Signal No. 152 · Two US battalions, one heavy
Lithuania's defence minister, in Washington, said two US battalions arrive by late October, one of them heavy, with Abrams, for nine months; he proposed a permanent base. A Russian Mi-8 from Kaliningrad crossed the border north of Braniewo for 42 seconds.
PLBATLMDF Kaunas after Colby: two US battalions in Lithuania by late October, one heavy, with Abrams, for nine months; Vilnius proposes a permanent base
LRT 23 Sep · Stars and Stripes 22 Sep · NATO transcript 23 Sep · BNS via 15min 23 Sep · Signal No. 151 · Signal No. 149 · Signal No. 133 · Signal No. 85
Robertas Kaunas, Lithuania's defence minister, said by telephone from the United States on Wednesday, after meeting Elbridge Colby, the US under secretary of defense for policy, in Washington: "Two American battalions will arrive in Lithuania at the end of October; the preparations are under way." One battalion is heavy, "which means heavy weaponry is coming too", the other an engineer battalion "which will help the development of our division"; Abrams tanks are among the equipment, BNS reports, the strength similar to before at about a thousand, and the tour nine months, as before. The number, he said, was not discussed at the meeting, and he would not say whether the full strength is in place at the end of October or begins arriving then. He also put a permanent base to Colby: "This is a new proposal, but given the regional security situation and the cooperation between our countries, I think it is logical to consider such an idea." A permanent US presence was written into the coalition agreement of 18 June; Article 137 of the constitution, which bars permanent foreign bases, comes to the first of its two 94-vote deletion readings on 6 October.
The previous rotation, more than a thousand soldiers, left in June without replacement, after the Pentagon confirmed on 1 May that roughly 5,000 troops would leave Germany and the armoured brigade rotation to Poland was cancelled. Stars and Stripes reports that a brigade of the 1st Infantry Division is heading to Europe to replace a brigade completing its tour, and that Lithuania's battalion has typically been drawn from the brigade based in Poland; the Pentagon had not confirmed the Lithuanian deployment on Tuesday. Neither Kaunas nor the paper names the battalions.
In Des Moines on Tuesday evening, Matthew Whitaker, the US ambassador to NATO, gave Lithuania as his example of the alliance working: Germany "putting a tank brigade and manning that tank brigade and putting the Leopard tanks in Lithuania. I mean, that's the real result of the work we're doing and what a more European NATO looks like." Mark Rutte, beside him, said Europeans taking "a bigger share of the responsibility, more senior roles" does not mean "the US leaving the conventional defence of Europe".
Signal › On Tuesday Vilnius had the rotation "already on trains" and no number; on Wednesday it has two battalions, one heavy and one engineer, about a thousand soldiers and an end-of-October date, a week before at least four option sets for the posture review go to Hegseth on 6 November, with the options NBC reported for withdrawing 25,000 to 40,000 from Europe among the inputs. Not known: whether this rotation sits inside the review's baseline or outside it, something the option sets can end or something already netted out; nothing said on Wednesday settles that. If the strength is the previous rotation's, two battalions at about a thousand are not two full battalions. The base Kaunas proposed is one the constitution still bars and the coalition agreement already asked for in June; the unit designations, the parent brigade and any US statement have not come, and the first vote on Article 137 is 6 October.
PLBAIRGRZ A Russian Mi-8 crosses the border north of Braniewo, 300 metres deep for 42 seconds; fighters scrambled; an Il-20 intercepted 40 kilometres off the coast on Tuesday
TVN24 23 Sep · Euronews 23 Sep · Rzeczpospolita 22 Sep · ABC News 23 Sep · Signal No. 148 · Signal No. 146 · Signal No. 129 · Signal No. 114
Poland's Operational Command said a Mi-8 of the Russian armed forces entered Polish airspace at 11:08 on Wednesday north of Braniewo, in the Warmian-Masurian voivodeship: "The helicopter was flying from the Kaliningrad region. It violated Polish airspace to a maximum depth of about 300 metres and remained in it for 42 seconds." Radar tracked the flight, fighters were scrambled and ground-based air defence stood by. Lieutenant Colonel Jacek Goryszewski, the command's spokesman: "Russia is once again testing the readiness of our air defence." No diplomatic note had been announced by the evening.
