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Anduril urges US to loosen arms export rules

Financial Times Companies •
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Anduril Industries chief executive Brian Schimpf urged a reset of U.S. arms‑export rules, arguing that allies need to help produce American weapons at scale. He said the Cold‑War‑era ITAR regime slows approvals for low‑cost, mass‑produced systems that dominate today’s conflicts. He warned that the current lag hampers NATO readiness.

Valued at roughly $61bn after a $5bn funding round, Anduril is building its first U.S. plant, Arsenal‑1, in Ohio to mass‑produce drones and other weapons. The firm already partners with Germany’s Rheinmetall on Barracuda missiles and Fury autonomous vehicles, and plans a second “Arsenal‑2” hub in Europe to tap local talent. Schimpf says the designs were created for localisation from day one.

Revenue surged to $2.2bn in 2025 and is projected to exceed $4.3bn this year, though the company remains loss‑making. By loosening export controls, Anduril hopes to accelerate growth, capture more European contracts and reduce reliance on U.S. approvals. The push aligns with President Trump’s earlier call for an arms‑trade reset, signaling political openness to reform. Analysts view it as a catalyst for autonomous system fielding.