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The old "Foreign Military Sales Only List" consisted of broad and duplicate categories, and has long been a point of frustration for US customers; with a desire for more systems to be eligible for the Direct Commercial Sales Program. These changes do just that.
Last August the Ukrainians pitched the White House on a defense industrial cooperation deal focused on Unmanned Aerial Systems (UAS) and counter-UAS (cUAS). Ukraine has immense technical and operational expertise in this area. They made this presentation, obtained by Axios.
A fundamental challenge in TMD is that interceptors are generally more expensive than their targets. This is compounded by the fact that most air defense doctrine calls for 2 interceptors to be expended per target to help ensure a probable kill.
Over the last 2 and a half years, considerable numbers of munitions have been expended by CENTCOM against Iran & its proxies. This has included both missile defense interceptors, air to air missiles and strike weapons, including standoff missiles like Tomahawk.
Shipbuilding section. Big ticket items are 2 additional Arleigh Burke-class destroyers and an additional Virginia-class submarine.
This intact motor assembly is consistent with most of the previous instances of ATACMS debris being photographed after Ukrainian fire missions. The missing warhead suggests a successful dispersal of the APAM submunitions. 
The Ukraine Security Assistance Initiative is extended through 2028 and an increased amount of $500 million is authorized, compared to $300 million annually in the past several years. HASC authorized $300 million and the budget request was for $0.
Department of Defense stocks of a wide variety of munitions are undoubtedly depleted due to the War in Ukraine and the conflict in the Middle East, but the devil is always in the details. POLITICO reports that the pause has impacted both deliveries under PDA & USAI.
Pictured is a high level overview of where the money would go, and here is the link to the bill text:
Currently security cooperation (SC) responsibilities are split between the Departments of Defense and State; each has different programs under their purview but agreement between both is required for basically all of them in order to approve a SC case (FMS, DCS, etc).
Losses:
If you want to read beyond these highlights, check out my latest for @InsiderEng, which explores this in more length. I also touch on the question of what we might expect from the incoming Trump Admin and the new Congress in the US.
"there is no executive agent or proponent [for EW] designated at the highest level of the Army to ensure appropriate resourcing of critical functions, equipment, training, and staffing."
This is a summary of my latest piece for @InsiderEng, please do check it out. This thread will also include some additional details that have been learned since the column was posted. 
The Arms Export Control Act (AECA) and International Traffic in Arms Regulations (ITAR) govern the export of defense articles via commercial transactions. Any company involved in any aspect of the defense industry is very familiar with these lengthy & strict regulations.
If you want my full analysis on Kursk, check out my latest piece for @InsiderEng. It was submitted a week ago, so it predates the latest news. This thread will focus on the key grand strategic outcomes; no tactical or operational analysis here.
𝗡𝗢𝗠𝗔𝗗𝗦: 𝗡ati𝗢nal 𝗠aneuver 𝗔ir 𝗗efence 𝗦ystem, has been developed following a 2019 contract with the @FMateriell (🇳🇴) to fulfill a mobile, short range air defense requirement for the Army. 6 vehicles were ordered with 3 already delivered & successfully tested.
I don't know who coined this idiom, but the oldest instance I found of it in the context of missile defense is from a 1988 @SteveEngelberg article in NYT. An officer in the US Navy used it to illustrate their air and missile defense doctrine to Engelberg.
Officially the Assistant to the President for National Security Affairs (APNSA), or more commonly, the National Security Advisor, Sullivan has held the role since the beginning of the Biden Administration. It is one of the most powerful positions in the White House.