Fabian Hoffmann, PhD

Fabian Hoffmann, PhD

@frhoffmann.bsky.social

Senior Research Fellow at the Norwegian Institute for Defence Studies. Weekly analysis of missile tech, nuclear strategy, and European deterrence πŸ‘‡ https://missilematters.substack.com/subscribe

17K followers536 following989 posts

Two days earlier, Destinus and Helsing announced a commercial partnership that includes a new deep-strike capability called Maelstrom, while Germany’s selection of a low-cost cruise missile with a range of around 1,500 kilometers appears to be at an advanced stage.

Together, these developments point to a broader shift in European deep strike, from conceptualization to acquisition. In my latest Missile Matters post, I review these recent procurement decisions and initiatives and assess what they mean for the evolving European low-cost cruise missile landscape.

Fabian Hoffmann, PhD reposted

Thread. Takeaway on UKR’s early warning issue: unclear if technical or political explanation. But key point: β€œFor the rest of this decade, UKR and EUR will remain dependent on Washington’s willingness to share what its satellites see.” Fingers crossed the Trump plague exhausts itself before then.

Fabian Hoffmann, PhD@frhoffmann.bsky.social

πŸš€ Yesterday, I published my latest Missile Matters post on U.S. space-based ballistic missile early warning and what the recent missing warnings in Ukraine reveal. missilematters.substack.com/p/did-the-un...

Still, a deliberate decision to curtail warnings cannot be ruled out, and unfortunately for Ukraine, Europe offers no near-term substitute. The Franco-German JEWEL program, arguably the most direct alternative, will not reach initial operational capability before the early to mid-2030s.

Plausible technical explanations for the failure exist. The missiles that struck Kyiv were S-400 interceptors. Their short-burning motors, combined with a shallower trajectory, make them harder to detect. Their early flight also resembles routine air-defense launches, complicating classification.

πŸš€ A year ago, I wrote about the lack of scalable mini jet engine production in Europe and the wider West. Demand has since accelerated faster than anticipated, driven by low-cost cruise missile procurement and the need for jet-powered interceptors. missilematters.substack.com/p/powering-s...

missilematters.substack.comPowering Scalable Mass: Western Turbojet Production in 2026A review of suppliers, designs, and production figures in the Western turbojet engine market

My latest Missile Matters post maps the Western turbojet supplier base, covering 26 confirmed designs from nine manufacturers. I compile the available production figures and assess how Western output compares with Russia’s.

πŸš€ Germany has reportedly set aside almost €3.4 billion for Tomahawk cruise missiles and Typhon batteries in its 2027 budget planning, following an acquisition process that stalled for the better part of a year. missilematters.substack.com/p/germanys-t...

missilematters.substack.comGermany's Tomahawk Procurement: Costs, Quantities, and Delivery TimelinesWhat €3.4 billion buys, when the missiles are likely to arrive, and what procurement rationales still exist.

Three years after Berlin first identified a ground-launched deep-strike capability gap, the sale now appears likely to proceed, with President Trump's backing secured at the NATO Summit in Ankara and a letter of intent signed.

My latest free Missile Matters post estimates how many missiles and how much associated equipment Germany could acquire with this funding, how long deliveries might take, and whether the purchase still makes sense.

Fabian Hoffmann, PhD reposted

πŸš€ With Russian ballistic missile production rising and far outpacing Europe's ability to supply interceptors, Ukraine has little choice but to try to interdict Russian ballistic missiles before they are launched. But can it do so? missilematters.substack.com/p/can-ukrain...

missilematters.substack.comCan Ukraine Hunt Russian Mobile Missile Launchers?Why Ukraine's effort to interdict Russian Iskander-M launchers is difficult but not impossible

Whenever I'm briefed by people working in the European oil sector, their assessments of just how bad the last 12 months have been for Russia's oil sector consistently exceed those reported in public news. And it's just going to get worse from here.

😎πŸ”₯ SBU, together with SBS, SSO, GUR and other components of AFU, struck Moscow Oil Refinery in the Kapotnya district, which is located just 15 km from the Kremlin. Long-range drones of SBU's Alpha flew over 500 kilometers, overcame echeloned Russian air defense and successfully struck the plant.

