The Defense Feed

Daily briefing

September 29, 2026

61 articles covered

Executive summary

Air (13 items), naval (12), and industry (11) dominated today's 61-item feed, concentrated in North America and Europe, with missile, interceptor, and counter-drone production as the connective thread across domains. The most consequential development is the US munitions ramp-up: a $20.7 billion Air Force ceiling for Raytheon AMRAAM production for US and foreign customers toward at least 1,900 missiles a year, L3Harris's $6 billion-plus Lockheed Martin contract to expand THAAD propulsion, and Avio USA's groundbreaking on a Virginia plant for thousands of solid-rocket motors a year from 2029. Counter-drone spending accelerated on both sides of the Atlantic, from nearly $7 billion in Army and JIATF-401 contracting capacity for the Domestic Shield mission and a planned $450 million Drone Dominance Phase 3 buy to a Dutch letter of intent on the 100-kilowatt Apollo laser and Kongsberg's roughly NOK 11.5 billion in NASAMS and NOMADS orders from Belgium and the Netherlands. On posture, USS Theodore Roosevelt deployed to sustain a two-carrier presence tied to Iran operations, the MQ-9A Reaper fleet has fallen to about 135 aircraft against a floor of 189, and Defense Secretary Pete Hegseth is expected to announce a 20 percent cut in general- and flag-officer positions. Russia's draft 2027 budget lifts defense spending 27 percent to an estimated $202.6 billion, while Estonia's attribution of the Milrem Robotics arson to Russian special services and Secretary of State Marco Rubio's assessment that the RAF Fairford incident involved a foreign actor keep hybrid threats to allied defense infrastructure in focus. Watch whether contract ceilings convert into obligated orders, whether solid-rocket-motor capacity keeps pace with interceptor demand, and whether the Fairford incident and the September 15 drone incursion over Lithuania are formally attributed.

◆ Articles covered

61 items