Boris Jörgen

European defense industry analyst (naval, space, & intelligence). Mainly interested in armaments, nations, & martinis.

[Boris Jörgen @BorisJorgen]

🇺🇸🇨🇳 "The data referred to FBI units whose existence has not previously been disclosed, naming staffers focused on China-related matters, including members ‌of the “China tech transfer analysis unit.”

[Reuters Legal @ReutersLegal]

FBI data allegedly stolen by the hacking group ShinyHunters carries granular detail about scores of bureau officials’ job assignments, including sensitive work against Chinese spies, Russian intelligence, drug cartels, and more, Reuters has found. https://t.co/LYLNBfikEw

[Boris Jörgen @BorisJorgen]

🇨🇳 "Zeng was being paid by a "Chinese contact" working for a security service to photograph specific planes and their tail numbers. They had met on a Chinese forum for aviation enthusiasts."
https://t.co/W6nt13wLHo

[Financial Times @FT]

FT Exclusive: The multiyear covert programme, one of the most significant known transfers of military technology from Moscow to Tehran, is intended to develop a new class of weapon capable of threatening US aircraft carriers and Middle East warships. https://t.co/AaNHnkOOKE

[Breaking Defense @BreakingDefense]

Hypersonics, rocket startup Ursa Major to go public in $2.3B deal https://t.co/2o8SihquIW

[Boris Jörgen @BorisJorgen]

🇮🇱 Israel defence minister: "We need to operate from space toward the earth: by disrupting systems & with kinetic attacks. Today, no country has this capability, so I've declared for the defense establishment the need to be first. We are now recruiting."
https://t.co/PeXEEmx1W4

[Boris Jörgen @BorisJorgen]

🇺🇸🇨🇳🇹🇼 "SpaceX is also working to build what it calls an NCNT -- non-China, non-Taiwan -- supply chain to reduce the risk of disruptions in the event of heightened geopolitical tensions across the Taiwan Strait."
https://t.co/zLBOA8IXTK

[Boris Jörgen @BorisJorgen]

🇷🇺 "Drones were likely launched from dark sailing vessels operating off the coast of target countries with their transponder switched off. Other ships are thought to have acted as recovery vessels or signal repeaters."
https://t.co/zyrjocdElJ

[Boris Jörgen @BorisJorgen]

🇺🇸🇪🇺 "Arianespace definitely stepped up. They’re very reliable on their manifest dates, and they’re very reliable and safe on their insertions into orbit. So we definitely see them being a player [on the] long-term.”
https://t.co/cQKqDRb52A

[Boris Jörgen @BorisJorgen]

🇦🇺 “Journalists undertake a range of activities that are similar to those of foreign intelligence officers. Their access can be exploited to conduct espionage and interference, as well as to provide cover for officers.”
https://t.co/zCBswSpzLJ

[Boris Jörgen @BorisJorgen]

🇺🇦 SBU officer on a Russian-American plan to rebuild the Nord Stream 2 pipelines after the war: "Don’t lose sleep over it... by all means let them fix it. So we can blow it up again.”

[The Times and Sunday Times @thetimes]

The inside story of the Ukranian divers who pulled off one of the most audacious acts of sabotage in history https://t.co/4z81fg7fX8

[Boris Jörgen @BorisJorgen]

🇩🇪 "OHB plans a capital increase of over €500 mn for production (incl. rockets) and acquisitions. The Fuchs family and KKR, as major shareholders, are waiving their subscription rights, and the free float is expected to increase significantly."
https://t.co/r0ibeOfFfW

[Boris Jörgen @BorisJorgen]

🇩🇪 "OHB is reportedly considering a >€2 billion € share placement and capital increase to finance investments for German Armed Forces contracts (incl. SatcomBw-4)." https://t.co/WZIg5FQCbP

[Boris Jörgen @BorisJorgen]

🇳🇱 "We are demonstrating that Europe can rely on a secure, end-to-end semiconductor manufacturing flow that meets the highest requirements of aerospace and defense"

[The Register @TheRegister]

Dutch chip startup claims all-European fab flow – with help from a very American friend https://t.co/jySTShNthw

[Boris Jörgen @BorisJorgen]

🇩🇪 OHB and Rheinmetall finally set up their joint venture for the SatcomBw-4 program. Based in Bremen, it's named OHB Rheinmetall Space Networks GmbH. https://t.co/7sQ4jD1ZOP

[Boris Jörgen @BorisJorgen]

🇩🇪 German Amed Forces (Bundeswehr) planned multi-orbit & multi-mission constellation will "include a three-digit number of satellites" (reports indicate ~200-300). It will be a system of systems "that work together & can be replaced, updated"
https://t.co/gJ1c1KmBfB

[Boris Jörgen @BorisJorgen]

🇩🇪 Rheinmetall confirmed ADS *could* supply satellite systems to its upcoming joint-venture with OHB, which will allow to speed up the SatcomBw-4 program by delivering ~100-200 satellites by 2029. https://t.co/rR1pEJ1SPu

[Peter B. de Selding @pbdes]

.@RheinmetallAG on @OHB JV, + @Airbus as production partner, for $10B German milsatcom constellation, updates on @iceye_global radarsat JV. @bundeswehrInfo generating more procurements than @BaainBw ecosystem can handle. Delays likely. @AirbusSpace.https://t.co/lrTwhaP1uT

[Florian Flade @FlorianFlade]

💥 🛰️ Wem gehört der #Weltraum? In der #Bundeswehr gibt es hinter den Kulissen Streit darüber, wer welche Zuständigkeiten in #Space hat. Es geht um Anti-Satelliten-Waffen - und um viel Geld aus dem Space-Etat. Mehr dazu: https://t.co/74yhefhNPv #Luftwaffe #CIR #Zeitenwende

[Bloomberg @business]

BlackRock is launching a new space ETF for European investors that will add newly listed companies within 10 to 30 days https://t.co/DkTxepVPRz

[Andrew Parsonson @AndrewParsonson]

ICEYE has raised €450 million in new funding as part of a €1 billion transaction, pushing the company’s valuation above €10 billion.
https://t.co/cwswv0Wjet

[Boris Jörgen @BorisJorgen]

“An AI satellite is essentially a lot of solar cells, a radiator, & some laser links, but you don’t have all of the super complex antennas that you have on a Starlink satellite. Given the two, the easier one to design for is the AI satellite.”
https://t.co/UrksVXhF61

[Boris Jörgen @BorisJorgen]

🇩🇪 Isar Aerospace raises 270mn€, plan (again) a first launch for June 15, will set up series production of its launcher, after dispute between the company's management and its investors.

[manager magazin @manager_magazin]

Kurz vor dem SpaceX-Börsengang erhält auch Isar Aerospace frisches Kapital. Die Münchner wollen eine Serienproduktion aufbauen – noch vor dem nächsten Teststart. Im Hintergrund musste CEO Daniel Metzler einen Investorenstreit schlichten. https://t.co/0iIwHCtvXc

[Peter B. de Selding @pbdes]

.@NationalDefence Canada outlines 'profound shift in space posture' coming w/ $18.8B multi-year budget. Autonomy/sovereignty is North Star -- 'from joining a carpool to owning a car.' @spacecanada @NATO @Telesat @MDA_space. https://t.co/s3VeSkRE7A