πŸš€ With Russian ballistic missile production rising and far outpacing Europe's ability to supply interceptors, Ukraine has little choice but to try to interdict Russian ballistic missiles before they are launched. But can it do so? missilematters.substack.com/p/can-ukrain...

missilematters.substack.comCan Ukraine Hunt Russian Mobile Missile Launchers?Why Ukraine's effort to interdict Russian Iskander-M launchers is difficult but not impossible

Strikes on Russia's ballistic missile industry have scored painful hits, yet output keeps growing. The alternative is to hunt Russia's mobile missile launchers in the field, one of the hardest tasks in modern warfare, above all with stand-off weapons.

My latest Missile Matters post traces the problem from nuclear counterforce strategy to Ukraine's current campaign, argues that the task is difficult but not impossible, and identifies the kill-chain elements that will determine its success.

Since early 2026, Russia has fielded a family of low-cost, turbojet-powered cruise missiles and dramatically scaled up production. Russia is now launching hundreds of low-cost cruise missiles each month, soon likely thousands. 1/3 missilematters.substack.com/p/cheap-fast...

missilematters.substack.comCheap, Fast, and Mass-Produced: Russia's New Low-Cost Cruise Missile ArsenalProfiling the systems now filling the gap between drones and high-end missiles

In some raids, they already account for half or more of incoming projectiles. These missiles exploit a gap in Ukraine's layered air defense that neither interceptor drones nor high-end surface-to-air missiles can close cost-effectively. 2/3

My latest Missile Matters post profiles all six missile systems in this emerging arsenal, covering performance characteristics and production rates. I also identify the single supply-chain vulnerability the arsenal currently rests on. 3/3

1) What exactly do we want to deploy these systems for? Right now, it seems to me that we procure, in part, for procurement's sake. But what exactly are the deterrence and warfighting objectives we want to achieve? We need to answer that question for ourselves and signal it to our adversary. 3/4

2) How will Russia react? As we deploy more of these weapon systems, and for specific purposes, this will trigger Russian counterreactions. That is not an argument against arming in the deep-strike domain, but a factor to keep in mind as we move forward. The adversary gets a vote too. 4/4

As Europe discusses the deployment of counterstrike capabilities to compensate for the inability of today's ballistic missile defense to deal with the scope of the threat, there are two things to keep in mind: 2/4

Fabian Hoffmann, PhD reposted

πŸš€ Why spend 22.9 billion USD on 7,000+ Tomahawks when low-cost alternatives are available en masse? My latest Missile Matters post takes this question apart. Full analysis available here: missilematters.substack.com/p/high-low-m... 1/3

missilematters.substack.comHigh-Low Mix: The Three Tiers of Modern Missile ArsenalsHigh-end systems, low-cost missiles, long-range drones, and the future missile arsenals of the world

Modern long-range and deep-strike arsenals now span three tiers: multi-million-dollar systems like JASSM-ER and Dark Eagle, low-cost cruise missiles at 150,000 to 500,000 USD, and long-range drones from 30,000 USD. Each buys something different. The question is what, and for whom. 2/3

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We also discuss why Europe has many national arsenals but no shared deep-strike doctrine, how low-cost cruise missiles and long-range drones are lowering barriers to entry for states like the Baltics, what this means for arms control... 2/3

But export viability differs sharply by category, hinging on three factors: surplus capacity, competitive positioning in the global export market, and legal constraints, which weigh more heavily on some segments than others. 3/4

Since April, a new export framework has permitted controlled surplus weapons sales to partner countries, in principle covering long-range drones and missiles in short supply across Europe, the Middle East, and Asia. 2/4

Fabian Hoffmann, PhD reposted

πŸš€ I just published my latest Missile Matters post on Ukraine's missile defense crisis, outlining why ballistic missile defense is so challenging and what can be done to alleviate pressure. Access the post here: missilematters.substack.com/p/ukraines-m... Summary below. 1/5

missilematters.substack.comUkraine's Missile Defense Crisis: Causes, Consequences, and SolutionsHow Russian ballistic missiles overwhelm Ukraine's missile defenses and what can be done

Fabian Hoffmann, PhD reposted

New episode of Mildly Alarmed is out! In this epiode we (@alanderminna.bsky.social @frhoffmann.bsky.social @lapatina.bsky.social) discuss some, of many, summer developments in Ukraine. Details πŸ‘‡

Minna Γ…lander 🌻@alanderminna.bsky.social

And we’re back ! In this catchup episode we discuss everything that happened in Ukraine in July - from the air campaign in both directions (our team members in Kyiv get bombed multiple nights weekly) to the government reshuffle and protests. @lapatina.bsky.social was on fire so well worth a listen