Iranians recently shot a warning shot across the bow. They indicated that they can shut the straits down and cut the world off from 20% of its supply.” https://t.co/sbb1tuQO4T
Tekever's AR3 EVO: Small UAV, Massive Modular Power
Small UAV - with big capabilities - how @Tekever is taking modular #drones to the next level with its AR3 EVO #avgeek #defence https://t.co/9hbPLZEY4l https://t.co/Or8fywIuXn
All Satellite-Visible Jet Spots at Jordan Base Fully Occupied
Every designated tactical jet parking space visible from satellite is taken at Muwaffaq Salti Air Base in Jordan. Base is packed and this doesn't include all the shades and shelters we can't see under.
Nuclear Deterrence Alone Can't Stop Aggression without Conventional Strength
This, by the way, is why I am skeptical that Ukrainian nuclear weapons would have deterred Putin. He thought Ukraine would collapse, not resist. Deterrence usually works, but it is not foolproof and it does not replace a credible conventional...
El Paso Drone Shootdown Underscores Counter‑Drone Implementation Challenges
New from @BreakingDefense by @michaeldmarrow & @ValerieInsinna: The El Paso shootdown highlights the hard work ahead to safely implement new counter-drone authorities for DoD, DHS, & local agencies. https://t.co/d1WSmDnBAi
Expert Questions Reports of China, Russia Arming Iran
Geopolitics expert Alexander Mercouris on Chinese and Russian aid to Iran: “There are all kinds of rumors and reports ... that Iran is receiving important military aid from China and from Russia as it prepares for the conflict with the US.”...
Trump's Surge Gives Iran Strike Capacity, but Costly
Trump's military surge now has the real strike capacity and key enablers needed for weeks of strikes on Iran. I told @FT the scale of this buildup signals credible strike preparation. But sustaining it without action would be incredibly costly...