As it stands, Ukraine cannot rely entirely on aid packages from Europe and especially not the US who, under Trump, is taking a much more careful role in European conflict. So far, support for Ukraine from the international community is limited, costly, and dependent on repayment either in natural resources or as the United Kingdom said, “the extraordinary profits on immobilized Russian sovereign assets.”

There are certain things which, due to their higher cost, Ukraine must receive from aid deals with foreign governments, such as missile systems and larger manned vehicles. These more expensive items must be produced by larger defense contractors as they have greater access to raw materials and a larger production budget. UAVs, however, can be produced as effectively by smaller companies which are able and willing to provide the Ukrainian government a better deal financially. Over the past few years, a German AI company, Helsing, has filled an important role in providing affordable drone systems to the Ukrainian military. Four thousand reconnaissance drones, designed and manufactured by Helsing, are already operational in Ukraine, and a recent deal was struck to provide 6,000 of their new HX-2 attack drones.

The HX-2 attack drones are similar in design to the Russian Lancet drone, produced by Russian aerospace giant ZALA, but come with a few key advantages and innovations. The HX-2 is technologically advanced and able to avoid signal disruption, a feature which can transform drone capabilities on the Ukrainian battlefield. The engagement range is also far higher, at 100 kilometers (km) compared to the Lancet’s 40–60 km. Helsing is the developer of an AI software which allows the drones to travel on missions in a swarm, where many are piloted by one individual, allowing for incredibly destructive capabilities.

The key advantage of a company like Helsing, over a larger aerospace company with a wider range of products, such as ZALA, is the significantly lower production cost, which Helsing offers. Helsing has plans to increase output, building “resilience factories” across Europe, which allow for countries to carry out domestic production.

The Ukrainian government clearly spotted some of the advantages in giving smaller defense companies the opportunity to develop new and innovative products. Brave1 is an initiative run by the Ukrainian government, where investors, engineers, defense companies, and military experts are able to meet to address some of the gaps and issues that Ukraine faces on the battlefield. The idea is to fix issues and fill gaps as fast as possible, and so far, it has been successful. The Ukrainian government incentivizes both smaller and larger technology companies to innovate by offering them a shot at a lucrative government contract.

Another similar program aimed at kickstarting innovation in the European defense industry is the Darkstar Coalition. Listed as one of the partners of Brave1, Darkstar is a team of European tech start-up owners and investors who joined forces to boost European defense. Darkstar hosted two boot camps, where small tech start-ups demonstrate their creations and compete for the winning prize: cash to expand their operations. A third boot camp will take place in Spring of 2025, with a total of €1.5 million awarded to the two most successful companies. Even companies which do not win the funding will benefit from attending, as they are given the opportunity to carry out field testing, network with other companies, gain technical advice, and potentially receive funding externally from other interested attendees. The success of the boot camps demonstrates the previously underutilized talent and innovative ability in Europe in sectors such as engineering, robotics, AI, and cybersecurity. When incentivized and supported, these smaller start-ups can have a real impact on the war in Ukraine and European security more broadly.

It is not just defense manufacturing companies that are stepping up to meet the changing requirements of the Ukrainian government, but also AI programming companies such as Swarmer are also innovating. Swarmer is a company that creates drone swarm programs with huge capabilities in modern warfare. It is also a company which is consistently present at Brave1 tech summits, meeting with investors and Ukrainian military officials.

As the war enters a new phase, with reduced support from the US and the prospect of limited support from Europe, stretching the Ukrainian defense budget as far is it will go will become even more of a priority. This is where these smaller defense and tech start-ups will thrive. Whilst giants such as Lockheed Martin, BAE, or Airbus typically fill a majority of the orders during long-term conflicts, Ukraine recognized the power in allowing smaller, newer, more nimble defense technology companies to innovate.

Raphael Chiswick is an independent author. Views expressed are his own.  

AI Defense Start-ups was originally published on Global Security Review.

By incorporating stealth, the KC-Z can operate discreetly in contested airspace, safeguarding both itself and the aircraft it refuels such as the F-22, F-35, B-2, and B-21. Additionally, the enhanced capabilities of the KC-Z significantly extend operational reach, allowing aircraft to operate farther from their bases and demonstrate a rapid response to global threats, thus serving as a powerful deterrent.

