Diplomacy
Canada selects Germany’s TKMS for landmark 12-submarine order valued at 20 billion euros
German naval manufacturer Thyssenkrupp Marine Systems (TKMS) has secured the largest contract in its corporate history, a landmark agreement to deliver 12 submarines to the Royal Canadian Navy for approximately €20 billion ($21.7 billion).
Canadian Prime Minister Mark Carney announced the decision on Monday, confirming that Ottawa has selected the TKMS Type 212 CD (Common Design) submarine over the rival KSS-III model offered by South Korea’s Hanwha Ocean, which had also been under close consideration.
As a result of the selection, the navies of Germany, Norway, and Canada will operate the identical class of vessel. The three nations will be able to field an unprecedented combined fleet of 24 Type 212 CD submarines to counter the Russian Navy in the North Atlantic and Arctic oceans.
Beyond the naval contract, TKMS is reportedly laying the groundwork for an additional sweeping bilateral package valued in the tens of billions of euros. This broader economic initiative includes German purchases of Canadian liquefied natural gas (LNG) and the construction of launch facilities in eastern Canada for German space launch vehicles.
These aerospace facilities are intended to grant Ottawa operational independence from US launch infrastructure.
TKMS is experiencing a period of significant growth, further bolstered by fresh orders from the German Navy. Among these domestic programs, the company is developing the F127 frigate, which represents the most expensive defense procurement project in the history of the German armed forces.
Ottawa selects German industrial giant over South Korean rival
Canada has decided to award its long-planned contract for the construction of up to 12 new submarines to the Kiel-based naval specialist TKMS, passing over South Korean competition.
Prime Minister Carney announced the decision on the eve of his departure for the NATO summit in Ankara. Under the terms of the agreement, Ottawa will procure the Type 212 CD submarines, which TKMS produces in joint cooperation with Norway’s Kongsberg Defence & Aerospace (KDA).
Compared to the predecessor Type 212 A class, the Type 212 CD features advanced sensor suites and has been optimized for operations in the harsh environments of the North Atlantic and the Arctic, including under-ice deployments.
In winning the tender, TKMS defeated Hanwha Ocean. The South Korean shipbuilder’s KSS-III model, which carried a significantly lower price tag, was ultimately bypassed.
The total financial volume of the Canadian acquisition is estimated at approximately €20 billion.
The first Type 212 CD submarines are scheduled for delivery in 2033. It remains undisclosed whether the Royal Canadian Navy will take immediate delivery of these initial hulls or face a longer induction timeline.
While final contractual details are still being negotiated, TKMS confirmed that the submarines will be constructed entirely at the German group’s shipyards in Kiel and Wismar. Canada’s industrial contribution to the primary construction will be limited to the supply of specialized non-magnetic steel.
Germany, Canada, and Norway form North Atlantic alliance against Russia
Canada’s selection of the TKMS platform is closely aligned with the primary operational requirements of its maritime forces.
On one front, Ottawa is increasingly focusing on potential northern deployments given its vast Arctic coastline and the ongoing reduction of polar ice cover.
On another, Canadian naval strategy is heavily oriented toward patrols in the North Atlantic. These missions aim to prevent Russian surface combatants and submarines from transiting the Arctic Ocean past Iceland to project power into the wider Atlantic.
With the primary objective of securing the strategically vital Greenland-Iceland-United Kingdom (GIUK) Gap, Germany, Norway, and Canada established a joint “North Atlantic Security Partnership” at the NATO summit in Washington in July 2024. Denmark formally joined the defense coalition in 2025.
The scope of this trilateral operational cooperation is broad. In addition to underwater assets, Germany, Norway, and Canada are acquiring Boeing P-8A Poseidon maritime patrol aircraft to conduct coordinated aerial surveillance over the North Atlantic.
Germany and Norway have already jointly ordered 12 Type 212 CD submarines.
If Canada fulfills its planned acquisition of 12 additional vessels, the three partner nations will eventually operate a highly standardized fleet of 24 identical submarines, streamlining joint operations and maintenance.
