Signal No. 187 · SBMD: Berlin budgets EUR 3 billion for missile warning from orbit
Germany budgets EUR 3 billion for missile warning from orbit, while cutting frigates and its tactical data network. Berlin says Europeans, Washington and Kyiv agreed in Abu Dhabi that any security arrangement needs all NATO members.
DEZSPCIAMD Germany budgets EUR 3 billion for its own missile warning from orbit, where Europe relies on US satellites
Augen geradeaus 11 Nov · Handelsblatt 11 Nov · Bundestag 6 Nov, budget timetable · Rheinmetall 18 Dec 2025, SPOCK 1 · Air & Space Forces 18 Jul 2022
Germany is putting money behind warning of ballistic-missile launches from orbit, which European allies today receive from US satellites; within NATO only the US armed forces operate such a system. The finance ministry’s amended draft of the 2027 budget, which the Bundestag budget committee marks up on Thursday, raises the commitment authority of the defence line for complex services in the space domain from just under EUR 6.9 billion to just over EUR 10 billion, for years up to 2040, Augen geradeaus reports from the document. The line’s 2027 cash rises from EUR 597 million to EUR 1.07 billion. The explanatory note names three needs: the space sensor-effector network, the provision of launch services, and operating services for Satellite Based Missile Detection (SBMD).
Major General Michael Traut, commander of the Bundeswehr’s Space Command, announced the project in January and said it would be open to allies, the Financial Times reported. The note budgets launch and operation; it names no contractor and does not say who will own the satellites.
The same draft moves about EUR 11 billion within the defence budget, Handelsblatt reports: EUR 1.34 billion less for frigates, EUR 1.18 billion less for TaWAN, the Bundeswehr’s tactical radio-relay and data network, and an unallocated EUR 2 billion savings target dropped. The committee’s mark-up fixes the figures; the plenary votes in the sitting week of 23 to 27 November.
Signal › SPOCK 1 is the precedent: EUR 1.7 billion buys the Bundeswehr exclusive access to a SAR-satellite constellation that the Rheinmetall–ICEYE joint venture owns and operates, and the SBMD note’s wording, launch provision and operating services, fits the same model. The money fits a constellation too: the extra EUR 3.1 billion is about EUR 240 million a year if spread evenly to 2040, and the US Space Development Agency put the full cost of 28 low-orbit missile-tracking satellites, launches and ground segment included, at about USD 2.5 billion in 2022. The open question is ownership, and with it what “open to allies” means: data a German operator sells on, or a system European states hold.
DIPINTATL Berlin says Europeans, Washington and Kyiv agreed in Abu Dhabi that any security arrangement needs all NATO members
dpa-AFX 11 Nov, Kornelius (onvista) · Reuters 11 Nov (Zeit) · dpa 11 Nov, Kushner (blue News) · AP 11 Nov (NBC News) · ORF 11 Nov · Ukrainska Pravda 11 Nov, Drobinin · TASS 11 Nov, Peskov · Signal No. 186 · Signal No. 185
Any future security arrangement in Europe must be carried by all NATO members, Stefan Kornelius, the German government spokesman, said in Berlin on Wednesday: “If NATO members cannot reach consensus, these arrangements cannot be implemented either.” He called it a core element for the US side too, and one of four principles the Europeans present in Abu Dhabi agreed with the United States and Ukraine, not with Russia. The other three: peace in Ukraine is negotiated first, then the order in Europe; Ukraine is an “inherent part of the Euro-Atlantic security architecture”, with working groups on security guarantees; and a “no-surprise policy” of no side agreements. The understanding is being conveyed to Vladimir Putin: “That means Europe will take part in the future negotiations. We expect a response.”
Washington’s envoys did not list the principles. Jared Kushner’s sharpest line was about Europe itself: “If Europe could identify a single person to speak on its behalf, that would be a greater success than getting the Russians to include it in the talks.” He said European countries, the EU and NATO had to be involved to build consensus on next steps. Who speaks for Europe is on the agenda of Friday’s informal European Council in Dublin; António Costa’s idea of a special envoy found no consensus in 2025. Kushner and Steve Witkoff fly to Moscow on Thursday to meet Putin, then to Dublin to meet Volodymyr Zelenskyy.
Vladimir Medinsky, who led Russia’s delegation, said it had no contact with the Europeans present and called a new European security system the central topic. Alexei Drobinin, head of policy planning at the foreign ministry, offered agreements “with individual NATO member states, which would then receive, for instance, additional individual security guarantees from the Russian Federation”. The talks ended with a prisoner exchange Kushner called “the biggest humanitarian release of prisoners” and Medinsky called agreed “in principle”; Russia’s General Staff spoke of more than 1,000 a side within two to three weeks. Dmitry Peskov said Putin was open to contacts with Europeans, “certainly” including Friedrich Merz.
