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Germany and Brazil expand strategic ties with new frigate deal and raw material pact

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Germany and Brazil are significantly expanding their strategic cooperation, with a primary focus on the raw materials sector and the defense industry as both nations move to launch a series of new joint projects.

During high-level talks held on Monday, April 20, in Hannover between German Chancellor Friedrich Merz and Brazilian President Luis Inácio Lula da Silva, the Brazilian Navy reached an agreement to purchase four additional frigates. These vessels will be supplied by the German shipbuilder TKMS, which is already fulfilling an existing order for four frigates for the Brazilian fleet.

The negotiations took place on the sidelines of the Hannover Messe, where Brazil is this year’s partner country, and occurred within the framework of the third Germany-Brazil intergovernmental consultations.

A primary driver behind this intensifying cooperation is the significant pressure exerted on Brazil by US President Donald Trump. Washington is currently demanding exclusive access to Brazil’s rare earth element reserves while simultaneously attempting to exert direct influence over the Brazilian presidential elections scheduled for October.

Seeking support against US interventionism, Lula has emerged as a vocal advocate for multilateralism. “Trump was not elected emperor of the world,” the Brazilian leader stated in response to the pressure from Washington.

Lula’s visit to Berlin took place against a highly sensitive political backdrop. The Trump administration has begun a process of fracturing existing regional organizations in Latin America—specifically the Organization of American States (OAS) and the Community of Latin American and Caribbean States (CELAC). In their place, Washington has moved to establish a new organization composed exclusively of right-wing and far-right governments: the Shield of the Americas alliance.

To date, twelve states have joined this alliance. Alongside the US, members include Argentina under Javier Milei, El Salvador under Nayib Bukele, and Ecuador under President Daniel Noboa, the heir to a vast banana industry dynasty.

Officially, the Shield of the Americas is intended to combat drug cartels. To this end, its primary focus is on military operations, mirroring recent US actions in the Caribbean. In that theater, the US military has so far conducted 52 missile strikes against vessels alleged or confirmed to be carrying narcotics, resulting in at least 180 fatalities.

Observers suspect that, in the long term, this far-right alliance is also intended to bolster Washington’s efforts to counter Chinese influence across the continent. Currently, the three most populous nations in the region—Brazil, Mexico, and Colombia—are led by left-wing or social-democratic administrations and remain outside the alliance.

This regional dynamic may be subject to change as Brazil approaches its presidential elections in October. While Lula’s candidacy has not yet been officially confirmed, his opponent is expected to be Flávio Bolsonaro, the eldest son of former President Jair Bolsonaro. The elder Bolsonaro remains in detention following an attempted coup in early 2023, while his son Eduardo, initially viewed as his political successor, resides in exile in the US amid accusations of obstructing justice.

For an extended period, Lula maintained a significant lead in the polls. However, Flávio Bolsonaro began to close the gap in late 2025, and a victory for Lula is no longer considered certain.

Trump has explicitly endorsed Flávio Bolsonaro, with whom he shares a close political affinity, as he does with the entire Bolsonaro family. Several weeks ago, Darren Beattie, an influential State Department official, attempted to visit the imprisoned Jair Bolsonaro for public relations purposes while also seeking a meeting with Flávio. The Lula administration blocked these efforts, denying Beattie entry into the country and citing blatant interference in domestic affairs.

Previously, Trump attempted to force a suspension of the criminal proceedings against Jair Bolsonaro by imposing punitive tariffs, though this effort ultimately failed.

Parallel to the escalating friction with Washington, Lula issued several sharp critiques of the Trump administration’s policies ahead of the third Germany-Brazil intergovernmental consultations, which commenced yesterday.

In an interview with Der Spiegel last week, he stated: “Trump was not elected emperor of the world. He cannot constantly threaten other countries with war.”

Lula further argued in an op-ed for the Tagesspiegel newspaper that the world is being transformed into a “single theater of war” and urgently requires “bringing under order.” He added, “I am convinced that there is no alternative to multilateralism.”