Targeting strategic independence from the US
The acquisition of the TKMS Type 212 CD is further supported by extensive industrial offset agreements negotiated between Berlin and Ottawa.
These offset packages are designed to deepen German-Canadian economic integration and industrial cooperation.
Through these initiatives, both nations aim to reduce their respective economic reliance on the United States.
As part of the offset programs, TKMS plans to establish a joint center of excellence for submarine simulation, crew training, and maintenance in partnership with Canadian technology firm CAE.
On Tuesday, German aerospace startup Isar Aerospace signed an agreement with Maritime Launch Services, a Canadian company developing a commercial spaceport near Canso, Nova Scotia.
Beginning in 2028, Isar Aerospace intends to launch its Spectrum launch vehicle from the Nova Scotia facility to deploy small and medium-sized satellites. Historically, Canada has relied entirely on US launch infrastructure for its space access.
Under parallel reciprocal investment frameworks, the German state-backed gas importer Sefe is scheduled to import 1 million metric tons of Canadian LNG annually.
This supply agreement is intended to partially reduce Germany’s reliance on US shale gas imports.
Discussions have also taken place regarding German investments in Canada’s raw materials sector, specifically focusing on securing supply chains for rare earth elements.
TKMS order book swells amid defense procurement boom
The Canadian submarine contract provides significant commercial momentum to TKMS.
As of March 31, the company reported a record-high order backlog of €20.6 billion.
In the first half of the 2025/26 fiscal year, TKMS reported a 10% increase in revenue to €1.17 billion. While this remains substantially below the volumes recorded by German defense prime Rheinmetall—which grew its revenue by approximately 8% to €1.94 billion in the first quarter of 2026 alone—it highlights the broader defense boom lifting the naval specialist.
TKMS recently rose to 61st place in the Stockholm International Peace Research Institute (SIPRI) global ranking of the world’s largest defense contractors.
The company is anticipating further export orders. In late June, TKMS celebrated the christening of the third Tamandaré-class frigate being built for the Brazilian Navy in Itajaí, Brazil.
One vessel in the class has already been delivered, a second is scheduled to begin sea trials this year, and a fourth is currently under construction.
The Brazilian government is reportedly planning to place an follow-on order for an additional four TKMS frigates.
To manage this sharp increase in naval production, TKMS has been in ongoing negotiations to acquire the adjacent German Naval Yards facility in Kiel.
However, Rheinmetall has also expressed strong interest in acquiring the same shipyard to support its newly established maritime division.
US technology remains central to defense systems
TKMS is positioned to benefit heavily from domestic procurement programs initiated by the German Navy.
Following the cancellation of the F126 frigate project, TKMS secured contracts to build new MEKO A-200 class frigates as a rapid alternative.
The initial phase of the program involves the construction of four hulls at a cost of €6.63 billion, with a follow-on option for an additional four vessels valued at €5.3 billion.
These domestic surface combatant contracts, alongside the Canadian submarine program, are not yet reflected in the record €20.6 billion backlog reported on March 31.
Concurrently, development continues on the F127 next-generation frigate program, which TKMS is executing in partnership with the Naval Vessels Lürssen shipyard (acquired from Rheinmetall).
The German Navy currently plans to procure eight F127 frigates to serve as its primary air defense combatants over the coming decades.
Total program costs are estimated to exceed €26 billion, which naval analysts note makes the F127 the most expensive procurement project in German naval history.
However, the program has faced criticism regarding its planned air defense suite, which relies on Standard Missile interceptors and the SPY-6 radar system.
Both systems are manufactured by the US defense contractor RTX (formerly Raytheon), maintaining a significant degree of technological dependence on Washington.
Defense analysts point out that there are currently no equivalent European alternatives to these US systems, and note that Germany will remain reliant on US satellite and GPS networks for the next decade.
While a transition to European systems, such as the Iris-T interceptor family manufactured by Germany’s Diehl, could eventually offer strategic independence from the US, experts estimate that this technology will not be sufficiently mature for high-end naval air defense applications until the mid-2030s.
