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Geopolitical Developments & Conflict Impact

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Anduril says delayed US arms sales to Taiwan are affecting its business

Anduril founder Palmer Luckey said President Donald Trump’s delay in approving arms sales to Taiwan is affecting the defense technology company’s business. Luckey said he has discussed the impact directly with Trump, highlighting the commercial consequences of uncertainty around US weapons exports to Taiwan.

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Reuters

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U.S. airlines oppose two additional Air China flights, citing Russian airspace advantage

American, Delta and United are backing Airlines for America’s request that two Air China services linked to Xi Jinping’s planned U.S. visit be treated as charters rather than scheduled flights. The group argues access to Russian airspace creates a competitive imbalance for U.S. carriers operating China routes.

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Top NATO commander joins Pentagon briefing on review of U.S. defense engagement in Europe

NATO’s top commander, U.S. Air Force Gen. Alexus Grynkewich, joined a virtual briefing for Pentagon policy chief Elbridge Colby on potential approaches to reviewing U.S. troop deployments and broader defense engagement in Europe. The discussion signals an active assessment of the U.S. military posture on the continent.

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Record maritime GPS jamming concentrated in Middle East Gulf, affecting more than 1,100 vessels

Nearly 978,000 maritime GPS-jamming events were recorded worldwide in the first quarter, with 98% concentrated in the Middle East Gulf. The unprecedented disruption affected more than 1,100 vessels and is accelerating demand for navigation resilience that does not rely exclusively on space-based positioning systems.

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Air France says luxury strategy is cushioning Iran war impact

Air France’s investment in premium service, including caviar and champagne, is helping the Paris-based carrier withstand the fallout from the Iran war, CEO Ben Smith told Reuters. The comments suggest the airline’s luxury-focused strategy is contributing to resilience amid geopolitical disruption.

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AeroTime

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First Finnish F-35As arrive as Germany begins production and four European operators pursue a shared-fleet model

Finland has received its first two F-35A fighters at Rovaniemi, beginning the domestic phase of a program targeting full operational capability by 2030. The milestone comes as Germany’s first aircraft rolls off the line and Belgium, Denmark, the Netherlands and Norway expand cooperation on aircraft, weapons, maintenance and personnel.

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