AGP Executive Report
Last update: 28 minutes agoDefense Supply-Chain Crackdown: President Trump signed an order tightening waivers for defense contractors’ access to China-linked and other non-allied critical materials, starting Jan. 2027, requiring “exhaustive efforts” to find compliant sources and plans to remove non-compliant material. Air Defense Upgrades: MBDA unveiled a lower-cost Counter Mass Interceptor upgrade for its ground-launched Asraam system, aimed at countering drones and other lower-end threats. Patriot Production Push: At Farnborough, RTX and Lockheed said they’re in early talks on licensing Patriot interceptor production in Ukraine, while also rolling out cheaper Patriot options. Ukraine Command-Industry Link: Zelenskyy convened commanders and domestic arms makers for direct talks on drone, robotics, artillery ammo, and procurement bottlenecks, setting up a permanent feedback framework. Cyber Compliance Reset: DoD’s CMMC Reform Task Force is seeking industry input after CMMC Phase 2 was suspended, with Phase 1 self-assessments still in place. Iran Escalation: The U.S. reported a 10th straight night of strikes on Iran to reopen the Strait of Hormuz, as casualties mount and diplomacy continues. NATO Space Resilience: NATO confirmed HALO, a shared satellite constellation concept linking eight allies while keeping national control. Industrial Deals: Dynamit Nobel Defence and B&T Composites signed an MOU to explore advanced composite components and potential production in Greece.
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