On Tuesday evening Władysław Kosiniak-Kamysz, the defence minister, reported an Il-20 reconnaissance aircraft intercepted about 40 kilometres off the Polish coast, after intercepts 40 kilometres north of Ustka at the start of September and 30 kilometres north of Łeba on 31 August: "Russia regularly tests NATO's eastern flank. Today again over the Baltic. These are not isolated incidents but an element of constant pressure." Overnight into Wednesday, Polish and Romanian fighters flew during Russia's jet-drone attack on western Ukraine; both commands reported no violation of their airspace.
Signal › On 15 September the Operational Command's spokesman said no violation of Polish airspace had been observed since 31 July, the day the Kh-101 came down 100 kilometres inside Poland; Warsaw summoned the Russian ambassador and handed over a note for that one. In August an Il-20 flew about nine kilometres into Finnish airspace for roughly three minutes, and the next day Helsinki summoned the ambassador and handed over a note. Wednesday's crossing ends the command's seven-week count; its depth and duration were published within three hours, and by the evening no summons or note had followed, as none has for the Baltic intercepts. The response this month has run through the Operational Command, which also issued last week's pre-authorised order to shoot down the object that fell short of Dorohusk, and not through the foreign ministry.
RUCATLIAMD Zelenskyy after Trump: "ready for energy ceasefire", and Patriots from US stocks asked against Germany's future rounds; Lavrov: no pause in any format; 161 drones at Kyiv
Kyiv Independent 22 Sep · Al Jazeera 23 Sep · Meduza 23 Sep · Interfax-Ukraine 23 Sep · LB.ua 23 Sep · Kyiv Independent 23 Sep · Signal No. 151 · Signal No. 141
After 40 minutes with Donald Trump on Tuesday, Volodymyr Zelenskyy told reporters: "We don't want to go into details — we are ready for energy ceasefire." The terms: "If they don't want us to attack their diesel and refineries … we are ready – if they will not attack our energy system, our electricity, heating system, water supplies." Ukraine backs "a total ceasefire on all energy infrastructure, including oil and diesel refineries", if Russia does the same; it has received no one-sided instruction to stop. "We are very thankful to American side. They will share it with Russians." Trump: "I think we're gonna make a deal, and I don't want to say what the deal is." Zelenskyy also said Russia is "preparing a new massive attack against Ukraine".
He asked for Patriot interceptors from US stocks for this winter and offered to swap for them future deliveries under Ukraine's agreement with Germany; he called it "a good step" that the idea was not rejected, and said Trump had not agreed. The German rounds are the 600 PAC-2 over 2027–28 that Zelenskyy attributed to Chancellor Merz on 24 August and that Berlin has not confirmed in any document since. The production licence he raised, he said, "is for the future".
Sergei Lavrov, at the Security Council on Wednesday after about an hour with Marco Rubio: "Having learned from bitter experience, we will not pause the special military operation during negotiations in any format." Russia, he said, is ready for talks toward a "just peace". Rubio invited Vladimir Putin to the G20 in Miami in December and, Meduza reports, called an energy ceasefire a difficult task Washington would pursue. Overnight Russia flew 161 Shahed-type drones at Ukraine, 82 of them jet-powered, with Banderol cruise missiles; the air force counted 119 downed by 08:00 and hits at 18 locations. Vitali Klitschko, Kyiv's mayor, reported two killed and at least 43 injured by 17:00, with petrol stations, warehouses, a business centre and the Shayba railway market hit across four districts. Ukraine's general staff reported strikes on drone command posts and a depot of Russia's Rubikon unit in Donetsk oblast; no refinery is in its report for the night.
Signal › Both target lists for the night after the meeting are on record: Russia's held Kyiv's petrol stations and a business centre, Ukraine's, in the general staff's morning report, drone command posts and no refinery, after Ufa and Samara the night before. Lavrov's sentence refuses a halt to the ground war during talks; it does not address energy, which Zelenskyy has left with the Americans to carry to Moscow. Germany's decided instrument is Pistorius's delivery of PAC-2 rounds from Bundeswehr stock, announced on 8 September without a number or a date; the 600 for 2027–28 exist in Zelenskyy's account only, and the swap offered on Tuesday rests on them. Thursday night's lists follow; the German number still has no German document.
