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Europe welcomes Japan’s shift to non-US arms suppliers

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European defense companies indicate that Japan has been rapidly opening its doors to non-American military equipment suppliers since the election of US President Donald Trump.

According to the Financial Times (FT), Tokyo’s growing inclination to turn to suppliers outside its traditional defense partner was a focal point at Japan’s largest defense industry fair, held this month in Makuhari, near Tokyo.

This development follows Trump unnerving US allies worldwide by questioning Washington’s commitment to common defense.

Company representatives attending the three-day International Defence and Security Equipment Japan (DSEI) fair stated that Japanese politicians and officials have made it clear they are now more open to deals with companies outside the US, supported by plans to significantly increase national defense spending.

Lars Eriksson, Saab’s country manager for Japan, said, “In the past, this area was dominated by the US. But recently, doors have opened for other countries to take a larger slice of the pie.”

Paul MacGregor, managing director of the British sensor and information defense group Roke, also noted a change in Japan, indicating a sentiment among Japanese officials of “we love anything as long as it’s not American-made.”

Roke, owned by the UK-listed Chemring, supplied electronic warfare systems to Japan’s Self-Defense Forces for the first time last year and hopes to generate £100 million in revenue from the Japanese market over the next five years by expanding its relationship with local trading company Kaigai.

British, Italian, Scandinavian, Israeli, and German defense manufacturers echoed MacGregor’s enthusiasm, stating that the domestic arms market has completely changed following the war in Ukraine.

The war increased Tokyo’s awareness of “geopolitical uncertainties” and convinced policymakers to take more precautions against what they see as the strategic threat of an increasingly powerful and assertive China.

In 2023, Japan announced plans to increase its defense spending limit from approximately 1% of GDP, a level maintained since the 1960s, to 2% by 2027.

As a sign of the changing commercial landscape, 471 companies from 33 countries participated in the DSEI trade fair. This number represents an increase of over 60% compared to the previous event in 2023. Of these, 128 came from Europe, marking the largest participation to date.

James de St John-Pryce, business director for British armored vehicle manufacturer NMS UK, commented, “While Japan has hitherto had a much more US-centric approach, it now seems far more open to what the UK, Europe, and broader international allies have to offer. Amid mixed messages from the US, mutual cooperation between the UK and Japan has become much more meaningful.”

Robert Dane, CEO of Australian uncrewed marine vessel supplier Ocius, said that his company’s talks to supply the Japanese navy have “defied expectations since last October by moving at lightning speed.”

Dane added, “We were told this was going to take six years and involve a lot of sake.”

In a speech at the fair on Thursday, Prime Minister Shigeru Ishiba emphasized Japan’s inclination to open up to deeper partnerships with missile, drone, and fighter jet manufacturers.

Ishiba stated, “To ensure the peace and stability of Japan and the wider region, it is extremely important to promote cooperation in the transfer, joint development, and production of defense equipment.”

Japan’s most significant military collaboration is the Global Combat Air Programme (GCAP), a multi-billion dollar fighter jet project with the United Kingdom and Italy. The explicit aim of this program is to find state-of-the-art alternatives to US military technologies, which are often kept secret.

Andrew Howard, Future Combat Air director at Leonardo UK, one of four companies that will supply avionics systems for the fighter jet, added, “The essence of the GCAP program is freedom of action and freedom to modify for each nation. The desire to retain significant sovereign capabilities in each of the three nations… is reinforced by concerns over US behavior.”

The Trump administration is trying to alleviate Asian allies’ concerns about its commitment. US Secretary of Defense Pete Hegseth, who visited Japan at the end of March, praised Japan as an “exemplary ally” and said Washington and Tokyo were beginning to establish a “war headquarters.”

Hegseth noted that “America First” does not mean “America alone.”

In this context, attendees at the defense fair agreed that even if supply and joint development activities with Europe increase significantly, the US will remain Japan’s primary defense partner and supplier.

Diplomacy

CSTO strips Armenia of voting rights over two-year budget debt

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Members of the Collective Security Treaty Organization (CSTO) have stripped Armenia of its voting rights and its ability to appoint representatives to official positions due to a two-year debt to the organization’s budget.