Signal › Consensus answers Kushner’s complaint by making the speaker matter less than the veto: every arrangement would need Warsaw and Vilnius, and equally Budapest and Ankara. Drobinin’s offer of guarantees to individual members is aimed at that rule, and so far only Berlin’s account has Washington signed up to it. The first test is whether the US readout of Thursday’s Moscow meeting repeats “all NATO members”.
PLBIAMDGRZ NATO fighters find a drone over Kaunas but fail to bring it down before it leaves for Latvia
LRT 11 Nov, Premeneckas · LRT 11 Nov, air alerts · LRT 11 Nov, Biržai · Regionų žinios 11 Nov · LRT 11 Nov, National Security Commission · LRT 11 Nov, missile cost · LRT 31 Jul, air policing rotation · LRT 20 Oct, NATO consultations · Signal No. 171
A drone crossed four NATO states early on Wednesday and left on its own. It entered Lithuania from Belarus near Druskininkai at about 01:20, briefly crossed into Poland, flew north over Marijampolė, Kaunas and Panevėžys and left near Pasvalys for Latvia; by the account of Rear Admiral Giedrius Premeneckas, chief of the defence staff, it went on through Estonia into Russia. NATO fighters identified it over Kaunas and held fire because of the people below, he said. As the weather worsened the jets made several passes, and two attempts failed: one missile missed and self-destructed, and its debris was found in a remote forest in Biržai district. The armed forces assume a Ukrainian drone diverted during that night’s attack on Russia; its type and payload are unknown.
Officials have not said whose aircraft flew the mission or which missile they fired; Italian Eurofighters have held the Baltic Air Policing rotation at Šiauliai since August. Raimundas Vaikšnoras, commander of the armed forces, said the jet that tried with a second missile had technical difficulties but landed safely, and that establishing what happened was for the country flying the mission. Belarus had warned Lithuania at 22:47 on Tuesday over a technical line of three drones it was trying to neutralise; those did not enter, said Vilmantas Vitkauskas, head of the National Crisis Management Centre. The armed forces will investigate with NATO, he said, and “not all questions will be made public”.
Vilnius’s answers so far are on the ground. After the National Security Commission met, Mindaugas Sinkevičius, the prime minister, said shelters would unlock automatically on a red alert and the roughly 1,000 sirens would be centralised during 2027. In October, after a Ukrainian drone exploded at Pasvalys unengaged, he asked NATO for consultations on the rule that pilots may fire only on an object they have visually identified, and said a review would “probably be implemented within a month”; none has been announced.
Signal › The jets found the drone. They held fire over Kaunas, and the two attempts made later, in worsening weather, both failed. That is an effector problem, not a rules problem: the review Vilnius asked NATO for covers identification, which worked on Wednesday. Shelters and sirens protect the people below; nothing announced on Wednesday gives Lithuania a cheaper way to kill a slow drone than an air-to-air missile, which the defence minister put at hundreds of thousands of euros.
DINGRDDEZ A French parliamentary opinion asks Paris to re-examine the Leopard 2 chassis for its interim tank
OPEX360 11 Nov · KNDS 15 Jun · Handelsblatt 9 Nov · OPEX360 5 Dec 2024 · Datan, Cormier-Bouligeon · Agreement on defence export controls, 2021 (UK CP 1396) · Signal No. 164 · Signal No. 186
“Depending on Germany for an element as strategic as the tank is an option that must be carefully re-examined,” writes François Cormier-Bouligeon, an Ensemble pour la République deputy for the Cher and the National Assembly defence committee’s rapporteur on equipment and deterrence spending, in a budget opinion just published; his December 2024 opinion had already voiced concern about the Franco-German tank programme. He calls Germany’s behaviour in cooperation “uncertain today”, reports that some of those he heard found the Leopard 2 chassis “too old and not logistically compatible”, and asks for a feasibility study of a “sovereign chassis”, a cost-benefit analysis of a national production line, and an evaluation of the Leopard 2 chassis sent to Parliament. The armament directorate had weighed a wholly French development and German tanks off the shelf and chosen KNDS France’s ASCALON turret on a Leopard 2 chassis, “probably the most rational and the fastest”, said Patrick Pailloux, its head.
Pailloux told the defence committee in October that France no longer has the industrial capacity to build the tracked part and that recreating it would cost a lot; KNDS, “of which France owns 50 per cent”, is considering production in France, “the route we prefer”. KNDS presented the concept at Eurosatory in June as CAPINT: an enhanced KNDS Deutschland chassis derived from the Leopard 2A8 under the ASCALON turret, first units in the 2030s. Berlin has agreed in principle to buy the Wegmann families’ half of KNDS, for EUR 6.6 billion according to Handelsblatt, with signing due this month; the two states would then own the group equally. Last month France’s chief of defence staff said Germany had decided to quit the tank of the Franco-German MGCS programme; both defence ministers said the programme continues.
