German arms export licences for Israel surge with focus on sub project

Germany has approved almost 800 million euros ($913m) in arms export licences to Israel in the first five months of 2026, more than in the previous 20 months combined, the government in Berlin has confirmed.

According to a Federal Foreign Office reply to a parliamentary question by the far-right Alternative for Germany (AfD) party, nearly all the approvals were cleared in April and May.

The approvals portend a dramatic surge in weapons exports to Israel from one of the country’s most steadfast allies in Europe despite the German government’s insistence that it is concerned about the devastation wrought by Israel’s military in Gaza.

The government said more than 60 percent of the value of the arms licences is earmarked for a single, unnamed “major maritime project”.

The most likely candidate, analysts said, is a submarine built by the German manufacturer TKMS.

The INS Drakon, a nuclear-capable Dolphin II-class submarine, underwent its maiden voyage last year at a shipyard in Kiel on the Baltic Sea.

Its estimated value is 480 million euros ($548m).

It was officially handed over to the Israeli Navy last week, according to German media reports.

According to several reports, it could feature a vertical launching system (VLS), enabling it to launch nuclear-tipped cruise missiles or ballistic missiles.

Israel would become only the second navy after South Korea known to field a VLS on a modern, air-independent propulsion (AIP), conventionally powered submarine.

During its sea trials, the submarine’s tower was covered with tarpaulins and fibreglass plates to prevent observers from determining its weapons configuration.