Kremlin Spokesman Dmitry Peskov said, “This decision was taken based on the organization’s charter due to Armenia’s failure to fulfil its obligations for several years.”

Prior to the CSTO leaders’ summit in Moscow, Peskov had stated that member states would “react” to the Caucasus country’s non-participation in the organization’s activities.

Ahead of the Moscow summit, Armenian Prime Minister Nikol Pashinyan said his country’s “interest has run out” regarding the CSTO. Through his press spokesperson, he announced that he would travel to Türkiye on 11 November to attend the United Nations Climate Change Conference (COP31) instead of going to Russia.

The CSTO leaders’ meeting was held with the participation of Russian President Vladimir Putin alongside the leaders of Belarus, Kazakhstan, Kyrgyzstan, and Tajikistan.

The leaders jointly took the decision to revoke Armenia’s voting rights.

At the conclusion of the meeting, the participants also signed a joint declaration.

The declaration stated: “We confirm our unconditional commitment to the goals set out in the CSTO treaty and charter towards creating favourable and stable conditions for the comprehensive development of member states.”

Pashinyan had frozen Yerevan’s de facto participation in the CSTO in February 2024, citing the organization’s failure to aid the Armenian side during the armed clashes in Nagorno-Karabakh in September 2023.

Having referred to the CSTO as a “soap-bubble alliance” since that time, Pashinyan accused the organization’s members of “planning war” together with Baku. He stated that Armenia would not return to active work within the alliance at least “over the next five years”, adding that he would welcome it if the country were expelled from membership.

Relations between Armenia and Russia grew tense once again in the spring of 2026, after Yerevan moved closer to the European Union (EU) and the Kremlin responded with a trade war.

In May, Pashinyan refused to travel to Moscow to attend the Victory Day parade and declared that he did not support Russia on the Ukraine issue.

In response, Putin called on Yerevan to determine its foreign policy course through a referendum, advising Armenian authorities not to forget the fate of Ukraine.

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US urges Russia to draft proposals for new European security pact

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The US administration has reportedly called on Russia to submit proposals for a prospective security treaty with Europe that would include measures to ease tensions between European nations and Moscow.

According to a report by news site Axios citing sources familiar with the matter, the US side conveyed the request during trilateral negotiations held in Abu Dhabi.

During the talks, US Special Envoy Steve Witkoff and Donald Trump’s son-in-law Jared Kushner suggested that the Russian delegation prepare a fresh proposal outlining its security concerns and demands.

The US delegation reportedly asked that this proposal clarify what kind of “symmetrical steps” Moscow is prepared to take to de-escalate tensions and “provide non-aggression guarantees to Europe”.

Another source familiar with the White House’s approach said the Trump administration aims to run the processes for a new European security architecture and a peace agreement between Russia and Ukraine simultaneously.

Under this plan, the actual implementation of the security understandings would take effect only after the signing of an accord ending the conflict in Ukraine.

Assessing the approach to the process, the source said: “[Ukrainian President Volodymyr] Zelenskyy will not agree to any compromise without knowing what will happen next regarding security guarantees. Putin also wants to see the exact same picture clearly. This is precisely why the security portfolio is so decisive.”

The same official noted that the US will not reach a security agreement with Russia without the support of Europe and Ukraine, adding that Washington will not grant Moscow veto power over European security decisions.

Vladimir Medinsky, aide to the Russian president and head of the delegation in the Ukraine negotiations, previously stated that the fundamental objective was building a comprehensive new security system in Europe.

Medinsky noted that the structure in question must take on the character of “a fair, new, modern Yalta and Potsdam that carries the spirit of Helsinki 1975 and responds to contemporary realities”.

The Russian official argued that if such a system were established, peace lasting for decades, or even centuries, could be secured in Europe.

Russian Foreign Minister Sergey Lavrov also announced that Moscow possesses its own position paper on how a new security architecture in Eurasia should take shape.

Lavrov stated that Russia hopes the Washington administration will “maintain its determination to pursue dialogue aimed at achieving an honest balance of interests where nobody’s security is impaired”.

