Airbus SE - Airbus SE is under pressure to meet its 2025 delivery target of approximately 820 aircraft, having delivered 507 jets by September, requiring 313 additional deliveries in the last quarter [2][7] - The company faces challenges due to supply chain disruptions, particularly in engine supply from manufacturers like CFM International and Pratt & Whitney, leading to a backlog of undelivered aircraft [2][7] - Despite these challenges, Airbus executives express cautious optimism about achieving the target, citing signs of recovery in engine supply [3] - Airbus reported robust third-quarter earnings, driven by strong performance in its defense and space unit [3] - The company secured a significant order for 100 A321neo aircraft from Vietjet Air, indicating strong global demand for fuel-efficient jets [3] - Airbus is advancing plans to consolidate its space business with rivals Thales and Leonardo to enhance competitiveness [3] Dorad Energy Ltd. - Dorad Energy Ltd., an indirect holding of Ellomay Capital Ltd., reported a loss for the three months ended June 30, 2025, primarily due to an increase of approximately NIS 72.7 million in financing expenses [5] - The surge in financing expenses was largely attributed to NIS/USD exchange rate differences affecting USD-denominated deposits [5] - Dorad's revenues in June 2025 decreased by approximately 22% compared to the same month in the previous year, influenced by ongoing military operations [5] - As of July 22, 2025, Ellomay Luzon Energy increased its indirect share in Dorad to approximately 16.9% by acquiring an additional 15% of Dorad's share capital [5]

Far from being cornerstones of regional stability, America and Israel now look like the opposite https://t.co/N5S7P1gVBk ...

Far from being cornerstones of regional stability, America and Israel now look like the opposite https://t.co/M1RhGvbCDJ ...

US-Australia Relations & Strategic Alignment - The US-Australia alliance is considered vital by both nations, despite the absence of a meeting between President Trump and Anthony Albanese [4] - The relationship is too significant to fail, prompting discussions on friction points like tariffs and defense spending [5][6] - A non-public review of AUKUS (orcas) has been conducted by Australia, aligning with strategic objectives to enhance submarine capabilities and counter China's assertiveness [15][16] - The US may be leveraging AUKUS to encourage increased Australian defense expenditure [17] Trade & Security Concerns - Trade tensions and tariff uncertainties complicate strategic directives aimed at China [1][2] - Critical minerals cooperation is increasingly important for both security and trade, especially as China weaponizes access to rare earth minerals [6][7][8] - Australia and the US signed an agreement ~18 months ago to expand collaboration on clean energy, climate change, and critical minerals [7] - Australia aims to ensure a trusted supply chain for the US and allies [8] Pacific Engagement & Regional Influence - The US has increased engagement with the Pacific, but development assistance is under review, raising concerns about episodic engagement [9][10][11] - Australia is the largest bilateral provider of aid to the Pacific, prompting discussions about whether it should increase its contribution if the US reduces its engagement [13][14]