Consequently, Brazil intends to partner with Germany to inject new momentum into multilateral policy. At the opening of the Hannover Messe on Sunday, Lula described the war conducted by the US and Israel against Iran as “madness.” He noted that it is unacceptable for the world to spend approximately $2.7 trillion annually on wars while countless people continue to live in poverty or suffer from hunger.

In the spirit of a multilateral order, and to counterbalance the growing US influence over Brazil’s vital raw materials sector, Lula proposed closer cooperation with Friedrich Merz regarding mineral resources.

Brazil possesses vast quantities of raw materials, including highly sought-after rare earth elements and niobium, which is essential for the production of solar cells.

Fierce competition has erupted specifically over rare earth elements. Until now, these elements were extracted by the Brazilian company Serra Verde, which processed them in China. However, following a significant loan from the US, the company was recently forced to agree to supply rare earth elements exclusively to the US or, at most, its allies.

The implications of this agreement remain unclear, as the rights to allocate raw materials in Brazil belong to the government. The Lula administration is pushing for the establishment of rare earth processing facilities within Brazil to ensure the country controls a larger portion of the value chain. In this context, Lula suggested that German companies, alongside American and Chinese firms, participate in this process.

In addition to resource cooperation, Germany and Brazil are expanding their military and defense ties. According to the German Ministry of Defense, Minister Boris Pistorius and Brazilian Foreign Minister Mauro Vieira signed a Memorandum of Understanding (MoU) in Hannover on Monday.

The MoU stipulates that Berlin and Brasília will “intensify cooperation in various sea, land, and air-based procurement projects.” This collaboration is intended to cover the “entire process” of procurement, ranging from “contract negotiations and training to the integration and operation of systems.”

Furthermore, both parties agreed on the delivery of four additional frigates to the Brazilian Navy. Germany has not traditionally been among the most prominent arms suppliers to the South American nation, as Brazil has historically sourced defense equipment from France, Italy, and the US.

However, in 2019, TKMS successfully secured a contract to deliver four MEKO A-100 class frigates to Brazil. These vessels are being constructed domestically in Brazil at Itajaí, located several hundred kilometers south of São Paulo, by the Águas Azuis consortium—a joint venture between TKMS and the Brazilian company Embraer. The Águas Azuis consortium is now preparing to build the four additional frigates, signaling a broader expansion of bilateral defense cooperation.

Diplomacy

Defense Priorities director warns US air strategy in Middle East faces tactical limits

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The collapse of a tentative memorandum of understanding between Washington and Tehran, coupled with the diminishing strategic returns of American air power, has left the United States locked in an unsustainable, low-intensity conflict with Iran, according to Benjamin Friedman, Policy Director at the Washington-based think tank Defense Priorities.

Speaking in an interview on the YouTube channel Harici with host Sarp Sinan Hacır, Friedman attributed the failure of the short-lived US-Iran memorandum primarily to the Trump administration’s diplomatic missteps, vague draft language, and unrealistic expectations regarding a comprehensive settlement.

“Both sides really deserve some blame, but the Trump administration deserves the bulk of the blame for drafting an agreement that was so vague on key terms,” Friedman said, citing ambiguities surrounding the timeline for unfreezing Iranian assets and the scope of American commitments to restrain Israeli military operations in Lebanon.

Friedman emphasized that deep-seated mistrust in Tehran, exacerbated by repeated instances where diplomatic engagement was followed by Israeli or American military strikes, led Iranian negotiators to adopt an unyielding posture. At the same time, he noted that Iran likely miscalculated by using disruptions in the Strait of Hormuz to aggressively force leverage.

“The Trump administration remained intent on this sort of grand bargain that would restrain Iran seeking weapons development… and I think they continue to misread the Iranian willingness to sign that kind of deal,” Friedman noted, adding that Tehran viewed its leverage over the Strait of Hormuz as essential despite the risk of provoking further strikes.

