The Strategic Defence Review and Drone Warfare: Questioning a Dangerous Consensus

While there appears to be a consensus between mainstream political parties, officials and defence commentators that a significant increase in spending on drone and military AI systems would be a positive development, there are serious questions about the basis on which this decision is being made and the likely impact on global security.

New military technology in general, and uncrewed systems in particular, are being presented by politicians and the media as a quick and simple, cost-effective way for the armed forces to increase ‘mass’ and ‘lethality’ without having to procure hugely expensive kit that can take years to produce. Drones are also seen as an alternative to deploying troops in significant numbers at a time when recruitment has become increasingly difficult.

However, far from aiding security, increased spending on drones, autonomous weapons and other emerging military technology will simply lead to a further degrading of UK and global security. Remote and autonomous military systems lower the threshold for the use of armed force, making it much easier for state and non-state groups alike to engage in armed attack. Such systems encourage war as the first rather than the last option.

KEY QUESTIONS

Does the war in Ukraine really demonstrate that ‘drones are the future’?
  • It seems to be taken for granted that the ongoing war in Ukraine has demonstrated the effectiveness of drone and autonomous warfare and that therefore the UK must ‘learn the lesson’ and increase funding for such technology. However, while drones are being used extensively by both Russia and Ukraine – and causing very substantial numbers of casualties – it is far from clear that they are having any strategic impact.
  • Larger drones such as the Turkish Bayraktar TB2 operated by Ukraine – hailed as the saviour of  Ukraine at the beginning of the war  – and Russia’s Orion MALE armed drone have virtually disappeared above the battlefield as they are easily shot down. Larger one-way attack (sometimes called ‘suicide’) drones are being fired at each other’s major cities by both sides and are causing considerable harm. While these strikes are mainly for propaganda effect, again it is not clear if this will change the outcome of the war.
  • Short range surveillance/attack drones are being used very extensively on the battlefield, and the development in particular of First Person View (FPV) drones to carry out attacks on troops and vehicles has been a significant development. However, counter measures such as electronic jamming means that thousands of these drones are simply lost or crash. In many ways, drone warfare in Ukraine has become a long-term ‘cat and mouse’ fight between drones and counter-drone measures and this is only likely to continue.
Is ‘cutting edge military technology’ a silver bullet for UK Defence?
  • The capabilities of future military systems are frequently overstated and regularly underdelivered. Slick industry videos showcasing new weapons are more often than not the product of graphic designers creative imaginings rather than real world demonstrations of a new capability.
  • Click to open the briefing

    The hype surrounding trials of so-called ‘swarming drones’ is a good example. There is a world of difference between a ‘drone swarm’ in its true, techno-scientific meaning and a group of drones being deployed at the same time. A true drone swarm sees individual systems flying autonomously, communicating with each other and following a set of rules without a central controller. While manufacturers and militaries regularly claim they are testing or trialling ‘a drone swarm’, in reality they just operating a group of drones at the same time controlled by a group of operators.

  • While there have been considerable developments in the field of AI and machine learning over the past decade, the technology is still far from mature. Anyone using a chatbot, for  example, will quickly discover that there can be serious mistakes in the generated output. Trusting data generated by AI systems in a military context, without substantial human oversight and checking, is likely to result in very serious errors. The need for ongoing human oversight of AI systems is likely to render any financial of human resources saving from using AI virtually redundant.
Will funding new autonomous drones actually keep us safe?
  • Perhaps the key question about plans to heavily invest in future military AI and drone warfare is whether it will actually keep the UK safe. Just over a decade ago, armed drones were the preserve of just three states: the US, the UK and Israel. Today, many states and non-state groups are using armed drones to launch remote attacks, resulting in large numbers of civilian casualties. In essence, as they enable both states and non-state groups to engage in armed attack with little or no risk to themselves, remote and autonomous drones lower the threshold for the use of armed force, making warfare much more likely.
  • Given the global proliferation of such technology, it seems inevitable that any new developments in drone warfare funded by the UK over the next few years will inevitable proliferate and be used by other state and non-state groups. In many ways, it seems only a matter of time before drone warfare comes to the UK.
  • Rather than funding the development of new lethal autonomous drones, the UK should be at the forefront of efforts to curb and control the use of these systems, working with other states, NGOs and international experts to put in place globally accepted rules to control their proliferation and use.
Is the development and use of autonomous weapons inevitable?
  • Although the realm of science fiction until relatively recently, plans are now being developed by a number of states, including the UK, to develop and deploy lethal autonomous weapon systems. It is highly likely that the first fully autonomous weapons will be a drone-based system.
  • The real issue here is not the development of AI itself, but the way it is used. Autonomy raises a wide range of ethical, legal, moral and political issues relating to human judgement, intentions, and responsibilities. These questions remain largely unresolved and there should therefore be deep disquiet about the rapid advance towards developing AI weapons systems.
  • While some argue the inevitability of the development of these systems, there are a range of measures which could be used to prevent their development including establishing international treaties and norms, developing confidence-building measures, introducing international legal instruments, and adopting unilateral control measures. Given how much we have seen drone warfare spread and create global insecurity over the past decade, now is the time for the UK to be fully involved in international discussions to control the development of lethal fully autonomous weapon systems.