Signal › A budget opinion binds no one, and its sovereign chassis runs into Pailloux’s own testimony that France can no longer build tracked hulls. The lasting dependence is export consent, which turns on how CAPINT is classed under the export-control agreement France, Germany and Spain signed in 2021. Recognised by the governments as industrial cooperation, it leaves Berlin an objection only where its direct interests or national security are at stake. As a plain German supply, prompt licensing holds only below 20 per cent of the system’s value, which a chassis is unlikely to stay under.
Procurement · Industry · Capability
DINARC Denmark orders SEK 350 million of CV90 laser-duel training systems from Saab
Denmark’s defence acquisition and logistics organisation has ordered Saab’s Instrumented Laser Duel System for its CV90 infantry fighting vehicles, with new non-line-of-sight and drone training functions, the company said on Wednesday. The order, for delivery from 2026 to 2028, builds on the combat training centre contract Saab signed with Denmark in 2025, which set up four training sites.
GRDPLBATL US Army Europe and Africa plans two more warehouses at Powidz for 52 Abrams tanks, building from 2029
Documents published by US Army Europe and Africa plan two further humidity-controlled warehouses at the APS-2 prepositioned-stock site at Powidz, for up to 52 M1A2SEPv3 Abrams tanks and 42 M88A2 recovery vehicles, beside the five already in use, with light- and heavy-vehicle maintenance buildings of 16 bays each; construction is to start in January 2029. Powidz holds one armoured brigade’s set, about 85 tanks, 190 armoured combat vehicles and 35 artillery pieces by the US Army’s 2024 count. Fifty-two tanks is about 60 per cent of a second brigade’s; the documents do not say a second set is planned.
DINUXSDEZ Poland’s WB Group sets up WB Germany and says it has bought a southern German supplier
WB Group, the privately owned Polish maker of drones and command systems, opened an office in Berlin on Tuesday and presented WB Germany GmbH. It says it has already acquired a southern German supplier for its drone range, without naming it; Handelsblatt names Smoto of Regensburg, which makes electric drives for drones. WB plans further supply-chain acquisitions, starting in Bavaria, production capacity in Germany and wider partnerships with Volkswagen and Rheinmetall Military Vehicles.
DININTRUC EDIP’s first Ukraine Support Instrument call draws 58 proposals for EUR 184.5 million in funding
The first call under the Ukraine Support Instrument of the European Defence Industry Programme, for air-defence missiles and ammunition, counter-drone systems, deep strike, rockets, bombs and loitering munitions, closed on Tuesday with 58 proposals from applicants in 11 member states and Ukraine, 59 per cent of them from EU–Ukrainian consortia, the Commission said. It offers EUR 184.5 million in EU funding, up to EUR 30 million per project, and 100 per cent of eligible costs; results are due in March 2027.
C4IDINDEZ Helsing presents Clarity, software that turns sensor data into target packages, ahead of any Bundeswehr trial
Helsing presented Clarity in Berlin on Wednesday; no customer has been named, and military trials for a possible Bundeswehr introduction are still to come. The company describes an agentic intelligence platform: AI agents watch satellite imagery, drone video, signals, open sources and field reports, mark adversary assets and rank them against the commander’s plan. A human nominates every threat; Clarity proposes the effector and builds the target package once the operator has chosen. Helsing says a September campaign over western Russia and Belarus identified more than 500 military objects, a figure not independently checked.
Forward Look
Thursday 12 November: Kushner and Witkoff meet Putin in Moscow, and the prisoner numbers are to be finalised (AP 11 Nov); Zelenskyy meets the US envoys in Dublin (Zelenskyy 11 Nov). The Bundestag budget committee’s mark-up session, with the amended draft, runs into Friday (Bundestag 6 Nov). The Folketing’s first reading of the Greenland agreement (Sermitsiaq 2 Nov).
Further out. 13 November: the informal European Council in Dublin, with Europe’s representation in the talks on the agenda (Kyiv Independent 6 Nov; dpa 11 Nov). 17 November: the Ukraine Defence Contact Group at NATO headquarters, convened by Britain and Germany (Ukrainska Pravda 29 Oct); EU defence ministers meet (Irish Council Presidency). 19 November: the Folketing’s final vote on the Greenland agreement (Ritzau 22 Oct); the Coalition of the Willing in Berlin (Ukrinform 3 Nov). 23–27 November: the Bundestag’s final reading of the 2027 budget (Bundestag 6 Nov). 26–27 November: Rheinmetall’s capital markets day (dpa-AFX 5 Nov). 11 December: the US stopgap expires (White House).
Exercises. No changes since Tuesday. Full calendar: Großwald NATO Exercises 2026.