Diplomacy
UK Prime Minister Andy Burnham pledges full support to Ukraine in meeting with Zelenskyy
UK Prime Minister Andy Burnham has met with Ukrainian President Volodymyr Zelenskyy in Portsmouth, England.
Zelenskyy is the first world leader Burnham has met in person since taking office, with the prime minister committing to building a “firm partnership” between the United Kingdom and Ukraine.
Demonstrating their support, the two leaders toured a military base in Portsmouth where 200 Ukrainian troops are currently undergoing naval training exercises.
Burnham described his meeting with the Ukrainian president as “warm” and said he plans to visit Ukraine soon.
“We will build this together and address the various issues President Zelenskyy is facing, many of which we discussed today,” Burnham said.
The meeting follows an announcement by London that it will share intellectual property rights to assist Kyiv’s war effort.
The new prime minister announced that the UK will share the “Stone Cloak” electronic warfare system—which is fitted to drones to prevent detection—and will assist Ukraine in mass-producing the technology.
Burnham has focused primarily on domestic matters since replacing Keir Starmer, who faced criticism from elements within his own party for spending too much time abroad and focusing heavily on foreign affairs.
However, Burnham sought to signal continuity in Britain’s policy toward Ukraine. In one of his first phone calls after becoming prime minister last week, Burnham invited Zelenskyy to visit the UK “as soon as possible.”
Starmer spent his final full day as prime minister in Kyiv, where he announced £255 million in funding for Ukraine.
Speaking to Sky on Monday, Zelenskyy said his telephone conversation with Burnham had been “very good.”
The Ukrainian leader noted that Starmer had previously assured him that “the new government would maintain the policy of supporting Ukraine during the war.”
The new prime minister told the Ukrainian leader it was “no coincidence” that he was his first international visitor since moving into Downing Street.
“The purpose of this is to send a very clear message. We stand 100% with Ukraine, I personally stand 100% with you, and I will fully deliver on every commitment this country has made to Ukraine,” Burnham said.
Diplomacy
Ukraine targets first prototype of European Freyja missile defense system in early 2027
As Ukraine continues to lobby allies for new weapons capabilities to counter Russian missile strikes, the country aims to have a prototype of the Freyja anti-ballistic system, developed in partnership with European allies, ready in the first half of next year.
David Aloyan, deputy secretary of Ukraine’s National Security and Defense Council and director of the Freyja project, stated—as reported by Reuters—that an international steering committee tasked with calculating research and development costs will meet for the first time in the near future.
The anti-ballistic coalition was officially established two weeks ago at a summit held in the French capital, Paris. The summit was attended by leaders of 10 European nations, including Ukrainian President Volodymyr Zelenskyy, alongside roughly 12 defense industry contractors.
Providing details on the timeline, Aloyan said: “We have an ambitious goal because we are working on a very tight schedule. We aim to have a viable prototype that can show its first practical results in the first half of next year.”
Ukraine remains chronically dependent on US-made Patriot air defense systems, which are currently the only weapons capable of reliably intercepting Russia’s hypersonic and high-velocity ballistic missiles. However, Patriot deliveries have faced persistent disruptions driven by political fluctuations, low inventory levels, and extended production cycles.
The Russian military intensified its ballistic missile strikes this month against the capital, Kyiv, and the southern port city of Odesa. Facing salvos of dozens of missiles, Ukraine was unable to destroy the majority of incoming targets due to a severe shortage of interceptor munitions.
The Ukrainian government has indicated that it is prepared to contribute a launch vehicle and an interceptor missile to the Freyja initiative. In comments made this month, President Zelenskyy remarked that the project has now become purely a “matter of testing,” expressing hope that the system will become operational within a year.
Kyiv expects its allies to provide specialized expertise and technology in advanced radars, sensors, and missile guidance and control electronics. Defense contractors participating in the project include Eurosam—the consortium behind the SAMP/T system—as well as Leonardo, Thales, and Saab.
Fire Point, the Ukrainian missile and drone manufacturer that developed the Flamingo cruise missile, announced that it will serve as the primary industrial partner for the project. The company disclosed last month that it had reached an agreement with German defense producer Hensoldt to supply the radar components required for the initiative.