INTDPL Council adopts the 36-month renewal with Latvia and Estonia abstaining; Baku frees Martin Ryan the next morning
Council of the EU via GlobalSecurity 22 Sep · Agence Europe 22 Sep · Reuters via The Moscow Times 22 Sep · LSM 22 Sep · Estonian foreign ministry via GlobalSecurity 22 Sep · Euronews 22 Sep · France 24 23 Sep · Reuters via ThePrint 23 Sep · Signal No. 151 · Signal No. 150
The Council adopted the renewal by written procedure on Tuesday evening, Reuters and Agence Europe report: more than 3,000 listings run to 22 September 2029, Alisher Usmanov and Mikhail Fridman off the list, Latvia and Estonia abstaining. The Council's own release, issued at 18:45, names no one: three individuals and one entity not renewed, three deceased persons removed. The Irish presidency: "Maintaining this regime is the result of a difficult compromise." Latvia's cabinet the same evening issued an order under its national sanctions law, in force on signature: an entry and transit ban on both men and a freeze of all funds and economic resources they own, which they must declare to the Financial Intelligence Service within six weeks. Margus Tsahkna, Estonia's foreign minister, said Estonia had abstained on the decision: "Estonia will therefore impose national sanctions on Alisher Usmanov and Mikhail Fridman." Andris Kulbergs, Latvia's prime minister, to Euronews: "one by one cherry-picking out of sanctions, that is not the way to go. That is normalising Russia."
On Wednesday morning Ilham Aliyev pardoned Martin Ryan by decree, France 24 reports: arrested on 4 December 2023, sentenced on 16 March to ten years for espionage. Anass Derraz, sentenced to twelve years in November 2025, is not in the decree. Diplomatic sources told Reuters that Ryan was on his way to Paris on Wednesday morning, the head of France's external intelligence service having travelled to Azerbaijan to bring him back; Pascal Confavreux, the foreign ministry's spokesman, called the pardon the result of "a patient and rigorous dialogue with the Azerbaijani authorities, a dialogue we intend to continue and which marks a step toward the normalisation of our relations", and Jean-Noël Barrot met his Azerbaijani counterpart in New York. Baku denies any pressure; three diplomats told Reuters that Paris had privately justified its request on Usmanov by Azerbaijan's tying the two men's fate to his. Agence Europe: the EU is preparing listings of 1,600 persons and entities linked to Russia's military-industrial complex for adoption at the Council on 12 October.
Signal › Ryan was on his way to Paris within a day of the delisting, brought back by the head of French external intelligence; the foreign ministry's statement speaks of dialogue and not of the list; Derraz remains in Baku. Two capitals abstained rather than block, and both are re-listing the two men at home. The 1,600 military-industrial listings due on 12 October go to the same 27.
Procurement · Industry · Capability
ARCAIRATL Federal Register carries Norway's 21 UH-60M Black Hawks at USD 2.3 billion, notified to Congress on 21 August; nine HH-60W dropped; no Norwegian statement
Transmittal 26-83, published on Tuesday and delivered to Congress on 21 August, covers 21 UH-60M helicopters with 46 T700-GE-701D engines, 25 sets each of missile-warning, infrared-countermeasure and radar-warning equipment, 100 ARC-231A radios and 18 M240H machine guns, USD 1.2 billion of it major defence equipment; Lockheed Martin's Sikorsky at Stratford is the prime and no offset agreement is known. In 2025 the State Department had approved nine HH-60W combat-rescue helicopters for Norway; trade reporting says Oslo did not proceed and that the UH-60M would replace the air force's 18 Bell 412s, in service for more than thirty years. Norway has not publicly confirmed the purchase, and the notification says nothing about what the aircraft replace.
DEZUXS STARK: first Virtus deliveries go to the brigade in Lithuania; a EUR 275 million first batch, Handelsblatt reports, against February's approval of about EUR 270 million
Josef Kranawetvogl, senior vice-president at STARK Defence, told Handelsblatt at the Euro Defence Expo in Essen: "We plan to begin delivering to the Bundeswehr soon." The first batch is EUR 275 million; the first systems go to the German brigade in Lithuania, and "in November we have a NATO exercise in Lithuania, our systems will be in use there", an exercise he did not name. Virtus weighs up to 33 kilograms, flies up to 75 minutes and 130 kilometres and costs under EUR 100,000 a round; "one operator can control several drones with software-supported AI mechanisms". Handelsblatt puts the framework at EUR 2.9 billion with EUR 1 billion so far approved. The budget committee's February approval was about EUR 270 million each for Helsing's HX-2 and STARK's Virtus, the first call-off from a combined framework of up to EUR 4.4 billion, under a conditional resolution capping purchases at EUR 1 billion per manufacturer; the report does not say how its EUR 2.9 billion relates to that framework.