Expressing deep skepticism over the prospects for a lasting diplomatic breakthrough, Friedman criticized the administration’s reliance on informal envoys such as Steve Bannon and Jared Kushner over professional diplomatic channels, predicting that the baseline outcome will remain an unpredictable, episodic conflict.

“What’s more likely is a kind of on-off-again kind of war—sort of what we’re in now, where we have occasional strikes, with the United States perhaps by accident adopting the Israeli model of ‘mowing the lawn’ periodically,” Friedman said.

Addressing the efficacy of US air power, Friedman argued that military operations against Iranian targets have reached a point of diminishing returns. While early strikes successfully eliminated critical high-value assets—such as over-the-horizon radar systems that targeted anti-ship missiles—Iran’s ballistic missile and long-range drone capabilities remain largely intact and operational.

He pointed to a recent strike on a base hosting US personnel in Jordan, launched from western Iran over a distance exceeding 1,000 kilometers, as evidence of Tehran’s sustained strike precision and the tactical limits of American interdiction efforts.

“The war is a failure for air power even in a tactical sense,” Friedman stated. “Initially, we looked at it and said we had a lot of success in destroying targets, but as more information came out, it turned out they had maybe more than half of their missiles and launchers survive the initial phase of the war.”

Friedman observed that the global proliferation of low-cost, high-precision guidance technology has permanently altered the strategic landscape, neutralizing the traditional invulnerability of forward-deployed US installations. “The precise effects of air power that used to be almost a monopoly of the United States… is actually making our posture in the region less sustainable,” he said, warning that similar vulnerabilities would be vastly amplified in any potential high-intensity conflict with China.

As an alternative to open-ended military engagement, Friedman suggested that Washington consider a complete military withdrawal from the region, even if it entails accepting Iranian transit fees on commercial shipping through the Strait of Hormuz. “The cost of preventing that through perpetual outbursts of warfare is much higher than just accepting it,” he noted.

Turning to regional dynamics, Friedman addressed Israel’s current absence from active strike operations against Iran, characterizing it as a calculated move to preserve its own air defense interceptors while relying on Washington to bear the operational and political burdens of containment.

On European security and the broader alliance structure, Friedman offered a critical assessment of the NATO summit in Ankara and the administration’s “NATO 3.0” concept. He described the white paper led by Defense Secretary Pete Hegseth as an effort to coerce European states into escalating defense expenditures and purchasing American hardware under the threat of reduced security guarantees, rather than executing a structured, strategic US posture adjustment.

“This is not a real US withdrawal; it’s a kind of pressure to up your loyalty in a particular way,” Friedman said, noting that major European powers such as Germany, France, and the UK lack a compelling existential incentive to construct independent, large-scale conventional war-fighting capabilities.

Regarding bilateral relations with Ankara, Friedman noted that US-Turkish tensions have eased considerably following the shift in American posture in Syria and progress toward resolving long-standing friction points, including the F-35 program and S-400 procurement. He added that while Israeli leadership under Prime Minister Benjamin Netanyahu has expressed frustration over Washington’s constructive engagement with President Recep Tayyip Erdoğan, the White House has maintained its strategic course despite pressure from domestic pro-Israel lobbying groups.

Addressing internal Republican Party dynamics, Friedman highlighted the evolving public stance of Vice President J.D. Vance, whose cautious criticism of Israeli influence and emphasis on divergent national interests reflects broader ideological shifts within the conservative base.

“Vance is more representative of the shift in the Republican Party,” Friedman said. “He’s criticizing them in a limited way and saying, ‘Our interests are different.’ From the perspective of those of us who would like the United States to have a more distant relationship from Israel, it’s progress.”

Looking ahead to the upcoming US midterm elections, Friedman anticipated that a loss of congressional control by the Republican Party would severely curtail the administration’s domestic executive overreach, though its structural impact on foreign policy execution and Middle Eastern operations would remain comparatively limited.

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UK Prime Minister Andy Burnham pledges full support to Ukraine in meeting with Zelenskyy

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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.

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Ukraine targets first prototype of European Freyja missile defense system in early 2027

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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.”

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