1/ The Department of Energy National Nuclear Security Administration just released its FY27 budget request. This is the funding roadmap for U.S. nuclear warhead modernization and the industrial base required to sustain the stockpile.

Key takeaways thread: 2/ On the weapons side, NNSA is introducing a “Future Programs” budget line item of $99.8 million. This supports studies for three projects supporting new-design nuclear weapons. Significantly, this includes a new air-delivered system.