ARCDINUXS Finland and Ukraine sign a defence-industrial agreement in New York: joint drone manufacturing, technology transfer, simplified export authorisation; no value
Alexander Stubb and Zelenskyy signed the agreement on Wednesday; the Finnish defence ministry lists defence materiel cooperation, technology and knowledge transfer, research and innovation, joint manufacturing and drone development, simplified export authorisation and administrative cooperation between the two governments and their industries. It began, the ministry says, with a suggestion from Zelenskyy to Petteri Orpo in Armenia in early May. Antti Häkkänen, the defence minister: "For months, the Finnish Ministry of Defence has been negotiating this agreement intensively with Ukraine." No funding, quantity or company is named in the release.
SPCAIR RAF stands up No. III Space Effects Squadron; GBP 880 million for space-based ISR and space control to 2029–30
The Ministry of Defence announced the squadron on Wednesday as the unit dedicated to countering threats to British satellites, using electronic warfare "to disrupt, degrade and deny" hostile activity in orbit, beside No. I Space Operations and No. II Space Warning squadrons. It sits on "£880 million investment between 2026/27 and 2029/30 in space-based Intelligence, Surveillance and Reconnaissance and space control activities". Air Chief Marshal Sir Harv Smyth, the chief of the air staff: "Space no longer supports operations from the sidelines. It's a domain of direct competition, where our military advantage can be won or lost." No aircraft, site or personnel figure is given.
PLBATL Nawrocki on Bloomberg TV: the US base is "for sure confirmed"; Wziątek: 3,000 to 5,000 troops, more than PLN 15 billion, three candidate regions
Karol Nawrocki, Poland's president, told Bloomberg TV in New York on Tuesday: "The infrastructure is being chosen right now. Consultants from the US have already visited Poland", and "this matter is for sure confirmed". Stanisław Wziątek, a deputy defence minister, told RMF on Monday that the base would hold 3,000 to 5,000 soldiers, 4,500 the most realistic "because that is the size of a brigade", the cost at "definitely more than 15 billion zloty", the candidate regions Poznań, Lower Silesia or West Pomerania, and the US presence today 6,500 to 7,000 against about 10,000 before May. Trump's post of 17 September said the location would be announced "if this happens"; nothing has been signed, and the defence ministry announced on Monday that the minister's Pentagon meeting was postponed at the US side's request.
Forward Look
Thursday 24 September: the Bundestag budget committee's second day; Xi Jinping and Trump meet at the White House; the Xi visit is the stated reason Kosiniak-Kamysz's Pentagon meeting moved.
Friday 25 September: REPMUS and Dynamic Messenger end at Tróia and Sesimbra; the mine-countermeasures ship Tournai is transferred to the Belgian navy at Zeebrugge.
Monday 28 September: the Foreign Affairs Council in its defence format is due to adopt the first five European Defence Projects of Common Interest, and takes Kallas's request for more ships and aircraft in the Red Sea.
Saturday 3 October: Latvia's parliamentary election. Tuesday 6 October, Vilnius: the first of two 94-vote readings on Article 137. Monday 12 October: the Council is due to adopt 1,600 military-industrial listings. Late October: the two US battalions reach Lithuania. Friday 6 November: at least four option sets for the posture review go to Hegseth; completion is due in December. Thursday 12 November: the budget committee's reconciliation session on the 2027 federal budget; Friday 27 November: the Bundestag's third reading.
Watch: the battalions named, and a Pentagon or US Army Europe and Africa statement; which of the twelve submissions above EUR 25 million the budget committee approved on Wednesday and Thursday, the SINA encryption framework with Secunet that Reuters put at EUR 1.7 billion first; Thursday night's target lists on both sides; a German document carrying the 600 PAC-2 rounds; a Polish diplomatic note on the Mi-8; Anass Derraz, the Council decision's Official Journal reference, and Estonia's instrument for its national listings; a parliamentary timetable in Copenhagen and Nuuk; Norway's own statement on the Black Hawks.