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Companies vying for share of purloined aid budget as UK plans to spend big on drones and military tech

Keir Starmer visits drone factory. Credit: Reuters

While behind-the-scenes wrangling on the final details of the latest Strategic Defence Review continue, the overall message is crystal clear: the UK intends to significantly increase military spending. To enable this there have already been a number of government decisions designed to make funds available, in particular, for new weapons technology and programmes.

In November, the Defence Secretary announced he was cutting a number of ‘outdated’ military programmes (including the infamous Watchkeeper drone) to make funds available for new military technology. The Chief of the Defence Staff, Admiral Tony Radakin argued that “accelerating the disposal of legacy equipment is the logical approach to focus on the transition to new capabilities that better reflect changing technology and tactics.”

In a more ambitious money grab, PM Kier Starmer announced that he was cutting the UK’s aid budget to help increase military spending to 2.5% of GDP and said he would use the released funds to “accelerate the adoption of cutting-edge capabilities.” Starmer argued that the aid cuts would mean an extra £13.4bn military spending per year from 2027. Others, however, argued that in real terms, the increase would be around £6bn per year. Many noted that whatever the boost to UK military spending, the cuts would significantly harm the worlds poorest people.

Finally, there has been a concerted effort to ensure that banks, pension funds and other big investors – who have accepted that military companies should be excluded from ethical investment portfolios – get back in line and ensure that military companies have full access to all their funds. The government it seems, is adamant that private as well as public funds are made available to such companies. Not unrelated to this move, universities are also coming under pressure to crackdown on opposition to military company recruitment on campus.

Which drones companies are likely to benefit?

A number of newer and older military companies are likely to benefit from the coming increase in military spending and, in anticipation, we have seen a surge in the stock prices of many of the companies involved. While drones and related technology are only one part of the increase in military spending, a number of companies in this area are likely to benefit.

Helsing

Helsing is a new company set-up by three AI experts in Berlin in 2021. Its website states that it was “founded to put ethics at the core of defence technology development” and insists that ”artificial intelligence will be the key capability to keep liberal democracies from harm”

HX-2 one way attack drones stocked at Hesling factory
HX-2 one way attack drones stocked at Hesling factory

One of the company’s first products is the HX-2 attack drone. HX-2 is a meter long, electrically propelled X-wing, one-way attack drone with up to 100 km range. The company says that on-board AI enables it to resist jamming and that multiple HX-2 can be assembled into swarms. The drone has been designed to be mass-producible and Helsing announced in February 2025 that It had set-up the first of what it is calling its ‘resilience factories’ in southern Germany to mass produce 6,000 of the drones for Ukraine. Jane’s reported in December 2024 that Helsing was to set up a factory in the UK and it is highly likely that the UK will order the HX-2 drone.

Anduril

Palmer Luckey with Andruil's Fury drone
Palmer Luckey with Andruil’s Fury drone

Although a little older than Helsing, Anduril too is a relatively new player to the defence industry. Co-founded in 2017 by technology entrepreneur Palmer Luckey, the company (named after a sword in Lord of the Rings) and its co-founder have been subject to an extra-ordinary amount of adulatory media coverage.

The UK has already awarded Anduril a number of contracts including a £30m deal in March 2025 to supply the Altius 600m and Altius 700m drones to Ukraine and it too announced this week plans to open a drone factory in the UK. Anduril is one of two companies left in the competition to supply the US air force with new category of drone called Collaborative Combat Aircraft (CCA). The UK too wants to acquire these type of drones to work in conjunction with its F-35 fighter aircraft and future Tempest combat aircraft. Anduril also works closely with another US AI tech company, Palantir, in development of AI-enabled intelligence and ‘battle-management’ systems similar in vein to the Israel ‘Lavender’ and ‘Gospel’ systems. This too is an area that the UK is likely to want to fund.

BAE Systems

Image of model of BAe's new drone concept
BAES System’s latest concept model for the UK’s ‘Autonomous Collaborative Platform’

The opposite of a newcomer, BAE Systems has a long history of being the main beneficiary of UK military spending. Research by CAAT showed that between 2012 and 2023, the company had more meetings with British prime ministers than any other private company.

With a track record of being involved with the development of drones including the UK’s experimental Taranis combat drone, BAE Systems is keen to position itself at the forefront of development of uncrewed autonomous systems. It has showcased its designs for the UK’s Autonomous Collaborative Platforms (ACP) programme – the UK’s equivalent to the US Collaborative Combat Aircraft (CCA) – and it continue to trial is Phasa-35 High-altitude surveillance drones.

Alongside this, BAE has quietly bought up a number of smaller, niche military drone companies to acquire new designs and expertise from those companies – including Prismatic, Malloy Aeronautics and Callen-Lenz – and has signed an agreement with QinetiQ to collaborate on the development of drone technology.    Read more