The Freyja project stands out as an effort to construct a lower-cost alternative to the Patriot system, on which many European nations also rely. Other European air defense assets, such as the Franco-Italian SAMP/T and the German-made IRIS-T, have not yet demonstrated sufficient operational capability in intercepting ballistic missiles.
Zelenskyy likened the operational framework of the Freyja coalition to a Lego arrangement, in which defense industry leaders assemble interconnected components.
Emphasizing the flexibility of the design, Aloyan noted that manufacturers have been tasked with developing a system architecture featuring interchangeable components, stating:
“The core logic of this system is that it possesses an open architecture. If Denmark says, ‘I want a Freyja system configured with a Danish-made Weibel radar,’ that is possible. If Sweden states that it wishes to integrate a Saab system, that presents no issue either.”
Aloyan added that establishing a dedicated administrative body or fund to direct all project contributions and secure stable, continuous financing remains among the options under consideration.
The Ukrainian official stressed that direct corporate participation alongside sovereign governments would streamline bureaucracy, concluding: “The coalition must advance on practical grounds rather than political ones.”
Diplomacy
US expands Middle East air operations using German bases as regional casualties rise
Germany continues to provide crucial logistical support to the US military as Washington prepares for a major expansion of the war against Iran, utilizing its extensive network of installations across the country.
According to a report by German Foreign Policy, US fighter jets and troops are being routed through Ramstein Air Base—mirroring operations conducted prior to the outbreak of hostilities and throughout the first 40 days of the conflict—where forces remain stationed ahead of an announced wave of heavy airstrikes.
Spangdahlem Air Base is playing an equally vital role in the logistical pipeline. F-16 fighter jets stationed at the site were redeployed last week to staging areas in the Middle East, having returned from combat missions in the region only a few weeks prior.
Meanwhile, Landstuhl Regional Medical Center—the largest US military hospital outside the United States—serves as a critical medical hub. In recent days, approximately one dozen US service members, including several with severe injuries, were evacuated to the facility for treatment.
Medical staffing at Landstuhl has been expanded significantly in anticipation of a further rise in casualties.
Ramstein
The US armed forces are drawing heavily on their military infrastructure in Germany to execute troop concentrations directed at Iran.
Ramstein Air Base near Kaiserslautern—the largest US Air Force installation outside the US and headquarters for US Air Force forces in Europe and Africa—is operating continuously to facilitate the deployment.
Ramstein has long drawn international attention for housing a satellite relay station used to control US military drone operations across Africa, the Near East, and the Middle East.
Data streams for other operational maneuvers are also routed through Ramstein, specifically those serving the war in Iran.
Furthermore, the installation operates as a permanent logistical turnstile for the conflict. Shortly after the outbreak of hostilties, Spanish military aircraft that were denied permission by Madrid to participate in the war effort were rerouted to Ramstein.
In contrast to the Spanish government, Berlin has raised no objections to providing logistical support for the military campaign against Iran.
On Wednesday, a US E-11A Battlefield Airborne Communications Node (BACN) aircraft landed at Ramstein after departing Robins Air Force Base in the US state of Georgia, before proceeding toward the Middle East.
The aircraft provides real-time relay and tactical coordination between fighter jets and bombers during airborne strike operations.
Spangdahlem
Spangdahlem Air Base, located in the Eifel region, is serving as a key node in reinforcing the US Air Force presence in the Middle East ahead of a comprehensive expansion of the war.
Last week, US F-16 fighters permanently stationed at Spangdahlem were dispatched to the Middle East.
Their movement was complemented by F-35 jets deployed from RAF Lakenheath, northeast of Cambridge, and additional F-16s launched from Aviano Air Base in northeastern Italy.
The Spangdahlem-based F-16s had returned from combat operations in the war zone just weeks earlier.
These aircraft are specialized in Suppression of Enemy Air Defenses (SEAD) missions, designed to neutralize hostile air defense systems.