Russian authorities have repeatedly stated that the country has no intention of attacking Europe.

Pointing out that they have no reason to fight NATO countries, Russian President Vladimir Putin previously said: “We have no interest whatsoever, neither geopolitical nor economic, political nor military.”

In a statement in October, Putin said Russia has no plans to attack anyone “in 2029, in 2030, or in the year 2050”.

On the other hand, Putin claimed that “all NATO countries are fighting Russia” and stated that the Russian military is currently the most combat-ready armed force in the world.

Following the contacts in Abu Dhabi, Kushner announced that he and Witkoff would travel to Moscow.

Explaining that they plan to meet Putin during the visit to discuss European participation in negotiations aimed at resolving the conflict, Kushner argued that the parties could make “far greater progress” if the Russian leader consents to such involvement.

Yury Ushakov, aide to the Russian president, stated that the US special envoys will arrive in Moscow on 12 November, with the planned meeting with the Russian president scheduled for the first half of the day.

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Vance leads indirect push for US-Iran ceasefire and nuclear talks

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US Vice-President JD Vance has been personally involved over the past two weeks in indirect talks with Iran aimed at securing a fresh ceasefire and restarting nuclear negotiations.

According to Axios, Vance’s intense engagement indicates that he has taken it upon himself to extract the US from the conflict, which he views as responsible for the Republican Party’s shocking losses in this week’s elections.

This elevates the latest round of indirect talks to the highest echelons of the administration.

US officials and regional sources state that Trump is currently willing to let diplomatic efforts run their course to see whether any agreement is achievable.

Asked by reporters on Friday what his message was to Iran, Trump said, “We are talking to them.”

According to sources with direct knowledge of the matter, Vance speaks almost daily with Qatari Prime Minister Sheikh Mohammed bin Abdulrahman Al Thani, Pakistan’s Chief of Army Staff Field Marshal Asim Munir, and other mediators regarding the negotiations with Iran.

White House envoy Steve Witkoff and Jared Kushner, President Trump’s adviser and son-in-law, are also involved in the process.

Sources say Vance and the Qatari and Pakistani mediators have been discussing the possibility of holding a working-level technical meeting between the US and Iran in the coming days, though this has not yet materialized.

Before the war began in late February, Vance was among the most sceptical voices in Trump’s inner circle on the issue, advocating instead for a diplomatic solution.

In April, he led the US negotiating delegation at the Iran summit held in Islamabad and was personally involved in the talks that yielded a memorandum of understanding (MOU) signed between the US and Iran in June.

Vance subsequently headed the US delegation during a series of direct talks with Iran in Switzerland.

Two weeks ago, Vance sent a letter to Mohsen Rezaei, Secretary of Iran’s Supreme National Security Council, proposing that direct negotiations resume.

Rezaei is one of the closest advisers to Iran’s Supreme Leader, Mojtaba Khamenei.

Iranian officials noted that Vance’s letter generated positive momentum toward restarting talks.

On Wednesday, Vance said the war was the primary reason for the Republicans’ repudiation at the polls.

Sources involved in mediation efforts report that while progress is being made, the process is moving very slowly.

On Friday evening, the prime minister of Qatar said, “Over the past few weeks, we worked with our colleagues in the US administration who have a sincere intention to contain the situation and de-escalate. Thanks to them and the voices of reason in Tehran, we prevented the situation from spinning out of control.”

The prime minister added that discussions with the Trump administration continued following the midterm elections, though they were not as active as in previous days “because there are other matters.”

Nevertheless, he noted that the US intention to find a diplomatic resolution “remains ongoing” and emphasized that an agreement is possible.

On Friday morning, Trump and the Emir of Qatar discussed Qatari efforts to bridge differences between the US and Iran as part of an accord.

According to a statement from his office, Sheikh Tamim emphasized the necessity of “pursuing dialogue and diplomatic channels to resolve differences, prevent the region from facing further escalation, and ensure freedom of maritime navigation as well as the security of energy supplies.”

Separately, Trump confirmed on Friday that the US military conducted a strike on an anti-aircraft missile launcher on Qeshm Island in the Strait of Hormuz after it fired a missile at a US fighter jet.

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