War Department Expands Deployment of Directed-Energy and Microwave Systems

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War Department Expands Deployment of Directed-Energy and Microwave Systems

The Department of War announced on October 5 the selection of four high-energy laser and high-powered microwave systems to enhance domestic operational capabilities. Joint Interagency Task Force 401 Director U.S. Army Brig. Gen. Matt Ross stated that these directed-energy tools are vital for layered drone defense in real-world environments. The selected equipment includes laser weapon systems from Boeing, Kord, and AeroVironment, alongside a microwave platform developed by Epirus. This initiative follows warnings from NORAD Vice Commander Lt. Gen. Joseph Jarrard on August 13 regarding military vulnerabilities to swarm drone attacks due to inadequate sensors and response speeds. Furthermore, Secretary of War Pete Hegseth noted on September 30 that drone warfare represents the most significant battlefield revolution.

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The Department of War (DOW) selected four high-energy laser and high-power microwave systems to strengthen drone defense capabilities and initiated demonstration tests. This action follows assessments that military bases lack adequate response capabilities against small drone swarm attacks. The defense sector is expected to benefit from the expanded adoption of related technologies in the future.

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The DOW's introduction of directed energy weapon systems directly leads to increased R&D and delivery contracts for defense companies. In particular, selected companies such as Boeing, Kord, AeroVironment, and Epirus are expected to benefit from additional budget allocations and expanded battlefield deployment.

The bullish scenario involves continuous increases in drone defense budgets improving the earnings of related defense stocks, while the bearish scenario entails technical defects during demonstration tests or delays in budget execution. Key indicators to watch are the Department of Defense's additional weapon procurement budget and disclosures of drone defense-related contracts.

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