David Deptula, a retired US Air Force lieutenant general and dean of the Mitchell Institute for Aerospace Studies in Washington, told the US military newspaper Stars and Stripes that deploying fighter jets in such large numbers from all three US Air Force units in Europe to the Arabian Peninsula was highly unusual.
However, Deptula noted that toward the end of the Cold War, the US Air Force maintained nine operational units in Europe rather than three, pointing to a long-term decline in overall force capacity.
Landstuhl
Alongside Ramstein and Spangdahlem, Landstuhl Regional Medical Center—the largest American military hospital outside the US—is being utilized with heightened intensity in connection with the war in Iran.
In recent days, approximately 12 severely wounded US service members were evacuated from Jordan to Landstuhl for specialized care.
The arrivals have drawn public scrutiny, in part because the Trump administration has reported US casualty figures far less frequently than previous administrations.
While the death of US military personnel must be publicly disclosed under statutory requirements, observers in the US note that these requirements do not extend to private military contractors, who constitute a significant share of personnel on US military bases.
Following recent admissions by the Pentagon that three US service members were killed in Iranian strikes near Muwaffaq Salti Air Base in Jordan, investigations by US news outlets revealed that roughly 100 US military personnel were wounded between June 7 and last weekend.
Material damage from Iranian retaliation
In addition to figures on wounded US military personnel, initial investigative media reports have begun detailing the extent of structural damage inflicted on American weaponry and military infrastructure.
As reported by The New York Times on Wednesday, Iranian forces concentrated their strikes this month on nine locations with a US military presence, down from 18 during the first 40 days of the war.
Muwaffaq Salti Air Base was struck four times. According to the newspaper, drone strikes destroyed three buildings, two hangars, and structures believed to serve as living quarters.
Tower 22, a US military outpost in far northeastern Jordan along the Syrian border, also sustained severe damage.
In addition, hangars and a radar system at two other military bases in Jordan were hit, as was King Hussein International Airport, where US personnel are stationed.
In Bahrain, at least one warehouse was damaged, while a military tent was destroyed at Erbil International Airport in northern Iraq, where US troops are deployed.
Ali Al Salem Air Base in Kuwait was also struck, and a radar system at Ahmad Al Jaber Air Base—which had been operational for only six months—was destroyed.
These incidents represent only a portion of the damage confirmed to date.
Undisclosed US casualties
Beyond Washington’s public statements, preparations behind the scenes are underscored by the recent deployment of more than 150 additional US medical personnel to Landstuhl Regional Medical Center.
Should US President Donald Trump order an expansion of US attacks, officials anticipate a parallel escalation in Iranian retaliatory strikes and a corresponding rise in US casualties.
These casualties will include severely wounded personnel who will be evacuated to Germany for medical treatment.
Servicemen killed in Iranian counterattacks are also likely to be routed through Germany before their remains are repatriated to the US. Flights operated by Air Force Mortuary Affairs Operations (AFMAO) carrying fallen personnel from the combat zone to the US routinely make layovers at Ramstein.
This procedure was followed during the recent repatriation of the bodies of four US soldiers killed in the Middle East. Flights from Ramstein to Dover Air Force Base in Delaware reportedly take between nine and ten hours.
Legal implications for Berlin
To expand a war of aggression that violates international law, President Trump has formally announced upcoming US strikes on civilian infrastructure—actions that constitute war crimes.
The announcement of an intent to order war crimes carries serious legal implications for the German government.
Germany continues to allow the US armed forces to utilize military infrastructure on its territory, including Ramstein, Spangdahlem, and Landstuhl, and grants overflight rights without hesitation.
According to Michael Riegner, professor of public law, international law, and comparative law at the University of Erfurt and director of the university’s Global Justice Clinic, the argument that this support carries no legal consequences is untenable.
Riegner argues that limiting Article 26, Paragraph 1 of the German Basic Law strictly to the Bundeswehr is legally unacceptable.
The constitutional clause mandates punishment for “acts tending to upset the peaceful relations between nations, especially an act preparing for a war of aggression.”
Riegner contends that anyone who assists in the execution of a war of aggression is guilty of aiding and abetting an unlawful act.
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