Colby Badhwar (Twitter/X)

Yes, Rheinmetall is being considered as the prime contractor for AUR assembly. Seekers would still likely have to come from Boeing.

big tech and life, @BurryWarren
@ColbyBadhwar OJ Sanchez President of Lockheed Martin Aeronautics Interview with Terry Gerton:
"we’re now expanding and announcing partnerships, whether it be with Rheinmetall (...) looking at how we do maintenance AND missile facilities for the PAC-3 system"

$rhm still not ruled out... https://t.co/IPkgdXUIaI

Colby Badhwar (Twitter/X)

Ya they should just give their IP away to competitors for free.

United North America 🇨🇦🇺🇸🇲🇽, @AmericaExpanded
@ColbyBadhwar “Suggests that establishing a second source wasn't practical.”

No it establishes that Boeing crippled any competition with excess IP charging.

Special Kherson Cat 🐈🇺🇦 (Twitter/X)

An unidentified drone of an unusual shape was spotted during today's night attack on the Saratov region of Russia.

Special Kherson Cat 🐈🇺🇦 (Twitter/X)

🔥🛢️ Huge columns of smoke rise over Saratov after an overnight attack on its oil refinery, which has an annual processing capacity of around 7 million tonnes of crude.

Special Kherson Cat 🐈🇺🇦 (Twitter/X)

🔥🛢️The Bashneft oil-refining complex in Ufa, Russia, has come under attack again, just a day after yesterday’s strikes.

Its three refineries have a combined processing capacity of more than 23 million tonnes of crude oil per year.

Rob Lee (Twitter/X)

"At least nine people have been killed and 28 others injured in another massive Russian ballistic missile strike on Kyiv overnight on Aug. 1. The attack gave residents only a few minutes' warning before impact, leaving many trapped beneath the rubble of their homes."
https://kyivindependent.com/kyiv-hammered-by-ballistic-missiles-as-russia-launches-2nd-major-attack-in-48-hours/

Rob Lee (Twitter/X)

"Three Ukrainian Special Operations Forces (SOF) service members were injured and there is "no contact" with five others following an ammunition detonation at a military training ground in Khmelnytskyi Oblast, western Ukraine, the Special Operations Forces reported on July 31.

"Search teams are currently examining the site," the SOF said in a post on social media.

The incident began at around 11:55 a.m., and the ammunition continued detonating until 7 p.m. The cause and circumstances remain unclear.

The State Bureau of Investigation (SBI) opened criminal proceedings into a possible violation of rules regarding the handling of weapons, ammunition, explosives, or other hazardous materials."
https://kyivindependent.com/3-special-forces-soldiers-injured-5-missing-after-ammunition-detonation-at-training-ground-in-western-ukraine/

Rob Lee (Twitter/X)

“The Russian Rassvet satellites operated by Bureau 1440 already provide at least two “communication windows” per day over Ukraine, each lasting more than an hour.

Satellite communications expert Volodymyr Stepanets told Militarnyi this based on an analysis of the Russian satellites’ trajectories.

As of July 31, 2026, the satellites of the Russian company Bureau 1440, launched in late March 2026, had completed their deployment into operational formation in orbit. Twelve of the 16 launched satellites have already reached their operational altitude of 550 kilometers; three more are gradually ascending; and one satellite burned up, presumably due to a manufacturing defect.”
https://militarnyi.com/en/news/rassvet-stable-coverage-window-over-ukraine/

Rob Lee (Twitter/X)

"Ukraine’s Black Sea ports are being ravaged by a new type of Russian missile, the Banderol — whose defining feature is its low cost...

'This is a very dangerous gizmo,' Vlasiuk told journalists as he showed off part of a Banderol fired last year. 'The majority of strikes on the port infrastructure in Odesa are with Banderols.'..

Vlasiuk said his office determined that 80% of strikes on the ports of greater Odesa — including the neighboring Chornomorsk and Pivden — involved Banderols. The missile’s 150 kilogram (330 pound) warhead is bigger than that of Shaheds, and they fly at speeds too fast for Ukraine’s newest interceptor drones to catch.

But they are also too cheap — estimated at $150,000-$300,000 per copy — to justify using many surface-to-air missiles, including the Patriot interceptors that are running low across Ukraine and worldwide."
@the_postman_
https://www.bloomberg.com/news/articles/2026-07-31/russia-s-cheap-upgraded-cruise-missiles-pound-black-sea-ports

Colby Badhwar (Twitter/X)

Yes, agreed.

Air-Power | NatSec Ledger, @NatSecLedger
@ColbyBadhwar The Army spent more than five years developing and testing the most recent seeker enhancement on the MSE. It isn’t going to develop, integrate and operationalize a completely new unrelated seeker inside 5 years. Not unless they reduce the requirements like LM is proposing with

Colby Badhwar (Twitter/X)

MBDA Germany is RTX's partner on PAC-2. Rheinmetall is partnered with LM on ATACMS and other LM products and has expressed a desire to produce PAC-3.

Martin Koenig, @m_koenig
@ColbyBadhwar MBDA Germany is LMTs partner for PAC2 production in DE, and produces rocket motors, warheads and electronics for Meteor, AIM9, RIM and others. Rheinmetall is highly unlikely a realistic partner for PAC3.