Technical specifications and design details for the KC-Z are still under development. However, Lockheed Martin’s proposed design emphasizes stealth as a core feature, incorporating low-observable materials, shaping, and potentially radar-absorbing coatings. The KC-Z is expected to be larger than existing tankers to accommodate a substantial fuel capacity and potentially integrate advanced mission systems, such as enhanced communication and electronic warfare capabilities. The design will likely include features to reduce its infrared and acoustic signatures, further enhancing its stealth capabilities. Details about the refueling mechanism, boom or drogue system, are yet to be finalized, but it is expected to be compatible with various aircraft types, including fighters, bombers, and, potentially, unmanned aerial vehicles.

The KC-Z’s presumed ability to loiter for extended periods enhances the US military’s persistent presence in critical regions, reinforcing extended deterrence commitments to allies and partners. Although the US Congress has halted plans to phase out the current fleet of KC-135s until the USAF can submit a formal acquisition strategy for the KC-Z, the acknowledgement of the KC-Z’s importance as a definitive force multiplier that amplifies air combat capabilities through the enablement of longer flight durations, expanded mission support, and overall greater flexibility, further deterring adversaries, highlights the pivotal role the KC-Z will have by integrating with other advanced platforms by enabling coordinated operations across multiple domains.

While the exact timeline and cost of the KC-Z project remain fluid, current projections estimate the first operational aircraft to be fielded by 2040. The USAF is currently in the initial phases of the acquisition process, with a request for information issued in early 2023. This will be followed by an analysis of alternatives to determine the specific requirements and design of the NGAS, which includes the KC-Z. The development of a stealth aircraft with aerial refueling capabilities is expected to be a complex and costly endeavor, with estimates reaching into the tens of billions of dollars. However, proponents argue that the long-term strategic advantages and enhanced operational capabilities justify the significant investment.

Despite the potential advantages, the development and deployment of the KC-Z faces significant challenges. The high cost associated with developing and maintaining stealth aircraft raises concerns about the project’s overall cost-effectiveness, especially considering the budgetary constraints in the defense budget. Additionally, questions remain about the long-term viability of maintaining the KC-Z’s stealth profile, given the wear and tear of regular operations and potential advancements in radar technology by adversaries. Some argue that investing in alternative refueling solutions, such as unmanned tankers or ground-based refueling systems, might be more practical and cost-efficient. Furthermore, integrating a new, complex platform like the KC-Z into existing air operations could pose logistical and operational challenges, requiring substantial adjustments to training, tactics, and maintenance procedures.

Though the Next-Generation Air-Refueling System (NGAS) includes the KC-Y or “bridge tanker” that will close capability gaps between the future KC-46 and KC-Z, recognizing the importance of stealth design in aerial refueling airframes to the deterrence mission will strengthen the United States deterrence strategy by expanding operational capabilities in contested environments, projecting power globally, maintaining a persistent presence, multiplying force effectiveness, and fostering integrated operations. The KC-Z represents a critical evolution in air refueling, aligning it with the demands of modern warfare.

The development of the KC-Z places the U.S. at the forefront of aerial refueling technology, potentially sparking a new arms race as other nations seek to maintain parity or develop their own stealth tanker capabilities. This could have significant implications for international relations and global security. While the KC-Z is primarily intended for defensive and deterrence purposes, its potential offensive applications could raise concerns among rival nations, further fueling geopolitical tensions. Conversely, the KC-Z could also act as a deterrent by showcasing American technological prowess and bolstering alliances with countries that benefit from extended airpower projection capabilities. The international community will undoubtedly be watching the development and deployment of the KC-Z closely, assessing its potential impact on the global balance of power and the future of aerial warfare.

The introduction of the KC-Z could significantly reshape the USAF’s strategic posture. By enabling stealth aircraft to operate deeper into contested airspace, the KC-Z would expand the reach and effectiveness of airpower, potentially altering the dynamics of air combat and deterrence. This could lead to new operational concepts and tactics, as commanders leverage the KC-Z’s unique capabilities to project power and maintain air superiority in challenging environments.

The ability to conduct extended missions with fewer refueling stops could also streamline logistics and reduce the vulnerability of support aircraft. Furthermore, the KC-Z could play a crucial role in enabling distributed operations, where aircraft disperse across a wider area to minimize the risk of detection and enhance survivability. This shift towards a more agile and resilient force structure could have far-reaching implications for the future of air warfare.

Joshua Thibert is a Contributing Senior Analyst at the National Institute for Deterrence Studies (NIDS). With over 30 years of comprehensive expertise, his background encompasses roles as a former counterintelligence special agent within the Department of Defense and as a practitioner in compliance, security, and risk management in the private sector. The views expressed in this article are his own. 

Lockheed Skunk Works KC-Z: Extending the Range of Deterrence was originally published on Global Security Review.